City
Wealth management firms in Athens, Georgia
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Athens, Georgia reported $5.1 billion in regulatory assets under management; the largest by assets was Cannon Financial Strategists, Inc., with $1.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $5.1 billion
- Average per firm
- $321.5 million
- SEC-registered, of those listed
- 7 of 16 (43.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cannon Financial Strategists, Inc. | SEC | $1.7 billion | 3,311 |
| 2 | Elwood & Goetz | SEC | $1.1 billion | 3,394 |
| 3 | Carson Advisory Group | SEC | $864.9 million | 2,213 |
| 4 | Family WMS, LLC | SEC | $571.6 million | 554 |
| 5 | Elevate Wealth Advisory, Inc. | SEC | $385.5 million | 1,706 |
| 6 | Lanier Financial Group LLC | SEC | $236.2 million | 729 |
| 7 | Fully Financial | SEC | $111.1 million | 561 |
| 8 | Holland Financial Services, Inc. | State | $75.6 million | 305 |
| 9 | Collins/Moody Financial Services, L.L.C. | State | $41.8 million | 100 |
| 10 | Langley Wealth Management | State | $31.4 million | 152 |
| 11 | Clark Brown, LLC | State | $27.7 million | 112 |
| 12 | Black Lake Capital Corp. | State | $17.2 million | 25 |
| 13 | Rchristianfinancial Consultants, LLC "the Clients Fiduciary" | State | $11.0 million | 86 |
| 14 | Arch Financial Planning, LLC | State | $10.5 million | 90 |
| 15 | Joseph Jekyll Advisers LLC | State | $10.2 million | 21 |
| 16 | Vision Financial Concepts | State | $5.9 million | 72 |
Wealth management firms in Georgia, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.