City
Independent RIAs in Atlanta, Georgia
As of October 2, 2026, 229 independent wealth management RIAs with their main office in Atlanta, Georgia reported $171.3 billion in regulatory assets under management; the largest by assets was HB Wealth, with $30.2 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 229
- Regulatory assets under management
- $171.3 billion
- Average per firm
- $748.1 million
- SEC-registered, of those listed
- 99 of 100 (99.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | HB Wealth | SEC | $30.2 billion | 26,148 |
| 2 | Advisory Services Network | SEC | $10.6 billion | 29,663 |
| 3 | Openarc Corporate Advisory, LLC | SEC | $10.1 billion | 14,525 |
| 4 | Signaturefd, LLC | SEC | $9.7 billion | 11,102 |
| 5 | Crawford Investment Counsel Inc | SEC | $9.1 billion | 4,050 |
| 6 | Nicholas Hoffman & Company, LLC | SEC | $8.3 billion | 2,233 |
| 7 | Capital Investment Advisors, LLC | SEC | $8.2 billion | 17,148 |
| 8 | Balentine | SEC | $5.5 billion | 3,447 |
| 9 | Bip Wealth, LLC | SEC | $5.3 billion | 17,391 |
| 10 | IFG Advisory, LLC | SEC | $4.8 billion | 14,619 |
| 11 | Sage Mountain Advisors, LLC | SEC | $4.3 billion | 193 |
| 12 | ZWJ Investment Counsel Inc | SEC | $4.2 billion | 2,387 |
| 13 | Aprio Wealth Management, LLC | SEC | $4.2 billion | 5,258 |
| 14 | BT Family Office, LLC | SEC | $4.0 billion | 10 |
| 15 | Advocacy Wealth Management, LLC | SEC | $3.2 billion | 2,234 |
| 16 | LCP Institutional, LLC | SEC | $3.2 billion | 395 |
| 17 | Montag | SEC | $3.0 billion | 1,308 |
| 18 | Bison Wealth, LLC | SEC | $2.7 billion | 9,003 |
| 19 | Arcus Capital Partners, LLC | SEC | $2.5 billion | 1,667 |
| 20 | Cahaba Wealth Management, Inc. | SEC | $2.1 billion | 888 |
| 21 | Marco Investment Management LLC | SEC | $1.8 billion | 694 |
| 22 | CPC Advisors, LLC | SEC | $1.7 billion | 2,588 |
| 23 | Rollins Financial Advisors, LLC | SEC | $1.6 billion | 1,004 |
| 24 | Longview Wealth Management | SEC | $1.2 billion | 3,002 |
| 25 | West Paces Advisors, Inc. | SEC | $1.0 billion | 831 |
| 26 | Builder Investment Group | SEC | $952.5 million | 582 |
| 27 | Inlight Wealth | SEC | $843.3 million | 845 |
| 28 | Veracity Capital LLC | SEC | $799.8 million | 1,852 |
| 29 | Eagle Rock Investment Company, LLC | SEC | $786.7 million | 174 |
| 30 | Regent Peak Wealth Advisors, LLC | SEC | $785.9 million | 1,611 |
| 31 | Beacon Global Advisor Network, LLC | SEC | $745.1 million | 1,833 |
| 32 | Meadow Creek Wealth Advisors, LLC | SEC | $728.0 million | 595 |
| 33 | Smith & Howard Wealth Management, LLC | SEC | $726.9 million | 750 |
| 34 | Anchyra Partners LLC | SEC | $689.2 million | 455 |
| 35 | Irc Wealth | SEC | $666.7 million | 1,076 |
| 36 | Rowland Miller + Partners LLC | SEC | $635.9 million | 562 |
| 37 | Sherrill & Hutchins Financial Advisory Inc | SEC | $623.7 million | 1,317 |
| 38 | Persium Advisors, LLC | SEC | $583.6 million | 484 |
| 39 | Epg Wealth Management LLC | SEC | $579.1 million | 1,194 |
| 40 | Novapoint Capital LLC | SEC | $536.2 million | 812 |
| 41 | Financial Innovations, LLC | SEC | $535.2 million | 1,071 |
| 42 | Benedict Financial Advisors, Inc. | SEC | $529.4 million | 724 |
| 43 | Highbrook Capital Partners | SEC | $509.1 million | 596 |
| 44 | First Advisors National, LLC | SEC | $505.9 million | 9,026 |
| 45 | Investors Asset Management of Georgia Inc | SEC | $502.0 million | 772 |
| 46 | Paces Ferry Wealth Advisors, LLC | SEC | $491.2 million | 698 |
| 47 | Adapt Wealth Advisors, LLC | SEC | $469.2 million | 1,473 |
| 48 | Sard Wealth Managment Group, LLC | SEC | $464.0 million | 1,127 |
| 49 | Access Investment Management, LLC | SEC | $456.4 million | 85 |
| 50 | Holcombe Financial, Inc. | SEC | $451.6 million | 722 |
| 51 | Hamilton Capital Partners, LLC | SEC | $444.0 million | 218 |
| 52 | Peachtree Wealth Advisors, Inc | SEC | $436.8 million | 1,359 |
| 53 | Waypoint Wealth Counsel LLC | SEC | $433.3 million | 532 |
| 54 | Sunbeam Capital Management, LLC | SEC | $410.2 million | 239 |
| 55 | Private Family Wealth Advisors | SEC | $393.2 million | 371 |
| 56 | Regimen Wealth, LLC | SEC | $365.2 million | 738 |
| 57 | Resurgent Advisors | SEC | $354.7 million | 913 |
| 58 | Compass Wealth Management, LLC | SEC | $307.7 million | 773 |
| 59 | Letson Investment Management, Inc. | SEC | $296.3 million | 105 |
| 60 | Estate Management Counselors,llc | SEC | $294.3 million | 1,018 |
| 61 | Baugh & Associates, LLC | SEC | $294.2 million | 437 |
| 62 | Banyan Capital Management, Inc. | SEC | $281.7 million | 334 |
| 63 | Conscious Wealth Investments, LLC | SEC | $272.8 million | 475 |
| 64 | Aurora Investment Counsel | SEC | $252.7 million | 65 |
| 65 | Checks & Balances, Inc. | SEC | $251.1 million | 28 |
| 66 | Large and Gilbert Wealth Advisory | SEC | $247.4 million | 630 |
| 67 | Eads & Heald Wealth Management | SEC | $240.5 million | 229 |
| 68 | Galleria Financial Advisors, LLC | SEC | $239.2 million | 140 |
| 69 | Mosaic Wealth Management, L.L.C. | SEC | $238.8 million | 348 |
| 70 | Alder Financial Group Inc | SEC | $224.1 million | 249 |
| 71 | Reicon Wealth Advisors, LLC | SEC | $220.1 million | 117 |
| 72 | Ciovacco Capital Management | SEC | $217.3 million | 347 |
| 73 | Premis Advisors, LLC | SEC | $213.9 million | 135 |
| 74 | Magellan Planning Group | SEC | $210.0 million | 420 |
| 75 | Pierson Wealth Management | SEC | $192.0 million | 644 |
| 76 | Xception Family Office | SEC | $189.3 million | 28 |
| 77 | Wright Wealth LLC | SEC | $188.5 million | 839 |
| 78 | George M. Hiller Companies, LLC | SEC | $183.0 million | 429 |
| 79 | True Square Financial LLC | SEC | $178.8 million | 330 |
| 80 | Chancellor Wealth Management, Inc. | SEC | $174.0 million | 399 |
| 81 | The Keystone Financial Alliance, LLC | SEC | $164.7 million | 445 |
| 82 | The Carroll Group, Inc. | SEC | $163.4 million | 8 |
| 83 | Gutt Financial Management, LLC | SEC | $162.1 million | 189 |
| 84 | Martinwright Advisory, LLC | SEC | $160.7 million | 116 |
| 85 | Covey Capital Advisors, LLC | SEC | $156.5 million | 36 |
| 86 | Maven Capital Partners, LLC | SEC | $152.9 million | 24 |
| 87 | The Renn Wealth Management Group, Inc. | SEC | $151.9 million | 229 |
| 88 | Unified Investment Management | SEC | $150.6 million | 263 |
| 89 | Chastain Wealth Management | SEC | $143.8 million | 270 |
| 90 | Littlefield Asset Management, Inc. | SEC | $141.1 million | 114 |
| 91 | The Marin Group Inc. | SEC | $128.1 million | 147 |
| 92 | Berkeley Advisors, Inc. | SEC | $125.3 million | 314 |
| 93 | CMC Financial Group, LLC | SEC | $119.3 million | 365 |
| 94 | Financial Discovery | SEC | $118.3 million | 343 |
| 95 | Cornerstone Financial | SEC | $118.0 million | 313 |
| 96 | McCormack Financial Planning Inc. | SEC | $115.7 million | 549 |
| 97 | Jayco Wealth Management | SEC | $107.9 million | 208 |
| 98 | Wealth Engagement | SEC | $105.0 million | 104 |
| 99 | 34 Financial, LLC | SEC | $101.0 million | 93 |
| 100 | Crescent Wealth Advisory, LLC | State | $99.0 million | 177 |
Showing the 100 largest of 229 firms. Search by name to find another.
Independent RIAs 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.