City
Wealth management firms in Atlanta, Georgia
As of October 2, 2026, 242 wealth management firms, including broker-dealer firms, with their main office in Atlanta, Georgia reported $278.4 billion in regulatory assets under management; the largest by assets was Truist Advisory Services, Inc., with $77.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 242
- Regulatory assets under management
- $278.4 billion
- Average per firm
- $1.2 billion
- SEC-registered, of those listed
- 100 of 100 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Truist Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $77.4 billion | 129,307 |
| 2 | HB Wealth | SEC | $30.2 billion | 26,148 |
| 3 | Osaic Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $15.5 billion | 50,459 |
| 4 | Advisory Services Network | SEC | $10.6 billion | 29,663 |
| 5 | Openarc Corporate Advisory, LLC | SEC | $10.1 billion | 14,525 |
| 6 | Signaturefd, LLC | SEC | $9.7 billion | 11,102 |
| 7 | Crawford Investment Counsel Inc | SEC | $9.1 billion | 4,050 |
| 8 | Arkadios Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $8.8 billion | 14,886 |
| 9 | Nicholas Hoffman & Company, LLC | SEC | $8.3 billion | 2,233 |
| 10 | Capital Investment Advisors, LLC | SEC | $8.2 billion | 17,148 |
| 11 | Balentine | SEC | $5.5 billion | 3,447 |
| 12 | Bip Wealth, LLC | SEC | $5.3 billion | 17,391 |
| 13 | IFG Advisory, LLC | SEC | $4.8 billion | 14,619 |
| 14 | Sage Mountain Advisors, LLC | SEC | $4.3 billion | 193 |
| 15 | ZWJ Investment Counsel Inc | SEC | $4.2 billion | 2,387 |
| 16 | Aprio Wealth Management, LLC | SEC | $4.2 billion | 5,258 |
| 17 | BT Family Office, LLC | SEC | $4.0 billion | 10 |
| 18 | Advocacy Wealth Management, LLC | SEC | $3.2 billion | 2,234 |
| 19 | LCP Institutional, LLC | SEC | $3.2 billion | 395 |
| 20 | Montag | SEC | $3.0 billion | 1,308 |
| 21 | Bison Wealth, LLC | SEC | $2.7 billion | 9,003 |
| 22 | Strategic Blueprint, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.5 billion | 8,462 |
| 23 | Arcus Capital Partners, LLC | SEC | $2.5 billion | 1,667 |
| 24 | Cahaba Wealth Management, Inc. | SEC | $2.1 billion | 888 |
| 25 | Marco Investment Management LLC | SEC | $1.8 billion | 694 |
| 26 | CPC Advisors, LLC | SEC | $1.7 billion | 2,588 |
| 27 | Rollins Financial Advisors, LLC | SEC | $1.6 billion | 1,004 |
| 28 | Longview Wealth Management | SEC | $1.2 billion | 3,002 |
| 29 | SB Advisory, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.1 billion | 942 |
| 30 | West Paces Advisors, Inc. | SEC | $1.0 billion | 831 |
| 31 | Builder Investment Group | SEC | $952.5 million | 582 |
| 32 | Inlight Wealth | SEC | $843.3 million | 845 |
| 33 | Veracity Capital LLC | SEC | $799.8 million | 1,852 |
| 34 | Eagle Rock Investment Company, LLC | SEC | $786.7 million | 174 |
| 35 | Regent Peak Wealth Advisors, LLC | SEC | $785.9 million | 1,611 |
| 36 | Beacon Global Advisor Network, LLC | SEC | $745.1 million | 1,833 |
| 37 | Meadow Creek Wealth Advisors, LLC | SEC | $728.0 million | 595 |
| 38 | Smith & Howard Wealth Management, LLC | SEC | $726.9 million | 750 |
| 39 | Anchyra Partners LLC | SEC | $689.2 million | 455 |
| 40 | Irc Wealth | SEC | $666.7 million | 1,076 |
| 41 | Rowland Miller + Partners LLC | SEC | $635.9 million | 562 |
| 42 | Sherrill & Hutchins Financial Advisory Inc | SEC | $623.7 million | 1,317 |
| 43 | Persium Advisors, LLC | SEC | $583.6 million | 484 |
| 44 | Epg Wealth Management LLC | SEC | $579.1 million | 1,194 |
| 45 | Novapoint Capital LLC | SEC | $536.2 million | 812 |
| 46 | Financial Innovations, LLC | SEC | $535.2 million | 1,071 |
| 47 | Benedict Financial Advisors, Inc. | SEC | $529.4 million | 724 |
| 48 | Highbrook Capital Partners | SEC | $509.1 million | 596 |
| 49 | First Advisors National, LLC | SEC | $505.9 million | 9,026 |
| 50 | Investors Asset Management of Georgia Inc | SEC | $502.0 million | 772 |
| 51 | Paces Ferry Wealth Advisors, LLC | SEC | $491.2 million | 698 |
| 52 | Register Financial Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $488.5 million | 850 |
| 53 | Adapt Wealth Advisors, LLC | SEC | $469.2 million | 1,473 |
| 54 | Sard Wealth Managment Group, LLC | SEC | $464.0 million | 1,127 |
| 55 | Access Investment Management, LLC | SEC | $456.4 million | 85 |
| 56 | Holcombe Financial, Inc. | SEC | $451.6 million | 722 |
| 57 | Hamilton Capital Partners, LLC | SEC | $444.0 million | 218 |
| 58 | Peachtree Wealth Advisors, Inc | SEC | $436.8 million | 1,359 |
| 59 | Waypoint Wealth Counsel LLC | SEC | $433.3 million | 532 |
| 60 | Sunbeam Capital Management, LLC | SEC | $410.2 million | 239 |
| 61 | Private Family Wealth Advisors | SEC | $393.2 million | 371 |
| 62 | The Strategic Financial Alliance Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $382.0 million | 1,022 |
| 63 | Regimen Wealth, LLC | SEC | $365.2 million | 738 |
| 64 | Resurgent Advisors | SEC | $354.7 million | 913 |
| 65 | Dai Wealth, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $330.0 million | 2,048 |
| 66 | Compass Wealth Management, LLC | SEC | $307.7 million | 773 |
| 67 | Letson Investment Management, Inc. | SEC | $296.3 million | 105 |
| 68 | Estate Management Counselors,llc | SEC | $294.3 million | 1,018 |
| 69 | Baugh & Associates, LLC | SEC | $294.2 million | 437 |
| 70 | Banyan Capital Management, Inc. | SEC | $281.7 million | 334 |
| 71 | Conscious Wealth Investments, LLC | SEC | $272.8 million | 475 |
| 72 | Aurora Investment Counsel | SEC | $252.7 million | 65 |
| 73 | Checks & Balances, Inc. | SEC | $251.1 million | 28 |
| 74 | Large and Gilbert Wealth Advisory | SEC | $247.4 million | 630 |
| 75 | Eads & Heald Wealth Management | SEC | $240.5 million | 229 |
| 76 | Galleria Financial Advisors, LLC | SEC | $239.2 million | 140 |
| 77 | Mosaic Wealth Management, L.L.C. | SEC | $238.8 million | 348 |
| 78 | Alder Financial Group Inc | SEC | $224.1 million | 249 |
| 79 | Reicon Wealth Advisors, LLC | SEC | $220.1 million | 117 |
| 80 | San Blas Advisory, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $218.9 million | 665 |
| 81 | Ciovacco Capital Management | SEC | $217.3 million | 347 |
| 82 | Premis Advisors, LLC | SEC | $213.9 million | 135 |
| 83 | Magellan Planning Group | SEC | $210.0 million | 420 |
| 84 | Pierson Wealth Management | SEC | $192.0 million | 644 |
| 85 | Xception Family Office | SEC | $189.3 million | 28 |
| 86 | Wright Wealth LLC | SEC | $188.5 million | 839 |
| 87 | George M. Hiller Companies, LLC | SEC | $183.0 million | 429 |
| 88 | True Square Financial LLC | SEC | $178.8 million | 330 |
| 89 | Chancellor Wealth Management, Inc. | SEC | $174.0 million | 399 |
| 90 | The Keystone Financial Alliance, LLC | SEC | $164.7 million | 445 |
| 91 | The Carroll Group, Inc. | SEC | $163.4 million | 8 |
| 92 | Gutt Financial Management, LLC | SEC | $162.1 million | 189 |
| 93 | Martinwright Advisory, LLC | SEC | $160.7 million | 116 |
| 94 | Covey Capital Advisors, LLC | SEC | $156.5 million | 36 |
| 95 | Maven Capital Partners, LLC | SEC | $152.9 million | 24 |
| 96 | The Renn Wealth Management Group, Inc. | SEC | $151.9 million | 229 |
| 97 | Unified Investment Management | SEC | $150.6 million | 263 |
| 98 | Peachcap Tax & Advisory, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $147.5 million | 598 |
| 99 | Chastain Wealth Management | SEC | $143.8 million | 270 |
| 100 | Littlefield Asset Management, Inc. | SEC | $141.1 million | 114 |
Showing the 100 largest of 242 firms. Search by name to find another.
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.