City
Wealth management firms in Columbus, Georgia
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Columbus, Georgia reported $10.0 billion in regulatory assets under management; the largest by assets was Synovus Securities, Inc., with $8.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $10.0 billion
- Average per firm
- $1.4 billion
- SEC-registered, of those listed
- 4 of 7 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Synovus Securities, 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 | $8.4 billion | 12,411 |
| 2 | Greatmark Investment Partners, Inc. | SEC | $1.0 billion | 1,159 |
| 3 | Wealth Intelligence, LLC | SEC | $247.5 million | 414 |
| 4 | Townsend Wealth Management | SEC | $194.0 million | 449 |
| 5 | Momentum Wealth Management | State | $64.6 million | 394 |
| 6 | Mars Capital Management LLC | State | $25.2 million | 57 |
| 7 | Fluid Financial Planning, LLC | State | $19.7 million | 109 |
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.