City
Wealth management firms in Cumming, Georgia
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Cumming, Georgia reported $846.6 million in regulatory assets under management; the largest by assets was Trufp, with $421.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $846.6 million
- Average per firm
- $65.1 million
- SEC-registered, of those listed
- 2 of 13 (15.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Trufp | SEC | $421.7 million | 2,645 |
| 2 | Financial Consultants Group Inc | SEC | $188.2 million | 577 |
| 3 | Omega Advisory LLC | State | $83.9 million | 194 |
| 4 | Bales Financial Advisors, Inc | State | $51.1 million | 384 |
| 5 | Vivcap LLC | State | $28.0 million | 53 |
| 6 | Infinity Wealthcare, LLC | State | $21.0 million | 58 |
| 7 | Chanakya Business Ventures LLC | State | $16.6 million | 69 |
| 8 | Joshi Capital Management, LLC | State | $14.5 million | 152 |
| 9 | Chattahoochee Wealth | State | $8.9 million | 19 |
| 10 | Finacura Advisory LLC | State | $7.6 million | 17 |
| 11 | Mason Wealth Strategies | State | $5.2 million | 21 |
| 12 | Greenway Financial Planning, LLC | State | $67,000 | 2 |
| 13 | Titanium Wealth Management LLC | State | $0 | 0 |
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.