City
Wealth management firms in Decatur, Georgia
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Decatur, Georgia reported $1.7 billion in regulatory assets under management; the largest by assets was Chicory Wealth, with $840.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $158.4 million
- SEC-registered, of those listed
- 4 of 11 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Chicory Wealth | SEC | $840.4 million | 2,208 |
| 2 | Ferguson Shapiro LLC | SEC | $415.2 million | 996 |
| 3 | Minerva Planning Group | SEC | $236.9 million | 551 |
| 4 | Vip Wealth Advisors | SEC | $126.1 million | 206 |
| 5 | Chamberlain Financial Advisors, Inc. | State | $71.6 million | 510 |
| 6 | Root Wealth Management | State | $33.1 million | 116 |
| 7 | One Source Advisory Services, LLC | State | $16.2 million | 97 |
| 8 | Mindful Capital Management | State | $1.9 million | 17 |
| 9 | Financial Lab | State | $1.4 million | 10 |
| 10 | Blue Otter Financial Planning | State | $0 | 0 |
| 11 | Personal Econome, 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.