City
Wealth management firms in Duluth, Georgia
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Duluth, Georgia reported $16.2 billion in regulatory assets under management; the largest by assets was Primerica Advisors, with $15.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $16.2 billion
- Average per firm
- $1.3 billion
- SEC-registered, of those listed
- 3 of 12 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Primerica 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 | $15.5 billion | 89,813 |
| 2 | C.W. O'Conner Wealth Advisors, Inc. | SEC | $264.6 million | 464 |
| 3 | Evans Wealth Management | SEC | $111.1 million | 532 |
| 4 | Legacy Partner Group | State | $85.0 million | 104 |
| 5 | Stanhouse Financial Planning and Management, LLC | State | $33.3 million | 80 |
| 6 | Trestle Wealth Advisory, LLC | State | $33.1 million | 199 |
| 7 | Gerald L. Delon, PHD | State | $32.1 million | 27 |
| 8 | Lifewater Wealth Management | State | $30.3 million | 47 |
| 9 | LK Wealth Management, LLC | State | $18.0 million | 45 |
| 10 | Focus Investments, LLC | State | $3.5 million | 71 |
| 11 | BJM Financial Inc | State | $3.0 million | 10 |
| 12 | Fern Impact Advisors, LLC | State | $1.7 million | 5 |
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.