City
Wealth management firms in Gainesville, Georgia
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Gainesville, Georgia reported $1.3 billion in regulatory assets under management; the largest by assets was JT Stratford, LLC, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $103.4 million
- SEC-registered, of those listed
- 3 of 13 (23.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | JT Stratford, LLC | SEC | $1.0 billion | 2,734 |
| 2 | Comprehensive Financial Planning Inc | State | $102.6 million | 84 |
| 3 | Fiduciary Capital, Inc. | State | $67.8 million | 576 |
| 4 | Capital Investment Partners LLC | State | $49.4 million | 155 |
| 5 | Perfetta Capital, LLC | State | $46.8 million | 330 |
| 6 | Larsen Wealth Management, LLC | State | $43.3 million | 210 |
| 7 | W.A. Griffin Financial Services Inc. | State | $14.6 million | 67 |
| 8 | Blossom Balance LLC | State | $5.6 million | 17 |
| 9 | Focus Advisory, Ltd. | State | $402,000 | 1 |
| 10 | Anderson Advisors, Inc. | State | $0 | 0 |
| 11 | Big Creek Capital Management | State | $0 | 0 |
| 12 | Financial Potential Wealth Management | SEC | $0 | 0 |
| 13 | Stribling-Whalen Financial Group | SEC | $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.