# Independent RIAs in Georgia

As of October 2, 2026, 681 independent wealth management RIAs based in Georgia reported $236.3 billion in regulatory assets under management; the largest by assets was HB Wealth, with $30.2 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/georgia/

## Facts

- state: Georgia
- code: GA
- population: Independent wealth management RIAs: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 391362, firms: 681, median_raum: 49354067, raum: 236328650238, advisory_employees: 2763, avg_account: 603862.026047496, band_100m_250m: 95, band_100m_250m_raum: 15631152758, band_10b_plus: 3, band_10b_plus_raum: 50848678729, band_1b_5b: 31, band_1b_5b_raum: 72534479679, band_250m_500m: 49, band_250m_500m_raum: 17528307785, band_500m_1b: 35, band_500m_1b_raum: 23833219718, band_5b_10b: 6, band_5b_10b_raum: 46120859106, band_lt100m: 366, band_lt100m_raum: 9831952463, bd_affiliated_share: 0.013215859030837, cfp_professionals: 840, clients: 169523, custody_share: 0.26431718061674, employees: 4166, fee_aum_pct_share: 0.929515418502203, fee_commissions_share: 0.0102790014684288, fee_fixed_share: 0.646108663729809, fee_hourly_share: 0.540381791483113, fee_other_share: 0.104258443465492, fee_performance_share: 0.0558002936857562, fee_subscription_share: 0.0146842878120411, financial_planning_share: 0.823788546255507, firms_with_raum: 585, iars: 2910, mean_raum: 403980598.697436, new_firms: 61, p25_raum: 11310218, p75_raum: 200055821, p90_raum: 654181754.800001, raum_discretionary: 213735630768, top100_share: 0.862422830493651, top10_share: 0.430454476067763, independent_sec: accounts: 357545, firms: 223, median_raum: 307703917, raum: 225960474654, advisory_employees: 2179, avg_account: 631977.722116097, band_100m_250m: 89, band_100m_250m_raum: 14981368263, band_10b_plus: 3, band_10b_plus_raum: 50848678729, band_1b_5b: 31, band_1b_5b_raum: 72534479679, band_250m_500m: 49, band_250m_500m_raum: 17528307785, band_500m_1b: 35, band_500m_1b_raum: 23833219718, band_5b_10b: 6, band_5b_10b_raum: 46120859106, band_lt100m: 4, band_lt100m_raum: 113561374, bd_affiliated_share: 0.0358744394618834, cfp_professionals: 676, clients: 147148, custody_share: 0.605381165919282, employees: 3445, fee_aum_pct_share: 0.982062780269058, fee_commissions_share: 0.00448430493273543, fee_fixed_share: 0.739910313901345, fee_hourly_share: 0.484304932735426, fee_other_share: 0.0807174887892377, fee_performance_share: 0.0493273542600897, fee_subscription_share: 0, financial_planning_share: 0.878923766816143, firms_with_raum: 217, iars: 2296, mean_raum: 1041292509.92627, new_firms: 25, p25_raum: 178846896, p75_raum: 726566676, p90_raum: 2372798107.2, raum_discretionary: 204326956545, raum_growth_1y: 0.204756141063231, successions: 0, top100_share: 0.901995022700719, top10_share: 0.450205840086729, state: accounts: 33817, firms: 458, median_raum: 17837929.5, raum: 10368175584, advisory_employees: 584, avg_account: 306596.551556909, band_100m_250m: 6, band_100m_250m_raum: 649784495, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 362, band_lt100m_raum: 9718391089, bd_affiliated_share: 0.00218340611353712, cfp_professionals: 164, clients: 22375, custody_share: 0.0982532751091703, employees: 721, fee_aum_pct_share: 0.903930131004367, fee_commissions_share: 0.0131004366812227, fee_fixed_share: 0.600436681222707, fee_hourly_share: 0.567685589519651, fee_other_share: 0.115720524017467, fee_performance_share: 0.0589519650655022, fee_subscription_share: 0.0218340611353712, financial_planning_share: 0.796943231441048, firms_with_raum: 368, iars: 614, mean_raum: 28174390.173913, new_firms: 36, p25_raum: 5048109.75, p75_raum: 42333361.75, p90_raum: 73783605.1, raum_discretionary: 9408674223, top100_share: 0.658590291095904, top10_share: 0.100788444845843
- broker_dealer_affiliated_not_included: firms: 26, raum: 157088512703
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 142; as_of: 2019-10-01, value: 141; as_of: 2020-10-01, value: 156; as_of: 2021-10-04, value: 170; as_of: 2022-10-03, value: 186; as_of: 2023-10-05, value: 190; as_of: 2024-10-01, value: 186; as_of: 2025-09-02, value: 191; as_of: 2026-10-02, value: 223, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 81296857382; as_of: 2019-10-01, value: 79192856253; as_of: 2020-10-01, value: 95121967246; as_of: 2021-10-04, value: 111807204285; as_of: 2022-10-03, value: 139897563411; as_of: 2023-10-05, value: 139204039652; as_of: 2024-10-01, value: 154941092097; as_of: 2025-09-02, value: 187557022498; as_of: 2026-10-02, value: 225960474654, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 157405; as_of: 2019-10-01, value: 172836; as_of: 2020-10-01, value: 189747; as_of: 2021-10-04, value: 213853; as_of: 2022-10-03, value: 235340; as_of: 2023-10-05, value: 276521; as_of: 2024-10-01, value: 286256; as_of: 2025-09-02, value: 324057; as_of: 2026-10-02, value: 357545, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 261393586; as_of: 2019-10-01, value: 246048724.5; as_of: 2020-10-01, value: 272221514; as_of: 2021-10-04, value: 263119415; as_of: 2022-10-03, value: 287929027; as_of: 2023-10-05, value: 275233000; as_of: 2024-10-01, value: 307914735; as_of: 2025-09-02, value: 335648778.5; as_of: 2026-10-02, value: 307703917
- top_10: largest: rank: 1, crd: 316731, firm: HB Wealth, city: Atlanta, value: 30158401942; rank: 2, crd: 146051, firm: Advisory Services Network, city: Atlanta, value: 10595714037; rank: 3, crd: 336837, firm: Openarc Corporate Advisory, LLC, city: Atlanta, value: 10094562750; rank: 4, crd: 112758, firm: Signaturefd, LLC, city: Atlanta, value: 9675890922; rank: 5, crd: 110271, firm: Crawford Investment Counsel Inc, city: Atlanta, value: 9139406625; rank: 6, crd: 144516, firm: Nicholas Hoffman & Company, LLC, city: Atlanta, value: 8262465273; rank: 7, crd: 158055, firm: Capital Investment Advisors, LLC, city: Atlanta, value: 8212613694; rank: 8, crd: 152511, firm: Balentine, city: Atlanta, value: 5542491404; rank: 9, crd: 143208, firm: Bip Wealth, LLC, city: Atlanta, value: 5287991188; rank: 10, crd: 168012, firm: IFG Advisory, LLC, city: Atlanta, value: 4759187483, fastest-growing: rank: 1, crd: 289723, firm: Sunbeam Capital Management, LLC, city: Atlanta, value: 0.924014883276871; rank: 2, crd: 288833, firm: Beacon Global Advisor Network, LLC, city: Atlanta, value: 0.877393625746528; rank: 3, crd: 289908, firm: Inlight Wealth, city: Atlanta, value: 0.867579687837465; rank: 4, crd: 313928, firm: Impact Partnership Wealth, LLC, city: Marietta, value: 0.762018410550911; rank: 5, crd: 281621, firm: Gibbs Wealth Management, LLC, city: Alpharetta, value: 0.66597685776427; rank: 6, crd: 127333, firm: Aprio Wealth Management, LLC, city: Atlanta, value: 0.576708893385953; rank: 7, crd: 325133, firm: LCP Institutional, LLC, city: Atlanta, value: 0.574682349718526; rank: 8, crd: 143208, firm: Bip Wealth, LLC, city: Atlanta, value: 0.571745955854803; rank: 9, crd: 141943, firm: Advocacy Wealth Management, LLC, city: Atlanta, value: 0.556829574588249; rank: 10, crd: 314344, firm: Hamilton Capital Partners, LLC, city: Atlanta, value: 0.473864141706688, fastest-growing-3-year: rank: 1, crd: 281621, firm: Gibbs Wealth Management, LLC, city: Alpharetta, value: 0.745626834043271; rank: 2, crd: 288833, firm: Beacon Global Advisor Network, LLC, city: Atlanta, value: 0.638550411319345; rank: 3, crd: 289723, firm: Sunbeam Capital Management, LLC, city: Atlanta, value: 0.536885596761406; rank: 4, crd: 297517, firm: Pgi Wealth Management, city: Alpharetta, value: 0.534610957707; rank: 5, crd: 315101, firm: Power Wealth Management, city: Alpharetta, value: 0.498303157400534; rank: 6, crd: 127333, firm: Aprio Wealth Management, LLC, city: Atlanta, value: 0.466335412962407; rank: 7, crd: 314344, firm: Hamilton Capital Partners, LLC, city: Atlanta, value: 0.457158617699933; rank: 8, crd: 154405, firm: Kiker Wealth Management, LLC, city: Jasper, value: 0.444024616381328; rank: 9, crd: 298593, firm: Sage Mountain Advisors, LLC, city: Atlanta, value: 0.410578863494911; rank: 10, crd: 141943, firm: Advocacy Wealth Management, LLC, city: Atlanta, value: 0.378750915524947, fastest-growing-5-year: rank: 1, crd: 299805, firm: Bison Wealth, LLC, city: Atlanta, value: 0.548625976097722; rank: 2, crd: 144516, firm: Nicholas Hoffman & Company, LLC, city: Atlanta, value: 0.429646060582352; rank: 3, crd: 298593, firm: Sage Mountain Advisors, LLC, city: Atlanta, value: 0.41608205986338; rank: 4, crd: 127333, firm: Aprio Wealth Management, LLC, city: Atlanta, value: 0.354136479504904; rank: 5, crd: 297517, firm: Pgi Wealth Management, city: Alpharetta, value: 0.333570220006645; rank: 6, crd: 313832, firm: Eagle Rock Investment Company, LLC, city: Atlanta, value: 0.332895490234802; rank: 7, crd: 314344, firm: Hamilton Capital Partners, LLC, city: Atlanta, value: 0.294803903204655; rank: 8, crd: 141943, firm: Advocacy Wealth Management, LLC, city: Atlanta, value: 0.280564897701235; rank: 9, crd: 143208, firm: Bip Wealth, LLC, city: Atlanta, value: 0.27632431691433; rank: 10, crd: 150008, firm: Bluechip Wealth Advisors LLC, city: Milton, value: 0.274241494900094, biggest-asset-gains: rank: 1, crd: 336837, firm: Openarc Corporate Advisory, LLC, city: Atlanta, value: 10094562750; rank: 2, crd: 316731, firm: HB Wealth, city: Atlanta, value: 4278105750; rank: 3, crd: 146051, firm: Advisory Services Network, city: Atlanta, value: 1975901475; rank: 4, crd: 143208, firm: Bip Wealth, LLC, city: Atlanta, value: 1923585402; rank: 5, crd: 158055, firm: Capital Investment Advisors, LLC, city: Atlanta, value: 1914215902; rank: 6, crd: 127333, firm: Aprio Wealth Management, LLC, city: Atlanta, value: 1519706938; rank: 7, crd: 112758, firm: Signaturefd, LLC, city: Atlanta, value: 1344290660; rank: 8, crd: 313928, firm: Impact Partnership Wealth, LLC, city: Marietta, value: 1281827522; rank: 9, crd: 141943, firm: Advocacy Wealth Management, LLC, city: Atlanta, value: 1160597851; rank: 10, crd: 325133, firm: LCP Institutional, LLC, city: Atlanta, value: 1159295057, most-clients: rank: 1, crd: 146051, firm: Advisory Services Network, city: Atlanta, value: 12968; rank: 2, crd: 168012, firm: IFG Advisory, LLC, city: Atlanta, value: 9500; rank: 3, crd: 299805, firm: Bison Wealth, LLC, city: Atlanta, value: 9003; rank: 4, crd: 313928, firm: Impact Partnership Wealth, LLC, city: Marietta, value: 8017; rank: 5, crd: 158055, firm: Capital Investment Advisors, LLC, city: Atlanta, value: 6014; rank: 6, crd: 316731, firm: HB Wealth, city: Atlanta, value: 5459; rank: 7, crd: 281621, firm: Gibbs Wealth Management, LLC, city: Alpharetta, value: 5356; rank: 8, crd: 166212, firm: First Advisors National, LLC, city: Atlanta, value: 4872; rank: 9, crd: 336837, firm: Openarc Corporate Advisory, LLC, city: Atlanta, value: 3841; rank: 10, crd: 327470, firm: Greenwood Investment Advisors, LLC, city: Atlanta, value: 3818, client-growth: rank: 1, crd: 299805, firm: Bison Wealth, LLC, city: Atlanta, value: 1.85628172588833; rank: 2, crd: 143208, firm: Bip Wealth, LLC, city: Atlanta, value: 0.860520094562648; rank: 3, crd: 127333, firm: Aprio Wealth Management, LLC, city: Atlanta, value: 0.795983086680761; rank: 4, crd: 313928, firm: Impact Partnership Wealth, LLC, city: Marietta, value: 0.54738467477321; rank: 5, crd: 329448, firm: Adapt Wealth Advisors, LLC, city: Atlanta, value: 0.533112582781457; rank: 6, crd: 288833, firm: Beacon Global Advisor Network, LLC, city: Atlanta, value: 0.516939890710383; rank: 7, crd: 166212, firm: First Advisors National, LLC, city: Atlanta, value: 0.417515274949084; rank: 8, crd: 127200, firm: Ridge Capital Management, LLC, city: John Creek, value: 0.409090909090909; rank: 9, crd: 292413, firm: CMC Financial Group, LLC, city: Atlanta, value: 0.369047619047619; rank: 10, crd: 325133, firm: LCP Institutional, LLC, city: Atlanta, value: 0.303921568627451, most-accounts: rank: 1, crd: 146051, firm: Advisory Services Network, city: Atlanta, value: 29663; rank: 2, crd: 316731, firm: HB Wealth, city: Atlanta, value: 26148; rank: 3, crd: 143208, firm: Bip Wealth, LLC, city: Atlanta, value: 17391; rank: 4, crd: 158055, firm: Capital Investment Advisors, LLC, city: Atlanta, value: 17148; rank: 5, crd: 313928, firm: Impact Partnership Wealth, LLC, city: Marietta, value: 16058; rank: 6, crd: 168012, firm: IFG Advisory, LLC, city: Atlanta, value: 14619; rank: 7, crd: 336837, firm: Openarc Corporate Advisory, LLC, city: Atlanta, value: 14525; rank: 8, crd: 112758, firm: Signaturefd, LLC, city: Atlanta, value: 11102; rank: 9, crd: 166212, firm: First Advisors National, LLC, city: Atlanta, value: 9026; rank: 10, crd: 299805, firm: Bison Wealth, LLC, city: Atlanta, value: 9003, most-advisory-staff: rank: 1, crd: 146051, firm: Advisory Services Network, city: Atlanta, value: 247; rank: 2, crd: 316731, firm: HB Wealth, city: Atlanta, value: 152; rank: 3, crd: 313928, firm: Impact Partnership Wealth, LLC, city: Marietta, value: 89; rank: 4, crd: 168012, firm: IFG Advisory, LLC, city: Atlanta, value: 86; rank: 5, crd: 336837, firm: Openarc Corporate Advisory, LLC, city: Atlanta, value: 80; rank: 6, crd: 299805, firm: Bison Wealth, LLC, city: Atlanta, value: 65; rank: 7, crd: 166212, firm: First Advisors National, LLC, city: Atlanta, value: 64; rank: 8, crd: 288833, firm: Beacon Global Advisor Network, LLC, city: Atlanta, value: 61; rank: 9, crd: 281621, firm: Gibbs Wealth Management, LLC, city: Alpharetta, value: 59; rank: 10, crd: 158055, firm: Capital Investment Advisors, LLC, city: Atlanta, value: 55, most-hnw-clients: rank: 1, crd: 299805, firm: Bison Wealth, LLC, city: Atlanta, value: 5877; rank: 2, crd: 168012, firm: IFG Advisory, LLC, city: Atlanta, value: 3556; rank: 3, crd: 316731, firm: HB Wealth, city: Atlanta, value: 3169; rank: 4, crd: 158055, firm: Capital Investment Advisors, LLC, city: Atlanta, value: 2462; rank: 5, crd: 336837, firm: Openarc Corporate Advisory, LLC, city: Atlanta, value: 2356; rank: 6, crd: 143208, firm: Bip Wealth, LLC, city: Atlanta, value: 1566; rank: 7, crd: 112758, firm: Signaturefd, LLC, city: Atlanta, value: 1271; rank: 8, crd: 110271, firm: Crawford Investment Counsel Inc, city: Atlanta, value: 1176; rank: 9, crd: 146051, firm: Advisory Services Network, city: Atlanta, value: 1121; rank: 10, crd: 104545, firm: Henssler Financial, city: Kennesaw, value: 733, most-cfp-professionals: rank: 1, crd: 316731, firm: HB Wealth, city: Atlanta, value: 85; rank: 2, crd: 146051, firm: Advisory Services Network, city: Atlanta, value: 65; rank: 3, crd: 112758, firm: Signaturefd, LLC, city: Atlanta, value: 34; rank: 4, crd: 168012, firm: IFG Advisory, LLC, city: Atlanta, value: 30; rank: 5, crd: 158055, firm: Capital Investment Advisors, LLC, city: Atlanta, value: 27; rank: 6, crd: 143208, firm: Bip Wealth, LLC, city: Atlanta, value: 24; rank: 7, crd: 127333, firm: Aprio Wealth Management, LLC, city: Atlanta, value: 22; rank: 8, crd: 154839, firm: Elwood & Goetz, city: Athens, value: 18; rank: 9, crd: 336837, firm: Openarc Corporate Advisory, LLC, city: Atlanta, value: 16; rank: 10, crd: 104545, firm: Henssler Financial, city: Kennesaw, value: 15, newest: rank: 1, crd: 338408, firm: Highbrook Capital Partners, city: Atlanta, value: 509064516; rank: 2, crd: 332573, firm: Exit Wealth Advisors, city: Alpharetta, value: 243222773; rank: 3, crd: 338739, firm: Magellan Planning Group, city: Atlanta, value: 209983000; rank: 4, crd: 321215, firm: Wright Wealth LLC, city: Atlanta, value: 188462210; rank: 5, crd: 287997, firm: True Square Financial LLC, city: Atlanta, value: 178846896; rank: 6, crd: 338634, firm: Martinwright Advisory, LLC, city: Atlanta, value: 160704772; rank: 7, crd: 174308, firm: J. L. Perkins Wealth Management, LLC, city: Macon, value: 142180370; rank: 8, crd: 125217, firm: The Marin Group Inc., city: Atlanta, value: 128065838; rank: 9, crd: 139125, firm: The Advisory Firm, city: Alpharetta, value: 126393156; rank: 10, crd: 335528, firm: Vip Wealth Advisors, city: Decatur, value: 126099231
- cities: name: Atlanta, independent_rias: 229, raum: 171314214331, url: https://advisoriq.com/ria/states/georgia/atlanta/; name: Alpharetta, independent_rias: 46, raum: 8416149735, url: https://advisoriq.com/ria/states/georgia/alpharetta/; name: Marietta, independent_rias: 41, raum: 8073008304, url: https://advisoriq.com/ria/states/georgia/marietta/; name: Savannah, independent_rias: 21, raum: 6713701845, url: https://advisoriq.com/ria/states/georgia/savannah/; name: Athens, independent_rias: 16, raum: 5144244823, url: https://advisoriq.com/ria/states/georgia/athens/; name: Kennesaw, independent_rias: 9, raum: 4149711096, url: https://advisoriq.com/ria/states/georgia/kennesaw/; name: Augusta, independent_rias: 11, raum: 4049796622, url: https://advisoriq.com/ria/states/georgia/augusta/; name: Milton, independent_rias: 10, raum: 3095458082, url: https://advisoriq.com/ria/states/georgia/milton/; name: Decatur, independent_rias: 11, raum: 1742832226, url: https://advisoriq.com/ria/states/georgia/decatur/; name: Woodstock, independent_rias: 14, raum: 1654127501, url: https://advisoriq.com/ria/states/georgia/woodstock/; name: Columbus, independent_rias: 6, raum: 1571690310, url: https://advisoriq.com/ria/states/georgia/columbus/; name: Gainesville, independent_rias: 13, raum: 1344589910, url: https://advisoriq.com/ria/states/georgia/gainesville/; name: Roswell, independent_rias: 17, raum: 1297774643, url: https://advisoriq.com/ria/states/georgia/roswell/; name: Sandy Springs, independent_rias: 8, raum: 1103161556, url: https://advisoriq.com/ria/states/georgia/sandy-springs/; name: Suwanee, independent_rias: 12, raum: 1082597370, url: https://advisoriq.com/ria/states/georgia/suwanee/; name: Cumming, independent_rias: 13, raum: 846636390, url: https://advisoriq.com/ria/states/georgia/cumming/; name: Macon, independent_rias: 7, raum: 793517508, url: https://advisoriq.com/ria/states/georgia/macon/; name: Johns Creek, independent_rias: 9, raum: 769469746, url: https://advisoriq.com/ria/states/georgia/johns-creek/; name: Duluth, independent_rias: 11, raum: 615787026, url: https://advisoriq.com/ria/states/georgia/duluth/; name: Watkinsville, independent_rias: 7, raum: 435208300, url: https://advisoriq.com/ria/states/georgia/watkinsville/; name: Canton, independent_rias: 8, raum: 367323176, url: https://advisoriq.com/ria/states/georgia/canton/; name: Peachtree City, independent_rias: 10, raum: 295898388, url: https://advisoriq.com/ria/states/georgia/peachtree-city/; name: St. Simons Island, independent_rias: 7, raum: 285113876, url: https://advisoriq.com/ria/states/georgia/st-simons-island/; name: Lawrenceville, independent_rias: 5, raum: 8933270, url: https://advisoriq.com/ria/states/georgia/lawrenceville/
- iar_ce_status: not adopted

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Georgia](https://advisoriq.com/ria/rankings/largest/georgia/)
- [Fastest-growing independent RIAs over one year in Georgia](https://advisoriq.com/ria/rankings/fastest-growing/georgia/)
- [Fastest-growing independent RIAs over three years in Georgia](https://advisoriq.com/ria/rankings/fastest-growing-3-year/georgia/)
- [Fastest-growing independent RIAs over five years in Georgia](https://advisoriq.com/ria/rankings/fastest-growing-5-year/georgia/)
- [IAR CE in Georgia](https://advisoriq.com/ce/iar/georgia/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/georgia/

License: https://advisoriq.com/license/