City
Wealth management firms in Johns Creek, Georgia
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Johns Creek, Georgia reported $769.5 million in regulatory assets under management; the largest by assets was Loftin Wealth Partners, with $344.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $769.5 million
- Average per firm
- $85.5 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Loftin Wealth Partners | SEC | $344.5 million | 1,466 |
| 2 | Networth Financial Services, LLC | SEC | $128.1 million | 335 |
| 3 | American Wealth Advisors, LLC | SEC | $120.2 million | 321 |
| 4 | Fleming Wealth Management, LLC | State | $89.5 million | 51 |
| 5 | Confidant Financial Solutions, LLC | State | $42.0 million | 173 |
| 6 | Kindzia Investments | State | $25.3 million | 112 |
| 7 | Choice Wealth Management, LLC | State | $15.2 million | 126 |
| 8 | Kuber Capital Management, LLC | State | $4.1 million | 13 |
| 9 | Streetwise Capital | State | $525,000 | 6 |
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.