City
Wealth management firms in Kennesaw, Georgia
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Kennesaw, Georgia reported $4.1 billion in regulatory assets under management; the largest by assets was Henssler Financial, with $3.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $4.1 billion
- Average per firm
- $461.1 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Henssler Financial | SEC | $3.8 billion | 5,395 |
| 2 | Parrish Capital, LLC | SEC | $150.0 million | 410 |
| 3 | Unity Financial Planning Group LLC | State | $71.0 million | 433 |
| 4 | BDM Investments, Inc. | State | $44.1 million | 102 |
| 5 | Payne Financial Management, L.L.C. | State | $39.9 million | 279 |
| 6 | Hall Financial Advisors, PC | State | $22.0 million | 51 |
| 7 | Schumpert Investments, LLC | State | $8.3 million | 170 |
| 8 | Brightedge Wealth Management | State | $0 | 0 |
| 9 | Paraklete Financial, Inc. | 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.