City
Independent RIAs in Macon, Georgia
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Macon, Georgia reported $793.5 million in regulatory assets under management; the largest by assets was Christy Capital Management, Inc., with $376.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $793.5 million
- Average per firm
- $113.4 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Christy Capital Management, Inc. | SEC | $376.3 million | 1,835 |
| 2 | CFS Wealth Management | SEC | $189.1 million | 465 |
| 3 | J. L. Perkins Wealth Management, LLC | SEC | $142.2 million | 691 |
| 4 | Wilson Wealth Stewardship | State | $58.9 million | 343 |
| 5 | Beall Financial Planning, Inc. | State | $23.0 million | 198 |
| 6 | Solomon Investments & Financial Planning, LLC | State | $4.0 million | 75 |
| 7 | Bickley Investments, LLC | State | $447 | 1 |
Independent RIAs 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.