City
Wealth management firms in Macon, Georgia
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Macon, Georgia reported $1.1 billion in regulatory assets under management; the largest by assets was Christy Capital Management, Inc., with $376.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $134.7 million
- SEC-registered, of those listed
- 4 of 8 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Christy Capital Management, Inc. | SEC | $376.3 million | 1,835 |
| 2 | Smith, Brown & Groover Inc. D/B/A SBG Wealth Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $284.2 million | 722 |
| 3 | CFS Wealth Management | SEC | $189.1 million | 465 |
| 4 | J. L. Perkins Wealth Management, LLC | SEC | $142.2 million | 691 |
| 5 | Wilson Wealth Stewardship | State | $58.9 million | 343 |
| 6 | Beall Financial Planning, Inc. | State | $23.0 million | 198 |
| 7 | Solomon Investments & Financial Planning, LLC | State | $4.0 million | 75 |
| 8 | Bickley Investments, LLC | State | $447 | 1 |
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.