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City

Independent RIAs in Marietta, Georgia

As of October 2, 2026, 41 independent wealth management RIAs with their main office in Marietta, Georgia reported $8.1 billion in regulatory assets under management; the largest by assets was Impact Partnership Wealth, LLC, with $3.0 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
41
Regulatory assets under management
$8.1 billion
Average per firm
$196.9 million
SEC-registered, of those listed
12 of 41 (29.3%)

Firms by assets

#FirmRegistrationRAUMAccounts
1 Impact Partnership Wealth, LLC SEC $3.0 billion 16,058
2 Marietta Wealth Management, LLC SEC $1.4 billion 1,545
3 American Financial Advisors, LLC. SEC $950.2 million 1,861
4 Wiser Wealth Management, Inc SEC $513.6 million 1,491
5 Paul Manners & Associates, Inc. SEC $391.7 million 466
6 Baer Wealth Management SEC $334.7 million 628
7 Proactive Wealth Strategies, LLC SEC $315.8 million 1,200
8 Wickham Financial & Insurance Services SEC $193.0 million 795
9 Bey-Douglas, LLC Investment Counsel SEC $179.8 million 428
10 Strickland Davis Advisors LLC SEC $121.3 million 203
11 Sentara Capital SEC $119.6 million 493
12 Williamson Advisory Services, Inc. State $108.4 million 93
13 NTV Asset Management, LLC State $67.5 million 117
14 Bay Hill Capital Management USA, LLC State $63.4 million 176
15 Rev Capital, LLC State $56.8 million 167
16 Capital Management Advisors Inc SEC $52.0 million 198
17 Southern Incomes, LLC State $48.9 million 148
18 8020 Capital LLC State $48.5 million 41
19 King Financial Investments Inc State $38.0 million 86
20 Third Act Retirement Planning, Inc. State $30.4 million 177
21 Brown Capital Advisors, LLC State $19.4 million 56
22 Financial Planning Partners State $14.1 million 8
23 AF Capital Management, LLC State $13.5 million 65
24 JPG Wealth Management State $8.3 million 33
25 Kenwyck Capital State $6.8 million 24
26 Waypoint Financial Planning, LLC State $5.7 million 26
27 Horizon Investment Counsel LLC State $5.6 million 29
28 Jeffries Wealth Management State $2.7 million 49
29 DPM Wealth Management, Inc. State $1.7 million 2
30 Hughes & Company Investment Advisory, LLC State $1.4 million 8
31 Due West Wealth Advisors LLC State $1.2 million 12
32 Throckmorton Advisors, LLC State $584,000 1
33 Ascension Wealth Advisors State $0 0
34 Boskia Wealth Management & Advisory Services, L.L.C. State $0 0
35 Brookhaven Capital Group State $0 0
36 Fortress Capital State $0 0
37 Lassiter Financial Advisors, LLC State $0 0
38 Masterplan Retirement Consultants State $0 0
39 Resilient Wealth State $0 0
40 Shay Wealth Partners State $0 0
41 Wealth MGT Group of Georgia State $0 0

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.