City
Wealth management firms in Marietta, Georgia
As of October 2, 2026, 42 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 42
- Regulatory assets under management
- $8.1 billion
- Average per firm
- $193.2 million
- SEC-registered, of those listed
- 12 of 42 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 | Anovest Investment Advisors 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. | State | $39.5 million | 75 |
| 20 | King Financial Investments Inc | State | $38.0 million | 86 |
| 21 | Third Act Retirement Planning, Inc. | State | $30.4 million | 177 |
| 22 | Brown Capital Advisors, LLC | State | $19.4 million | 56 |
| 23 | Financial Planning Partners | State | $14.1 million | 8 |
| 24 | AF Capital Management, LLC | State | $13.5 million | 65 |
| 25 | JPG Wealth Management | State | $8.3 million | 33 |
| 26 | Kenwyck Capital | State | $6.8 million | 24 |
| 27 | Waypoint Financial Planning, LLC | State | $5.7 million | 26 |
| 28 | Horizon Investment Counsel LLC | State | $5.6 million | 29 |
| 29 | Jeffries Wealth Management | State | $2.7 million | 49 |
| 30 | DPM Wealth Management, Inc. | State | $1.7 million | 2 |
| 31 | Hughes & Company Investment Advisory, LLC | State | $1.4 million | 8 |
| 32 | Due West Wealth Advisors LLC | State | $1.2 million | 12 |
| 33 | Throckmorton Advisors, LLC | State | $584,000 | 1 |
| 34 | Ascension Wealth Advisors | State | $0 | 0 |
| 35 | Boskia Wealth Management & Advisory Services, L.L.C. | State | $0 | 0 |
| 36 | Brookhaven Capital Group | State | $0 | 0 |
| 37 | Fortress Capital | State | $0 | 0 |
| 38 | Lassiter Financial Advisors, LLC | State | $0 | 0 |
| 39 | Masterplan Retirement Consultants | State | $0 | 0 |
| 40 | Resilient Wealth | State | $0 | 0 |
| 41 | Shay Wealth Partners | State | $0 | 0 |
| 42 | Wealth MGT Group of Georgia | 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.