City
Wealth management firms in Milton, Georgia
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Milton, Georgia reported $3.1 billion in regulatory assets under management; the largest by assets was Berkeley Capital Partners, LLC, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $3.1 billion
- Average per firm
- $309.5 million
- SEC-registered, of those listed
- 3 of 10 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Berkeley Capital Partners, LLC | SEC | $1.1 billion | 2,368 |
| 2 | Jamison Private Wealth Management, Inc. | SEC | $1.1 billion | 1,358 |
| 3 | Bluechip Wealth Advisors LLC | SEC | $666.4 million | 1,041 |
| 4 | MRP Advisors, LLC | State | $96.1 million | 262 |
| 5 | Responsive Financial Group, Inc. | State | $60.9 million | 165 |
| 6 | Arrowhead Investment Advisors, LLC | State | $50.0 million | 65 |
| 7 | Westhollow Wealth Management | State | $35.6 million | 40 |
| 8 | Rich & Company LLC | State | $20.9 million | 23 |
| 9 | Cei Financial Planning | State | $4.7 million | 7 |
| 10 | Rock One Advisors, LLC | State | $3.8 million | 29 |
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.