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City

Independent RIAs in Sandy Springs, Georgia

As of October 2, 2026, 8 independent wealth management RIAs with their main office in Sandy Springs, Georgia reported $1.1 billion in regulatory assets under management; the largest by assets was HC Advisors LLC, with $500.2 million.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
8
Regulatory assets under management
$1.1 billion
Average per firm
$137.9 million
SEC-registered, of those listed
3 of 8 (37.5%)

Firms by assets

Independent RIAs in Sandy Springs, Georgia, largest first
#FirmRegistrationRAUMAccounts
1 HC Advisors LLC SEC $500.2 million 792
2 1776 Wealth LLC SEC $390.8 million 436
3 Hayes Wealth Advisors, LLC SEC $133.3 million 668
4 Fwi Wealth Management LLC State $60.4 million 94
5 Pearson Investment Management, LLC State $11.0 million 34
6 KV Financial Advice LLC State $7.6 million 13
7 Hero Asset Management State $0 0
8 Transition Planning & Guidance, LLC 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.