City
Wealth management firms in Sandy Springs, Georgia
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, 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.
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
- $137.9 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 |
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.