City
Wealth management firms in Savannah, Georgia
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, with their main office in Savannah, Georgia reported $6.7 billion in regulatory assets under management; the largest by assets was Sound View Wealth Advisors Group, LLC, with $2.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 21
- Regulatory assets under management
- $6.7 billion
- Average per firm
- $319.7 million
- SEC-registered, of those listed
- 9 of 21 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sound View Wealth Advisors Group, LLC | SEC | $2.3 billion | 3,285 |
| 2 | The Fiduciary Group | SEC | $2.0 billion | 1,726 |
| 3 | Chatham Capital Group Inc | SEC | $878.1 million | 661 |
| 4 | First City Capital Management Inc | SEC | $423.7 million | 515 |
| 5 | Bull Street Advisors | SEC | $271.9 million | 197 |
| 6 | Ables, Iannone, Moore & Associates, Inc. | SEC | $258.7 million | 992 |
| 7 | T.R.U.E. Coastal Capital, LLC | SEC | $124.1 million | 416 |
| 8 | Wassaw Sound Management, LLC | SEC | $122.7 million | 15 |
| 9 | Alpha Financial Management, Inc. | SEC | $109.4 million | 543 |
| 10 | Arkin Financial Advisors, LLC | State | $75.2 million | 73 |
| 11 | Trimaran Capital | State | $71.9 million | 182 |
| 12 | KCG Investment Advisory Services LLC | State | $52.5 million | 151 |
| 13 | Ati Wealth Partners, LLC | State | $29.8 million | 122 |
| 14 | Tidewater Wealth Advisors | State | $14.8 million | 17 |
| 15 | VDB Wealth | State | $9.7 million | 45 |
| 16 | Upland Capital Management, LLC | State | $9.5 million | 10 |
| 17 | RL Wright & Associates, LLC | State | $5.2 million | 11 |
| 18 | Legacybridge Wealth Management, LLC | State | $3.5 million | 7 |
| 19 | Abacus Wealth Factors, LLC | State | $2.9 million | 5 |
| 20 | Constant Cashflow, LLC | State | $1.2 million | 25 |
| 21 | M3 Advisors, 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.