City
Independent RIAs in Watkinsville, Georgia
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Watkinsville, Georgia reported $435.2 million in regulatory assets under management; the largest by assets was Trademark Capital Management Inc., with $150.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $435.2 million
- Average per firm
- $62.2 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Trademark Capital Management Inc. | SEC | $150.8 million | 521 |
| 2 | Sanders & Scott, CHFC | SEC | $148.8 million | 699 |
| 3 | Arch Partners Wealth Management, Inc. | SEC | $109.2 million | 568 |
| 4 | AFS Wealth Management LLC | State | $25.1 million | 96 |
| 5 | Green Wing Financial Solutions LLC | State | $1.3 million | 3 |
| 6 | Bailey Financial Services | State | $0 | 0 |
| 7 | Oglesby Wealth Strategies, 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.