City
Wealth management firms in Woodstock, Georgia
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Woodstock, Georgia reported $1.7 billion in regulatory assets under management; the largest by assets was Woodstock Wealth Management, Inc., with $726.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $118.2 million
- SEC-registered, of those listed
- 5 of 14 (35.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Woodstock Wealth Management, Inc. | SEC | $726.6 million | 2,995 |
| 2 | Goodwin Investment Advisory | SEC | $397.0 million | 403 |
| 3 | Financial Architects, LLC | SEC | $199.2 million | 345 |
| 4 | Legacy Partners Financial Group, LLC | SEC | $107.6 million | 517 |
| 5 | Turner Wealth Advisory | State | $90.1 million | 215 |
| 6 | Optimum Wealth Management, LLC | State | $70.8 million | 174 |
| 7 | Surepath Financial Services, LLC | State | $34.4 million | 175 |
| 8 | Shepherd Financial LLC | State | $19.8 million | 55 |
| 9 | Kanakaris and Associates | State | $7.5 million | 101 |
| 10 | Archangel Investment Management | State | $990,574 | 11 |
| 11 | McAp Investment Management, LLC | State | $168,998 | 1 |
| 12 | 755 Financial | SEC | $0 | 0 |
| 13 | Freedom Wealth Coaching, LLC | State | $0 | 0 |
| 14 | Munro Legacy Planners 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.