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Wealth Management Firms (RIAs) in Atlanta

153 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Truist Advisory Services is the largest: $77.4 billion through Truist Advisory Services, Inc. (filed ).

HB Wealth follows with $30.2 billion. The 147 advisers counted report $256.2 billion together; the ten largest hold 70% of it, and half report less than $316 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $256.2BN sitsThe 147 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $25BN and over42%2 firms
  2. $10BN to $25BN13%2 firms
  3. $5BN to $10BN11%4 firms
  4. $1BN to $5BN19%19 firms
  5. $500MM to $1BN6%25 firms
  6. Under $500MM9%95 firms

Latest Form ADV of each, filed Jan 2026 to Oct 2026. Read ; sources at the end of the page.

Wealth management firms listedList of October 2026; 152 are wealth managers and 1 is a wealth manager with a broker-dealer
153
Combined assets147 counted; as filed to Oct 2026
$256.2BN
Largest: Truist Advisory ServicesAs filed
$77.4BN
Median firmHalf of the 147 report less
$316MM
Held by the ten largestOf the $256.2BN combined
70%

Truist Advisory Services, HB Wealth and Merit Financial Advisors lead the Atlanta wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $208.2BN, 81% of the $256.2BN the 147 counted report.

  1. 1

    Truist Advisory Services

    Wealth manager, Atlanta, GA

    $77.4BNRegulatory assets, Aug 2026

    62% high net worth, 30% other individuals, 7% businesses

    Individual clients
    126,145
  2. 2

    HB Wealth

    Wealth manager, Atlanta, GA

    $30.2BNRegulatory assets, Sep 2026

    72% high net worth, 15% businesses, 5% other individuals

    Individual clients
    4,808
    Private funds
    24
  3. 3

    Merit Financial Advisors

    Wealth manager with a broker-dealer, Alpharetta, GA

    $23.9BNRegulatory assets, Sep 2026

    47% high net worth, 28% other individuals, 18% pension plans

    Individual clients
    20,040
  4. 4

    Openarc Corporate Advisory

    Wealth manager, Atlanta, GA

    $10.1BNRegulatory assets, Sep 2026

    90% high net worth, 9% other individuals

    Individual clients
    3,841
  5. 5

    Arkadios Wealth Advisors

    Wealth manager, Atlanta, GA

    $8.8BNRegulatory assets, Oct 2026

    47% other individuals, 37% high net worth, 15% businesses

    Individual clients
    14,320
  6. 6

    Capital Investment Advisors

    Wealth manager, Atlanta, GA

    $8.2BNRegulatory assets, Aug 2026

    78% high net worth, 22% other individuals

    Individual clients
    6,014
  7. 7

    Balentine

    Wealth manager, Atlanta, GA

    $5.5BNRegulatory assets, Aug 2026

    72% high net worth, 15% government, 10% charities

    Individual clients
    439
    Private funds
    6
  8. 8

    BIP Wealth

    Wealth manager, Atlanta, GA

    $5.3BNRegulatory assets, Sep 2026

    91% high net worth, 8% other individuals

    Individual clients
    3,108
    Private funds
    2
  9. 9

    IFG Advisory

    Wealth manager, Atlanta, GA

    $4.8BNRegulatory assets, Sep 2026

    74% high net worth, 22% other individuals, 2% businesses

    Individual clients
    9,038
  10. 10

    Sage Mountain Advisors

    Wealth manager, Atlanta, GA

    $4.3BNRegulatory assets, Jul 2026

    94% high net worth, 5% charities

    Individual clients
    186
    Private funds
    3
  11. 11

    ZWJ Investment Counsel

    Wealth manager, Atlanta, GA

    $4.2BNRegulatory assets, Mar 2026

    86% high net worth, 5% charities, 4% other individuals

    Individual clients
    990
  12. 12

    Aprio Wealth Management

    Wealth manager, Atlanta, GA

    $4.2BNRegulatory assets, Aug 2026

    86% high net worth, 6% other individuals, 4% pension plans

    Individual clients
    1,592
  13. 13

    Advocacy Wealth Management

    Wealth manager, Atlanta, GA

    $3.2BNRegulatory assets, Aug 2026

    69% high net worth, 15% other individuals, 11% charities

    Individual clients
    1,658
  14. 14

    LCP Institutional

    Wealth manager, Atlanta, GA

    $3.2BNRegulatory assets, Mar 2026

    53% high net worth, 44% charities, 2% other individuals

    Individual clients
    119
  15. 15

    Montag

    Wealth manager, Atlanta, GA

    $3.0BNRegulatory assets, Mar 2026

    93% high net worth, 5% charities, 2% other individuals

    Individual clients
    477
  16. 16

    Impact Partnership Wealth

    Wealth manager, Marietta, GA

    $3.0BNRegulatory assets, Sep 2026

    67% other individuals, 33% high net worth

    Individual clients
    7,988
  17. 17

    Bison Wealth

    Wealth manager, Atlanta, GA

    $2.7BNRegulatory assets, Sep 2026

    63% high net worth, 30% other individuals, 4% businesses

    Individual clients
    8,569
  18. 18

    Arcus Capital Partners

    Wealth manager, Atlanta, GA

    $2.5BNRegulatory assets, Mar 2026

    72% high net worth, 18% businesses, 8% charities

    Individual clients
    447
    Private funds
    2
  19. 19

    Cahaba Wealth Management

    Wealth manager, Atlanta, GA

    $2.1BNRegulatory assets, Mar 2026

    86% high net worth, 8% other individuals, 5% pension plans

    Individual clients
    888
  20. 20

    Marco Investment Management

    Wealth manager, Atlanta, GA

    $1.8BNRegulatory assets, Jun 2026

    79% high net worth, 7% charities, 6% businesses

    Individual clients
    266

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

One firm holds 30% of the assets

How the 147 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 147 firms counted, log scaleEach dot is one adviser and links to its row. Truist Advisory Services $77.4BN; HB Wealth $30.2BN; Merit Financial Advisors $23.9BN; median $316MM.$100MM$1BN$10BN$100BNTruist Advisory Services: $77.4BNHB Wealth: $30.2BNMerit Financial Advisors: $23.9BNOpenarc Corporate Advisory: $10.1BNArkadios Wealth Advisors: $8.8BNCapital Investment Advisors: $8.2BNBalentine: $5.5BNBIP Wealth: $5.3BNIFG Advisory: $4.8BNSage Mountain Advisors: $4.3BNZWJ Investment Counsel: $4.2BNAprio Wealth Management: $4.2BNAdvocacy Wealth Management: $3.2BNLCP Institutional: $3.2BNMontag: $3.0BNImpact Partnership Wealth: $3.0BNBison Wealth: $2.7BNArcus Capital Partners: $2.5BNCahaba Wealth Management: $2.1BNMarco Investment Management: $1.8BNCPC Advisors: $1.7BNRollins Financial Advisors: $1.6BNMarietta Wealth Management: $1.4BNLongview Wealth Management: $1.2BNBerkeley Capital Partners: $1.1BNSB Advisory: $1.1BNJamison Private Wealth Management: $1.1BNAmerican Financial Advisors: $950MMInlight Wealth: $843MMVeracity Capital: $800MMEagle Rock Investment Company: $787MMRegent Peak Wealth Advisors: $786MMForthright Wealth Management: $773MMMeadow Creek Wealth Advisors: $728MMSmith & Howard Wealth Management: $727MMWoodstock Wealth Management: $727MMIRC Wealth: $667MMBluechip Wealth Advisors: $666MMSherrill & Hutchins Financial Advisory: $624MMWellspring Wealth Management: $585MMPersium Advisors: $584MMEPG Wealth Management: $579MMWealth Science Advisors: $559MMWeaver Capital Management: $538MMNovapoint Capital: $536MMFinancial Innovations: $535MMBenedict Financial Advisors: $529MMWiser Wealth Management: $514MMHighbrook Capital Partners: $509MMFirst Advisors National: $506MMInvestors Asset Management of Georgia: $502MMHC Advisors: $500MMPaces Ferry Wealth Advisors: $491MMRegister Financial Advisors: $488MMCape Investment Advisory: $474MMAdapt Wealth Advisors: $469MMSard Wealth Managment Group: $464MMHolcombe Financial: $452MMHamilton Capital Partners: $444MMPeachtree Wealth Advisors: $437MMWaypoint Wealth Counsel: $433MMPower Wealth Management: $430MMTrufp: $422MMFerguson Shapiro: $415MMGoodwin Investment Advisory: $397MMKiker Wealth Management: $395MMPrivate Family Wealth Advisors: $393MMRegimen Wealth: $365MMResurgent Advisors: $355MMSouthbridge Advisors: $353MMLoftin Wealth Partners: $344MMDAI Wealth: $330MMMPWM Advisory Solutions: $327MMProactive Wealth Strategies: $316MMAmerican Wealth Management: $310MMCompass Wealth Management: $308MMTandemgrowth Financial Advisors: $297MMLetson Investment Management: $296MMEstate Management Counselors: $294MMBaugh & Associates: $294MMVerisail Partners: $284MMConscious Wealth Investments: $273MMC.W. O'Conner Wealth Advisors: $265MMAurora Investment Counsel: $253MMJourney Beyond Wealth: $250MMWealth Intelligence: $247MMLarge and Gilbert Wealth Advisory: $247MMIntegras Partners: $245MMExit Wealth Advisors: $243MMAnson Analytics: $242MMMosaic Wealth Management: $239MMMinerva Planning Group: $237MMLegacy Planning Advisors: $234MMCommonwealth Financial Planners: $228MMMRP Capital Investments: $228MMAlder Financial Group: $224MMSan Blas Advisory: $219MMGriffith & Werner: $219MMPark Square Financial Group: $219MMWealth With No Regrets: $214MMPremis Advisors: $214MMMagellan Planning Group: $210MMGolden Bell Financial Planning: $209MMDaner Wealth Management: $202MMAsset Management Group: $200MMFinancial Architects: $199MMCapital and Planning: $194MMWickham Financial & Insurance Services: $193MMIncompass Financial Partners: $192MMPierson Wealth Management: $192MMElm3 Financial Group: $189MMWright Wealth: $188MMFinancial Consultants Group: $188MMAtlas Investment Advisors: $184MMTrue Square Financial: $179MMNewcorp Wealth Management: $177MMChancellor Wealth Management: $174MMThe Keystone Financial Alliance: $165MMDyche, Riley, & Selman Wealth Management: $162MMGutt Financial Management: $162MMMartinwright Advisory: $161MMGeorgia Wealth Partners: $157MMThe Renn Wealth Management Group: $152MMUnified Investment Management: $151MMParrish Capital: $150MMPeachcap Tax & Advisory: $147MMChastain Wealth Management: $144MMQM Advisors: $140MMST. John & Associates: $128MMNetworth Financial Services: $128MMThe Marin Group: $128MMThe Advisory Firm: $126MMVIP Wealth Advisors: $126MMBerkeley Advisors: $125MMStrickland Davis Advisors: $121MMSentara Capital: $120MMCMC Financial Group: $119MMFinancial Discovery: $118MMCornerstone Financial: $118MMBurt Asset Management: $117MMMcCormack Financial Planning: $116MMEvans Wealth Management: $111MMCapital Endurance Group: $109MMJayco Wealth Management: $108MMLegacy Partners Financial Group: $108MMWealth Engagement: $105MMTuttle Wealth Partners: $104MMTruist Advisory Services $77.4BNHB Wealth $30.2BNMerit Financial Advisors $23.9BNMedian $316MMAssets of each of the 147 firms counted, log scaleEach dot is one adviser and links to its row. Truist Advisory Services $77.4BN; HB Wealth $30.2BN; Merit Financial Advisors $23.9BN; median $316MM.$1BN$100BNTruist Advisory Services $77.4BNMedian $316MM

One dot per firm counted; 6 firms with a main office outside Atlanta, a second row for the same adviser or only fund assets left out. Read .

The 147 firms, by size
Under $500MM959%$22.8BN
$500MM to $1BN256%$16.1BN
$1BN to $5BN1919%$47.9BN
$5BN to $10BN411%$27.8BN
$10BN to $25BN213%$34.0BN
$25BN and over242%$107.6BN

Assets each reported in its latest filing; shares are of the $256.2BN combined, one row per firm. Read .

30%

of the assets reported sits with one firm, Truist Advisory Services. The five largest hold 59%; 120 of 147 report under $1 billion.

30%Largest28%Next 441%Other 142
Who the 153 are
  1. Wealth managers152
  2. Wealth manager with a broker-dealer1

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 147 advisers' assets by type of client
  1. High net worth67%
  2. Other individuals21%
  3. Businesses6%
  4. Pension plans3%
  5. Charities2%
  6. Private funds1%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients, most private funds.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Truist Advisory Services126,145Aug 2026
2Merit Financial Advisors20,040Sep 2026
3Arkadios Wealth Advisors14,320Oct 2026
4IFG Advisory9,038Sep 2026
5Bison Wealth8,569Sep 2026
6Impact Partnership Wealth7,988Sep 2026
7Capital Investment Advisors6,014Aug 2026
8First Advisors National4,858Mar 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Truist Advisory Services32,526Aug 2026
2Bison Wealth5,877Sep 2026
3Merit Financial Advisors4,344Sep 2026
4IFG Advisory3,556Sep 2026
5HB Wealth3,169Sep 2026
6Capital Investment Advisors2,462Aug 2026
7Openarc Corporate Advisory2,356Sep 2026
8BIP Wealth1,566Sep 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

Most private fundsPrivate funds each firm advises, on its latest Form ADV (Schedule D).
RankNameFigure
1HB Wealth24Sep 2026
2Dyche, Riley, & Selman Wealth Management12May 2026
3Berkeley Capital Partners8Mar 2026
4Balentine6Aug 2026
5Holcombe Financial3Jun 2026
6Sage Mountain Advisors3Jul 2026
7Arcus Capital Partners2Mar 2026
8BIP Wealth2Sep 2026

The list is public. The warm path is not. Schedule a conversation

All 153 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 153 firms

Kind
Where
Size
Order
Wealth Management Firms (RIAs) in Atlanta 153 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
Adapt Wealth Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Adapt Wealth Advisors

Form ADV of Adapt Wealth Advisors, LLC (CRD 329448), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $469MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 456 individuals, 149 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$469MMSep 2026463100%
The Advisory Firm
Wealth manager, Alpharetta, GA.
Detail and sources for The Advisory Firm

Form ADV of The Advisory Firm (CRD 139125), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $126MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 120 individuals, 43 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$126MMSep 2026120100%
Advocacy Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for Advocacy Wealth Management

Form ADV of Advocacy Wealth Management, LLC (CRD 141943), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $3.2BN; 36 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Advocacy Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 1,658 individuals, 649 of them high net worth; individuals hold 85% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$3.2BNAug 20261,72085%
Alder Financial Group
Wealth manager, Atlanta, GA.
Detail and sources for Alder Financial Group

Form ADV of Alder Financial Group Inc. (CRD 108837), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $224MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 65 individuals, 46 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$224MMMar 202665100%
American Financial Advisors
Wealth manager, Marietta, GA.
Detail and sources for American Financial Advisors

Form ADV of American Financial Advisors, Llc. (CRD 115824), SEC registered adviser, filed , main office Marietta, GA: regulatory assets $950MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of American Financial Advisors, Llc., quarter ended , filed .

Possible match by name only, not counted: American Financial Advisors Inc. (CRD 108530), registered adviser, filed , Winter Park, FL.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 816 individuals, 299 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$950MMSep 202682098%
American Wealth Management
Wealth manager, Alpharetta, GA.
Detail and sources for American Wealth Management

Form ADV of American Wealth Management, Inc. (CRD 25536), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $310MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: American Wealth Management (CRD 122205), registered adviser, filed , Reno, NV.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 550 individuals, 167 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$310MMSep 202656599%
Anson Analytics
Wealth manager, Tyrone, GA.
Detail and sources for Anson Analytics

Form ADV of Anson Capital, Inc. (CRD 131416), SEC registered adviser, filed , main office Tyrone, GA: regulatory assets $242MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 113 individuals, 68 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$242MMFeb 202611789%
Aprio Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for Aprio Wealth Management

Form ADV of Aprio Wealth Management, LLC (CRD 127333), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $4.2BN; 55 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 1,592 individuals, 710 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$4.2BNAug 20261,69992%
Arcus Capital Partners
Wealth manager, Atlanta, GA.
Detail and sources for Arcus Capital Partners

Form ADV of Arcus Capital Partners, LLC (CRD 147346), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $2.5BN; 2 private funds, $7.1MM gross; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 447 individuals, 401 of them high net worth; individuals hold 73% of its regulatory assets.

Files: SEC Form ADV.

$2.5BNMar 202646773%2
Arkadios Wealth Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Arkadios Wealth Advisors

Form ADV of Arkadios Wealth Advisors LLC (CRD 288863), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $8.8BN; 188 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Arkadios Wealth Advisors LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 14,320 individuals, 764 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$8.8BNOct 202614,88684%
Asset Management Group
Wealth manager, Cartersville, GA.
Detail and sources for Asset Management Group

Form ADV of Amg Asset Management Group, Inc. (CRD 319444), SEC registered adviser, filed , main office Cartersville, GA: regulatory assets $200MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Asset Management Group, Inc. (CRD 110116), registered adviser, filed , Stamford, CT.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 372 individuals, 58 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$200MMJun 2026372100%
Atlas Investment Advisors
Wealth manager, Alpharetta, GA.
Detail and sources for Atlas Investment Advisors

Form ADV of Atlas Financial Planning, LLC (CRD 324861), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $184MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 116 individuals, 101 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$184MMFeb 202611699%
Aurora Investment Counsel
Wealth manager, Atlanta, GA.
Detail and sources for Aurora Investment Counsel

Form ADV of Aurora Investment Counsel (CRD 107460), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $253MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Aurora Investment Counsel, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 53 individuals, 53 of them high net worth; individuals hold 53% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$253MMMar 20266553%
Baer Wealth Management
Wealth manager, Marietta, GA. Main office Marietta, GA; not in the totals.
Detail and sources for Baer Wealth Management

Form ADV of Molly B Investment Group LLC (CRD 150555), SEC registered adviser, filed , main office Marietta, GA: regulatory assets $335MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Marietta, GA; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 263 individuals, 149 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV.

$335MMMar 202630884%
Balentine
Wealth manager, Atlanta, GA.
Detail and sources for Balentine

Form ADV of Balentine LLC (CRD 152511), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $5.5BN; 6 private funds, $166MM gross; 61 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 439 individuals, 426 of them high net worth; individuals hold 72% of its regulatory assets.

Files: SEC Form ADV.

$5.5BNAug 202646472%6
Baugh & Associates
Wealth manager, Atlanta, GA.
Detail and sources for Baugh & Associates

Form ADV of Baugh & Associates, LLC (CRD 136342), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $294MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 160 individuals, 55 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$294MMMar 2026161100%
Benedict Financial Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Benedict Financial Advisors

Form ADV of Benedict Financial Advisors, Inc. (CRD 116690), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $529MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and publications. Clients (Item 5.D): 315 individuals, 162 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$529MMSep 202632198%
Berkeley Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Berkeley Advisors

Form ADV of Berkeley Advisors, Inc. (CRD 134455), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $125MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 81 individuals, 38 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$125MMFeb 202681100%
Berkeley Capital Partners
Wealth manager, Milton, GA.
Detail and sources for Berkeley Capital Partners

Form ADV of Berkeley Capital Partners, LLC (CRD 281082), SEC registered adviser, filed , main office Milton, GA: regulatory assets $1.1BN; 8 private funds, $246MM gross; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Berkeley Capital Partners, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, pension consulting and selection of other advisers. Clients (Item 5.D): 1,557 individuals, 180 of them high net worth; individuals hold 69% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.1BNMar 20261,60569%8
BIP Wealth
Wealth manager, Atlanta, GA.
Detail and sources for BIP Wealth

Form ADV of BIP Wealth, LLC (CRD 143208), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $5.3BN; 2 private funds, $9.8MM gross; 88 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 3,108 individuals, 1,566 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$5.3BNSep 20263,14699%2
Bison Wealth
Wealth manager, Atlanta, GA.
Detail and sources for Bison Wealth

Form ADV of Bison Wealth, LLC (CRD 299805), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $2.7BN; 78 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Bison Wealth, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 8,569 individuals, 5,877 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.7BNSep 20269,00393%
Bluechip Wealth Advisors
Wealth manager, Milton, GA.
Detail and sources for Bluechip Wealth Advisors

Form ADV of Bluechip Wealth Advisors LLC (CRD 150008), SEC registered adviser, filed , main office Milton, GA: regulatory assets $666MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 372 individuals, 166 of them high net worth; individuals hold 69% of its regulatory assets.

Files: SEC Form ADV.

$666MMJul 202639869%
Burt Asset Management
Wealth manager, Alpharetta, GA.
Detail and sources for Burt Asset Management

Form ADV of Burt Asset Management, Inc. (CRD 125967), SEC registered adviser, filed : regulatory assets $117MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 75 individuals, 21 of them high net worth; individuals hold 96% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$117MMMay 20267596%
C.W. O'Conner Wealth Advisors
Wealth manager, Duluth, GA.
Detail and sources for C.W. O'Conner Wealth Advisors

Form ADV of C.W. O'Conner Wealth Advisors, Inc. (CRD 125646), SEC registered adviser, filed , main office Duluth, GA: regulatory assets $265MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 135 individuals, 69 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$265MMFeb 2026135100%
Cahaba Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for Cahaba Wealth Management

Form ADV of Cahaba Wealth Management, Inc. (CRD 151675), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $2.1BN; 23 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Cahaba Wealth Management, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 888 individuals, 437 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.1BNMar 202689295%
Cape Investment Advisory
Wealth manager, Mcdonough, GA.
Detail and sources for Cape Investment Advisory

Form ADV of Cape Investment Advisory, Inc. (CRD 146384), SEC registered adviser, filed , main office Mcdonough, GA: regulatory assets $474MM; 34 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Cape Investment Advisory, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 1,002 individuals, 107 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$474MMJul 20261,01397%
Capital and Planning
Wealth manager, Jonesboro, GA.
Detail and sources for Capital and Planning

Form ADV of Capital and Planning, LLC (CRD 321104), SEC registered adviser, filed , main office Jonesboro, GA: regulatory assets $194MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 517 individuals, 126 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$194MMMay 202651799%
Capital Endurance Group
Wealth manager, Alpharetta, GA.
Detail and sources for Capital Endurance Group

Form ADV of Capital Endurance Group, Inc. (CRD 284793), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $109MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 65 individuals, 24 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$109MMJun 202665100%
Capital Investment Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Capital Investment Advisors

Form ADV of Capital Investment Advisors, LLC (CRD 158055), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $8.2BN; 107 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Capital Investment Advisors, LLC, quarter ended , filed .

Possible match by name only, not counted: Capital Investment Advisors, Inc. (CRD 118269), registered adviser, filed , Washington D.C., DC.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 6,014 individuals, 2,462 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$8.2BNAug 20266,014100%
Chancellor Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for Chancellor Wealth Management

Form ADV of Chancellor Wealth Management, Inc. (CRD 112918), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $174MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 119 individuals, 0 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$174MMMar 202611999%
Chastain Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for Chastain Wealth Management

Form ADV of Chastain Wealth Management, LLC (CRD 285551), SEC registered adviser, filed : regulatory assets $144MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 57 individuals, 51 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$144MMJan 202657100%
Chicory Wealth
Wealth manager, Decatur, GA. Main office ; not in the totals.
Detail and sources for Chicory Wealth

Form ADV of M. Kulyk & Associates, LLC (CRD 290887), SEC registered adviser, filed : regulatory assets $840MM; 1 private fund, $3.7MM gross; 23 employees.

Tied to this row by the CRD the list cites from the filing.

Main office ; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 539 individuals, 225 of them high net worth; individuals hold 99% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$840MMJul 202654999%1
CMC Financial Group
Wealth manager, Atlanta, GA.
Detail and sources for CMC Financial Group

Form ADV of CMC Financial Group, LLC (CRD 292413), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $119MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 176 individuals, 29 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$119MMMar 202623093%
Commonwealth Financial Planners
Wealth manager, Roswell, GA.
Detail and sources for Commonwealth Financial Planners

Form ADV of Commonwealth Financial Planners Inc. (CRD 106831), SEC registered adviser, filed , main office Roswell, GA: regulatory assets $228MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 132 individuals, 66 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$228MMMar 202613298%
Compass Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for Compass Wealth Management

Form ADV of Compass Wealth Management, LLC (CRD 156482), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $308MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Compass Wealth Management LLC (CRD 106289), registered adviser, filed , Guilford, CT.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 168 individuals, 83 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$308MMFeb 202617199%
Conscious Wealth Investments
Wealth manager, Atlanta, GA.
Detail and sources for Conscious Wealth Investments

Form ADV of Conscious Wealth Investments, LLC (CRD 319143), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $273MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 115 individuals, 69 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$273MMJun 202611599%
Cornerstone Financial
Wealth manager, Atlanta, GA.
Detail and sources for Cornerstone Financial

Form ADV of Cornerstone Financial Management, LLC (CRD 125494), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $118MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Cornerstone Financial Management LLC (CRD 140967), registered adviser, filed , Burlington, MA.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 200 individuals, 59 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$118MMJun 2026200100%
CPC Advisors
Wealth manager, Atlanta, GA.
Detail and sources for CPC Advisors

Form ADV of CPC Advisors, LLC (CRD 111025), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $1.7BN; 30 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of CPC Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 934 individuals, 105 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.7BNSep 202698191%
DAI Wealth
Wealth manager, Atlanta, GA.
Detail and sources for DAI Wealth

Form ADV of DAI Wealth, LLC (CRD 138938), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $330MM; 40 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 1,466 individuals, 643 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$330MMMar 20261,53789%
Daner Wealth Management
Wealth manager, Alpharetta, GA.
Detail and sources for Daner Wealth Management

Form ADV of Daner Wealth Management, LLC (CRD 317373), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $202MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 190 individuals, 62 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$202MMMar 2026190100%
Dyche, Riley, & Selman Wealth Management
Wealth manager, Fayetteville, GA.
Detail and sources for Dyche, Riley, & Selman Wealth Management

Form ADV of Dyche Wealth Management, Inc. (CRD 159708), SEC registered adviser, filed , main office Fayetteville, GA: regulatory assets $162MM; 12 private funds, $31MM gross; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 140 individuals, 40 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV.

$162MMMay 202616581%12
Eads & Heald Wealth Management
Wealth manager, Atlanta, GA. Main office Atlanta, GA; not in the totals.
Detail and sources for Eads & Heald Wealth Management

Form ADV of R. Stewart Eads Investment Counsel, Inc. (CRD 105524), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $240MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Atlanta, GA; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 229 individuals, 107 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$240MMMar 202622993%
Eagle Rock Investment Company
Wealth manager, Atlanta, GA.
Detail and sources for Eagle Rock Investment Company

Form ADV of Eagle Rock Investment Company, LLC (CRD 313832), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $787MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Eagle Rock Investment Company, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 77 individuals, 63 of them high net worth; individuals hold 71% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$787MMFeb 20268371%
Elm3 Financial Group
Wealth manager, Alpharetta, GA.
Detail and sources for Elm3 Financial Group

Form ADV of Elm3 Financial Group, LLC (CRD 140594), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $189MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Elm3 Financial Group, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 282 individuals, 66 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$189MMJun 202628799%
EPG Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for EPG Wealth Management

Form ADV of EPG Wealth Management LLC (CRD 302075), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $579MM; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of EPG Wealth Management LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 1,156 individuals, 570 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$579MMMar 20261,19492%
Estate Management Counselors
Wealth manager, Atlanta, GA.
Detail and sources for Estate Management Counselors

Form ADV of Estate Management Counselors,llc (CRD 126624), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $294MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 355 individuals, 80 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$294MMMar 2026355100%
Evans Wealth Management
Wealth manager, Duluth, GA.
Detail and sources for Evans Wealth Management

Form ADV of Golden Years Advisory, LLC (CRD 151640), SEC registered adviser, filed , main office Duluth, GA: regulatory assets $111MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Stan Evans Financial Planning, LLC (CRD 164320), registered adviser, filed , Gallipolis, OH.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 83 individuals, 47 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$111MMFeb 20269791%
Exit Wealth Advisors
Wealth manager, Alpharetta, GA.
Detail and sources for Exit Wealth Advisors

Form ADV of Exit Wealth Advisors, LLC (CRD 332573), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $243MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 170 individuals, 62 of them high net worth; individuals hold 82% of its regulatory assets.

Files: SEC Form ADV.

$243MMSep 202622982%
Ferguson Shapiro
Wealth manager, Decatur, GA.
Detail and sources for Ferguson Shapiro

Form ADV of Ferguson Shapiro LLC (CRD 297555), SEC registered adviser, filed , main office Decatur, GA: regulatory assets $415MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 332 individuals, 139 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$415MMMay 202633299%
Financial Architects
Wealth manager, Woodstock, GA.
Detail and sources for Financial Architects

Form ADV of Financial Architects, LLC (CRD 116027), SEC registered adviser, filed , main office Woodstock, GA: regulatory assets $199MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 100 individuals, 61 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$199MMFeb 2026100100%
Financial Consultants Group
Wealth manager, Cumming, GA.
Detail and sources for Financial Consultants Group

Form ADV of Financial Consultants Group Inc. (CRD 108062), SEC registered adviser, filed , main office Cumming, GA: regulatory assets $188MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 235 individuals, 64 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$188MMJul 202624598%
Financial Discovery
Wealth manager, Atlanta, GA.
Detail and sources for Financial Discovery

Form ADV of The Financial Discovery Group,inc. (CRD 125383), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $118MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 79 individuals, 44 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$118MMMar 202679100%
Financial Innovations
Wealth manager, Atlanta, GA.
Detail and sources for Financial Innovations

Form ADV of Financial Innovations, LLC (CRD 142769), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $535MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 334 individuals, 234 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$535MMMar 202635394%
First Advisors National
Wealth manager, Atlanta, GA.
Detail and sources for First Advisors National

Form ADV of First Advisors National, LLC (CRD 166212), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $506MM; 65 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 4,858 individuals, 0 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$506MMMar 20264,858100%
Forthright Wealth Management
Wealth manager, Alpharetta, GA.
Detail and sources for Forthright Wealth Management

Form ADV of Forthright Wealth Management, LLC (CRD 220515), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $773MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Forthright Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 567 individuals, 266 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$773MMAug 202657598%
George M. Hiller Companies
Wealth manager, Atlanta, GA. Main office Atlanta, GA; not in the totals.
Detail and sources for George M. Hiller Companies

Form ADV of George M. Hiller Companies, LLC (CRD 112409), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $183MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Atlanta, GA; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 423 individuals, 165 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$183MMMar 202642998%
Georgia Wealth Partners
Wealth manager, Griffin, GA.
Detail and sources for Georgia Wealth Partners

Form ADV of Georgia Wealth Partners, LLC (CRD 314602), SEC registered adviser, filed , main office Griffin, GA: regulatory assets $157MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 514 individuals, 73 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV.

$157MMMar 202653084%
Golden Bell Financial Planning
Wealth manager, Alpharetta, GA.
Detail and sources for Golden Bell Financial Planning

Form ADV of Golden Bell Financial Planning, LLC (CRD 305635), SEC registered adviser, filed : regulatory assets $209MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 92 individuals, 65 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$209MMSep 202692100%
Goodwin Investment Advisory
Wealth manager, Woodstock, GA.
Detail and sources for Goodwin Investment Advisory

Form ADV of Goodwin Investment Advisory, LLC (CRD 131193), SEC registered adviser, filed , main office Woodstock, GA: regulatory assets $397MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Goodwin Investment Advisory, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 397 individuals, 118 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$397MMMar 202640298%
Griffith & Werner
Wealth manager, Canton, GA.
Detail and sources for Griffith & Werner

Form ADV of Griffith & Werner, Inc. (CRD 136380), SEC registered adviser, filed , main office Canton, GA: regulatory assets $219MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 332 individuals, 33 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$219MMMay 202633696%
Gutt Financial Management
Wealth manager, Atlanta, GA.
Detail and sources for Gutt Financial Management

Form ADV of Gutt Financial Management, LLC (CRD 109270), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $162MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 49 individuals, 49 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$162MMJan 202649100%
Hamilton Capital Partners
Wealth manager, Atlanta, GA.
Detail and sources for Hamilton Capital Partners

Form ADV of Hamilton Capital Partners, LLC (CRD 314344), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $444MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 163 individuals, 64 of them high net worth; individuals hold 66% of its regulatory assets.

Files: SEC Form ADV.

$444MMApr 202621866%
HB Wealth
Wealth manager, Atlanta, GA.
Detail and sources for HB Wealth

Form ADV of HB Wealth Management, LLC (CRD 316731), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $30.2BN; 24 private funds, $860MM gross; 325 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of registered funds, management of private funds, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 4,808 individuals, 3,169 of them high net worth; individuals hold 77% of its regulatory assets.

Files: SEC Form ADV.

$30.2BNSep 20265,45977%24
HC Advisors
Wealth manager, Sandy Springs, GA.
Detail and sources for HC Advisors

Form ADV of HC Advisors LLC (CRD 165200), SEC registered adviser, filed , main office Sandy Springs, GA: regulatory assets $500MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 206 individuals, 102 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$500MMJul 202620695%
Henssler Financial
Wealth manager, Kennesaw, GA. Main office Kennesaw, GA; not in the totals.
Detail and sources for Henssler Financial

Form ADV of G. W. Henssler & Associates, Ltd (CRD 104545), SEC registered adviser, filed , main office Kennesaw, GA: regulatory assets $3.8BN; 88 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Kennesaw, GA; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of registered funds, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 1,609 individuals, 733 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV.

$3.8BNMar 20261,74684%
Highbrook Capital Partners
Wealth manager, Atlanta, GA.
Detail and sources for Highbrook Capital Partners

Form ADV of Highbrook Capital Partners LLC (CRD 338408), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $509MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 158 individuals, 96 of them high net worth; individuals hold 78% of its regulatory assets.

Files: SEC Form ADV.

$509MMMar 202619778%
Holcombe Financial
Wealth manager, Atlanta, GA.
Detail and sources for Holcombe Financial

Form ADV of Holcombe Financial, Inc. (CRD 142238), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $452MM; 3 private funds, $14MM gross; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Holcombe Financial, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, pension consulting and selection of other advisers. Clients (Item 5.D): 179 individuals, 96 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$452MMJun 202618791%3
IFG Advisory
Wealth manager, Atlanta, GA.
Detail and sources for IFG Advisory

Form ADV of IFG Advisory, LLC (CRD 168012), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $4.8BN; 187 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of IFG Advisory, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 9,038 individuals, 3,556 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$4.8BNSep 20269,20296%
Impact Partnership Wealth
Wealth manager, Marietta, GA.
Detail and sources for Impact Partnership Wealth

Form ADV of Impact Partnership Wealth, LLC (CRD 313928), SEC registered adviser, filed , main office Marietta, GA: regulatory assets $3.0BN; 100 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Impact Partnership Wealth, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 7,988 individuals, 512 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$3.0BNSep 20268,01799%
Incompass Financial Partners
Wealth manager, Alpharetta, GA.
Detail and sources for Incompass Financial Partners

Form ADV of Incompass Financial Partners, LLC (CRD 318227), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $192MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 325 individuals, 79 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$192MMFeb 202634098%
Inlight Wealth
Wealth manager, Atlanta, GA.
Detail and sources for Inlight Wealth

Form ADV of Inlight Wealth Management, LLC (CRD 289908), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $843MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 229 individuals, 148 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$843MMOct 2026229100%
Integras Partners
Wealth manager, Alpharetta, GA.
Detail and sources for Integras Partners

Form ADV of Integras Partners, LLC (CRD 172979), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $245MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 187 individuals, 80 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$245MMJul 2026188100%
Investors Asset Management of Georgia
Wealth manager, Atlanta, GA.
Detail and sources for Investors Asset Management of Georgia

Form ADV of Investors Asset Management of Georgia Inc. (CRD 106796), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $502MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Investors Asset Management of Georgia Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and publications. Clients (Item 5.D): 357 individuals, 136 of them high net worth; individuals hold 63% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$502MMSep 202652963%
IRC Wealth
Wealth manager, Atlanta, GA.
Detail and sources for IRC Wealth

Form ADV of Investors Research Corporation (CRD 132022), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $667MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Investors Research Corporation, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 366 individuals, 149 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$667MMFeb 202637395%
Jamison Private Wealth Management
Wealth manager, Milton, GA.
Detail and sources for Jamison Private Wealth Management

Form ADV of Jamison Private Wealth Management, Inc. (CRD 109040), SEC registered adviser, filed , main office Milton, GA: regulatory assets $1.1BN; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 472 individuals, 187 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNFeb 202653491%
Jayco Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for Jayco Wealth Management

Form ADV of Jayco Wealth Management, Inc. (CRD 171884), SEC registered adviser, filed : regulatory assets $108MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 57 individuals, 33 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$108MMJul 202657100%
Journey Beyond Wealth
Wealth manager, Roswell, GA.
Detail and sources for Journey Beyond Wealth

Form ADV of Journey Beyond Wealth, LLC (CRD 290367), SEC registered adviser, filed , main office Roswell, GA: regulatory assets $250MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Journey Beyond Wealth, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 109 individuals, 51 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$250MMFeb 2026109100%
The Keystone Financial Alliance
Wealth manager, Atlanta, GA.
Detail and sources for The Keystone Financial Alliance

Form ADV of The Keystone Financial Alliance, LLC (CRD 168760), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $165MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 119 individuals, 75 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$165MMMar 2026119100%
Kiker Wealth Management
Wealth manager, Jasper, GA.
Detail and sources for Kiker Wealth Management

Form ADV of Kiker Wealth Management, LLC (CRD 154405), SEC registered adviser, filed , main office Jasper, GA: regulatory assets $395MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 894 individuals, 80 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$395MMSep 202690196%
Large and Gilbert Wealth Advisory
Wealth manager, Atlanta, GA.
Detail and sources for Large and Gilbert Wealth Advisory

Form ADV of Keystone Financial Group, Inc. (CRD 129301), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $247MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Keystone Financial Group, LLC (CRD 170201), registered adviser, filed , Lexington, KY.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and other services. Clients (Item 5.D): 277 individuals, 67 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$247MMSep 202628995%
LCP Institutional
Wealth manager, Atlanta, GA.
Detail and sources for LCP Institutional

Form ADV of LCP Institutional, LLC (CRD 325133), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $3.2BN; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 119 individuals, 50 of them high net worth; individuals hold 56% of its regulatory assets.

Files: SEC Form ADV.

$3.2BNMar 202613356%
Legacy Partners Financial Group
Wealth manager, Woodstock, GA.
Detail and sources for Legacy Partners Financial Group

Form ADV of Legacy Partners Financial Group, LLC (CRD 137025), SEC registered adviser, filed , main office Woodstock, GA: regulatory assets $108MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 154 individuals, 94 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$108MMSep 2026154100%
Legacy Planning Advisors
Wealth manager, Suwanee, GA.
Detail and sources for Legacy Planning Advisors

Form ADV of Legacy Planning Advisors, LLC (CRD 121289), SEC registered adviser, filed , main office Suwanee, GA: regulatory assets $234MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 265 individuals, 75 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$234MMFeb 2026265100%
Letson Investment Management
Wealth manager, Atlanta, GA.
Detail and sources for Letson Investment Management

Form ADV of Letson Investment Management, Inc. (CRD 125830), SEC registered adviser, filed : regulatory assets $296MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Letson Investment Management, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 105 individuals, 76 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV, SEC Form 13F.

$296MMMar 2026105100%
Loftin Wealth Partners
Wealth manager, Johns Creek, GA.
Detail and sources for Loftin Wealth Partners

Form ADV of Ger Loftin Wealth Advisors, LLC (CRD 305359), SEC registered adviser, filed , main office Johns Creek, GA: regulatory assets $344MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 387 individuals, 105 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$344MMJun 2026387100%
Longview Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for Longview Wealth Management

Form ADV of Longview Wealth Management, Inc. (CRD 136214), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $1.2BN; 24 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Longview Wealth Management, LLC (CRD 139489), registered adviser, filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 1,173 individuals, 295 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$1.2BNMay 20261,185100%
Magellan Planning Group
Wealth manager, Atlanta, GA.
Detail and sources for Magellan Planning Group

Form ADV of Magellan Planning Group, Inc. (CRD 338739), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $210MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 247 individuals, 61 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$210MMMar 202625198%
Marco Investment Management
Wealth manager, Atlanta, GA.
Detail and sources for Marco Investment Management

Form ADV of Marco Investment Management LLC (CRD 108170), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $1.8BN; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Marco Investment Management LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 266 individuals, 185 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.8BNJun 202626681%
Marietta Wealth Management
Wealth manager, Marietta, GA.
Detail and sources for Marietta Wealth Management

Form ADV of Marietta Wealth Management, LLC (CRD 281782), SEC registered adviser, filed , main office Marietta, GA: regulatory assets $1.4BN; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 448 individuals, 232 of them high net worth; individuals hold 77% of its regulatory assets.

Files: SEC Form ADV.

$1.4BNMar 202647477%
The Marin Group
Wealth manager, Atlanta, GA.
Detail and sources for The Marin Group

Form ADV of The Marin Group Inc. (CRD 125217), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $128MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 142 individuals, 30 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$128MMAug 2026142100%
Martinwright Advisory
Wealth manager, Atlanta, GA.
Detail and sources for Martinwright Advisory

Form ADV of MW Advisory LLC (CRD 338634), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $161MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of MW Advisory LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 108 individuals, 100 of them high net worth; individuals hold 72% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$161MMAug 202611672%
McCormack Financial Planning
Wealth manager, Atlanta, GA.
Detail and sources for McCormack Financial Planning

Form ADV of McCormack Financial Planning Inc. (CRD 136857), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $116MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 132 individuals, 36 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$116MMFeb 2026132100%
Meadow Creek Wealth Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Meadow Creek Wealth Advisors

Form ADV of Meadow Creek Wealth Advisors, LLC (CRD 297796), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $728MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 153 individuals, 80 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$728MMFeb 202615394%
Merit Financial Advisors
Wealth manager with a broker-dealer, Alpharetta, GA.
Detail and sources for Merit Financial Advisors

Form ADV of Merit Financial Group, LLC (CRD 142457), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $23.9BN; 470 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR/A of Merit Financial Group, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 20,040 individuals, 4,344 of them high net worth; individuals hold 75% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV, SEC Form 13F.

$23.9BNSep 202620,71175%
Minerva Planning Group
Wealth manager, Decatur, GA.
Detail and sources for Minerva Planning Group

Form ADV of Minerva Planning Group, Inc. (CRD 127263), SEC registered adviser, filed , main office Decatur, GA: regulatory assets $237MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 122 individuals, 70 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$237MMSep 2026122100%
Montag
Wealth manager, Atlanta, GA.
Detail and sources for Montag

Form ADV of Montag A & Associates Inc. (CRD 105756), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $3.0BN; 30 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 477 individuals, 377 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$3.0BNMar 202650394%
Mosaic Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for Mosaic Wealth Management

Form ADV of Mosaic Wealth Management, L.L.C. (CRD 142793), SEC registered adviser, filed : regulatory assets $239MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Mosaic Wealth Management LLC (CRD 340681), registered adviser, filed , Bloomington, IN.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 75 individuals, 69 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$239MMJan 202675100%
MPWM Advisory Solutions
Wealth manager, Alpharetta, GA.
Detail and sources for MPWM Advisory Solutions

Form ADV of MPWM Advisory Solutions LLC (CRD 169885), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $327MM; 20 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of MPWM Advisory Solutions LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 573 individuals, 76 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$327MMMar 202658995%
MRP Capital Investments
Wealth manager, Alpharetta, GA.
Detail and sources for MRP Capital Investments

Form ADV of MRP Capital Investments, LLC (CRD 167256), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $228MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of MRP Capital Investments, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and other services. Clients (Item 5.D): 138 individuals, 68 of them high net worth; individuals hold 86% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$228MMMar 202614986%
Networth Financial Services
Wealth manager, Johns Creek, GA.
Detail and sources for Networth Financial Services

Form ADV of Networth Financial Services, LLC (CRD 126666), SEC registered adviser, filed , main office Johns Creek, GA: regulatory assets $128MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 107 individuals, 42 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$128MMMar 2026107100%
Newcorp Wealth Management
Wealth manager, Alpharetta, GA.
Detail and sources for Newcorp Wealth Management

Form ADV of Newcorp Financial Services, Inc. (CRD 297125), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $177MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 190 individuals, 43 of them high net worth; individuals hold 80% of its regulatory assets.

Files: SEC Form ADV.

$177MMSep 202620880%
Novapoint Capital
Wealth manager, Atlanta, GA.
Detail and sources for Novapoint Capital

Form ADV of Novapoint Capital LLC (CRD 173663), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $536MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Novapoint Capital LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 210 individuals, 63 of them high net worth; individuals hold 51% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$536MMMar 202621851%
Openarc Corporate Advisory
Wealth manager, Atlanta, GA.
Detail and sources for Openarc Corporate Advisory

Form ADV of Openarc Corporate Advisory, LLC (CRD 336837), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $10.1BN; 146 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Openarc Corporate Advisory, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 3,841 individuals, 2,356 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$10.1BNSep 20263,841100%
Paces Ferry Wealth Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Paces Ferry Wealth Advisors

Form ADV of Paces Ferry Wealth Advisors, LLC (CRD 300057), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $491MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Paces Ferry Wealth Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 198 individuals, 107 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$491MMMar 202621989%
Park Square Financial Group
Wealth manager, Roswell, GA.
Detail and sources for Park Square Financial Group

Form ADV of Park Square Financial Group, LLC (CRD 332268), SEC registered adviser, filed , main office Roswell, GA: regulatory assets $219MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 404 individuals, 45 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$219MMApr 202643097%
Parrish Capital
Wealth manager, Kennesaw, GA.
Detail and sources for Parrish Capital

Form ADV of Parrish Capital, LLC (CRD 172783), SEC registered adviser, filed , main office Kennesaw, GA: regulatory assets $150MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 234 individuals, 65 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$150MMMar 202623896%
Peachcap Tax & Advisory
Wealth manager, Atlanta, GA.
Detail and sources for Peachcap Tax & Advisory

Form ADV of Peachcap Tax & Advisory, LLC (CRD 158729), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $147MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 237 individuals, 59 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$147MMFeb 202624892%
Peachtree Wealth Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Peachtree Wealth Advisors

Form ADV of Peachtree Wealth Advisors, Inc. (CRD 139779), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $437MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 453 individuals, 174 of them high net worth; individuals hold 87% of its regulatory assets.

Files: SEC Form ADV.

$437MMMar 202650387%
Persium Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Persium Advisors

Form ADV of Persium Advisors, LLC (CRD 128335), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $584MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 158 individuals, 77 of them high net worth; individuals hold 67% of its regulatory assets.

Files: SEC Form ADV.

$584MMOct 202617767%
PGI Wealth Management
Wealth manager, Alpharetta, GA. Main office Alpharetta, GA; not in the totals.
Detail and sources for PGI Wealth Management

Form ADV of Philip James Wealth Management, LLC (CRD 297517), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $931MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Alpharetta, GA; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 497 individuals, 193 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$931MMMay 202649795%
Pierson Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for Pierson Wealth Management

Form ADV of RFP Financial Group, LLC (CRD 293206), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $192MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 255 individuals, 77 of them high net worth; individuals hold 86% of its regulatory assets.

Files: SEC Form ADV.

$192MMAug 202626086%
Power Wealth Management
Wealth manager, Alpharetta, GA.
Detail and sources for Power Wealth Management

Form ADV of Power Wealth Management LLC (CRD 315101), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $430MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Power Wealth Management LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 253 individuals, 131 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$430MMSep 2026253100%
Premis Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Premis Advisors

Form ADV of Premis Advisors, LLC (CRD 283679), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $214MM; 1 private fund, $2.6MM gross; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds and selection of other advisers. Clients (Item 5.D): 7 individuals, 7 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$214MMAug 2026899%1
Private Family Wealth Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Private Family Wealth Advisors

Form ADV of PFW Advisors, LLC (CRD 325119), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $393MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 138 individuals, 74 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$393MMJan 202613898%
Proactive Wealth Strategies
Wealth manager, Marietta, GA.
Detail and sources for Proactive Wealth Strategies

Form ADV of Proactive Wealth Strategies, LLC (CRD 318872), SEC registered adviser, filed , main office Marietta, GA: regulatory assets $316MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 429 individuals, 105 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$316MMJul 202644297%
QM Advisors
Wealth manager, Peachtree City, GA.
Detail and sources for QM Advisors

Form ADV of QM Advisors LLC (CRD 297438), SEC registered adviser, filed : regulatory assets $140MM; 1 private fund, $10.0MM gross; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds and pension consulting. Clients (Item 5.D): 154 individuals, 63 of them high net worth; individuals hold 77% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$140MMMar 202616177%1
Regent Peak Wealth Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Regent Peak Wealth Advisors

Form ADV of Regent Peak Wealth Advisors, LLC (CRD 298259), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $786MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 206 individuals, 141 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$786MMJun 202622391%
Regimen Wealth
Wealth manager, Atlanta, GA.
Detail and sources for Regimen Wealth

Form ADV of Regimen Wealth, LLC (CRD 309672), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $365MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Regimen Wealth, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 216 individuals, 130 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$365MMJun 2026216100%
Register Financial Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Register Financial Advisors

Form ADV of Register Financial Advisors, LLC (CRD 143884), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $488MM; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 433 individuals, 136 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$488MMJul 202643397%
The Renn Wealth Management Group
Wealth manager, Atlanta, GA.
Detail and sources for The Renn Wealth Management Group

Form ADV of The Renn Wealth Management Group, Inc. (CRD 117500), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $152MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 74 individuals, 48 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$152MMSep 202674100%
Resurgent Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Resurgent Advisors

Form ADV of Resurgent Financial Advisors LLC (CRD 299575), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $355MM; 20 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Resurgent Financial Advisors LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 379 individuals, 82 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$355MMAug 202638199%
Rollins Financial Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Rollins Financial Advisors

Form ADV of Rollins Financial Advisors, LLC (CRD 312921), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $1.6BN; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Rollins Financial Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 982 individuals, 402 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.6BNApr 20261,00497%
Sage Mountain Advisors
Wealth manager, Atlanta, GA.
Detail and sources for Sage Mountain Advisors

Form ADV of Sage Mountain Advisors, LLC (CRD 298593), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $4.3BN; 3 private funds, $31MM gross; 31 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 186 individuals, 161 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$4.3BNJul 202619394%3
San Blas Advisory
Wealth manager, Atlanta, GA.
Detail and sources for San Blas Advisory

Form ADV of San Blas Advisory, Inc. (CRD 296929), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $219MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 664 individuals, 63 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$219MMAug 2026665100%
Sard Wealth Managment Group
Wealth manager, Atlanta, GA.
Detail and sources for Sard Wealth Managment Group

Form ADV of Sard Wealth Management Group, LLC (CRD 123457), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $464MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Sard Wealth Management Group, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 319 individuals, 155 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$464MMFeb 202632594%
SB Advisory
Wealth manager, Atlanta, GA.
Detail and sources for SB Advisory

Form ADV of SB Advisory, LLC (CRD 154680), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $1.1BN; 35 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 2,634 individuals, 113 of them high net worth; individuals hold 58% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNJun 20262,74458%
Sentara Capital
Wealth manager, Marietta, GA.
Detail and sources for Sentara Capital

Form ADV of Sentara Capital LLC (CRD 161132), SEC registered adviser, filed , main office Marietta, GA: regulatory assets $120MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and educational seminars. Clients (Item 5.D): 169 individuals, 39 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$120MMFeb 2026169100%
Sherrill & Hutchins Financial Advisory
Wealth manager, Atlanta, GA.
Detail and sources for Sherrill & Hutchins Financial Advisory

Form ADV of Sherrill & Hutchins Financial Advisory Inc. (CRD 105302), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $624MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Sherrill & Hutchins Financial Advisory Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 409 individuals, 206 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$624MMJun 202640998%
Smith & Howard Wealth Management
Wealth manager, Atlanta, GA.
Detail and sources for Smith & Howard Wealth Management

Form ADV of Smith & Howard Wealth Management, LLC (CRD 109540), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $727MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 217 individuals, 139 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$727MMAug 202621799%
Southbridge Advisors
Wealth manager, Marieta, GA.
Detail and sources for Southbridge Advisors

Form ADV of Southbridge Advisors, LLC (CRD 306075), SEC registered adviser, filed , main office Marieta, GA: regulatory assets $353MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 201 individuals, 82 of them high net worth; individuals hold 68% of its regulatory assets.

Files: SEC Form ADV.

$353MMMar 202622068%
ST. John & Associates
Wealth manager, Roswell, GA.
Detail and sources for ST. John & Associates

Form ADV of ST. John & Associates, Inc. (CRD 124778), SEC registered adviser, filed , main office Roswell, GA: regulatory assets $128MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 142 individuals, 43 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$128MMMar 202615396%
Strickland Davis Advisors
Wealth manager, Marietta, GA.
Detail and sources for Strickland Davis Advisors

Form ADV of Strickland Davis Advisors LLC (CRD 126538), SEC registered adviser, filed , main office Marietta, GA: regulatory assets $121MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 93 individuals, 44 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$121MMSep 20269399%
Tandemgrowth Financial Advisors
Wealth manager, Alpharetta, GA.
Detail and sources for Tandemgrowth Financial Advisors

Form ADV of Tandemgrowth Financial Advisors, LLC (CRD 125490), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $297MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 202 individuals, 135 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$297MMMar 2026202100%
True Square Financial
Wealth manager, Atlanta, GA.
Detail and sources for True Square Financial

Form ADV of True Square Financial LLC (CRD 287997), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $179MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and other services. Clients (Item 5.D): 64 individuals, 58 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$179MMJan 20267398%
Trufp
Wealth manager, Cumming, GA.
Detail and sources for Trufp

Form ADV of Investment Planning Advisors (CRD 299212), SEC registered adviser, filed , main office Cumming, GA: regulatory assets $422MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 820 individuals, 120 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$422MMMar 2026820100%
Truist Advisory Services
Wealth manager, Atlanta, GA.
Detail and sources for Truist Advisory Services

Form ADV of Truist Advisory Services, Inc. (CRD 283390), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $77.4BN; 2,461 employees.

Tied to this row by the CRD the list cites from the filing.

Files a 13F notice (quarter ended , filed ): its holdings are reported on another manager's 13F.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publications and other services. Clients (Item 5.D): 126,145 individuals, 32,526 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$77.4BNAug 2026129,30791%
Tuttle Wealth Partners
Wealth manager, Brookhaven, GA.
Detail and sources for Tuttle Wealth Partners

Form ADV of Tuttle Wealth Partners LLC (CRD 338406), SEC registered adviser, filed , main office Brookhaven, GA: regulatory assets $104MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 403 individuals, 29 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$104MMSep 202641789%
Unified Investment Management
Wealth manager, Atlanta, GA.
Detail and sources for Unified Investment Management

Form ADV of Unified Investment Management, LLC (CRD 326056), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $151MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 88 individuals, 43 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$151MMJan 202689100%
Veracity Capital
Wealth manager, Atlanta, GA.
Detail and sources for Veracity Capital

Form ADV of Veracity Capital LLC (CRD 304272), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $800MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 359 individuals, 219 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$800MMApr 2026362100%
Verisail Partners
Wealth manager, Chamblee, GA.
Detail and sources for Verisail Partners

Form ADV of Verisail Partners, LLC (CRD 153751), SEC registered adviser, filed , main office Chamblee, GA: regulatory assets $284MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Verisail Partners, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 262 individuals, 0 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$284MMJun 2026270100%
VIP Wealth Advisors
Wealth manager, Decatur, GA.
Detail and sources for VIP Wealth Advisors

Form ADV of VIP Wealth Advisors LLC (CRD 335528), SEC registered adviser, filed , main office Decatur, GA: regulatory assets $126MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 30 individuals, 27 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$126MMMar 202630100%
Waypoint Wealth Counsel
Wealth manager, Atlanta, GA.
Detail and sources for Waypoint Wealth Counsel

Form ADV of Waypoint Wealth Counsel LLC (CRD 171822), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $433MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 176 individuals, 117 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$433MMAug 202617697%
Wealth Engagement
Wealth manager, Atlanta, GA.
Detail and sources for Wealth Engagement

Form ADV of Wealth Engagement LLC (CRD 310438), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $105MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 58 individuals, 27 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$105MMSep 20266090%
Wealth Intelligence
Wealth manager, Columbus, GA.
Detail and sources for Wealth Intelligence

Form ADV of Wealth Intelligence, LLC (CRD 333253), SEC registered adviser, filed , main office Columbus, GA: regulatory assets $247MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 227 individuals, 32 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$247MMSep 202622899%
Wealth Science Advisors
Wealth manager, Alpharetta, GA.
Detail and sources for Wealth Science Advisors

Form ADV of Wealth Science Advisors LLC (CRD 321031), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $559MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 273 individuals, 138 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$559MMMar 2026273100%
Wealth With No Regrets
Wealth manager, Alpharetta, GA.
Detail and sources for Wealth With No Regrets

Form ADV of Boomfish Wealth Group, LLC (CRD 159201), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $214MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 226 individuals, 97 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$214MMMar 202623289%
Weaver Capital Management
Wealth manager, Suwanee, GA.
Detail and sources for Weaver Capital Management

Form ADV of Weaver Capital Management, LLC (CRD 135037), SEC registered adviser, filed , main office Suwanee, GA: regulatory assets $538MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 203 individuals, 88 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$538MMJun 202620391%
Wellspring Wealth Management
Wealth manager, Alpharetta, GA.
Detail and sources for Wellspring Wealth Management

Form ADV of Wellspring Wealth Management LLC (CRD 134834), SEC registered adviser, filed , main office Alpharetta, GA: regulatory assets $585MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 242 individuals, 132 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$585MMMar 202626293%
Wickham Financial & Insurance Services
Wealth manager, Marietta, GA.
Detail and sources for Wickham Financial & Insurance Services

Form ADV of Wickham Financial Group, Inc. (CRD 307299), SEC registered adviser, filed , main office Marietta, GA: regulatory assets $193MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 308 individuals, 53 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$193MMMar 202630899%
Wiser Wealth Management
Wealth manager, Marietta, GA.
Detail and sources for Wiser Wealth Management

Form ADV of Wiser Wealth Management, Inc. (CRD 125282), SEC registered adviser, filed , main office Marietta, GA: regulatory assets $514MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 521 individuals, 156 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$514MMJun 202652898%
Woodstock Wealth Management
Wealth manager, Woodstock, GA.
Detail and sources for Woodstock Wealth Management

Form ADV of Woodstock Wealth Management, Inc. (CRD 283472), SEC registered adviser, filed , main office Woodstock, GA: regulatory assets $727MM; 26 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 1,554 individuals, 116 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$727MMApr 20261,58691%
Wright Wealth
Wealth manager, Atlanta, GA.
Detail and sources for Wright Wealth

Form ADV of Wright Wealth LLC (CRD 321215), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $188MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminars and other services. Clients (Item 5.D): 240 individuals, 48 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$188MMSep 2026242100%
ZWJ Investment Counsel
Wealth manager, Atlanta, GA.
Detail and sources for ZWJ Investment Counsel

Form ADV of ZWJ Investment Counsel Inc. (CRD 110397), SEC registered adviser, filed , main office Atlanta, GA: regulatory assets $4.2BN; 20 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of ZWJ Investment Counsel Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 990 individuals, 656 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$4.2BNMar 20261,05890%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

One firm holds 30% of the money

Five findings from the filings of the 147 firms counted.

  1. 30%

    of the $256.2 billion the 147 firms counted report is one firm's: Truist Advisory Services. Without it, the other 146 report $178.8 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $316MM

    is the median: half of the 147 report less, and 120 report under $1 billion.

    Assets, latest Form ADV of each

  3. 62

    private funds are advised by the firms counted; HB Wealth advises the most, 24.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 67%

    of their assets is high net worth money; the next largest client type is other individuals, at 21%.

    Client types each adviser reports with its assets; sums of filed figures

  5. 86

    of the 147 have their main office in Fulton County, GA; the next place is Cobb County, GA, with 21.

    Main office on each Form ADV

Questions

How many wealth management firms are there in Atlanta?

This list holds 153 wealth management firms in the Atlanta metro; 147 of them report regulatory assets on Form ADV, $256.2 billion together.

What are the largest wealth management firms in Atlanta?

By the regulatory assets they report: Truist Advisory Services $77.4 billion, HB Wealth $30.2 billion, Merit Financial Advisors $23.9 billion, Openarc Corporate Advisory $10.1 billion, Arkadios Wealth Advisors $8.8 billion.

How much do wealth management firms in Atlanta typically manage?

Of the 147 that report, the median reports $316 million in regulatory assets; 120 report under $1 billion.

How do you start a relationship with wealth management firms in Atlanta?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
153 wealth management firms, 152 are wealth managers and 1 is a wealth manager with a broker-dealer. Every SEC registered adviser with a main office in Atlanta-Sandy Springs-Roswell, GA MSA (Census CBSA 12060) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 147 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Atlanta metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $256.2BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 6 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 153, 153 report on a current Form ADV and 39 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 153 advisersFilings to 2026-10-01; read 2026-10-31
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 39 filers, by the CIK on each Form ADVLatest filing; read 2026-10-31
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-10-31
LogosNone shown: each firm has a monogramRead 2026-10-31

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Atlanta," updated October 31, 2026, praxisrock.com/resources/investors/wealth-management-firms-atlanta

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