Research Report · 2026-06-30
Institutional Registered Investment Advisers in Atlanta
SEC-registered investment advisers in Atlanta ranked by reported institutional client assets.
Firms
120
Total AUM
$1.23T
Median AUM
$727.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | INVESCO ADVISERS, INC. | ATLANTA | 105360 | $749.52B | 2,804 | 2026-06-30 | → |
| 2 | VOYA INVESTMENT MANAGEMENT LLC | ATLANTA | 108934 | $38.77B | 859 | 2026-03-31 | → |
| 3 | EARNEST PARTNERS LLC | ATLANTA | 107926 | $42.61B | 47 | 2026-06-30 | → |
| 4 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | ATLANTA | 126246 | $15.42B | 19 | 2026-03-31 | → |
| 5 | ATLANTA CONSULTING GROUP ADVISORS, LLC | ATLANTA | 288169 | $14.70B | 23 | 2026-04-30 | → |
| 6 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | ATLANTA | 116719 | $28.64B | 35 | 2026-03-31 | → |
| 7 | HB WEALTH MANAGEMENT, LLC | ATLANTA | 316731 | $30.16B | 325 | 2026-05-31 | → |
| 8 | TRUIST ADVISORY SERVICES, INC. | ATLANTA | 283390 | $77.39B | 2,461 | 2026-06-30 | → |
| 9 | BUCKHEAD CAPITAL MANAGEMENT, LLC | ATLANTA | 110707 | $5.76B | 13 | 2026-03-31 | → |
| 10 | FIDUCIARYVEST, LLC | ATLANTA | 134351 | $4.93B | 10 | 2026-03-31 | → |
| 11 | FOREST INVESTMENT ASSOCIATES L.P. | ATLANTA | 110163 | $5.24B | 55 | 2026-04-30 | → |
| 12 | ANGEL OAK CAPITAL ADVISORS, LLC | ATLANTA | 151090 | $11.49B | 78 | 2026-03-31 | → |
| 13 | CRAWFORD INVESTMENT COUNSEL INC | ATLANTA | 110271 | $9.14B | 54 | 2026-03-31 | → |
| 14 | LCG ASSOCIATES, INC. | ATLANTA | 105971 | $2.61B | 58 | 2026-03-31 | → |
| 15 | CORNERSTONE INVESTMENT PARTNERS, LLC | ATLANTA | 111753 | $2.65B | 15 | 2026-03-31 | → |
| 16 | ASSET PRESERVATION ADVISORS, LLC | ATLANTA | 106741 | $11.05B | 28 | 2026-03-31 | → |
| 17 | LCP INSTITUTIONAL, LLC | ATLANTA | 325133 | $3.18B | 8 | 2026-03-31 | → |
| 18 | HAVEN GLOBAL PARTNERS, LLC | ATLANTA | 289472 | $1.45B | 4 | 2026-05-31 | → |
| 19 | ARKADIOS WEALTH ADVISORS LLC | ATLANTA | 288863 | $8.79B | 188 | 2026-06-30 | → |
| 20 | BALENTINE LLC | ATLANTA | 152511 | $5.54B | 61 | 2026-06-30 | → |
| 21 | BLUE GROTTO CAPITAL, LLC | ATLANTA | 299869 | $2.10B | 6 | 2026-03-31 | → |
| 22 | TIMBERLAND INVESTMENT RESOURCES, LLC | ATLANTA | 129663 | $1.98B | 30 | 2026-03-31 | → |
| 23 | SHAPIRO CAPITAL MANAGEMENT LLC | ATLANTA | 105581 | $1.97B | 10 | 2026-05-31 | → |
| 24 | GODWIN CAPITAL GROUP, LLC | ATLANTA | 316592 | $1.13B | 6 | 2026-03-31 | → |
| 25 | RETIREMENT FUND MANAGEMENT, LLC | ATLANTA | 126573 | $769.7M | 4 | 2026-04-30 | → |
| 26 | GLOBALT INVESTMENTS LLC | ATLANTA | 328039 | $3.02B | 18 | 2026-04-30 | → |
| 27 | ARCUS CAPITAL PARTNERS, LLC | ATLANTA | 147346 | $2.51B | 15 | 2026-03-31 | → |
| 28 | CONSEQUENT CAPITAL MANAGEMENT, LLC | ATLANTA | 285262 | $639.3M | 7 | 2025-07-31 | → |
| 29 | ADVOCACY WEALTH MANAGEMENT, LLC | ATLANTA | 141943 | $3.24B | 36 | 2026-03-31 | → |
| 30 | OSAIC ADVISORY SERVICES, LLC | ATLANTA | 171070 | $15.48B | 2,180 | 2026-06-30 | → |
| 31 | SILVANT CAPITAL MANAGEMENT LLC | ATLANTA | 146025 | $3.04B | 8 | 2026-03-31 | → |
| 32 | SB ADVISORY, LLC | ATLANTA | 154680 | $1.10B | 35 | 2026-06-30 | → |
| 33 | ZWJ INVESTMENT COUNSEL INC | ATLANTA | 110397 | $4.23B | 20 | 2026-03-31 | → |
| 34 | NICHOLAS HOFFMAN & COMPANY, LLC | ATLANTA | 144516 | $8.26B | 26 | 2026-03-31 | → |
| 35 | EQUITY INVESTMENT CORPORATION | ATLANTA | 283930 | $3.51B | 27 | 2026-03-31 | → |
| 36 | SARDIS GROUP, LLC | ATLANTA | 333854 | $531.2M | 6 | 2026-03-31 | → |
| 37 | APRIO WEALTH MANAGEMENT, LLC | ATLANTA | 127333 | $4.15B | 55 | 2026-06-30 | → |
| 38 | MARCO INVESTMENT MANAGEMENT LLC | ATLANTA | 108170 | $1.77B | 10 | 2026-06-30 | → |
| 39 | ADVISORY SERVICES NETWORK, LLC | ATLANTA | 146051 | $10.60B | 268 | 2026-06-30 | → |
| 40 | NOVAPOINT CAPITAL LLC | ATLANTA | 173663 | $536.2M | 6 | 2026-03-31 | → |
| 41 | GREYBULL PARTNERS LLC | ATLANTA | 128390 | $241.0M | 20 | 2026-06-30 | → |
| 42 | SAGE MOUNTAIN ADVISORS, LLC | ATLANTA | 298593 | $4.29B | 31 | 2026-03-31 | → |
| 43 | EAGLE ROCK INVESTMENT COMPANY, LLC | ATLANTA | 313832 | $786.7M | 4 | 2026-02-28 | → |
| 44 | ACCESS INVESTMENT MANAGEMENT, LLC | ATLANTA | 322491 | $456.4M | 2 | 2026-02-28 | → |
| 45 | LIQUID STRATEGIES, LLC | ATLANTA | 170107 | $1.45B | 13 | 2026-03-31 | → |
| 46 | PERSIUM ADVISORS, LLC | ATLANTA | 128335 | $583.6M | 13 | 2026-03-31 | → |
| 47 | BISON WEALTH, LLC | ATLANTA | 299805 | $2.74B | 78 | 2026-06-30 | → |
| 48 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | ATLANTA | 106796 | $502.0M | 9 | 2026-03-31 | → |
| 49 | IFG ADVISORY, LLC | ATLANTA | 168012 | $4.76B | 187 | 2026-03-31 | → |
| 50 | MONTAG A & ASSOCIATES INC | ATLANTA | 105756 | $2.97B | 30 | 2026-03-31 | → |
| 51 | MONTEREY WEALTH PARTNERS LLC | ATLANTA | 172577 | $300.1M | 3 | 2026-01-31 | → |
| 52 | MONTAG & CALDWELL LLC | ATLANTA | 104841 | $577.0M | 14 | 2025-03-31 | → |
| 53 | HAMILTON CAPITAL PARTNERS, LLC | ATLANTA | 314344 | $444.0M | 5 | 2026-04-30 | → |
| 54 | CPC ADVISORS, LLC | ATLANTA | 111025 | $1.68B | 29 | 2026-04-30 | → |
| 55 | SIGNATUREFD, LLC | ATLANTA | 112758 | $9.68B | 130 | 2026-03-31 | → |
| 56 | AURORA INVESTMENT COUNSEL | ATLANTA | 107460 | $252.7M | 3 | 2026-03-31 | → |
| 57 | HIGHBROOK CAPITAL PARTNERS LLC | ATLANTA | 338408 | $509.1M | 6 | 2026-03-31 | → |
| 58 | INFINITE GIVING ADVISORY SERVICES, INC. | ATLANTA | 315935 | $112.8M | 10 | 2026-05-31 | → |
| 59 | CAHABA WEALTH MANAGEMENT, INC. | ATLANTA | 151675 | $2.06B | 23 | 2026-03-31 | → |
| 60 | REICON WEALTH ADVISORS, LLC | ATLANTA | 315043 | $220.1M | 5 | 2026-03-31 | → |
| 61 | HORSE COVE PARTNERS LLC | ATLANTA | 172389 | $106.6M | 9 | 2026-03-31 | → |
| 62 | CYGNUS CAPITAL ADVISERS, LLC | ATLANTA | 323041 | $229.7M | 8 | 2026-04-30 | → |
| 63 | FORTHRIGHT PARTNERS LLC | ATLANTA | 310311 | $136.5M | 3 | 2025-02-28 | → |
| 64 | PACES FERRY WEALTH ADVISORS, LLC | ATLANTA | 300057 | $491.2M | 6 | 2026-03-31 | → |
| 65 | PEACHTREE WEALTH ADVISORS, INC | ATLANTA | 139779 | $436.8M | 3 | 2026-03-31 | → |
| 66 | REGENT PEAK WEALTH ADVISORS, LLC | ATLANTA | 298259 | $785.9M | 10 | 2026-06-30 | → |
| 67 | BUILDER INVESTMENT GROUP INC | ATLANTA | 107671 | $952.5M | 6 | 2026-03-31 | → |
| 68 | ROLLINS FINANCIAL ADVISORS, LLC | ATLANTA | 312921 | $1.59B | 14 | 2026-04-30 | → |
| 69 | EPG WEALTH MANAGEMENT LLC | ATLANTA | 302075 | $579.1M | 14 | 2026-03-31 | → |
| 70 | MEADOW CREEK WEALTH ADVISORS, LLC | ATLANTA | 297796 | $728.0M | 5 | 2026-02-28 | → |
| 71 | RED TORTOISE, LLC | ATLANTA | 282509 | $382.3M | 4 | 2026-03-31 | → |
| 72 | BIP WEALTH, LLC | ATLANTA | 143208 | $5.29B | 88 | 2026-06-30 | → |
| 73 | MW ADVISORY LLC | ATLANTA | 338634 | $160.7M | 9 | 2026-06-30 | → |
| 74 | STRATEGIC BLUEPRINT, LLC | ATLANTA | 284840 | $2.54B | 56 | 2026-05-31 | → |
| 75 | DAI WEALTH, LLC | ATLANTA | 138938 | $330.0M | 40 | 2026-03-31 | → |
| 76 | OPENARC CORPORATE ADVISORY, LLC | ATLANTA | 336837 | $10.09B | 146 | 2026-05-31 | → |
| 77 | BIP ALLIANCE, LLC | ATLANTA | 330528 | $328.1M | 5 | 2025-03-31 | → |
| 78 | INVESTORS RESEARCH CORPORATION | ATLANTA | 132022 | $666.7M | 11 | 2026-02-28 | → |
| 79 | SARD WEALTH MANAGEMENT GROUP, LLC | ATLANTA | 123457 | $464.0M | 3 | 2026-02-28 | → |
| 80 | HOLCOMBE FINANCIAL, INC. | ATLANTA | 142238 | $451.6M | 5 | 2026-06-30 | → |
| 81 | RFP FINANCIAL GROUP, LLC | ATLANTA | 293206 | $192.0M | 3 | 2026-03-31 | → |
| 82 | FINANCIAL INNOVATIONS, LLC | ATLANTA | 142769 | $535.2M | 2 | 2026-03-31 | → |
| 83 | CHECKS & BALANCES, INC. | ATLANTA | 112145 | $251.1M | 1 | 2026-01-31 | → |
| 84 | ROWLAND MILLER + PARTNERS LLC | ATLANTA | 226629 | $635.9M | 5 | 2026-03-31 | → |
| 85 | GALLERIA FINANCIAL ADVISORS, LLC | ATLANTA | 133673 | $239.2M | 2 | 2026-02-28 | → |
| 86 | CAPITAL INVESTMENT ADVISORS, LLC | ATLANTA | 158055 | $8.21B | 107 | 2026-04-30 | → |
| 87 | BANYAN CAPITAL MANAGEMENT, INC. | ATLANTA | 108123 | $281.7M | 3 | 2026-02-28 | → |
| 88 | R. STEWART EADS INVESTMENT COUNSEL, INC. | ATLANTA | 105524 | $240.5M | 6 | 2026-03-31 | → |
| 89 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | ATLANTA | 105302 | $623.7M | 9 | 2026-06-30 | → |
| 90 | REGISTER FINANCIAL ADVISORS, LLC | ATLANTA | 143884 | $488.5M | 15 | 2026-04-30 | → |
| 91 | GMT CAPITAL CORP. | ATLANTA | 160404 | $6.90B | 19 | 2026-03-31 | → |
| 92 | PEACHCAP TAX & ADVISORY, LLC | ATLANTA | 158729 | $147.5M | 4 | 2026-02-28 | → |
| 93 | WAYPOINT WEALTH COUNSEL LLC | ATLANTA | 171822 | $824.3M | 4 | 2026-03-31 | → |
| 94 | KEYSTONE FINANCIAL GROUP, INC. | ATLANTA | 129301 | $247.4M | 7 | 2026-04-30 | → |
| 95 | WEALTH ENGAGEMENT LLC | ATLANTA | 310438 | $105.0M | 3 | 2026-06-30 | → |
| 96 | BENEDICT FINANCIAL ADVISORS, INC. | ATLANTA | 116690 | $529.4M | 7 | 2026-03-31 | → |
| 97 | WEST PACES ADVISORS, INC. | ATLANTA | 175512 | $1.01B | 7 | 2026-01-31 | → |
| 98 | COVEY CAPITAL ADVISORS, LLC | ATLANTA | 151978 | $156.5M | 1 | 2026-02-28 | → |
| 99 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | ATLANTA | 109540 | $726.9M | 10 | 2026-01-31 | → |
| 100 | PFW ADVISORS, LLC | ATLANTA | 325119 | $393.2M | 4 | 2026-01-31 | → |
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