Research Report · 2026-06-30
Largest Registered Investment Advisers in Atlanta
Atlanta SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
198
Total AUM
$1.34T
Median AUM
$556.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | FINANCIAL INNOVATIONS, LLC | ATLANTA | 142769 | $535.2M | 2 | 2026-03-31 | → |
| 102 | SARDIS GROUP, LLC | ATLANTA | 333854 | $531.2M | 6 | 2026-03-31 | → |
| 103 | BENEDICT FINANCIAL ADVISORS, INC. | ATLANTA | 116690 | $529.4M | 7 | 2026-03-31 | → |
| 104 | ALTERA PRIVATE ACCESS, LLC | ATLANTA | 287467 | $519.1M | 13 | 2026-05-31 | → |
| 105 | HIGHBROOK CAPITAL PARTNERS LLC | ATLANTA | 338408 | $509.1M | 6 | 2026-03-31 | → |
| 106 | FIRST ADVISORS NATIONAL, LLC | ATLANTA | 166212 | $505.9M | 65 | 2026-03-31 | → |
| 107 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | ATLANTA | 106796 | $502.0M | 9 | 2026-03-31 | → |
| 108 | PACES FERRY WEALTH ADVISORS, LLC | ATLANTA | 300057 | $491.2M | 6 | 2026-03-31 | → |
| 109 | REGISTER FINANCIAL ADVISORS, LLC | ATLANTA | 143884 | $488.5M | 15 | 2026-04-30 | → |
| 110 | SOURCE CAPITAL, LLC | ATLANTA | 325758 | $475.4M | 18 | 2026-03-31 | → |
| 111 | ADAPT WEALTH ADVISORS, LLC | ATLANTA | 329448 | $469.2M | 12 | 2026-03-31 | → |
| 112 | SARD WEALTH MANAGEMENT GROUP, LLC | ATLANTA | 123457 | $464.0M | 3 | 2026-02-28 | → |
| 113 | TCP MANAGEMENT LLC | ATLANTA | 319179 | $463.5M | 12 | 2026-06-30 | → |
| 114 | ACCESS INVESTMENT MANAGEMENT, LLC | ATLANTA | 322491 | $456.4M | 2 | 2026-02-28 | → |
| 115 | HOLCOMBE FINANCIAL, INC. | ATLANTA | 142238 | $451.6M | 5 | 2026-06-30 | → |
| 116 | HAMILTON CAPITAL PARTNERS, LLC | ATLANTA | 314344 | $444.0M | 5 | 2026-04-30 | → |
| 117 | PEACHTREE WEALTH ADVISORS, INC | ATLANTA | 139779 | $436.8M | 3 | 2026-03-31 | → |
| 118 | SWMG HOLDINGS, LLC | ATLANTA | 285713 | $428.5M | 8 | 2026-04-30 | → |
| 119 | MCP ADVISERS, LLC | ATLANTA | 328391 | $400.0M | 3 | 2025-04-30 | → |
| 120 | PFW ADVISORS, LLC | ATLANTA | 325119 | $393.2M | 4 | 2026-01-31 | → |
| 121 | RED TORTOISE, LLC | ATLANTA | 282509 | $382.3M | 4 | 2026-03-31 | → |
| 122 | THE STRATEGIC FINANCIAL ALLIANCE, INC. | ATLANTA | 126514 | $382.0M | 56 | 2026-03-31 | → |
| 123 | REGIMEN WEALTH, LLC | ATLANTA | 309672 | $365.2M | 6 | 2026-06-30 | → |
| 124 | RESURGENT FINANCIAL ADVISORS LLC | ATLANTA | 299575 | $354.7M | 20 | 2026-05-31 | → |
| 125 | MAESTRIA PARTNERS LLC | ATLANTA | 328822 | $350.4M | 2 | 2026-02-28 | → |
| 126 | BIP CAPITAL MANAGEMENT SERVICES, LLC | ATLANTA | 300757 | $345.3M | 6 | 2026-03-31 | → |
| 127 | GRIDLINE ADVISORS, LLC | ATLANTA | 317336 | $332.1M | 24 | 2026-06-30 | → |
| 128 | DAI WEALTH, LLC | ATLANTA | 138938 | $330.0M | 40 | 2026-03-31 | → |
| 129 | BIP ALLIANCE, LLC | ATLANTA | 330528 | $328.1M | 5 | 2025-03-31 | → |
| 130 | LEVEL 5 CAPITAL PARTNERS, LLC | ATLANTA | 304140 | $327.2M | 11 | 2026-05-31 | → |
| 131 | O15 CAPITAL PARTNERS, LLC | ATLANTA | 328464 | $310.3M | 9 | 2026-03-31 | → |
| 132 | BATTLE INVESTMENT GROUP, LLC | ATLANTA | 283292 | $307.9M | 6 | 2026-04-30 | → |
| 133 | GROVE MOUNTAIN PARTNERS, LLC | ATLANTA | 322303 | $307.7M | 7 | 2026-05-31 | → |
| 134 | COMPASS WEALTH MANAGEMENT, LLC | ATLANTA | 156482 | $307.7M | 4 | 2026-02-28 | → |
| 135 | MONTEREY WEALTH PARTNERS LLC | ATLANTA | 172577 | $300.1M | 3 | 2026-01-31 | → |
| 136 | ESTATE MANAGEMENT COUNSELORS,LLC | ATLANTA | 126624 | $294.3M | 4 | 2026-03-31 | → |
| 137 | BAUGH & ASSOCIATES, LLC | ATLANTA | 136342 | $294.2M | 4 | 2026-03-31 | → |
| 138 | CHATHAM CAPITAL MANAGEMENT, LLC | ATLANTA | 160961 | $288.9M | 8 | 2026-03-31 | → |
| 139 | BANYAN CAPITAL MANAGEMENT, INC. | ATLANTA | 108123 | $281.7M | 3 | 2026-02-28 | → |
| 140 | CONSCIOUS WEALTH INVESTMENTS, LLC | ATLANTA | 319143 | $272.8M | 7 | 2026-06-30 | → |
| 141 | WELA STRATEGIES, INC. | ATLANTA | 147762 | $255.5M | 22 | 2025-03-31 | → |
| 142 | AURORA INVESTMENT COUNSEL | ATLANTA | 107460 | $252.7M | 3 | 2026-03-31 | → |
| 143 | CHECKS & BALANCES, INC. | ATLANTA | 112145 | $251.1M | 1 | 2026-01-31 | → |
| 144 | KEYSTONE FINANCIAL GROUP, INC. | ATLANTA | 129301 | $247.4M | 7 | 2026-04-30 | → |
| 145 | CAYMUS EQUITY PARTNERS, LLC | ATLANTA | 322999 | $241.6M | 11 | 2026-03-31 | → |
| 146 | GREYBULL PARTNERS LLC | ATLANTA | 128390 | $241.0M | 20 | 2026-06-30 | → |
| 147 | R. STEWART EADS INVESTMENT COUNSEL, INC. | ATLANTA | 105524 | $240.5M | 6 | 2026-03-31 | → |
| 148 | GALLERIA FINANCIAL ADVISORS, LLC | ATLANTA | 133673 | $239.2M | 2 | 2026-02-28 | → |
| 149 | CYGNUS CAPITAL ADVISERS, LLC | ATLANTA | 323041 | $229.7M | 8 | 2026-04-30 | → |
| 150 | ALDER FINANCIAL GROUP INC | ATLANTA | 108837 | $224.1M | 3 | 2026-03-31 | → |
| 151 | REICON WEALTH ADVISORS, LLC | ATLANTA | 315043 | $220.1M | 5 | 2026-03-31 | → |
| 152 | SAN BLAS ADVISORY, INC. | ATLANTA | 296929 | $218.9M | 13 | 2026-05-31 | → |
| 153 | PREMIS ADVISORS, LLC | ATLANTA | 283679 | $213.9M | 1 | 2026-03-31 | → |
| 154 | MAGELLAN PLANNING GROUP, INC. | ATLANTA | 338739 | $210.0M | 3 | 2026-03-31 | → |
| 155 | CORNERCAP INVESTMENT COUNSEL INC | ATLANTA | 107852 | $199.2M | 4 | 2025-03-31 | → |
| 156 | RFP FINANCIAL GROUP, LLC | ATLANTA | 293206 | $192.0M | 3 | 2026-03-31 | → |
| 157 | XCEPTION ADVISORY SERVICES, LLC | ATLANTA | 338122 | $189.3M | 5 | 2026-05-31 | → |
| 158 | WRIGHT WEALTH LLC | ATLANTA | 321215 | $188.5M | 7 | 2026-06-30 | → |
| 159 | ASH INVESTMENT PARTNERS, LLC | ATLANTA | 322109 | $185.7M | 10 | 2026-04-30 | → |
| 160 | GEORGE M. HILLER COMPANIES, LLC | ATLANTA | 112409 | $183.0M | 5 | 2026-03-31 | → |
| 161 | TRUE SQUARE FINANCIAL LLC | ATLANTA | 287997 | $178.8M | 1 | 2026-01-31 | → |
| 162 | CHANCELLOR WEALTH MANAGEMENT, INC. | ATLANTA | 112918 | $174.0M | 3 | 2026-03-31 | → |
| 163 | THE KEYSTONE FINANCIAL ALLIANCE, LLC | ATLANTA | 168760 | $164.7M | 3 | 2026-03-31 | → |
| 164 | GUTT FINANCIAL MANAGEMENT, LLC | ATLANTA | 109270 | $162.1M | 2 | 2026-01-31 | → |
| 165 | MW ADVISORY LLC | ATLANTA | 338634 | $160.7M | 9 | 2026-06-30 | → |
| 166 | COVEY CAPITAL ADVISORS, LLC | ATLANTA | 151978 | $156.5M | 1 | 2026-02-28 | → |
| 167 | LYNX CAPITAL, LLC | ATLANTA | 306282 | $154.5M | 6 | 2026-03-31 | → |
| 168 | MAVEN CAPITAL PARTNERS, LLC | ATLANTA | 300626 | $152.9M | 5 | 2026-03-31 | → |
| 169 | WEST ELK CAPITAL, LLC | ATLANTA | 292743 | $152.3M | 2 | 2026-03-31 | → |
| 170 | THE RENN WEALTH MANAGEMENT GROUP, INC. | ATLANTA | 117500 | $151.9M | 4 | 2026-02-28 | → |
| 171 | UNIFIED INVESTMENT MANAGEMENT, LLC | ATLANTA | 326056 | $150.6M | 2 | 2026-01-31 | → |
| 172 | PEACHCAP TAX & ADVISORY, LLC | ATLANTA | 158729 | $147.5M | 4 | 2026-02-28 | → |
| 173 | CROWN MANAGEMENT ADVISORS, LLC | ATLANTA | 326369 | $142.2M | 6 | 2026-03-31 | → |
| 174 | FORTHRIGHT PARTNERS LLC | ATLANTA | 310311 | $136.5M | 3 | 2025-02-28 | → |
| 175 | LINX PARTNERS, LLC | ATLANTA | 158607 | $131.4M | 4 | 2026-03-31 | → |
| 176 | THE MARIN GROUP INC. | ATLANTA | 125217 | $128.1M | 2 | 2026-06-30 | → |
| 177 | BERKELEY ADVISORS, INC. | ATLANTA | 134455 | $125.3M | 2 | 2026-02-28 | → |
| 178 | CMC FINANCIAL GROUP, LLC | ATLANTA | 292413 | $119.3M | 4 | 2026-03-31 | → |
| 179 | THE FINANCIAL DISCOVERY GROUP,INC. | ATLANTA | 125383 | $118.3M | 3 | 2026-03-31 | → |
| 180 | CORNERSTONE FINANCIAL MANAGEMENT, LLC | ATLANTA | 125494 | $118.0M | 3 | 2026-06-30 | → |
| 181 | MCCORMACK FINANCIAL PLANNING INC. | ATLANTA | 136857 | $115.7M | 3 | 2026-02-28 | → |
| 182 | CONCOURSE CAPITAL MANAGEMENT, LLC | ATLANTA | 160182 | $114.1M | 9 | 2024-12-31 | → |
| 183 | INFINITE GIVING ADVISORY SERVICES, INC. | ATLANTA | 315935 | $112.8M | 10 | 2026-05-31 | → |
| 184 | SKYPOINT CAPITAL ADVISORS, LLC | ATLANTA | 314979 | $109.0M | 1 | 2026-04-30 | → |
| 185 | HORSE COVE PARTNERS LLC | ATLANTA | 172389 | $106.6M | 9 | 2026-03-31 | → |
| 186 | WEALTH ENGAGEMENT LLC | ATLANTA | 310438 | $105.0M | 3 | 2026-06-30 | → |
| 187 | CARTER, TERRY & COMPANY, INC. | ATLANTA | 16365 | $104.0M | 33 | 2026-03-31 | → |
| 188 | 34 FINANCIAL, LLC | ATLANTA | 329383 | $101.0M | 4 | 2026-02-28 | → |
| 189 | HARBINGER ALTERNATIVE ASSOCIATES, LLC | ATLANTA | 337984 | $100.0M | 15 | 2026-03-31 | → |
| 190 | GRAY GHOST MANAGEMENT & OPERATIONS LLC | ATLANTA | 163417 | $74.7M | 7 | 2024-12-31 | → |
| 191 | COLLECTIVE WEALTH PARTNERS, LLC | ATLANTA | 317519 | $59.9M | 6 | 2026-06-30 | → |
| 192 | KDHB V CAPITAL MANAGEMENT, LLC | ATLANTA | 307182 | $54.8M | 1 | 2026-03-31 | → |
| 193 | INFINITY CREDIT ADVISORY, LLC | ATLANTA | 331652 | $53.5M | 1 | 2026-03-31 | → |
| 194 | CONCOURSE CAPITAL ADVISORS, LLC | ATLANTA | 336424 | $36.1M | 1 | 2026-03-31 | → |
| 195 | YOUR WEALTH CONSULTANTS | ATLANTA | 310328 | $2.1M | 1 | 2026-01-31 | → |
| 196 | WOLVERINE INVESTMENT ADVISORS, LLC | ATLANTA | 307037 | $1.4M | 3 | 2026-05-31 | → |
| 197 | OPPENHEIMERFUNDS INC | ATLANTA | 104983 | $827,684 | 15 | 2026-03-31 | → |
| 198 | GREENWOOD INVESTMENT ADVISORS, LLC | ATLANTA | 327470 | $229,197 | 2 | 2026-04-30 | → |
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