Research Report · 2026-06-30
Institutional Registered Investment Advisers in Georgia
SEC-registered investment advisers in Georgia ranked by reported institutional client assets.
Firms
229
Total AUM
$1.39T
Median AUM
$500.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | ATLANTA | 301879 | $1.28B | 37 | 2026-03-31 | → |
| 202 | WEALTH INTELLIGENCE, LLC | COLUMBUS | 333253 | $247.5M | 5 | 2026-02-28 | → |
| 203 | COMPASS WEALTH MANAGEMENT, LLC | ATLANTA | 156482 | $307.7M | 4 | 2026-02-28 | → |
| 204 | CARTER, TERRY & COMPANY, INC. | ATLANTA | 16365 | $104.0M | 33 | 2026-03-31 | → |
| 205 | CONSCIOUS WEALTH INVESTMENTS, LLC | ATLANTA | 319143 | $272.8M | 7 | 2026-06-30 | → |
| 206 | ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC | ROSWELL | 322496 | $295.3M | 4 | 2025-03-31 | → |
| 207 | STRICKLAND DAVIS ADVISORS LLC | MARIETTA | 126538 | $121.3M | 3 | 2026-03-31 | → |
| 208 | GER LOFTIN WEALTH ADVISORS, LLC | JOHNS CREEK | 305359 | $344.5M | 6 | 2026-06-30 | → |
| 209 | ELM3 FINANCIAL GROUP, LLC | ALPHARETTA | 140594 | $189.0M | 6 | 2026-06-30 | → |
| 210 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | ALPHARETTA | 125490 | $297.0M | 4 | 2026-03-31 | → |
| 211 | CAPITAL AND PLANNING, LLC | JONESBORO | 321104 | $193.9M | 2 | 2026-05-31 | → |
| 212 | CHANCELLOR WEALTH MANAGEMENT, INC. | ATLANTA | 112918 | $174.0M | 3 | 2026-03-31 | → |
| 213 | TOWNSEND PERSONAL FINANCIAL PLANNING, LLC | COLUMBUS | 126241 | $194.0M | 3 | 2026-02-28 | → |
| 214 | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | ATHENS | 154839 | $1.07B | 29 | 2026-06-30 | → |
| 215 | ATLAS FINANCIAL PLANNING, LLC | ALPHARETTA | 324861 | $184.1M | 2 | 2026-02-28 | → |
| 216 | ADAPT WEALTH ADVISORS, LLC | ATLANTA | 329448 | $469.2M | 12 | 2026-03-31 | → |
| 217 | VERISAIL PARTNERS, LLC | CHAMBLEE | 153751 | $283.6M | 6 | 2026-06-30 | → |
| 218 | WASSAW SOUND MANAGEMENT, LLC | SAVANNAH | 299164 | $122.7M | 3 | 2026-03-31 | → |
| 219 | ALDER FINANCIAL GROUP INC | ATLANTA | 108837 | $224.1M | 3 | 2026-03-31 | → |
| 220 | TIMBERLINK LLC | JOHNS CREEK | 170067 | $594,011 | 2 | 2026-01-31 | → |
| 221 | UNIFIED INVESTMENT MANAGEMENT, LLC | ATLANTA | 326056 | $150.6M | 2 | 2026-01-31 | → |
| 222 | BAUGH & ASSOCIATES, LLC | ATLANTA | 136342 | $294.2M | 4 | 2026-03-31 | → |
| 223 | CHRISTY CAPITAL MANAGEMENT, INC. | MACON | 149313 | $376.3M | 22 | 2026-03-31 | → |
| 224 | DANER WEALTH MANAGEMENT, LLC | ALPHARETTA | 317373 | $201.7M | 2 | 2026-03-31 | → |
| 225 | INTEGRAS PARTNERS, LLC | ALPHARETTA | 172979 | $244.8M | 5 | 2026-02-28 | → |
| 226 | WRIGHT WEALTH LLC | ATLANTA | 321215 | $188.5M | 7 | 2026-06-30 | → |
| 227 | SENTARA CAPITAL LLC | MARIETTA | 161132 | $119.6M | 3 | 2026-02-28 | → |
| 228 | LINDER FINANCIAL SERVICES, INC. | ALPHARETTA | 117861 | $163.6M | 4 | 2025-02-28 | → |
| 229 | CMC FINANCIAL GROUP, LLC | ATLANTA | 292413 | $119.3M | 4 | 2026-03-31 | → |
Related Lists
Sleeve229 firms · 2026-06-30