Research Report · 2026-06-30
Largest Registered Investment Advisers in Georgia
Georgia SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
342
Total AUM
$1.51T
Median AUM
$418.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | MSOUTH EQUITY PARTNERS, LLC | ATLANTA | 157601 | $1.00B | 18 | 2026-03-31 | → |
| 102 | BOONE CAPITAL MANAGEMENT LLC | ATLANTA | 316230 | $963.2M | 5 | 2026-03-31 | → |
| 103 | BUILDER INVESTMENT GROUP INC | ATLANTA | 107671 | $952.5M | 6 | 2026-03-31 | → |
| 104 | AMERICAN FINANCIAL ADVISORS, LLC. | MARIETTA | 115824 | $950.2M | 7 | 2026-05-31 | → |
| 105 | DF INVESTMENT MANAGER, LLC | ATLANTA | 334742 | $940.8M | 79 | 2026-03-31 | → |
| 106 | TRAILS EDGE CAPITAL PARTNERS, LP | ATLANTA | 335659 | $933.4M | 7 | 2026-04-30 | → |
| 107 | PHILIP JAMES WEALTH MANAGEMENT, LLC | ALPHARETTA | 297517 | $930.6M | 9 | 2026-05-31 | → |
| 108 | AVEGO MANAGEMENT, LLC | ALPHARETTA | 310520 | $917.5M | 16 | 2026-03-31 | → |
| 109 | CHATHAM CAPITAL GROUP INC | SAVANNAH | 106174 | $878.1M | 9 | 2026-05-31 | → |
| 110 | CARSON ADVISORY, INC. | ATHENS | 117410 | $864.9M | 7 | 2026-04-30 | → |
| 111 | INLIGHT WEALTH MANAGEMENT, LLC | ATLANTA | 289908 | $843.3M | 6 | 2026-03-31 | → |
| 112 | EMP MANAGEMENT LLC | ATLANTA | 285104 | $840.6M | 22 | 2026-03-31 | → |
| 113 | WAYPOINT WEALTH COUNSEL LLC | ATLANTA | 171822 | $824.3M | 4 | 2026-03-31 | → |
| 114 | MASTERS CAPITAL MANAGEMENT, L.L.C. | ATLANTA | 137605 | $804.6M | 17 | 2026-03-31 | → |
| 115 | VERACITY CAPITAL LLC | ATLANTA | 304272 | $799.8M | 12 | 2026-04-30 | → |
| 116 | EAGLE ROCK INVESTMENT COMPANY, LLC | ATLANTA | 313832 | $786.7M | 4 | 2026-02-28 | → |
| 117 | REGENT PEAK WEALTH ADVISORS, LLC | ATLANTA | 298259 | $785.9M | 10 | 2026-06-30 | → |
| 118 | FORTHRIGHT WEALTH MANAGEMENT, LLC | ALPHARETTA | 220515 | $773.4M | 10 | 2026-05-31 | → |
| 119 | 4612 GROUP, LLC | ATLANTA | 287619 | $773.3M | 9 | 2026-03-31 | → |
| 120 | RETIREMENT FUND MANAGEMENT, LLC | ATLANTA | 126573 | $769.7M | 4 | 2026-04-30 | → |
| 121 | INVESTMENT PERFORMANCE SERVICES LLC | SAVANNAH | 105527 | $763.7M | 34 | 2026-03-31 | → |
| 122 | BEACON GLOBAL ADVISOR NETWORK, LLC | ATLANTA | 288833 | $745.1M | 61 | 2026-03-31 | → |
| 123 | NICHOLAS WEALTH, LLC | MARIETTA | 282635 | $739.8M | 19 | 2026-04-30 | → |
| 124 | MEADOW CREEK WEALTH ADVISORS, LLC | ATLANTA | 297796 | $728.0M | 5 | 2026-02-28 | → |
| 125 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | ATLANTA | 109540 | $726.9M | 10 | 2026-01-31 | → |
| 126 | WOODSTOCK WEALTH MANAGEMENT, INC. | WOODSTOCK | 283472 | $726.6M | 26 | 2026-04-30 | → |
| 127 | ANCHYRA PARTNERS LLC | ATLANTA | 335467 | $689.2M | 5 | 2026-03-31 | → |
| 128 | FIRETHORN WEALTH PARTNERS, LLC | AUGUSTA | 297634 | $671.9M | 9 | 2026-04-30 | → |
| 129 | INVESTORS RESEARCH CORPORATION | ATLANTA | 132022 | $666.7M | 11 | 2026-02-28 | → |
| 130 | BLUECHIP WEALTH ADVISORS LLC | MILTON | 150008 | $666.4M | 8 | 2026-03-31 | → |
| 131 | CONSEQUENT CAPITAL MANAGEMENT, LLC | ATLANTA | 285262 | $639.3M | 7 | 2025-07-31 | → |
| 132 | ROWLAND MILLER + PARTNERS LLC | ATLANTA | 226629 | $635.9M | 5 | 2026-03-31 | → |
| 133 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | ATLANTA | 105302 | $623.7M | 9 | 2026-06-30 | → |
| 134 | ARCAPITA INVESTMENT MANAGEMENT US INC. | ATLANTA | 168148 | $607.3M | 8 | 2026-05-31 | → |
| 135 | WELLSPRING WEALTH MANAGEMENT LLC | ALPHARETTA | 134834 | $584.8M | 8 | 2026-03-31 | → |
| 136 | PERSIUM ADVISORS, LLC | ATLANTA | 128335 | $583.6M | 13 | 2026-03-31 | → |
| 137 | DEMPSEY LORD SMITH, LLC | ROME | 141238 | $580.5M | 92 | 2026-01-31 | → |
| 138 | EPG WEALTH MANAGEMENT LLC | ATLANTA | 302075 | $579.1M | 14 | 2026-03-31 | → |
| 139 | MONTAG & CALDWELL LLC | ATLANTA | 104841 | $577.0M | 14 | 2025-03-31 | → |
| 140 | DOMAIN TIMBER ADVISORS, LLC | ATLANTA | 287750 | $575.9M | 28 | 2026-03-31 | → |
| 141 | FAMILY WMS, LLC | ATHENS | 126456 | $571.6M | 8 | 2026-02-28 | → |
| 142 | WEALTH SCIENCE ADVISORS LLC | ALPHARETTA | 321031 | $558.7M | 9 | 2026-03-31 | → |
| 143 | WEAVER CAPITAL MANAGEMENT, LLC | SUWANEE | 135037 | $537.8M | 5 | 2026-06-30 | → |
| 144 | NOVAPOINT CAPITAL LLC | ATLANTA | 173663 | $536.2M | 6 | 2026-03-31 | → |
| 145 | FINANCIAL INNOVATIONS, LLC | ATLANTA | 142769 | $535.2M | 2 | 2026-03-31 | → |
| 146 | SARDIS GROUP, LLC | ATLANTA | 333854 | $531.2M | 6 | 2026-03-31 | → |
| 147 | BENEDICT FINANCIAL ADVISORS, INC. | ATLANTA | 116690 | $529.4M | 7 | 2026-03-31 | → |
| 148 | ALTERA PRIVATE ACCESS, LLC | ATLANTA | 287467 | $519.1M | 13 | 2026-05-31 | → |
| 149 | WISER WEALTH MANAGEMENT, INC | MARIETTA | 125282 | $513.6M | 11 | 2026-06-30 | → |
| 150 | HIGHBROOK CAPITAL PARTNERS LLC | ATLANTA | 338408 | $509.1M | 6 | 2026-03-31 | → |
| 151 | FIRST ADVISORS NATIONAL, LLC | ATLANTA | 166212 | $505.9M | 65 | 2026-03-31 | → |
| 152 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | ATLANTA | 106796 | $502.0M | 9 | 2026-03-31 | → |
| 153 | HC ADVISORS LLC | SANDY SPRINGS | 165200 | $500.2M | 8 | 2026-03-31 | → |
| 154 | PACES FERRY WEALTH ADVISORS, LLC | ATLANTA | 300057 | $491.2M | 6 | 2026-03-31 | → |
| 155 | REGISTER FINANCIAL ADVISORS, LLC | ATLANTA | 143884 | $488.5M | 15 | 2026-04-30 | → |
| 156 | SOURCE CAPITAL, LLC | ATLANTA | 325758 | $475.4M | 18 | 2026-03-31 | → |
| 157 | CAPE INVESTMENT ADVISORY, INC. | MCDONOUGH | 146384 | $473.7M | 34 | 2026-03-31 | → |
| 158 | ADAPT WEALTH ADVISORS, LLC | ATLANTA | 329448 | $469.2M | 12 | 2026-03-31 | → |
| 159 | SARD WEALTH MANAGEMENT GROUP, LLC | ATLANTA | 123457 | $464.0M | 3 | 2026-02-28 | → |
| 160 | TCP MANAGEMENT LLC | ATLANTA | 319179 | $463.5M | 12 | 2026-06-30 | → |
| 161 | ACCESS INVESTMENT MANAGEMENT, LLC | ATLANTA | 322491 | $456.4M | 2 | 2026-02-28 | → |
| 162 | HOLCOMBE FINANCIAL, INC. | ATLANTA | 142238 | $451.6M | 5 | 2026-06-30 | → |
| 163 | HAMILTON CAPITAL PARTNERS, LLC | ATLANTA | 314344 | $444.0M | 5 | 2026-04-30 | → |
| 164 | LLOYD ADVISORY SERVICES, LLC | SUWANEE | 150582 | $437.6M | 13 | 2026-03-31 | → |
| 165 | PEACHTREE WEALTH ADVISORS, INC | ATLANTA | 139779 | $436.8M | 3 | 2026-03-31 | → |
| 166 | MURPHY MIDDLETON HINKLE & PARKER, INC. | THOMASVILLE | 107861 | $435.3M | 4 | 2026-03-31 | → |
| 167 | POWER WEALTH MANAGEMENT LLC | ALPHARETTA | 315101 | $429.9M | 10 | 2026-06-30 | → |
| 168 | SWMG HOLDINGS, LLC | ATLANTA | 285713 | $428.5M | 8 | 2026-04-30 | → |
| 169 | FIRST CITY CAPITAL MANAGEMENT INC | SAVANNAH | 104780 | $423.7M | 6 | 2026-03-31 | → |
| 170 | INVESTMENT PLANNING ADVISORS | CUMMING | 299212 | $421.7M | 8 | 2026-03-31 | → |
| 171 | CAVALIER INVESTMENTS, LLC | ALPHARETTA | 281201 | $421.4M | 7 | 2026-03-31 | → |
| 172 | FERGUSON SHAPIRO LLC | DECATUR | 297555 | $415.2M | 9 | 2026-05-31 | → |
| 173 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | ALBANY | 146655 | $406.5M | 9 | 2026-03-31 | → |
| 174 | MCP ADVISERS, LLC | ATLANTA | 328391 | $400.0M | 3 | 2025-04-30 | → |
| 175 | GOODWIN INVESTMENT ADVISORY, LLC | WOODSTOCK | 131193 | $397.0M | 13 | 2026-03-31 | → |
| 176 | KIKER WEALTH MANAGEMENT, LLC | JASPER | 154405 | $395.1M | 9 | 2026-05-31 | → |
| 177 | PFW ADVISORS, LLC | ATLANTA | 325119 | $393.2M | 4 | 2026-01-31 | → |
| 178 | 1776 WEALTH LLC | SANDY SPRINGS | 286321 | $390.8M | 2 | 2026-03-31 | → |
| 179 | ELEVATE WEALTH ADVISORY, INC. | ATHENS | 149713 | $385.5M | 13 | 2026-03-31 | → |
| 180 | AGVICTUS CAPITAL MANAGEMENT LLC | ALPHARETTA | 307047 | $384.7M | 5 | 2026-03-31 | → |
| 181 | RED TORTOISE, LLC | ATLANTA | 282509 | $382.3M | 4 | 2026-03-31 | → |
| 182 | THE STRATEGIC FINANCIAL ALLIANCE, INC. | ATLANTA | 126514 | $382.0M | 56 | 2026-03-31 | → |
| 183 | YEOMANS CONSULTING GROUP, INC. | MARIETTA | 125573 | $377.1M | 14 | 2026-01-31 | → |
| 184 | CHRISTY CAPITAL MANAGEMENT, INC. | MACON | 149313 | $376.3M | 22 | 2026-03-31 | → |
| 185 | REGIMEN WEALTH, LLC | ATLANTA | 309672 | $365.2M | 6 | 2026-06-30 | → |
| 186 | RESURGENT FINANCIAL ADVISORS LLC | ATLANTA | 299575 | $354.7M | 20 | 2026-05-31 | → |
| 187 | PURSELL MANAGEMENT CO. LLC | PEACHTREE CORNERS | 302011 | $354.0M | 4 | 2026-03-31 | → |
| 188 | SOUTHBRIDGE ADVISORS, LLC | MARIETA | 306075 | $353.1M | 6 | 2026-03-31 | → |
| 189 | MAESTRIA PARTNERS LLC | ATLANTA | 328822 | $350.4M | 2 | 2026-02-28 | → |
| 190 | MANNERS PAUL & ASSOCIATES, INC. | MARIETTA | 110996 | $349.5M | 3 | 2025-10-31 | → |
| 191 | BIP CAPITAL MANAGEMENT SERVICES, LLC | ATLANTA | 300757 | $345.3M | 6 | 2026-03-31 | → |
| 192 | GER LOFTIN WEALTH ADVISORS, LLC | JOHNS CREEK | 305359 | $344.5M | 6 | 2026-06-30 | → |
| 193 | AP WEALTH MANAGEMENT, LLC | AUGUSTA | 156417 | $339.6M | 7 | 2026-03-31 | → |
| 194 | MOLLY B INVESTMENT GROUP LLC | MARIETTA | 150555 | $334.7M | 2 | 2026-03-31 | → |
| 195 | GRIDLINE ADVISORS, LLC | ATLANTA | 317336 | $332.1M | 24 | 2026-06-30 | → |
| 196 | DAI WEALTH, LLC | ATLANTA | 138938 | $330.0M | 40 | 2026-03-31 | → |
| 197 | BIP ALLIANCE, LLC | ATLANTA | 330528 | $328.1M | 5 | 2025-03-31 | → |
| 198 | LEVEL 5 CAPITAL PARTNERS, LLC | ATLANTA | 304140 | $327.2M | 11 | 2026-05-31 | → |
| 199 | MPWM ADVISORY SOLUTIONS LLC | ALPHARETTA | 169885 | $326.9M | 20 | 2026-03-31 | → |
| 200 | WYNN CAPITAL LLC | AUGUSTA | 281291 | $320.2M | 4 | 2026-04-30 | → |
Related Lists
Sleeve342 firms · 2026-06-30