Adviser Record

Investment advisers in GA

330 SEC-registered firms · $1.49 trillion in regulatory assets · 39 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
1776 Wealth LLCSandy Springs$390.8 million0
34 Financial, LLCAtlanta$101.0 million1
4612 Group, LLCAtlanta$773.3 million0
755 FinancialWoodstock$00
Ables, Iannone, Moore & Associates, Inc.Savannah$258.7 million0
Access Investment Management, LLCAtlanta$456.4 million0
Adapt Wealth Advisors, LLCAtlanta$469.2 million0
Adaptive InvestmentsAlpharetta$421.4 million0
Advisory Services NetworkAtlanta$10.60 billion4
Advocacy Wealth Management, LLCAtlanta$3.24 billion0
Aff Fund Manager, LLCAtlanta$2.01 billion0
Agvictus Capital Management LLCAlpharetta$384.7 million0
Albritton Capital Management CoAlpharetta$1.52 billion0
Alder Financial Group IncAtlanta$224.1 million0
Alpha Financial Management, Inc.Savannah$109.4 million0
Altera Private Access, LLCAtlanta$562.4 million0
Amb Wealth, LLCThomasville$1.07 billion0
American Financial Advisors, LLC.Marietta$950.2 million0
American Wealth Advisors, LLCJohns Creek$120.2 million0
American Wealth Management, Inc.Alpharetta$310.0 million1
Anchyra Partners LLCAtlanta$689.2 million0
Angel Oak Capital Advisors, LLCAtlanta$11.49 billion4
Anson AnalyticsTyrone$242.2 million0
Ap Wealth ManagementAugusta$339.6 million0
Aprio Wealth Management, LLCAtlanta$4.15 billion0
Arcapita Investment Management US Inc.Atlanta$607.3 million0
Arch Partners Wealth Management, Inc.Watkinsville$109.2 million0
Arcus Capital Partners, LLCAtlanta$2.51 billion0
Argonne Capital Group, LLCAtlanta$1.68 billion0
Arkadios Wealth AdvisorsAtlanta$8.79 billion4
Ash Investment Partners, LLCAtlanta$185.7 million0
Asset AdvisorsAugusta$1.40 billion0
Asset Management GroupCartersville$200.1 million0
Asset Preservation Advisors, LLCAtlanta$11.05 billion0
Atlanta CapitalAtlanta$28.64 billion3
Atlanta Consulting Group Advisors, LLCAtlanta$14.70 billion0
Atlas Investment AdvisorsAlpharetta$184.1 million0
Aurora Investment CounselAtlanta$252.7 million0
Avego Management, LLCAlpharetta$917.5 million0
Baer Wealth ManagementMarietta$334.7 million0
BalentineAtlanta$5.54 billion0
Banyan Capital Management, Inc.Atlanta$281.7 million0
Battle Investment Group, LLCAtlanta$307.9 million0
Baugh & Associates, LLCAtlanta$294.2 million0
Bay Point Advisors, LLCAtlanta$1.03 billion0
Beacon Global Advisor Network, LLCAtlanta$745.1 million2
Benedict Financial Advisors, Inc.Atlanta$529.4 million0
Berkeley Advisors, Inc.Atlanta$125.3 million0
Berkeley Capital Partners, LLCMilton$1.10 billion0
Bey-douglas, LLC Investment CounselMarietta$179.8 million0
Bip CapitalAtlanta$1.29 billion0
Bip Capital Management Services, LLCAtlanta$345.3 million0
Bip Wealth, LLCAtlanta$5.29 billion0
Bison Wealth, LLCAtlanta$2.74 billion1
Blue Grotto Capital, LLCAtlanta$2.10 billion0
Bluearc Capital ManagementAtlanta$2.44 billion0
Bluechip Wealth Advisors LLCMilton$666.4 million0
Boone Capital Management LLCAtlanta$963.2 million0
Bt Family Office, LLCAtlanta$4.00 billion0
Buckhead Capital Management, LLCAtlanta$5.76 billion0
Builder Investment GroupAtlanta$952.5 million0
Bull Street AdvisorsSavannah$271.9 million0
Bush Wealth ManagementValdosta$258.4 million0
C.W. O'conner Wealth Advisors, Inc.Duluth$264.6 million0
Cahaba Wealth Management, Inc.Atlanta$2.06 billion0
Cannon Financial Strategists, Inc.Athens$1.67 billion0
Cape Investment Advisory, Inc.Mcdonough$473.7 million10
Capital and Planning, LLCJonesboro$193.9 million0
Capital Endurance Group, IncAlpharetta$108.8 million0
Capital Investment Advisors, LLCAtlanta$8.21 billion0
Capital Management Advisors IncMarietta$52.0 million1
Carson Advisory GroupAthens$864.9 million0
Carter, Terry & Company, Inc.Atlanta$104.0 million0
Caymus Equity Partners, LLCAtlanta$241.6 million0
Cfs Wealth ManagementMacon$189.1 million0
Chancellor Wealth Management, Inc.Atlanta$174.0 million0
Chatham CapitalAtlanta$288.9 million0
Chatham Capital Group IncSavannah$878.1 million0
Checks & Balances, Inc.Atlanta$251.1 million0
Chi-rho Financial, LLCAtlanta$1.35 billion0
Christy Capital Management, Inc.Macon$376.3 million0
Clear Investment Research, LLCAlpharetta$4.19 billion0
Cmc Financial Group, LLCAtlanta$119.3 million0
Collective Wealth Partners, LLCAtlanta$59.9 million0
Commonwealth Financial Planners IncRoswell$227.6 million0
Compass Wealth Management, LLCAtlanta$307.7 million0
Concourse Capital Advisors, LLCAtlanta$36.1 million0
Conscious Wealth Investments, LLCAtlanta$272.8 million0
Consequent Capital Management, LLCAtlanta$00
Core Alternative Capital, LLCPeachtree Corners$354.0 million0
Cornerstone FinancialAtlanta$118.0 million0
Cornerstone Investment Partners, LLCAtlanta$2.65 billion0
Cornerstone Management, Inc.Duluth$2.29 billion0
Cortland Investment Management, LLCAtlanta$5.67 billion0
Covey Capital Advisors, LLCAtlanta$156.5 million0
Cpc Advisors, LLCAtlanta$1.68 billion0
Crawford Investment Counsel IncAtlanta$9.14 billion1
Crown Management Advisors, LLCAtlanta$142.2 million0
Crownstone Advisory & Investment CorpAtlanta$00
Cygnus Capital Advisors, LLCAtlanta$229.7 million0
Dai Wealth, LLCAtlanta$330.0 million0
Daner Wealth Management, LLCAlpharetta$201.7 million0
Decatur Capital Management, Inc.Decatur$253.7 million0
Discipline Strategies Management, LPAtlanta$00
Domain Capital Advisors, LLCAtlanta$7.27 billion0
Domain Timber Advisors, LLCAtlanta$575.9 million0
Dyche, Riley, & Selman Wealth ManagementFayetteville$162.3 million0
Eads & Heald Wealth ManagementAtlanta$240.5 million0
Eagle Merchant PartnersAtlanta$840.6 million0
Eagle Rock Investment Company, LLCAtlanta$786.7 million0
Earnest Partners, LLCAtlanta$42.61 billion0
Elevate Wealth Advisory, Inc.Athens$385.5 million0
Elm3 Financial Group, LLCAlpharetta$189.0 million0
Elwood & GoetzAthens$1.07 billion0
Epg Wealth Management LLCAtlanta$579.1 million0
Equity Investment CorpAtlanta$3.51 billion0
Estate Management Counselors,llcAtlanta$294.3 million0
Evans Wealth ManagementDuluth$111.1 million0
Exit Wealth AdvisorsAlpharetta$243.2 million0
Falcons I, LLCAtlanta$2.75 billion4
Family Wms, LLCAthens$571.6 million0
Ferguson Shapiro LLCDecatur$415.2 million0
Fiduciaryvest, LLCAtlanta$4.93 billion0
Financial Architects, LLCWoodstock$199.2 million0
Financial Consultants Group IncCumming$188.2 million0
Financial DiscoveryAtlanta$118.3 million0
Financial Innovations, LLCAtlanta$535.2 million0
Financial Potential Wealth ManagementGainesville$00
Firethorn Wealth Partners, LLCAugusta$671.9 million0
First Advisors National, LLCAtlanta$505.9 million0
First City Capital Management IncSavannah$423.7 million0
Forest Investment AssociatesAtlanta$5.24 billion0
Forthright Wealth Management, LLCAlpharetta$773.4 million0
Fsam LLCAlpharetta$138.4 million3
Fulcrum Equity Partners, Inc.Atlanta$1.16 billion0
Fully FinancialAthens$111.1 million0
Galleria Financial Advisors, LLCAtlanta$239.2 million0
Generational Financial Partners, LLCAtlanta$00
George M. Hiller Companies, LLCAtlanta$183.0 million0
Georgia Wealth Partners, LLCGriffin$157.5 million0
Gibbs Wealth Management, LLCAlpharetta$1.06 billion3
Gid Multifamily Investment Management LLCAtlanta$5.89 billion0
Gleneagles Investment Advisors, LLCAtlanta$3.08 billion0
Global Investment AdvisoryMcdonough$71.8 million0
Globalt InvestmentsAtlanta$3.02 billion0
Gmt Capital Corp.Atlanta$6.90 billion1
Godwin Capital Group, LLCAtlanta$1.13 billion0
Goodwin Investment AdvisoryWoodstock$397.0 million0
Greatmark Investment Partners, Inc.Columbus$1.02 billion0
Greenlight Investment AdvisorsAtlanta$00
Greenwood Investment Advisors, LLCAtlanta$229,1970
Greybull Partners LLCAtlanta$241.0 million0
GridlineAtlanta$332.1 million0
Griffith & Werner, Inc.Canton$218.6 million0
Grove Mountain Partners, LLCAtlanta$307.7 million0
Gutt Financial Management, LLCAtlanta$162.1 million4
Hamilton Capital Partners, LLCAtlanta$444.0 million0
Harbinger Sports PartnersAtlanta$100.0 million0
Haven Global Partners, LLCAtlanta$1.45 billion0
Hb WealthAtlanta$30.16 billion0
Hc Advisors LLCSandy Springs$500.2 million0
Henssler FinancialKennesaw$3.81 billion0
Highbrook Capital PartnersAtlanta$509.1 million0
Holbrook Holdings, Inc.Atlanta$3.78 billion0
Holcombe Financial, Inc.Atlanta$451.6 million0
Horse Cove Partners LLCAtlanta$106.6 million0
Howard Capital Management, LLCAlpharetta$8.01 billion0
Ifg Advisory, LLCAtlanta$4.76 billion0
Impact Partnership Wealth, LLCMarietta$2.96 billion4
Incompass Financial Partners, LLCAlpharetta$192.0 million0
Infinite Giving Advisory Services, Inc.Atlanta$112.8 million2
Infinity Capital Advisors, LLCAtlanta$1.53 billion0
Infinity Credit Advisory, LLCAtlanta$53.5 million0
Inlight WealthAtlanta$843.3 million0
Integras Partners, LLCAlpharetta$244.8 million0
Invesco Advisers, Inc.Atlanta$749.52 billion6
Investment Performance Services LLCSavannah$763.7 million0
Investors Asset Management of Georgia IncAtlanta$502.0 million2
Ira Group, Inc.Atlanta$15.42 billion2
Irc WealthAtlanta$666.7 million0
J. L. Perkins Wealth Management, LLCMacon$142.2 million0
Jamestown, L.P.Atlanta$7.06 billion0
Jamison Private Wealth Management, Inc.Milton$1.05 billion0
Journey Beyond WealthRoswell$250.3 million0
Jt Stratford, LLCGainesville$1.01 billion0
Kdhb V Capital Management, LLCAtlanta$54.8 million0
Keystone Financial Group, Inc.Atlanta$247.4 million0
Kiker Wealth Management, LLCJasper$395.1 million2
Kingsmark Private Financial Advisors, LLCAlbany$406.5 million0
Lanier Financial Group LLCAthens$236.2 million0
Lcg Associates, Inc.Atlanta$2.61 billion0
Lcp Institutional, LLCAtlanta$3.18 billion0
Legacy Planning Advisors, LLCSuwanee$234.0 million0
Level 5 Capital Partners, LLCAtlanta$327.2 million0
Linx Partners, LLCAtlanta$131.4 million0
Liquid Strategies, LLCAtlanta$1.45 billion0
Loftin Wealth PartnersJohns Creek$344.5 million0
Longview Wealth ManagementAtlanta$1.15 billion0
Lynx Capital, LLCAtlanta$154.5 million0
Maestria Partners LLCAtlanta$350.4 million0
Magellan Planning GroupAtlanta$210.0 million0
Marco Investment Management LLCAtlanta$1.77 billion0
Marietta Wealth Management, LLCMarietta$1.39 billion0
Martinwright Advisory, LLCAtlanta$160.7 million0
Masters Capital Management, L.L.C.Atlanta$804.6 million0
Maven Capital Partners, LLCAtlanta$152.9 million0
Mccormack Financial Planning Inc.Atlanta$115.7 million0
Mcp Advisers, LLCAtlanta$400.0 million0
Meadow Creek Wealth Advisors, LLCAtlanta$728.0 million0
Merit Financial AdvisorsAlpharetta$23.88 billion0
Minerva Planning GroupDecatur$236.9 million0
Mmhp Investment AdvisorsThomasville$435.3 million0
MontagAtlanta$2.97 billion0
Monterey WealthAtlanta$300.1 million0
Mpwm Advisory Solutions LLCAlpharetta$326.9 million0
Mrp Capital Investments, LLCAlpharetta$227.6 million0
Msouth Equity Partners, LLCAtlanta$1.00 billion0
Narwhal Capital ManagementMarietta$2.08 billion0
Networth Financial Services, LLCJohns Creek$128.1 million0
Newcorp Wealth ManagementAlpharetta$177.1 million0
Nicholas Hoffman & Company, LLCAtlanta$8.26 billion0
Nicholas Wealth ManagementMarietta$739.8 million0
Novapoint Capital LLCAtlanta$536.2 million0
O15 Capital Partners, LLCAtlanta$310.3 million0
Openarc Corporate Advisory, LLCAtlanta$10.09 billion0
Oppenheimerfunds IncAtlanta$827,6843
Osaic Advisory Services, LLCAtlanta$15.48 billion6
Overlay Management, LLCAlpharetta$168.6 million0
Paces Ferry Wealth Advisors, LLCAtlanta$491.2 million0
Park Square Financial Group LLCRoswell$218.6 million0
Parrish Capital, LLCKennesaw$150.0 million0
Paul Manners & Associates, Inc.Marietta$349.5 million0
Peachcap Tax & Advisory, LLCAtlanta$147.5 million3
Peachtree GroupAtlanta$940.8 million0
Peachtree Wealth Advisors, IncAtlanta$436.8 million0
Persium Advisors, LLCAtlanta$583.6 million0
Pgi Wealth ManagementAlpharetta$930.6 million0
Phorcys Capital Partners, LLCAlpharetta$191.5 million3
Pierson Wealth ManagementAtlanta$192.0 million0
Power Wealth ManagementAlpharetta$429.9 million0
Prce Management LLCAlpharetta$22.2 million3
Premis Advisors, LLCAtlanta$213.9 million0
Primerica AdvisorsDuluth$15.54 billion8
Primus Capital Partners, Inc.Atlanta$1.67 billion0
Private Family Wealth AdvisorsAtlanta$393.2 million0
Proactive Wealth Strategies, LLCMarietta$315.8 million0
Regent Peak Wealth Advisors, LLCAtlanta$785.9 million0
Regimen Wealth, LLCAtlanta$365.2 million0
Register Financial Advisors, LLCAtlanta$488.5 million2
Reicon Wealth Advisors, LLCAtlanta$220.1 million0
Resurgens Technology Advisors, L.P.Atlanta$2.17 billion0
Resurgent AdvisorsAtlanta$354.7 million4
Retirement Fund ManagementAtlanta$769.7 million0
Richard Young AdvisorsAugusta$1.20 billion0
Ridge Capital Management, LLCJohn Creek$186.0 million0
Roark Capital Management, LLCAtlanta$34.18 billion0
Rollins Financial Advisors, LLCAtlanta$1.59 billion0
Rowland Miller + Partners LLCAtlanta$635.9 million0
Rule One Partners, LLCMoreland$236.2 million0
Sage Mountain Advisors, LLCAtlanta$4.29 billion0
San Blas Advisory, Inc.Atlanta$218.9 million0
Sanders & Scott, ChfcWatkinsville$148.8 million0
Sard Wealth Managment Group, LLCAtlanta$464.0 million0
Sardis Group, LLCAtlanta$531.2 million0
Sb Advisory, LLCAtlanta$1.10 billion2
Sentara CapitalMarietta$119.6 million0
Shapiro Capital Management LLCAtlanta$1.97 billion0
Sherrill & Hutchins Financial Advisory IncAtlanta$623.7 million0
Signaturefd, LLCAtlanta$9.68 billion0
Silvant Capital Management LLCAtlanta$3.04 billion0
Skypoint Capital Advisors, LLCAtlanta$109.0 million0
Smith & Howard Wealth Management, LLCAtlanta$726.9 million0
Smith, Brown & Groover Inc. D/b/a Sbg Wealth ManagementMacon$284.2 million1
Sound View Wealth Advisors Group, LLCSavannah$2.28 billion0
Source Capital, LLCAtlanta$475.4 million0
Southbridge Advisors, LLCMarieta$353.1 million0
Southeast Asset Advisors, LLCThomasville$4.20 billion0
Sovereign's Capital Management, LLCAtlanta$1.28 billion0
St. John & Associates, Inc.Roswell$128.4 million0
Stadion Money Management, LLCWatkinsville$2.69 billion0
Starr-mathews Financial, LLCCalhoun$158.6 million0
Strategic Blueprint, LLCAtlanta$2.54 billion1
Strickland Davis Advisors LLCMarietta$121.3 million0
Synovus Securities, Inc.Columbus$8.45 billion4
T.R.U.E. Coastal Capital, LLCSavannah$124.1 million0
Tandemgrowth Financial Advisors, LLCAlpharetta$297.0 million0
Tcp Management LLCAtlanta$463.5 million0
The Advisory FirmAlpharetta$126.4 million0
The Fiduciary GroupSavannah$1.97 billion0
The Jenkins GroupAlbany$270.1 million0
The Keystone Financial Alliance, LLCAtlanta$164.7 million0
The Lloyd Advisory GroupSuwanee$437.6 million0
The Marin Group Inc.Atlanta$128.1 million0
The Monitor Group, Inc.Martinez$167.2 million0
The Renn Wealth Management Group, Inc.Atlanta$151.9 million0
The Strategic Financial AllianceAtlanta$382.0 million2
Timberland Investment Resources, LLCAtlanta$1.98 billion0
Timberlink LLCJohns Creek$594,0110
Townsend Wealth ManagementColumbus$194.0 million0
Trademark Capital Management Inc.Watkinsville$150.8 million0
Trails Edge Capital Partners, LPAtlanta$933.4 million0
True Square Financial LLCAtlanta$178.8 million0
TrufpCumming$421.7 million0
Truist Advisory Services, Inc.Atlanta$77.39 billion8
Unified Investment ManagementAtlanta$150.6 million2
Veracity Capital LLCAtlanta$799.8 million0
Verisail Partners, LLCChamblee$283.6 million0
Vident Asset ManagementAlpharetta$22.02 billion0
Vip Wealth AdvisorsDecatur$126.1 million0
Voya Investment Management LLCAtlanta$38.77 billion5
Wassaw Sound Management, LLCSavannah$122.7 million0
Waypoint Wealth Counsel LLCAtlanta$433.3 million0
Wealth EngagementAtlanta$105.0 million0
Wealth Intelligence, LLCColumbus$247.5 million0
Wealth Science Advisors LLCAlpharetta$558.7 million0
Wealth With No Regrets®Alpharetta$214.4 million0
Weaver Capital Management, LLCSuwanee$537.8 million0
Wellspring Wealth Management LLCAlpharetta$584.8 million1
West Elk Capital, LLCAtlanta$152.3 million0
West Paces Advisors, Inc.Atlanta$1.01 billion0
Wickham Financial & Insurance ServicesMarietta$193.0 million0
Willis Investment Counsel IncGainesville$4.23 billion0
Wiregrass Asset ManagementThomasville$159.7 million0
Wiser Wealth Management, IncMarietta$513.6 million0
Wolverine Investment Advisors, LLCAtlanta$1.4 million0
Woodstock Wealth Management, Inc.Woodstock$726.6 million0
Wright Wealth LLCAtlanta$188.5 million0
Wynn CapitalAugusta$320.2 million0
Xception Family OfficeAtlanta$189.3 million0
Zwj Investment Counsel IncAtlanta$4.23 billion0