AdvisorRanked

Best Financial Advisors in Georgia

326 SEC-registered advisory firms across 38 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

326
Registered Firms
38
Cities
0.95%
Median Fee
of assets/year
326
In Database
firms listed

Cities in Georgia

ATLANTA, GA

189 firms
Median fee: 0.95%

ALPHARETTA, GA

33 firms
Median fee: 0.95%

MARIETTA, GA

14 firms
Median fee: 0.95%

SAVANNAH, GA

10 firms
Median fee: 0.95%

ATHENS, GA

6 firms
Median fee: 0.95%

ROSWELL, GA

5 firms
Median fee: 0.95%

AUGUSTA, GA

5 firms
Median fee: 0.95%

MACON, GA

4 firms
Median fee: 0.95%

DULUTH, GA

4 firms
Median fee: 0.95%

COLUMBUS, GA

4 firms
Median fee: 0.95%

THOMASVILLE, GA

4 firms
Median fee: 0.95%

WATKINSVILLE, GA

4 firms
Median fee: 0.95%

DECATUR, GA

4 firms
Median fee: 0.95%

JOHNS CREEK, GA

4 firms
Median fee: 0.95%

MILTON, GA

3 firms
Median fee: 0.95%

WOODSTOCK, GA

3 firms
Median fee: 0.95%

SUWANEE, GA

3 firms
Median fee: 0.95%

KENNESAW, GA

2 firms
Median fee: 0.95%

CUMMING, GA

2 firms
Median fee: 0.95%

GAINESVILLE, GA

2 firms
Median fee: 0.95%

ALBANY, GA

2 firms
Median fee: 0.95%

MCDONOUGH, GA

2 firms
Median fee: 0.95%

SANDY SPRINGS, GA

2 firms
Median fee: 0.95%

Top-Ranked Firms in Georgia

#1
100

EADS & HEALD WEALTH MANAGEMENT

ATLANTA, GA · Since 1987

$240M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100

INVESTMENT PERFORMANCE SERVICES LLC

SAVANNAH, GA · Since 1988

$764M AUM11 clientsFee: 0%
FiduciaryFee-Only
#3
100

SHAPIRO CAPITAL MANAGEMENT LLC

ATLANTA, GA · Since 1989

$2.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
100

LCG ASSOCIATES, INC.

ATLANTA, GA · Since 1982

$2.6B AUM48 clientsFee: 0%
FiduciaryFee-Only
#5
100

COMMONWEALTH FINANCIAL PLANNERS INC

ROSWELL, GA · Since 2018

$228M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

BUILDER INVESTMENT GROUP

ATLANTA, GA · Since 1983

$953M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
100

BANYAN CAPITAL MANAGEMENT, INC.

ATLANTA, GA · Since 2018

$282M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
100

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

MARIETTA, GA · Since 2022

$180M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

GUTT FINANCIAL MANAGEMENT, LLC

ATLANTA, GA · Since 1995

$162M AUM1 clientsFee: 0%
FiduciaryFee-Only
#10
100

CORNERSTONE INVESTMENT PARTNERS, LLC

ATLANTA, GA · Since 2002

$2.7B AUM7 clientsFee: 0%
FiduciaryFee-Only
#11
100

CHECKS & BALANCES, INC.

ATLANTA, GA · Since 2001

$251M AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
100

GEORGE M. HILLER COMPANIES, LLC

ATLANTA, GA · Since 1981

$183M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
100

STADION MONEY MANAGEMENT, LLC

WATKINSVILLE, GA · Since 1994

$2.7B AUM12 clientsFee: 0%
FiduciaryFee-Only
#14
100

ALBRITTON CAPITAL MANAGEMENT CO

ALPHARETTA, GA · Since 1991

$1.5B AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
100

AMB WEALTH, LLC

THOMASVILLE, GA · Since 2001

$1.1B AUM14 clientsFee: 0%
FiduciaryFee-Only
#16
100

AMERICAN FINANCIAL ADVISORS, LLC.

MARIETTA, GA · Since 2001

$950M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
100

BENEDICT FINANCIAL ADVISORS, INC.

ATLANTA, GA · Since 2013

$529M AUM5 clientsFee: 0%
FiduciaryFee-Only
#18
100

HOWARD CAPITAL MANAGEMENT, INC.

ROSWELL, GA · Since 2008

$8.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#19
100

DECATUR CAPITAL MANAGEMENT, INC.

DECATUR, GA · Since 2006

$254M AUM4 clientsFee: 0%
FiduciaryFee-Only
#20
100

ARCH PARTNERS WEALTH MANAGEMENT, INC.

WATKINSVILLE, GA · Since 2026

$109M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
100

ST. JOHN & ASSOCIATES, INC.

ROSWELL, GA · Since 2021

$128M AUM2 clientsFee: 0%
FiduciaryFee-Only
#22
100

FINANCIAL DISCOVERY

ATLANTA, GA · Since 2024

$118M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
100

ALPHA FINANCIAL MANAGEMENT, INC.

SAVANNAH, GA · Since 2026

$109M AUM3 clientsFee: 0%
FiduciaryFee-Only
#24
100

THE JENKINS GROUP

ALBANY, GA · Since 2025

$270M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
100

FAMILY WMS, LLC

ATHENS, GA · Since 2003

$572M AUM3 clientsFee: 0%
FiduciaryFee-Only
#26
100

RETIREMENT FUND MANAGEMENT

ATLANTA, GA · Since 2008

$770M AUM1 clientsFee: 0%
FiduciaryFee-Only
#27
100

THE MONITOR GROUP, INC.

MARTINEZ, GA · Since 2021

$167M AUM2 clientsFee: 0%
FiduciaryFee-Only
#28
100

NETWORTH FINANCIAL SERVICES, LLC

JOHNS CREEK, GA · Since 2025

$128M AUM2 clientsFee: 0%
FiduciaryFee-Only
#29
100

ABLES, IANNONE, MOORE & ASSOCIATES, INC.

SAVANNAH, GA · Since 2017

$259M AUM3 clientsFee: 0%
FiduciaryFee-Only
#30
100

PERSIUM ADVISORS, LLC

ATLANTA, GA · Since 2010

$584M AUM11 clientsFee: 0%
FiduciaryFee-Only
#31
100

GREYBULL PARTNERS LLC

ATLANTA, GA · Since 2003

$241M AUM8 clientsFee: 0%
FiduciaryFee-Only
#32
100

KEYSTONE FINANCIAL GROUP, INC.

ATLANTA, GA · Since 2021

$247M AUM5 clientsFee: 0%
FiduciaryFee-Only
#33
100

GOODWIN INVESTMENT ADVISORY

WOODSTOCK, GA · Since 2020

$397M AUM6 clientsFee: 0%
FiduciaryFee-Only
#34
100

CANNON FINANCIAL STRATEGISTS, INC.

ATHENS, GA · Since 2014

$1.7B AUM27 clientsFee: 0%
FiduciaryFee-Only
#35
100

FIDUCIARYVEST, LLC

ATLANTA, GA · Since 2005

$4.9B AUM9 clientsFee: 0%
FiduciaryFee-Only
#36
100

CFS WEALTH MANAGEMENT

MACON, GA · Since 2024

$189M AUM3 clientsFee: 0%
FiduciaryFee-Only
#37
100

NARWHAL CAPITAL MANAGEMENT

MARIETTA, GA · Since 2006

$2.1B AUM12 clientsFee: 0%
FiduciaryFee-Only
#38
100

BAUGH & ASSOCIATES, LLC

ATLANTA, GA · Since 2005

$294M AUM2 clientsFee: 0%
FiduciaryFee-Only
#39
100

GRIFFITH & WERNER, INC.

CANTON, GA · Since 2020

$219M AUM4 clientsFee: 0%
FiduciaryFee-Only
#40
100

MCCORMACK FINANCIAL PLANNING INC.

ATLANTA, GA · Since 2025

$116M AUM3 clientsFee: 0%
FiduciaryFee-Only
#41
100

FINANCIAL INNOVATIONS, LLC

ATLANTA, GA · Since 2007

$535M AUM2 clientsFee: 0%
FiduciaryFee-Only
#42
100

REGISTER FINANCIAL ADVISORS, LLC

ATLANTA, GA · Since 2015

$488M AUM12 clientsFee: 0%
FiduciaryFee-Only
#43
100

AMERICAN WEALTH ADVISORS, LLC

JOHNS CREEK, GA · Since 2026

$120M AUM2 clientsFee: 0%
FiduciaryFee-Only
#44
100

SILVANT CAPITAL MANAGEMENT LLC

ATLANTA, GA · Since 2008

$3.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#45
100

ELEVATE WEALTH ADVISORY, INC.

ATHENS, GA · Since 2013

$386M AUM10 clientsFee: 0%
FiduciaryFee-Only
#46
100

BAER WEALTH MANAGEMENT

MARIETTA, GA · Since 2020

$335M AUM2 clientsFee: 0%
FiduciaryFee-Only
#47
100

COVEY CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2010

$156M AUM1 clientsFee: 0%
FiduciaryFee-Only
#48
100

VERISAIL PARTNERS, LLC

CHAMBLEE, GA · Since 2018

$284M AUM5 clientsFee: 0%
FiduciaryFee-Only
#49
100

AP WEALTH MANAGEMENT

AUGUSTA, GA · Since 2016

$340M AUM5 clientsFee: 0%
FiduciaryFee-Only
#50
100

MSOUTH EQUITY PARTNERS, LLC

ATLANTA, GA · Since 2012

$1.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#51
100

PEACHCAP TAX & ADVISORY, LLC

ATLANTA, GA · Since 2016

$147M AUM4 clientsFee: 0%
FiduciaryFee-Only
#52
100

FULCRUM EQUITY PARTNERS, INC.

ATLANTA, GA · Since 2026

$1.2B AUM16 clientsFee: 0%
FiduciaryFee-Only
#53
100

HC ADVISORS LLC

SANDY SPRINGS, GA · Since 2012

$500M AUM6 clientsFee: 0%
FiduciaryFee-Only
#54
100

STARR-MATHEWS FINANCIAL, LLC

CALHOUN, GA · Since 2018

$159M AUM6 clientsFee: 0%
FiduciaryFee-Only
#55
100

BLUEARC CAPITAL MANAGEMENT

ATLANTA, GA · Since 2014

$2.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#56
100

MRP CAPITAL INVESTMENTS, LLC

ALPHARETTA, GA · Since 2021

$228M AUM3 clientsFee: 0%
FiduciaryFee-Only
#57
100

THE KEYSTONE FINANCIAL ALLIANCE, LLC

ATLANTA, GA · Since 2019

$165M AUM1 clientsFee: 0%
FiduciaryFee-Only
#58
100

WAYPOINT WEALTH COUNSEL LLC

ATLANTA, GA · Since 2017

$824M AUM3 clientsFee: 0%
FiduciaryFee-Only
#59
100

HORSE COVE PARTNERS LLC

ATLANTA, GA · Since 2024

$107M AUM5 clientsFee: 0%
FiduciaryFee-Only
#60
100

CLEAR INVESTMENT RESEARCH, LLC

ALPHARETTA, GA · Since 2014

$4.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#61
100

NOVAPOINT CAPITAL LLC

ATLANTA, GA · Since 2019

$536M AUM6 clientsFee: 0%
FiduciaryFee-Only
#62
100

J. L. PERKINS WEALTH MANAGEMENT, LLC

MACON, GA · Since 2026

$142M AUM2 clientsFee: 0%
FiduciaryFee-Only
#63
100

ADAPTIVE INVESTMENTS

ALPHARETTA, GA · Since 2015

$421M AUM3 clientsFee: 0%
FiduciaryFee-Only
#64
100

WYNN CAPITAL

AUGUSTA, GA · Since 2022

$320M AUM3 clientsFee: 0%
FiduciaryFee-Only
#65
100

GIBBS WEALTH MANAGEMENT, LLC

ALPHARETTA, GA · Since 2022

$1.1B AUM59 clientsFee: 0%
FiduciaryFee-Only
#66
100

MARIETTA WEALTH MANAGEMENT, LLC

MARIETTA, GA · Since 2015

$1.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#67
100

NICHOLAS WEALTH MANAGEMENT

MARIETTA, GA · Since 2021

$740M AUM9 clientsFee: 0%
FiduciaryFee-Only
#68
100

HOLBROOK HOLDINGS, INC.

ATLANTA, GA · Since 2016

$3.8B AUM3 clientsFee: 0%
FiduciaryFee-Only
#69
100

BATTLE INVESTMENT GROUP, LLC

ATLANTA, GA · Since 2022

$308M AUM6 clientsFee: 0%
FiduciaryFee-Only
#70
100

WOODSTOCK WEALTH MANAGEMENT, INC.

WOODSTOCK, GA · Since 2018

$727M AUM26 clientsFee: 0%
FiduciaryFee-Only
#71
100

EQUITY INVESTMENT CORP

ATLANTA, GA · Since 2016

$3.5B AUM27 clientsFee: 0%
FiduciaryFee-Only
#72
100

WIREGRASS ASSET MANAGEMENT

THOMASVILLE, GA · Since 2022

$160M AUM1 clientsFee: 0%
FiduciaryFee-Only
#73
100

1776 WEALTH LLC

SANDY SPRINGS, GA · Since 2017

$391M AUM2 clientsFee: 0%
FiduciaryFee-Only
#74
100

VIDENT ASSET MANAGEMENT

ALPHARETTA, GA · Since 2019

$22.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#75
100

4612 GROUP, LLC

ATLANTA, GA · Since 2020

$773M AUM9 clientsFee: 0%
FiduciaryFee-Only
#76
100

TRUE SQUARE FINANCIAL LLC

ATLANTA, GA · Since 2026

$179M AUM1 clientsFee: 0%
FiduciaryFee-Only
#77
100

ARGONNE CAPITAL GROUP, LLC

ATLANTA, GA · Since 2018

$1.7B AUM30 clientsFee: 0%
FiduciaryFee-Only
#78
100

CMC FINANCIAL GROUP, LLC

ATLANTA, GA · Since 2018

$119M AUM3 clientsFee: 0%
FiduciaryFee-Only
#79
100

WEST ELK CAPITAL, LLC

ATLANTA, GA · Since 2018

$152M AUM2 clientsFee: 0%
FiduciaryFee-Only
#80
100

SAN BLAS ADVISORY, INC.

ATLANTA, GA · Since 2026

$219M AUM9 clientsFee: 0%
FiduciaryFee-Only
#81
100

NEWCORP WEALTH MANAGEMENT

ALPHARETTA, GA · Since 2025

$177M AUM2 clientsFee: 0%
FiduciaryFee-Only
#82
100

BISON WEALTH, LLC

ATLANTA, GA · Since 2019

$2.7B AUM65 clientsFee: 0%
FiduciaryFee-Only
#83
100

SOVEREIGN'S CAPITAL MANAGEMENT, LLC

ATLANTA, GA · Since 2022

$1.3B AUM27 clientsFee: 0%
FiduciaryFee-Only
#84
100

CORE ALTERNATIVE CAPITAL, LLC

PEACHTREE CORNERS, GA · Since 2019

$354M AUM3 clientsFee: 0%
FiduciaryFee-Only
#85
100

BULL STREET ADVISORS

SAVANNAH, GA · Since 2019

$272M AUM1 clientsFee: 0%
FiduciaryFee-Only
#86
100

LYNX CAPITAL, LLC

ATLANTA, GA · Since 2022

$155M AUM3 clientsFee: 0%
FiduciaryFee-Only
#87
100

WOLVERINE INVESTMENT ADVISORS, LLC

ATLANTA, GA · Since 2020

$1M AUM2 clientsFee: 0%
FiduciaryFee-Only
#88
100

WICKHAM FINANCIAL & INSURANCE SERVICES

MARIETTA, GA · Since 2022

$193M AUM3 clientsFee: 0%
FiduciaryFee-Only
#89
100

GREENLIGHT INVESTMENT ADVISORS

ATLANTA, GA · Since 2020

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#90
100

REGIMEN WEALTH, LLC

ATLANTA, GA · Since 2020

$365M AUM4 clientsFee: 0%
FiduciaryFee-Only
#91
100

GLOBAL INVESTMENT ADVISORY

MCDONOUGH, GA · Since 2024

$72M AUM5 clientsFee: 0%
FiduciaryFee-Only
#92
100

WEALTH ENGAGEMENT

ATLANTA, GA · Since 2025

$105M AUM1 clientsFee: 0%
FiduciaryFee-Only
#93
100

GEORGIA WEALTH PARTNERS, LLC

GRIFFIN, GA · Since 2023

$157M AUM4 clientsFee: 0%
FiduciaryFee-Only
#94
100

SKYPOINT CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2023

$109M AUM1 clientsFee: 0%
FiduciaryFee-Only
#95
100

INFINITE GIVING ADVISORY SERVICES, INC.

ATLANTA, GA · Since 2025

$113M AUM6 clientsFee: 0%
FiduciaryFee-Only
#96
100

COLLECTIVE WEALTH PARTNERS, LLC

ATLANTA, GA · Since 2022

$60M AUM6 clientsFee: 0%
FiduciaryFee-Only
#97
100

CAPITAL AND PLANNING, LLC

JONESBORO, GA · Since 2022

$194M AUM2 clientsFee: 0%
FiduciaryFee-Only
#98
100

CAYMUS EQUITY PARTNERS, LLC

ATLANTA, GA · Since 2024

$242M AUM6 clientsFee: 0%
FiduciaryFee-Only
#99
100

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · Since 2024

$184M AUM2 clientsFee: 0%
FiduciaryFee-Only
#100
100

LCP INSTITUTIONAL, LLC

ATLANTA, GA · Since 2023

$3.2B AUM4 clientsFee: 0%
FiduciaryFee-Only
#101
100

GREENWOOD INVESTMENT ADVISORS, LLC

ATLANTA, GA · Since 2023

$229K AUM1 clientsFee: 0%
FiduciaryFee-Only
#102
100

GLOBALT INVESTMENTS

ATLANTA, GA · Since 2023

$3.0B AUM18 clientsFee: 0%
FiduciaryFee-Only
#103
100

MCP ADVISERS, LLC

ATLANTA, GA · Since 2024

$400M AUM1 clientsFee: 0%
FiduciaryFee-Only
#104
100

O15 CAPITAL PARTNERS, LLC

ATLANTA, GA · Since 2025

$310M AUM8 clientsFee: 0%
FiduciaryFee-Only
#105
100

INFINITY CREDIT ADVISORY, LLC

ATLANTA, GA · Since 2024

$54M AUM1 clientsFee: 0%
FiduciaryFee-Only
#106
100

PARK SQUARE FINANCIAL GROUP LLC

ROSWELL, GA · Since 2024

$219M AUM4 clientsFee: 0%
FiduciaryFee-Only
#107
100

SARDIS GROUP, LLC

ATLANTA, GA · Since 2025

$531M AUM6 clientsFee: 0%
FiduciaryFee-Only
#108
100

VIP WEALTH ADVISORS

DECATUR, GA · Since 2026

$126M AUM1 clientsFee: 0%
FiduciaryFee-Only
#109
100

CONCOURSE CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2025

$36M AUM1 clientsFee: 0%
FiduciaryFee-Only
#110
100

DISCIPLINE STRATEGIES MANAGEMENT, LP

ATLANTA, GA · Since 2025

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#111
100

HARBINGER SPORTS PARTNERS

ATLANTA, GA · Since 2025

$100M AUM7 clientsFee: 0%
FiduciaryFee-Only
#112
100

MAGELLAN PLANNING GROUP

ATLANTA, GA · Since 2026

$210M AUM3 clientsFee: 0%
FiduciaryFee-Only
#113
100

CROWNSTONE ADVISORY & INVESTMENT CORP

ATLANTA, GA · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#114
100

CYGNUS CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2024

$230M AUM2 clientsFee: 0%
FiduciaryFee-Only
#115
100

CAPITAL MANAGEMENT ADVISORS INC

MARIETTA, GA · Since 1991

$52M AUM3 clientsFee: 0%
FiduciaryFee-Only
#116
100

RAIJIN AI

ALPHARETTA, GA · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#117
100

CONSEQUENT CAPITAL MANAGEMENT, LLC

ATLANTA, GA · Since 2016

$639M AUM6 clientsFee: 0%
FiduciaryFee-Only
#118
97

THE RENN WEALTH MANAGEMENT GROUP, INC.

ATLANTA, GA · Since 2021

$152M AUM2 clientsFee: 0%
FiduciaryFee-Only
#119
97

LEGACY PLANNING ADVISORS, LLC

SUWANEE, GA · Since 2018

$234M AUM8 clientsFee: 0%
FiduciaryFee-Only
#120
97

RIDGE CAPITAL MANAGEMENT, LLC

JOHN CREEK, GA · Since 2022

$186M AUM4 clientsFee: 0%
FiduciaryFee-Only
#121
97

WELLSPRING WEALTH MANAGEMENT LLC

ALPHARETTA, GA · Since 2005

$585M AUM5 clientsFee: 0%
FiduciaryFee-Only
#122
97

FIRST ADVISORS NATIONAL, LLC

ATLANTA, GA · Since 2012

$506M AUM64 clientsFee: 0%
FiduciaryFee-Only
#123
97

EPG WEALTH MANAGEMENT LLC

ATLANTA, GA · Since 2019

$579M AUM10 clientsFee: 0%
FiduciaryFee-Only
#124
95

CARTER, TERRY & COMPANY, INC.

ATLANTA, GA · Since 2018

$104M AUM15 clientsFee: 0%
Broker-Dealer
#125
95

HENSSLER FINANCIAL

KENNESAW, GA · Since 1990

$3.8B AUM36 clientsFee: 0%
FiduciaryFee-Only
#126
95

FIRST CITY CAPITAL MANAGEMENT INC

SAVANNAH, GA · Since 1979

$424M AUM4 clientsFee: 0%
FiduciaryFee-Only
#127
95

GREATMARK INVESTMENT PARTNERS, INC.

COLUMBUS, GA · Since 1987

$1.0B AUM3 clientsFee: 0%
FiduciaryFee-Only
#128
95

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

ATLANTA, GA · Since 1984

$624M AUM5 clientsFee: 0%
FiduciaryFee-Only
#129
95

MONTAG

ATLANTA, GA · Since 1982

$3.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#130
95

CHATHAM CAPITAL GROUP INC

SAVANNAH, GA · Since 1996

$878M AUM5 clientsFee: 0%
FiduciaryFee-Only
#131
95

ASSET PRESERVATION ADVISORS, LLC

ATLANTA, GA · Since 1992

$11.1B AUM20 clientsFee: 0%
FiduciaryFee-Only
#132
95

AURORA INVESTMENT COUNSEL

ATLANTA, GA · Since 2001

$253M AUM2 clientsFee: 0%
FiduciaryFee-Only
#133
95

SOUTHEAST ASSET ADVISORS, LLC

THOMASVILLE, GA · Since 1992

$4.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#134
95

MMHP INVESTMENT ADVISORS

THOMASVILLE, GA · Since 1993

$435M AUM2 clientsFee: 0%
FiduciaryFee-Only
#135
95

EARNEST PARTNERS, LLC

ATLANTA, GA · Since 1999

$42.6B AUM16 clientsFee: 0%
FiduciaryFee-Only
#136
95

FINANCIAL CONSULTANTS GROUP INC

CUMMING, GA · Since 2022

$188M AUM4 clientsFee: 0%
FiduciaryFee-Only
#137
95

MARCO INVESTMENT MANAGEMENT LLC

ATLANTA, GA · Since 1998

$1.8B AUM5 clientsFee: 0%
FiduciaryFee-Only
#138
95

ALDER FINANCIAL GROUP INC

ATLANTA, GA · Since 2020

$224M AUM3 clientsFee: 0%
FiduciaryFee-Only
#139
95

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

MILTON, GA · Since 2000

$1.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#140
95

SMITH & HOWARD WEALTH MANAGEMENT, LLC

ATLANTA, GA · Since 1999

$727M AUM6 clientsFee: 0%
FiduciaryFee-Only
#141
95

FOREST INVESTMENT ASSOCIATES

ATLANTA, GA · Since 1986

$5.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#142
95

CRAWFORD INVESTMENT COUNSEL INC

ATLANTA, GA · Since 1980

$9.1B AUM27 clientsFee: 0%
FiduciaryFee-Only
#143
95

ZWJ INVESTMENT COUNSEL INC

ATLANTA, GA · Since 1981

$4.2B AUM12 clientsFee: 0%
FiduciaryFee-Only
#144
95

DOMAIN CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 1990

$7.3B AUM18 clientsFee: 0%
FiduciaryFee-Only
#145
95

BUCKHEAD CAPITAL MANAGEMENT, LLC

ATLANTA, GA · Since 2000

$5.8B AUM12 clientsFee: 0%
FiduciaryFee-Only
#146
95

PAUL MANNERS & ASSOCIATES, INC.

MARIETTA, GA · Since 1979

$350M AUM2 clientsFee: 0%
FiduciaryFee-Only
#147
95

CPC ADVISORS, LLC

ATLANTA, GA · Since 1976

$1.7B AUM17 clientsFee: 0%
FiduciaryFee-Only
#148
95

WILLIS INVESTMENT COUNSEL INC

GAINESVILLE, GA · Since 1983

$4.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#149
95

SIGNATUREFD, LLC

ATLANTA, GA · Since 2001

$9.7B AUM50 clientsFee: 0%
FiduciaryFee-Only
#150
95

CHANCELLOR WEALTH MANAGEMENT, INC.

ATLANTA, GA · Since 2022

$174M AUM2 clientsFee: 0%
FiduciaryFee-Only
#151
95

FINANCIAL ARCHITECTS, LLC

WOODSTOCK, GA · Since 2022

$199M AUM3 clientsFee: 0%
FiduciaryFee-Only
#152
95

CARSON ADVISORY GROUP

ATHENS, GA · Since 2006

$865M AUM7 clientsFee: 0%
FiduciaryFee-Only
#153
95

SARD WEALTH MANAGMENT GROUP, LLC

ATLANTA, GA · Since 2008

$464M AUM2 clientsFee: 0%
FiduciaryFee-Only
#154
95

WISER WEALTH MANAGEMENT, INC

MARIETTA, GA · Since 2021

$514M AUM5 clientsFee: 0%
FiduciaryFee-Only
#155
95

TANDEMGROWTH FINANCIAL ADVISORS, LLC

ALPHARETTA, GA · Since 2014

$297M AUM3 clientsFee: 0%
FiduciaryFee-Only
#156
95

CORNERSTONE FINANCIAL

ATLANTA, GA · Since 2026

$118M AUM3 clientsFee: 0%
FiduciaryFee-Only
#157
95

C.W. O'CONNER WEALTH ADVISORS, INC.

DULUTH, GA · Since 2006

$265M AUM2 clientsFee: 0%
FiduciaryFee-Only
#158
95

SANDERS & SCOTT, CHFC

WATKINSVILLE, GA · Since 2024

$149M AUM2 clientsFee: 0%
FiduciaryFee-Only
#159
95

CORNERSTONE MANAGEMENT, INC.

DULUTH, GA · Since 2004

$2.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
#160
95

RICHARD YOUNG ADVISORS

AUGUSTA, GA · Since 2009

$1.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#161
95

TOWNSEND WEALTH MANAGEMENT

COLUMBUS, GA · Since 2021

$194M AUM2 clientsFee: 0%
FiduciaryFee-Only
#162
95

IRA GROUP, INC.

ATLANTA, GA · Since 2009

$15.4B AUM18 clientsFee: 0%
FiduciaryFee-Only
#163
95

STRICKLAND DAVIS ADVISORS LLC

MARIETTA, GA · Since 2021

$121M AUM3 clientsFee: 0%
FiduciaryFee-Only
#164
95

ESTATE MANAGEMENT COUNSELORS,LLC

ATLANTA, GA · Since 2018

$294M AUM2 clientsFee: 0%
FiduciaryFee-Only
#165
95

MINERVA PLANNING GROUP

DECATUR, GA · Since 2014

$237M AUM3 clientsFee: 0%
FiduciaryFee-Only
#166
95

APRIO WEALTH MANAGEMENT, LLC

ATLANTA, GA · Since 2004

$4.2B AUM32 clientsFee: 0%
FiduciaryFee-Only
#167
95

TIMBERLAND INVESTMENT RESOURCES, LLC

ATLANTA, GA · Since 2004

$2.0B AUM30 clientsFee: 0%
FiduciaryFee-Only
#168
95

ANSON ANALYTICS

TYRONE, GA · Since 2018

$242M AUM3 clientsFee: 0%
FiduciaryFee-Only
#169
95

IRC WEALTH

ATLANTA, GA · Since 2006

$667M AUM8 clientsFee: 0%
FiduciaryFee-Only
#170
95

GALLERIA FINANCIAL ADVISORS, LLC

ATLANTA, GA · Since 2005

$239M AUM2 clientsFee: 0%
FiduciaryFee-Only
#171
95

BERKELEY ADVISORS, INC.

ATLANTA, GA · Since 2024

$125M AUM2 clientsFee: 0%
FiduciaryFee-Only
#172
95

WEAVER CAPITAL MANAGEMENT, LLC

SUWANEE, GA · Since 2017

$538M AUM3 clientsFee: 0%
FiduciaryFee-Only
#173
95

MASTERS CAPITAL MANAGEMENT, L.L.C.

ATLANTA, GA · Since 2006

$805M AUM13 clientsFee: 0%
FiduciaryFee-Only
#174
95

QUADRANT REAL ESTATE ADVISORS LLC

ALPHARETTA, GA · Since 2005

$25M AUM2 clientsFee: 0%
FiduciaryFee-Only
#175
95

DAI WEALTH, LLC

ATLANTA, GA · Since 2006

$330M AUM40 clientsFee: 0%
FiduciaryFee-Only
#176
95

CHI-RHO FINANCIAL, LLC

ATLANTA, GA · Since 2012

$1.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#177
95

ELM3 FINANCIAL GROUP, LLC

ALPHARETTA, GA · Since 2022

$189M AUM3 clientsFee: 0%
FiduciaryFee-Only
#178
95

ADVOCACY WEALTH MANAGEMENT, LLC

ATLANTA, GA · Since 2013

$3.2B AUM26 clientsFee: 0%
FiduciaryFee-Only
#179
95

HOLCOMBE FINANCIAL, INC.

ATLANTA, GA · Since 2006

$452M AUM3 clientsFee: 0%
FiduciaryFee-Only
#180
95

BIP WEALTH, LLC

ATLANTA, GA · Since 2008

$5.3B AUM48 clientsFee: 0%
FiduciaryFee-Only
#181
95

NICHOLAS HOFFMAN & COMPANY, LLC

ATLANTA, GA · Since 2007

$8.3B AUM16 clientsFee: 0%
FiduciaryFee-Only
#182
95

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

ALBANY, GA · Since 2008

$406M AUM5 clientsFee: 0%
FiduciaryFee-Only
#183
95

ARCUS CAPITAL PARTNERS, LLC

ATLANTA, GA · Since 2008

$2.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#184
95

CHRISTY CAPITAL MANAGEMENT, INC.

MACON, GA · Since 2018

$376M AUM11 clientsFee: 0%
FiduciaryFee-Only
#185
95

BLUECHIP WEALTH ADVISORS LLC

MILTON, GA · Since 2019

$666M AUM6 clientsFee: 0%
FiduciaryFee-Only
#186
95

THE LLOYD ADVISORY GROUP

SUWANEE, GA · Since 2019

$438M AUM6 clientsFee: 0%
FiduciaryFee-Only
#187
95

EVANS WEALTH MANAGEMENT

DULUTH, GA · Since 2026

$111M AUM1 clientsFee: 0%
FiduciaryFee-Only
#188
95

CAHABA WEALTH MANAGEMENT, INC.

ATLANTA, GA · Since 2009

$2.1B AUM17 clientsFee: 0%
FiduciaryFee-Only
#189
95

BALENTINE

ATLANTA, GA · Since 2009

$5.5B AUM25 clientsFee: 0%
FiduciaryFee-Only
#190
95

LANIER FINANCIAL GROUP LLC

ATHENS, GA · Since 2024

$236M AUM6 clientsFee: 0%
FiduciaryFee-Only
#191
95

ELWOOD & GOETZ

ATHENS, GA · Since 2017

$1.1B AUM26 clientsFee: 0%
FiduciaryFee-Only
#192
95

JT STRATFORD, LLC

GAINESVILLE, GA · Since 2015

$1.0B AUM18 clientsFee: 0%
FiduciaryFee-Only
#193
95

COMPASS WEALTH MANAGEMENT, LLC

ATLANTA, GA · Since 2011

$308M AUM2 clientsFee: 0%
FiduciaryFee-Only
#194
95

PRIMUS CAPITAL PARTNERS, INC.

ATLANTA, GA · Since 2012

$1.7B AUM18 clientsFee: 0%
FiduciaryFee-Only
#195
95

CAPITAL INVESTMENT ADVISORS, LLC

ATLANTA, GA · Since 2011

$8.2B AUM55 clientsFee: 0%
FiduciaryFee-Only
#196
95

JAMESTOWN, L.P.

ATLANTA, GA · Since 2012

$7.1B AUM107 clientsFee: 0%
FiduciaryFee-Only
#197
95

LINX PARTNERS, LLC

ATLANTA, GA · Since 2012

$131M AUM3 clientsFee: 0%
FiduciaryFee-Only
#198
95

WEALTH WITH NO REGRETS®

ALPHARETTA, GA · Since 2023

$214M AUM5 clientsFee: 0%
FiduciaryFee-Only
#199
95

DYCHE, RILEY, & SELMAN WEALTH MANAGEMENT

FAYETTEVILLE, GA · Since 2022

$162M AUM3 clientsFee: 0%
FiduciaryFee-Only
#200
95

INFINITY CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2012

$1.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#201
95

ROARK CAPITAL MANAGEMENT, LLC

ATLANTA, GA · Since 2012

$34.2B AUM104 clientsFee: 0%
FiduciaryFee-Only
#202
95

CHATHAM CAPITAL

ATLANTA, GA · Since 2012

$289M AUM7 clientsFee: 0%
FiduciaryFee-Only
#203
95

SENTARA CAPITAL

MARIETTA, GA · Since 2020

$120M AUM2 clientsFee: 0%
FiduciaryFee-Only
#204
95

RULE ONE PARTNERS, LLC

MORELAND, GA · Since 2019

$236M AUM4 clientsFee: 0%
FiduciaryFee-Only
#205
95

ARCAPITA INVESTMENT MANAGEMENT US INC.

ATLANTA, GA · Since 2021

$607M AUM8 clientsFee: 0%
FiduciaryFee-Only
#206
95

MPWM ADVISORY SOLUTIONS LLC

ALPHARETTA, GA · Since 2014

$327M AUM12 clientsFee: 0%
FiduciaryFee-Only
#207
95

TIMBERLINK LLC

JOHNS CREEK, GA · Since 2014

$594K AUM2 clientsFee: 0%
FiduciaryFee-Only
#208
95

LIQUID STRATEGIES, LLC

ATLANTA, GA · Since 2014

$1.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#209
95

MONTEREY WEALTH

ATLANTA, GA · Since 2020

$300M AUM3 clientsFee: 0%
FiduciaryFee-Only
#210
95

PARRISH CAPITAL, LLC

KENNESAW, GA · Since 2024

$150M AUM2 clientsFee: 0%
FiduciaryFee-Only
#211
95

INTEGRAS PARTNERS, LLC

ALPHARETTA, GA · Since 2015

$245M AUM3 clientsFee: 0%
FiduciaryFee-Only
#212
95

WEST PACES ADVISORS, INC.

ATLANTA, GA · Since 2015

$1.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#213
95

TRADEMARK CAPITAL MANAGEMENT INC.

WATKINSVILLE, GA · Since 2015

$151M AUM4 clientsFee: 0%
FiduciaryFee-Only
#214
95

FORTHRIGHT WEALTH MANAGEMENT, LLC

ALPHARETTA, GA · Since 2015

$773M AUM6 clientsFee: 0%
FiduciaryFee-Only
#215
95

THE FIDUCIARY GROUP

SAVANNAH, GA · Since 2015

$2.0B AUM11 clientsFee: 0%
FiduciaryFee-Only
#216
95

ROWLAND MILLER + PARTNERS LLC

ATLANTA, GA · Since 2015

$636M AUM3 clientsFee: 0%
FiduciaryFee-Only
#217
95

BERKELEY CAPITAL PARTNERS, LLC

MILTON, GA · Since 2015

$1.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#218
95

T.R.U.E. COASTAL CAPITAL, LLC

SAVANNAH, GA · Since 2025

$124M AUM2 clientsFee: 0%
FiduciaryFee-Only
#219
95

RED TORTOISE

ATLANTA, GA · Since 2018

$382M AUM4 clientsFee: 0%
FiduciaryFee-Only
#220
95

PREMIS ADVISORS, LLC

ATLANTA, GA · Since 2018

$214M AUM1 clientsFee: 0%
FiduciaryFee-Only
#221
95

CAPITAL ENDURANCE GROUP, INC

ALPHARETTA, GA · Since 2021

$109M AUM2 clientsFee: 0%
FiduciaryFee-Only
#222
95

EAGLE MERCHANT PARTNERS

ATLANTA, GA · Since 2023

$841M AUM15 clientsFee: 0%
FiduciaryFee-Only
#223
95

BAY POINT ADVISORS, LLC

ATLANTA, GA · Since 2019

$1.0B AUM29 clientsFee: 0%
FiduciaryFee-Only
#224
95

ALTERA PRIVATE ACCESS, LLC

ATLANTA, GA · Since 2017

$519M AUM4 clientsFee: 0%
FiduciaryFee-Only
#225
95

DOMAIN TIMBER ADVISORS, LLC

ATLANTA, GA · Since 2017

$576M AUM14 clientsFee: 0%
FiduciaryFee-Only
#226
95

ATLANTA CONSULTING GROUP ADVISORS, LLC

ATLANTA, GA · Since 2017

$14.7B AUM10 clientsFee: 0%
FiduciaryFee-Only
#227
95

HAVEN GLOBAL PARTNERS, LLC

ATLANTA, GA · Since 2021

$1.4B AUM3 clientsFee: 0%
FiduciaryFee-Only
#228
95

INLIGHT WEALTH

ATLANTA, GA · Since 2017

$843M AUM3 clientsFee: 0%
FiduciaryFee-Only
#229
95

JOURNEY BEYOND WEALTH

ROSWELL, GA · Since 2023

$250M AUM5 clientsFee: 0%
FiduciaryFee-Only
#230
95

BIP CAPITAL

ATLANTA, GA · Since 2018

$1.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#231
95

RESURGENS TECHNOLOGY ADVISORS, L.P.

ATLANTA, GA · Since 2019

$2.2B AUM34 clientsFee: 0%
FiduciaryFee-Only
#232
95

PIERSON WEALTH MANAGEMENT

ATLANTA, GA · Since 2018

$192M AUM2 clientsFee: 0%
FiduciaryFee-Only
#233
95

ASSET ADVISORS

AUGUSTA, GA · Since 2018

$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#234
95

PGI WEALTH MANAGEMENT

ALPHARETTA, GA · Since 2020

$931M AUM7 clientsFee: 0%
FiduciaryFee-Only
#235
95

FERGUSON SHAPIRO LLC

DECATUR, GA · Since 2018

$415M AUM5 clientsFee: 0%
FiduciaryFee-Only
#236
95

FIRETHORN WEALTH PARTNERS, LLC

AUGUSTA, GA · Since 2018

$672M AUM5 clientsFee: 0%
FiduciaryFee-Only
#237
95

MEADOW CREEK WEALTH ADVISORS, LLC

ATLANTA, GA · Since 2018

$728M AUM5 clientsFee: 0%
FiduciaryFee-Only
#238
95

REGENT PEAK WEALTH ADVISORS, LLC

ATLANTA, GA · Since 2019

$786M AUM7 clientsFee: 0%
FiduciaryFee-Only
#239
95

SAGE MOUNTAIN ADVISORS, LLC

ATLANTA, GA · Since 2018

$4.3B AUM20 clientsFee: 0%
FiduciaryFee-Only
#240
95

WASSAW SOUND MANAGEMENT, LLC

SAVANNAH, GA · Since 2025

$123M AUM1 clientsFee: 0%
FiduciaryFee-Only
#241
95

TRUFP

CUMMING, GA · Since 2019

$422M AUM4 clientsFee: 0%
FiduciaryFee-Only
#242
95

CORTLAND INVESTMENT MANAGEMENT, LLC

ATLANTA, GA · Since 2019

$5.7B AUM88 clientsFee: 0%
FiduciaryFee-Only
#243
95

PACES FERRY WEALTH ADVISORS, LLC

ATLANTA, GA · Since 2019

$491M AUM6 clientsFee: 0%
FiduciaryFee-Only
#244
95

MAVEN CAPITAL PARTNERS, LLC

ATLANTA, GA · Since 2024

$153M AUM4 clientsFee: 0%
FiduciaryFee-Only
#245
95

BIP CAPITAL MANAGEMENT SERVICES, LLC

ATLANTA, GA · Since 2020

$345M AUM3 clientsFee: 0%
FiduciaryFee-Only
#246
95

SOUND VIEW WEALTH ADVISORS GROUP, LLC

SAVANNAH, GA · Since 2019

$2.3B AUM11 clientsFee: 0%
FiduciaryFee-Only
#247
95

LEVEL 5 CAPITAL PARTNERS, LLC

ATLANTA, GA · Since 2022

$327M AUM5 clientsFee: 0%
FiduciaryFee-Only
#248
95

BUSH WEALTH MANAGEMENT

VALDOSTA, GA · Since 2019

$258M AUM6 clientsFee: 0%
FiduciaryFee-Only
#249
95

VERACITY CAPITAL LLC

ATLANTA, GA · Since 2019

$800M AUM11 clientsFee: 0%
FiduciaryFee-Only
#250
95

LOFTIN WEALTH PARTNERS

JOHNS CREEK, GA · Since 2019

$344M AUM6 clientsFee: 0%
FiduciaryFee-Only
#251
95

BT FAMILY OFFICE, LLC

ATLANTA, GA · Since 2020

$4.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#252
95

SOUTHBRIDGE ADVISORS, LLC

MARIETA, GA · Since 2019

$353M AUM6 clientsFee: 0%
FiduciaryFee-Only
#253
95

AGVICTUS CAPITAL MANAGEMENT LLC

ALPHARETTA, GA · Since 2020

$385M AUM3 clientsFee: 0%
FiduciaryFee-Only
#254
95

AVEGO MANAGEMENT, LLC

ALPHARETTA, GA · Since 2021

$918M AUM12 clientsFee: 0%
FiduciaryFee-Only
#255
95

GLENEAGLES INVESTMENT ADVISORS, LLC

ATLANTA, GA · Since 2021

$3.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#256
95

ROLLINS FINANCIAL ADVISORS, LLC

ATLANTA, GA · Since 2021

$1.6B AUM7 clientsFee: 0%
FiduciaryFee-Only
#257
95

EAGLE ROCK INVESTMENT COMPANY, LLC

ATLANTA, GA · Since 2021

$787M AUM3 clientsFee: 0%
FiduciaryFee-Only
#258
95

HAMILTON CAPITAL PARTNERS, LLC

ATLANTA, GA · Since 2021

$444M AUM3 clientsFee: 0%
FiduciaryFee-Only
#259
95

REICON WEALTH ADVISORS, LLC

ATLANTA, GA · Since 2023

$220M AUM5 clientsFee: 0%
FiduciaryFee-Only
#260
95

POWER WEALTH MANAGEMENT

ALPHARETTA, GA · Since 2023

$430M AUM5 clientsFee: 0%
FiduciaryFee-Only
#261
95

BOONE CAPITAL MANAGEMENT LLC

ATLANTA, GA · Since 2022

$963M AUM5 clientsFee: 0%
FiduciaryFee-Only
#262
95

GODWIN CAPITAL GROUP, LLC

ATLANTA, GA · Since 2021

$1.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#263
95

HB WEALTH

ATLANTA, GA · Since 2021

$30.2B AUM152 clientsFee: 0%
FiduciaryFee-Only
#264
95

DANER WEALTH MANAGEMENT, LLC

ALPHARETTA, GA · Since 2021

$202M AUM2 clientsFee: 0%
FiduciaryFee-Only
#265
95

INCOMPASS FINANCIAL PARTNERS, LLC

ALPHARETTA, GA · Since 2022

$192M AUM3 clientsFee: 0%
FiduciaryFee-Only
#266
95

PROACTIVE WEALTH STRATEGIES, LLC

MARIETTA, GA · Since 2022

$316M AUM4 clientsFee: 0%
FiduciaryFee-Only
#267
95

CONSCIOUS WEALTH INVESTMENTS, LLC

ATLANTA, GA · Since 2022

$273M AUM4 clientsFee: 0%
FiduciaryFee-Only
#268
95

ASSET MANAGEMENT GROUP

CARTERSVILLE, GA · Since 2022

$200M AUM3 clientsFee: 0%
FiduciaryFee-Only
#269
95

WEALTH SCIENCE ADVISORS LLC

ALPHARETTA, GA · Since 2022

$559M AUM8 clientsFee: 0%
FiduciaryFee-Only
#270
95

ASH INVESTMENT PARTNERS, LLC

ATLANTA, GA · Since 2022

$186M AUM8 clientsFee: 0%
FiduciaryFee-Only
#271
95

GROVE MOUNTAIN PARTNERS, LLC

ATLANTA, GA · Since 2024

$308M AUM7 clientsFee: 0%
FiduciaryFee-Only
#272
95

ACCESS INVESTMENT MANAGEMENT, LLC

ATLANTA, GA · Since 2022

$456M AUM2 clientsFee: 0%
FiduciaryFee-Only
#273
95

OVERLAY MANAGEMENT, LLC

ALPHARETTA, GA · Since 2026

$169M AUM8 clientsFee: 0%
FiduciaryFee-Only
#274
95

PRIVATE FAMILY WEALTH ADVISORS

ATLANTA, GA · Since 2023

$393M AUM1 clientsFee: 0%
FiduciaryFee-Only
#275
95

SOURCE CAPITAL, LLC

ATLANTA, GA · Since 2024

$475M AUM15 clientsFee: 0%
FiduciaryFee-Only
#276
95

CROWN MANAGEMENT ADVISORS, LLC

ATLANTA, GA · Since 2023

$142M AUM4 clientsFee: 0%
FiduciaryFee-Only
#277
95

MAESTRIA PARTNERS LLC

ATLANTA, GA · Since 2025

$350M AUM1 clientsFee: 0%
FiduciaryFee-Only
#278
95

GID MULTIFAMILY INVESTMENT MANAGEMENT LLC

ATLANTA, GA · Since 2023

$5.9B AUM122 clientsFee: 0%
FiduciaryFee-Only
#279
95

ADAPT WEALTH ADVISORS, LLC

ATLANTA, GA · Since 2024

$469M AUM10 clientsFee: 0%
FiduciaryFee-Only
#280
95

EXIT WEALTH ADVISORS

ALPHARETTA, GA · Since 2025

$243M AUM3 clientsFee: 0%
FiduciaryFee-Only
#281
95

WEALTH INTELLIGENCE, LLC

COLUMBUS, GA · Since 2024

$247M AUM3 clientsFee: 0%
FiduciaryFee-Only
#282
95

PEACHTREE GROUP

ATLANTA, GA · Since 2025

$941M AUM69 clientsFee: 0%
FiduciaryFee-Only
#283
95

ANCHYRA PARTNERS LLC

ATLANTA, GA · Since 2025

$689M AUM2 clientsFee: 0%
FiduciaryFee-Only
#284
95

TRAILS EDGE CAPITAL PARTNERS, LP

ATLANTA, GA · Since 2025

$933M AUM5 clientsFee: 0%
FiduciaryFee-Only
#285
95

OPENARC CORPORATE ADVISORY, LLC

ATLANTA, GA · Since 2025

$10.1B AUM80 clientsFee: 0%
FiduciaryFee-Only
#286
95

XCEPTION FAMILY OFFICE

ATLANTA, GA · Since 2025

$189M AUM3 clientsFee: 0%
FiduciaryFee-Only
#287
95

HIGHBROOK CAPITAL PARTNERS

ATLANTA, GA · Since 2025

$509M AUM5 clientsFee: 0%
FiduciaryFee-Only
#288
95

MARTINWRIGHT ADVISORY, LLC

ATLANTA, GA · Since 2025

$161M AUM5 clientsFee: 0%
FiduciaryFee-Only
#289
95

CALLODINE STRATEGIC CREDIT FUND III MANAGEMENT, LLC

ATLANTA, GA · Since 2026

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#290
95

BLUE GROTTO CAPITAL, LLC

ATLANTA, GA · Since 2019

$2.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#291
95

KDHB V CAPITAL MANAGEMENT, LLC

ATLANTA, GA · Since 2021

$55M AUM1 clientsFee: 0%
FiduciaryFee-Only
#292
95

AFF FUND MANAGER, LLC

ATLANTA, GA · Since 2017

$2.0B AUM15 clientsFee: 0%
FiduciaryFee-Only
#293
92

AMERICAN WEALTH MANAGEMENT, INC.

ALPHARETTA, GA · Since 2006

$310M AUM9 clientsFee: 0%
FiduciaryFee-Only1 complaint
#294
92

LONGVIEW WEALTH MANAGEMENT

ATLANTA, GA · Since 2005

$1.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#295
92

PEACHTREE WEALTH ADVISORS, INC

ATLANTA, GA · Since 2020

$437M AUM2 clientsFee: 0%
FiduciaryFee-Only
#296
92

ADVISORY SERVICES NETWORK

ATLANTA, GA · Since 2010

$10.6B AUM247 clientsFee: 0%
FiduciaryFee-Only1 complaint
#297
92

SB ADVISORY, LLC

ATLANTA, GA · Since 2012

$405M AUM29 clientsFee: 0%
FiduciaryFee-Only1 complaint
#298
92

ALLIANT RETIREMENT CONSULTING

ALPHARETTA, GA · Since 2013

$7.4B AUM30 clientsFee: 0%
Broker-Dealer
#299
92

IFG ADVISORY, LLC

ATLANTA, GA · Since 2014

$4.8B AUM86 clientsFee: 0%
FiduciaryFee-Only
#300
92

ARKADIOS WEALTH ADVISORS

ATLANTA, GA · Since 2017

$8.8B AUM151 clientsFee: 0%
FiduciaryFee-Only1 complaint
#301
92

UNIFIED INVESTMENT MANAGEMENT

ATLANTA, GA · Since 2023

$151M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#302
90

OPPENHEIMERFUNDS INC

ATLANTA, GA · Since 1971

$828K AUM4 clientsFee: 0%
FiduciaryFee-Only
#303
90

VOYA INVESTMENT MANAGEMENT LLC

ATLANTA, GA · Since 1998

$38.8B AUM326 clientsFee: 0%
FiduciaryFee-Only
#304
90

FALCONS I, LLC

ATLANTA, GA · Since 2018

$2.7B AUM1 clientsFee: 0%
FiduciaryFee-Only
#305
90

RESURGENT ADVISORS

ATLANTA, GA · Since 2019

$355M AUM10 clientsFee: 0%
FiduciaryFee-Only
#306
87

MERIT FINANCIAL ADVISORS

ALPHARETTA, GA · Since 2007

$23.9B AUM229 clientsFee: 0%
Broker-Dealer
#307
87

KIKER WEALTH MANAGEMENT, LLC

JASPER, GA · Since 2014

$395M AUM4 clientsFee: 0%
FiduciaryFee-Only1 complaint
#308
87

GMT CAPITAL CORP.

ATLANTA, GA · Since 2012

$6.9B AUM7 clientsFee: 0%
FiduciaryFee-Only1 complaint
#309
87

STRATEGIC BLUEPRINT, LLC

ATLANTA, GA · Since 2016

$2.5B AUM51 clientsFee: 0%
FiduciaryFee-Only1 complaint
#310
87

BEACON GLOBAL ADVISOR NETWORK, LLC

ATLANTA, GA · Since 2017

$745M AUM61 clientsFee: 0%
FiduciaryFee-Only1 complaint
#311
87

34 FINANCIAL, LLC

ATLANTA, GA · Since 2026

$101M AUM4 clientsFee: 0%
FiduciaryFee-Only1 complaint
#312
85

INVESCO ADVISERS, INC.

ATLANTA, GA · Since 1988

$749.5B AUM713 clientsFee: 0%
FiduciaryFee-Only
#313
85

ANGEL OAK CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2009

$11.5B AUM24 clientsFee: 0%
FiduciaryFee-Only
#314
85

IMPACT PARTNERSHIP WEALTH, LLC

MARIETTA, GA · Since 2021

$3.0B AUM89 clientsFee: 0%
FiduciaryFee-Only
#315
82

SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT

MACON, GA · Since 2019

$284M AUM5 clientsFee: 0%
Broker-Dealer1 complaint
#316
80

ATLANTA CAPITAL

ATLANTA, GA · Since 2001

$28.6B AUM14 clientsFee: 0%
FiduciaryFee-Only
#317
79

INVESTORS ASSET MANAGEMENT OF GEORGIA INC

ATLANTA, GA · Since 1990

$502M AUM7 clientsFee: 0%
FiduciaryFee-Only2 complaints
#318
74

PHORCYS CAPITAL PARTNERS, LLC

ALPHARETTA, GA · Since 2021

$191M AUM4 clientsFee: 0%
FiduciaryFee-Only1 complaint
#319
74

PRCE MANAGEMENT LLC

ALPHARETTA, GA · Since 2021

$22M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#320
71

FSAM LLC

ALPHARETTA, GA · Since 2021

$138M AUM11 clientsFee: 0%
FiduciaryFee-Only2 complaints
#321
66

SYNOVUS SECURITIES, INC.

COLUMBUS, GA · Since 1983

$8.4B AUM184 clientsFee: 0%
Broker-Dealer3 complaints
#322
66

THE STRATEGIC FINANCIAL ALLIANCE

ATLANTA, GA · Since 2003

$382M AUM41 clientsFee: 0%
Broker-Dealer3 complaints
#323
62

CAPE INVESTMENT ADVISORY, INC.

MCDONOUGH, GA · Since 2010

$474M AUM28 clientsFee: 0%
FiduciaryFee-Only1 complaint
#324
60

TRUIST ADVISORY SERVICES, INC.

ATLANTA, GA · Since 2016

$77.4B AUM2360 clientsFee: 0%
FiduciaryFee-Only18 complaints
#325
47

OSAIC ADVISORY SERVICES, LLC

ATLANTA, GA · Since 2014

$15.5B AUM344 clientsFee: 0%
FiduciaryFee-Only1 complaint
#326
20

PRIMERICA ADVISORS

DULUTH, GA · Since 2011

$15.5B AUM3959 clientsFee: 0%
Broker-Dealer6 complaints

About Financial Advisors in Georgia

How many financial advisors are registered in Georgia?
There are 326 SEC-registered investment advisory firms in Georgia, spread across 38 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Georgia?
The median advisory fee in Georgia is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.