Adviser Record

Investment advisers in Atlanta, GA

192 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in GA

FirmAssetsEmployeesDisclosures
Invesco Advisers, Inc.$749.52 billion2,8046
Truist Advisory Services, Inc.$77.39 billion2,4618
Earnest Partners, LLC$42.61 billion470
Voya Investment Management LLC$38.77 billion8595
Roark Capital Management, LLC$34.18 billion1450
Hb Wealth$30.16 billion3250
Atlanta Capital$28.64 billion353
Osaic Advisory Services, LLC$15.48 billion2,1806
Ira Group, Inc.$15.42 billion192
Atlanta Consulting Group Advisors, LLC$14.70 billion230
Angel Oak Capital Advisors, LLC$11.49 billion784
Asset Preservation Advisors, LLC$11.05 billion280
Advisory Services Network$10.60 billion2684
Openarc Corporate Advisory, LLC$10.09 billion1460
Signaturefd, LLC$9.68 billion1300
Crawford Investment Counsel Inc$9.14 billion541
Arkadios Wealth Advisors$8.79 billion1884
Nicholas Hoffman & Company, LLC$8.26 billion250
Capital Investment Advisors, LLC$8.21 billion1070
Domain Capital Advisors, LLC$7.27 billion330
Jamestown, L.P.$7.06 billion2330
Gmt Capital Corp.$6.90 billion191
Gid Multifamily Investment Management LLC$5.89 billion1240
Buckhead Capital Management, LLC$5.76 billion130
Cortland Investment Management, LLC$5.67 billion910
Balentine$5.54 billion610
Bip Wealth, LLC$5.29 billion880
Forest Investment Associates$5.24 billion550
Fiduciaryvest, LLC$4.93 billion100
Ifg Advisory, LLC$4.76 billion1870
Sage Mountain Advisors, LLC$4.29 billion310
Zwj Investment Counsel Inc$4.23 billion200
Aprio Wealth Management, LLC$4.15 billion550
Bt Family Office, LLC$4.00 billion70
Holbrook Holdings, Inc.$3.78 billion140
Equity Investment Corp$3.51 billion270
Advocacy Wealth Management, LLC$3.24 billion360
Lcp Institutional, LLC$3.18 billion80
Gleneagles Investment Advisors, LLC$3.08 billion40
Silvant Capital Management LLC$3.04 billion80
Globalt Investments$3.02 billion180
Montag$2.97 billion300
Falcons I, LLC$2.75 billion54
Bison Wealth, LLC$2.74 billion781
Cornerstone Investment Partners, LLC$2.65 billion150
Lcg Associates, Inc.$2.61 billion580
Strategic Blueprint, LLC$2.54 billion561
Arcus Capital Partners, LLC$2.51 billion150
Bluearc Capital Management$2.44 billion110
Resurgens Technology Advisors, L.P.$2.17 billion420
Blue Grotto Capital, LLC$2.10 billion60
Cahaba Wealth Management, Inc.$2.06 billion230
Aff Fund Manager, LLC$2.01 billion550
Timberland Investment Resources, LLC$1.98 billion300
Shapiro Capital Management LLC$1.97 billion100
Marco Investment Management LLC$1.77 billion100
Argonne Capital Group, LLC$1.68 billion820
Cpc Advisors, LLC$1.68 billion310
Primus Capital Partners, Inc.$1.67 billion190
Rollins Financial Advisors, LLC$1.59 billion140
Infinity Capital Advisors, LLC$1.53 billion200
Liquid Strategies, LLC$1.45 billion130
Haven Global Partners, LLC$1.45 billion40
Chi-rho Financial, LLC$1.35 billion130
Bip Capital$1.29 billion500
Sovereign's Capital Management, LLC$1.28 billion370
Fulcrum Equity Partners, Inc.$1.16 billion270
Longview Wealth Management$1.15 billion240
Godwin Capital Group, LLC$1.13 billion60
Sb Advisory, LLC$1.10 billion352
Bay Point Advisors, LLC$1.03 billion290
West Paces Advisors, Inc.$1.01 billion70
Msouth Equity Partners, LLC$1.00 billion180
Boone Capital Management LLC$963.2 million50
Builder Investment Group$952.5 million60
Peachtree Group$940.8 million790
Trails Edge Capital Partners, LP$933.4 million70
Inlight Wealth$843.3 million60
Eagle Merchant Partners$840.6 million220
Masters Capital Management, L.L.C.$804.6 million170
Veracity Capital LLC$799.8 million120
Eagle Rock Investment Company, LLC$786.7 million40
Regent Peak Wealth Advisors, LLC$785.9 million100
4612 Group, LLC$773.3 million90
Retirement Fund Management$769.7 million40
Beacon Global Advisor Network, LLC$745.1 million612
Meadow Creek Wealth Advisors, LLC$728.0 million50
Smith & Howard Wealth Management, LLC$726.9 million100
Anchyra Partners LLC$689.2 million50
Irc Wealth$666.7 million110
Rowland Miller + Partners LLC$635.9 million50
Sherrill & Hutchins Financial Advisory Inc$623.7 million90
Arcapita Investment Management US Inc.$607.3 million80
Persium Advisors, LLC$583.6 million130
Epg Wealth Management LLC$579.1 million140
Domain Timber Advisors, LLC$575.9 million280
Altera Private Access, LLC$562.4 million130
Novapoint Capital LLC$536.2 million60
Financial Innovations, LLC$535.2 million20
Sardis Group, LLC$531.2 million60
Benedict Financial Advisors, Inc.$529.4 million70
Highbrook Capital Partners$509.1 million60
First Advisors National, LLC$505.9 million650
Investors Asset Management of Georgia Inc$502.0 million92
Paces Ferry Wealth Advisors, LLC$491.2 million60
Register Financial Advisors, LLC$488.5 million152
Source Capital, LLC$475.4 million180
Adapt Wealth Advisors, LLC$469.2 million120
Sard Wealth Managment Group, LLC$464.0 million30
Tcp Management LLC$463.5 million120
Access Investment Management, LLC$456.4 million20
Holcombe Financial, Inc.$451.6 million50
Hamilton Capital Partners, LLC$444.0 million50
Peachtree Wealth Advisors, Inc$436.8 million30
Waypoint Wealth Counsel LLC$433.3 million40
Mcp Advisers, LLC$400.0 million30
Private Family Wealth Advisors$393.2 million40
The Strategic Financial Alliance$382.0 million562
Regimen Wealth, LLC$365.2 million60
Resurgent Advisors$354.7 million204
Maestria Partners LLC$350.4 million20
Bip Capital Management Services, LLC$345.3 million60
Gridline$332.1 million240
Dai Wealth, LLC$330.0 million400
Level 5 Capital Partners, LLC$327.2 million110
O15 Capital Partners, LLC$310.3 million90
Battle Investment Group, LLC$307.9 million60
Grove Mountain Partners, LLC$307.7 million70
Compass Wealth Management, LLC$307.7 million40
Monterey Wealth$300.1 million30
Estate Management Counselors,llc$294.3 million40
Baugh & Associates, LLC$294.2 million40
Chatham Capital$288.9 million80
Banyan Capital Management, Inc.$281.7 million30
Conscious Wealth Investments, LLC$272.8 million70
Aurora Investment Counsel$252.7 million30
Checks & Balances, Inc.$251.1 million10
Keystone Financial Group, Inc.$247.4 million70
Caymus Equity Partners, LLC$241.6 million110
Greybull Partners LLC$241.0 million200
Eads & Heald Wealth Management$240.5 million60
Galleria Financial Advisors, LLC$239.2 million20
Cygnus Capital Advisors, LLC$229.7 million80
Alder Financial Group Inc$224.1 million30
Reicon Wealth Advisors, LLC$220.1 million50
San Blas Advisory, Inc.$218.9 million130
Premis Advisors, LLC$213.9 million10
Magellan Planning Group$210.0 million30
Pierson Wealth Management$192.0 million40
Xception Family Office$189.3 million50
Wright Wealth LLC$188.5 million70
Ash Investment Partners, LLC$185.7 million100
George M. Hiller Companies, LLC$183.0 million50
True Square Financial LLC$178.8 million10
Chancellor Wealth Management, Inc.$174.0 million30
The Keystone Financial Alliance, LLC$164.7 million30
Gutt Financial Management, LLC$162.1 million24
Martinwright Advisory, LLC$160.7 million90
Covey Capital Advisors, LLC$156.5 million10
Lynx Capital, LLC$154.5 million60
Maven Capital Partners, LLC$152.9 million50
West Elk Capital, LLC$152.3 million20
The Renn Wealth Management Group, Inc.$151.9 million40
Unified Investment Management$150.6 million22
Peachcap Tax & Advisory, LLC$147.5 million43
Crown Management Advisors, LLC$142.2 million60
Linx Partners, LLC$131.4 million40
The Marin Group Inc.$128.1 million20
Berkeley Advisors, Inc.$125.3 million20
Cmc Financial Group, LLC$119.3 million40
Financial Discovery$118.3 million30
Cornerstone Financial$118.0 million30
Mccormack Financial Planning Inc.$115.7 million30
Infinite Giving Advisory Services, Inc.$112.8 million102
Skypoint Capital Advisors, LLC$109.0 million10
Horse Cove Partners LLC$106.6 million90
Wealth Engagement$105.0 million30
Carter, Terry & Company, Inc.$104.0 million330
34 Financial, LLC$101.0 million41
Harbinger Sports Partners$100.0 million150
Collective Wealth Partners, LLC$59.9 million60
Kdhb V Capital Management, LLC$54.8 million10
Infinity Credit Advisory, LLC$53.5 million10
Concourse Capital Advisors, LLC$36.1 million10
Wolverine Investment Advisors, LLC$1.4 million30
Oppenheimerfunds Inc$827,684153
Greenwood Investment Advisors, LLC$229,19720
Consequent Capital Management, LLC$030
Generational Financial Partners, LLC$090
Crownstone Advisory & Investment Corp$020
Discipline Strategies Management, LP$070
Greenlight Investment Advisors$060