PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Investment advisers in Georgia

325 SEC-registered advisers with a main office in Georgia, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Source Capital, LLCAtlanta$475.4M19
Cape Investment Advisory, Inc.McDonough$473.7M—
Adapt Wealth Advisors, LLCAtlanta$469.2M—
Sard Wealth Management Group, LLCAtlanta$464M—
Access Investment Management, LLCAtlanta$456.4M—
Holcombe Financial, Inc.Atlanta$451.6M4
Hamilton Capital Partners, LLCAtlanta$444M—
Lloyd Advisory Services, LLCSuwanee$437.6M—
Peachtree Wealth Advisors, IncAtlanta$436.8M—
Murphy Middleton Hinkle & Parker, Inc.Thomasville$435.3M—
Waypoint Wealth Counsel LLCAtlanta$433.3M—
Power Wealth Management LLCAlpharetta$429.9M—
First City Capital Management IncSavannah$423.7M—
Investment Planning AdvisorsCumming$421.7M—
Cavalier Investments, LLCAlpharetta$421.4M—
Ferguson Shapiro LLCDecatur$415.2M—
Kingsmark Private Financial Advisors, LLCAlbany$406.5M—
Goodwin Investment Advisory, LLCWoodstock$397M—
Kiker Wealth Management, LLCJasper$395.1M—
Pfw Advisors, LLCAtlanta$393.2M—
Manners Paul & Associates, Inc.Marietta$391.7M—
1776 Wealth LLCSandy Springs$390.8M—
Elevate Wealth Advisory, Inc.Athens$385.5M—
Agvictus Capital Management LLCAlpharetta$384.7M—
Red Tortoise, LLCAtlanta$382.3M—
The Strategic Financial Alliance, Inc.Atlanta$382M—
Christy Capital Management, Inc.Macon$376.3M—
Regimen Wealth, LLCAtlanta$365.2M—
Resurgent Financial Advisors LLCAtlanta$354.7M—
Pursell Management Co. LLCPeachtree Corners$354M—
Southbridge Advisors, LLCMarieta$353.1M—
Maestria Partners LLCAtlanta$350.4M1
Bip Capital Management Services, LLCAtlanta$345.3M17
Ger Loftin Wealth Advisors, LLCJohns Creek$344.5M—
Ap Wealth Management, LLCAugusta$339.6M—
Molly B Investment Group LLCMarietta$334.7M—
Dai Wealth, LLCAtlanta$330M—
Level 5 Capital Partners, LLCAtlanta$327.2M25
Mpwm Advisory Solutions LLCAlpharetta$326.9M—
Wynn Capital LLCAugusta$320.2M—
Proactive Wealth Strategies, LLCMarietta$315.8M—
O15 Capital Partners, LLCAtlanta$310.3M2
American Wealth Management, Inc.Alpharetta$310M—
Battle Investment Group, LLCAtlanta$307.9M3
Grove Mountain Partners, LLCAtlanta$307.7M4
Compass Wealth Management, LLCAtlanta$307.7M—
Monterey Wealth Partners LLCAtlanta$300.1M—
Tandemgrowth Financial Advisors, LLCAlpharetta$297M—
Estate Management Counselors,llcAtlanta$294.3M—
Baugh & Associates, LLCAtlanta$294.2M—
← PreviousPage 4 of 7Next →