Top RIAs in Georgia
Every SEC-registered RIA with a main office in Georgia, by regulatory AUM, from Form ADV
330 RIAs registered with the SEC are headquartered in Georgia, the 12th most of any state, managing $1.49T in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is Invesco Advisers, Inc. in Atlanta at $749.5B. 100 firms report $1 billion or more.
330
SEC-registered RIAs
$1.49T
Regulatory AUM
100
Firms at $1B and above
$421.5M
Median firm AUM
Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.
01 · The firms
Every SEC-registered RIA in Georgia, by regulatory AUM
The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.
All 330 firms, by regulatory AUM as filed.
| # | Firm | City | Regulatory AUM | Advisory staff | Accounts | Individual + HNW clients | Retail share | Filed |
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Advisers, Inc.CRD 105360 | Atlanta | $749.5B | 713 | 82,498 | 0 | 0% | Jun 2026 |
| 2 | Truist Advisory Services, Inc.CRD 283390 | Atlanta | $77.4B | 2,360 | 129,307 | 126,145 | 91% | Aug 2026 |
| 3 | Earnest Partners, LLCCRD 107926 | Atlanta | $42.6B | 16 | 7,515 | 10 | 0% | Jul 2026 |
| 4 | Voya Investment Management LLCCRD 108934 | Atlanta | $38.8B | 326 | 9 | n.d. | 0% | Mar 2026 |
| 5 | Roark Capital Management, LLCCRD 160368 | Atlanta | $34.2B | 104 | 14 | n.d. | 0% | Mar 2026 |
| 6 | HB WealthCRD 316731 | Atlanta | $30.2B | 152 | 26,148 | 4,808 | 77% | May 2026 |
| 7 | Atlanta CapitalCRD 116719 | Atlanta | $28.6B | 14 | 9,277 | 22 | 1% | Mar 2026 |
| 8 | Merit Financial AdvisorsCRD 142457 | Alpharetta | $23.9B | 229 | 20,710 | 20,040 | 75% | Jun 2026 |
| 9 | Vident Asset ManagementCRD 286622 | Alpharetta | $22.0B | 9 | 1,962 | 1,308 | 16% | Mar 2026 |
| 10 | Primerica AdvisorsCRD 10111 | Duluth | $15.5B | 3,959 | 89,813 | 67,586 | 99% | Jul 2026 |
| 11 | Osaic Advisory Services, LLCCRD 171070 | Atlanta | $15.5B | 344 | 50,459 | 29,516 | 97% | Aug 2026 |
| 12 | IRA Group, Inc.CRD 126246 | Atlanta | $15.4B | 18 | 691 | 192 | 4% | Mar 2026 |
| 13 | Atlanta Consulting Group Advisors, LLCCRD 288169 | Atlanta | $14.7B | 10 | 1,727 | 277 | 22% | Apr 2026 |
| 14 | Angel Oak Capital Advisors, LLCCRD 151090 | Atlanta | $11.5B | 24 | 39 | n.d. | 0% | Mar 2026 |
| 15 | Asset Preservation Advisors, LLCCRD 106741 | Atlanta | $11.1B | 20 | 3,029 | 2,747 | 83% | Mar 2026 |
| 16 | Advisory Services NetworkCRD 146051 | Atlanta | $10.6B | 247 | 29,663 | 12,426 | 97% | Aug 2026 |
| 17 | Openarc Corporate Advisory, LLCCRD 336837 | Atlanta | $10.1B | 80 | 14,525 | 3,841 | 100% | Jul 2026 |
| 18 | Signaturefd, LLCCRD 112758 | Atlanta | $9.7B | 50 | 11,102 | 1,891 | 95% | Mar 2026 |
| 19 | Crawford Investment Counsel IncCRD 110271 | Atlanta | $9.1B | 27 | 4,050 | 1,943 | 66% | Mar 2026 |
| 20 | Arkadios Wealth AdvisorsCRD 288863 | Atlanta | $8.8B | 151 | 14,886 | 14,320 | 84% | Jun 2026 |
| 21 | Synovus Securities, Inc.CRD 14023 | Columbus | $8.4B | 184 | 12,411 | 11,964 | 90% | Jan 2026 |
| 22 | Nicholas Hoffman & Company, LLCCRD 144516 | Atlanta | $8.3B | 15 | 2,233 | 399 | 95% | Jul 2026 |
| 23 | Capital Investment Advisors, LLCCRD 158055 | Atlanta | $8.2B | 55 | 17,148 | 6,014 | 100% | Aug 2026 |
| 24 | Howard Capital Management, LLCCRD 118070 | Alpharetta | $8.0B | 10 | 14,608 | 10,546 | 54% | Jun 2026 |
| 25 | Domain Capital Advisors, LLCCRD 110663 | Atlanta | $7.3B | 18 | 33 | n.d. | 0% | Mar 2026 |
| 26 | Jamestown, L.P.CRD 158207 | Atlanta | $7.1B | 107 | 23 | n.d. | 0% | May 2026 |
| 27 | GMT Capital Corp.CRD 160404 | Atlanta | $6.9B | 7 | 6 | 0 | 0% | Mar 2026 |
| 28 | GID Multifamily Investment Management LLCCRD 329225 | Atlanta | $5.9B | 122 | 11 | n.d. | 0% | Jun 2026 |
| 29 | Buckhead Capital Management, LLCCRD 110707 | Atlanta | $5.8B | 12 | 365 | 133 | 7% | Mar 2026 |
| 30 | Cortland Investment Management, LLCCRD 299369 | Atlanta | $5.7B | 88 | 8 | n.d. | 0% | Mar 2026 |
| 31 | BalentineCRD 152511 | Atlanta | $5.5B | 25 | 3,447 | 439 | 72% | Aug 2026 |
| 32 | BIP Wealth, LLCCRD 143208 | Atlanta | $5.3B | 48 | 17,391 | 3,108 | 99% | Jun 2026 |
| 33 | Forest Investment AssociatesCRD 110163 | Atlanta | $5.2B | 13 | 20 | 0 | 3% | Apr 2026 |
| 34 | Fiduciaryvest, LLCCRD 134351 | Atlanta | $4.9B | 9 | 61 | 16 | 3% | Mar 2026 |
| 35 | IFG Advisory, LLCCRD 168012 | Atlanta | $4.8B | 86 | 14,619 | 9,038 | 96% | Mar 2026 |
| 36 | Sage Mountain Advisors, LLCCRD 298593 | Atlanta | $4.3B | 20 | 193 | 186 | 94% | Jul 2026 |
| 37 | ZWJ Investment Counsel IncCRD 110397 | Atlanta | $4.2B | 12 | 2,387 | 990 | 90% | Mar 2026 |
| 38 | Willis Investment Counsel IncCRD 111042 | Gainesville | $4.2B | 8 | 568 | 178 | 12% | Apr 2026 |
| 39 | Southeast Asset Advisors, LLCCRD 107588 | Thomasville | $4.2B | 6 | 1,356 | 281 | 62% | May 2026 |
| 40 | Clear Investment Research, LLCCRD 172685 | Alpharetta | $4.2B | 3 | 277 | 115 | 3% | Mar 2026 |
| 41 | Aprio Wealth Management, LLCCRD 127333 | Atlanta | $4.2B | 32 | 5,258 | 1,592 | 92% | Aug 2026 |
| 42 | BT Family Office, LLCCRD 305713 | Atlanta | $4.0B | 7 | 10 | 10 | 100% | Mar 2026 |
| 43 | Henssler FinancialCRD 104545 | Kennesaw | $3.8B | 36 | 5,395 | 1,609 | 84% | Mar 2026 |
| 44 | Holbrook Holdings, Inc.CRD 283258 | Atlanta | $3.8B | 3 | 3 | 0 | 0% | Jul 2026 |
| 45 | Equity Investment CorpCRD 283930 | Atlanta | $3.5B | 27 | 6,761 | 6,550 | 79% | Mar 2026 |
| 46 | Advocacy Wealth Management, LLCCRD 141943 | Atlanta | $3.2B | 26 | 2,234 | 1,658 | 85% | Aug 2026 |
| 47 | LCP Institutional, LLCCRD 325133 | Atlanta | $3.2B | 4 | 395 | 119 | 56% | Mar 2026 |
| 48 | Gleneagles Investment Advisors, LLCCRD 312306 | Atlanta | $3.1B | 2 | 51 | 47 | 100% | Mar 2026 |
| 49 | Silvant Capital Management LLCCRD 146025 | Atlanta | $3.0B | 6 | 21 | n.d. | 0% | Mar 2026 |
| 50 | Globalt InvestmentsCRD 328039 | Atlanta | $3.0B | 18 | 3,248 | 3,062 | 75% | Apr 2026 |
02 · By city
Where in Georgia the firms sit
Main-office city as filed. Up to the twenty-five cities with the most firms.
- Atlanta192 · $1.34T
- Alpharetta32 · $69.2B
- Marietta14 · $10.3B
- Savannah10 · $7.2B
- Athens7 · $4.9B
- Augusta5 · $3.9B
- Columbus4 · $9.9B
- Decatur4 · $1.0B
- Duluth4 · $18.2B
- Johns Creek4 · $593.4M
- Macon4 · $991.7M
- Roswell4 · $824.8M
- Thomasville4 · $5.9B
- Watkinsville4 · $3.1B
- Woodstock4 · $1.3B
- Gainesville3 · $5.2B
- Milton3 · $2.8B
- Suwanee3 · $1.2B
- Albany2 · $676.6M
- Cumming2 · $609.9M
- Kennesaw2 · $4.0B
- Mcdonough2 · $545.6M
- Sandy Springs2 · $890.9M
- Calhoun1 · $158.6M
- Canton1 · $218.6M
03 · Questions
Questions people ask about RIAs in Georgia
- How many RIAs are in Georgia?
- 330 RIAs registered with the SEC list a main office in Georgia in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
- What is the largest RIA in Georgia?
- By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Georgia is Invesco Advisers, Inc. in Atlanta, at $749.5B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
- How many Georgia RIAs manage more than $1 billion?
- 100 of the 330 SEC-registered RIAs headquartered in Georgia report regulatory assets under management of $1 billion or more. The median firm in the state reports $421.5M.
- Where does this data come from?
- From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.
Definitions and source
What each column means, in the SEC's words
- Regulatory assets under management Form ADV Item 5.F(2)(c)
- If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
- Total accounts Form ADV Item 5.F(2)(f)
- Total number of accounts, discretionary plus non-discretionary.
- Employees Form ADV Item 5.A
- Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
- Advisory employees Form ADV Item 5.B(1)
- Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
- Broker-dealer registered representatives Form ADV Item 5.B(2)
- Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
- Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b)
- Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
- Commissions Form ADV Item 5.E(5)
- You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
- Private funds Form ADV Item 7.B
- Are you an adviser to any private fund?
Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.
Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.