Investment adviser firms in Georgia
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
330 firms · Source months shown: August 2026
- 1776 WEALTH LLCCRD 286321 · SANDY SPRINGS, GA$390,766,614.00Regulatory AUM · August 2026
- 34 FINANCIAL, LLCCRD 329383 · ATLANTA, GA$100,983,071.00Regulatory AUM · August 2026
- 4612 GROUP, LLCCRD 287619 · ATLANTA, GA$773,319,042.00Regulatory AUM · August 2026
- 755 WEALTH MANAGEMENT, LLCCRD 342558 · WOODSTOCK, GANot availableRegulatory AUM · August 2026
- ABLES, IANNONE, MOORE & ASSOCIATES, INC.CRD 126942 · SAVANNAH, GA$258,717,545.00Regulatory AUM · August 2026
- ACCESS INVESTMENT MANAGEMENT, LLCCRD 322491 · ATLANTA, GA$456,423,945.00Regulatory AUM · August 2026
- ADAPT WEALTH ADVISORS, LLCCRD 329448 · ATLANTA, GA$469,203,918.00Regulatory AUM · August 2026
- ADVISORY SERVICES NETWORK, LLCCRD 146051 · ATLANTA, GA$10,595,714,037.00Regulatory AUM · August 2026
- ADVOCACY WEALTH MANAGEMENT, LLCCRD 141943 · ATLANTA, GA$3,244,894,203.00Regulatory AUM · August 2026
- AFF FUND MANAGER, LLCCRD 281296 · ATLANTA, GA$2,009,991,423.00Regulatory AUM · August 2026
- AGVICTUS CAPITAL MANAGEMENT LLCCRD 307047 · ALPHARETTA, GA$384,731,903.00Regulatory AUM · August 2026
- ALBRITTON CAPITAL MANAGEMENT COCRD 112772 · ALPHARETTA, GA$1,521,000,000.00Regulatory AUM · August 2026
- ALDER FINANCIAL GROUP INCCRD 108837 · ATLANTA, GA$224,134,685.00Regulatory AUM · August 2026
- ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLCCRD 113106 · THOMASVILLE, GA$1,074,797,415.00Regulatory AUM · August 2026
- ALPHA FINANCIAL MANAGEMENT, INC.CRD 125800 · SAVANNAH, GA$109,376,177.00Regulatory AUM · August 2026
- ALTERA PRIVATE ACCESS, LLCCRD 287467 · ATLANTA, GA$519,059,357.00Regulatory AUM · August 2026
- AMERICAN FINANCIAL ADVISORS, LLC.CRD 115824 · MARIETTA, GA$950,150,212.00Regulatory AUM · August 2026
- AMERICAN WEALTH ADVISORS, LLCCRD 145791 · JOHNS CREEK, GA$120,170,823.00Regulatory AUM · August 2026
- AMERICAN WEALTH MANAGEMENT, INC.CRD 25536 · ALPHARETTA, GA$310,016,000.00Regulatory AUM · August 2026
- AMG ASSET MANAGEMENT GROUP, INC.CRD 319444 · CARTERSVILLE, GA$200,055,821.00Regulatory AUM · August 2026
- ANCHYRA PARTNERS LLCCRD 335467 · ATLANTA, GA$689,203,741.00Regulatory AUM · August 2026
- ANGEL OAK CAPITAL ADVISORS, LLCCRD 151090 · ATLANTA, GA$11,493,913,535.00Regulatory AUM · August 2026
- ANSON CAPITAL, INC.CRD 131416 · TYRONE, GA$242,205,754.00Regulatory AUM · August 2026
- AP WEALTH MANAGEMENT, LLCCRD 156417 · AUGUSTA, GA$339,554,592.00Regulatory AUM · August 2026
- APRIO WEALTH MANAGEMENT, LLCCRD 127333 · ATLANTA, GA$4,154,843,929.00Regulatory AUM · August 2026
- ARCAPITA INVESTMENT MANAGEMENT US INC.CRD 168148 · ATLANTA, GA$607,303,058.00Regulatory AUM · August 2026
- ARCH PARTNERS WEALTH MANAGEMENT, INC.CRD 123735 · WATKINSVILLE, GA$109,152,241.00Regulatory AUM · August 2026
- ARCUS CAPITAL PARTNERS, LLCCRD 147346 · ATLANTA, GA$2,512,571,391.00Regulatory AUM · August 2026
- ARGONNE CAPITAL GROUP, LLCCRD 291254 · ATLANTA, GA$1,680,310,396.00Regulatory AUM · August 2026
- ARKADIOS WEALTH ADVISORS LLCCRD 288863 · ATLANTA, GA$8,789,840,262.00Regulatory AUM · August 2026
- ASH INVESTMENT PARTNERS, LLCCRD 322109 · ATLANTA, GA$185,726,227.00Regulatory AUM · August 2026
- ASSET ADVISORS INVESTMENT MANAGEMENT, LLCCRD 297305 · AUGUSTA, GA$1,399,036,377.00Regulatory AUM · August 2026
- ASSET PRESERVATION ADVISORS, LLCCRD 106741 · ATLANTA, GA$11,050,515,200.00Regulatory AUM · August 2026
- ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.CRD 116719 · ATLANTA, GA$28,644,498,655.00Regulatory AUM · August 2026
- ATLANTA CONSULTING GROUP ADVISORS, LLCCRD 288169 · ATLANTA, GA$14,698,439,022.00Regulatory AUM · August 2026
- ATLAS FINANCIAL PLANNING, LLCCRD 324861 · ALPHARETTA, GA$184,100,000.00Regulatory AUM · August 2026
- AURORA INVESTMENT COUNSELCRD 107460 · ATLANTA, GA$252,723,544.00Regulatory AUM · August 2026
- AVEGO MANAGEMENT, LLCCRD 310520 · ALPHARETTA, GA$917,526,516.00Regulatory AUM · August 2026
- BALENTINE LLCCRD 152511 · ATLANTA, GA$5,542,491,404.00Regulatory AUM · August 2026
- BANYAN CAPITAL MANAGEMENT, INC.CRD 108123 · ATLANTA, GA$281,738,620.00Regulatory AUM · August 2026
- BATTLE INVESTMENT GROUP, LLCCRD 283292 · ATLANTA, GA$307,938,207.00Regulatory AUM · August 2026
- BAUGH & ASSOCIATES, LLCCRD 136342 · ATLANTA, GA$294,248,937.00Regulatory AUM · August 2026
- BAY POINT ADVISORS, LLCCRD 286050 · ATLANTA, GA$1,034,023,470.00Regulatory AUM · August 2026
- BEACON GLOBAL ADVISOR NETWORK, LLCCRD 288833 · ATLANTA, GA$745,075,914.00Regulatory AUM · August 2026
- BENEDICT FINANCIAL ADVISORS, INC.CRD 116690 · ATLANTA, GA$529,382,185.00Regulatory AUM · August 2026
- BERKELEY ADVISORS, INC.CRD 134455 · ATLANTA, GA$125,345,440.00Regulatory AUM · August 2026
- BERKELEY CAPITAL PARTNERS, LLCCRD 281082 · MILTON, GA$1,104,421,153.00Regulatory AUM · August 2026
- BEY-DOUGLAS, LLCCRD 108856 · MARIETTA, GA$179,799,080.00Regulatory AUM · August 2026
- BIP CAPITAL MANAGEMENT SERVICES, LLCCRD 300757 · ATLANTA, GA$345,301,037.00Regulatory AUM · August 2026
- BIP CAPITAL, LLCCRD 292983 · ATLANTA, GA$1,290,663,290.00Regulatory AUM · August 2026
- BIP WEALTH, LLCCRD 143208 · ATLANTA, GA$5,287,991,188.00Regulatory AUM · August 2026
- BISON WEALTH, LLCCRD 299805 · ATLANTA, GA$2,735,571,106.00Regulatory AUM · August 2026
- BLUE GROTTO CAPITAL, LLCCRD 299869 · ATLANTA, GA$2,098,624,591.00Regulatory AUM · August 2026
- BLUEARC CAPITAL MANAGEMENT, LLCCRD 167233 · ATLANTA, GA$2,443,849,185.00Regulatory AUM · August 2026
- BLUECHIP WEALTH ADVISORS LLCCRD 150008 · MILTON, GA$666,399,638.00Regulatory AUM · August 2026
- BOOMFISH WEALTH GROUP, LLCCRD 159201 · ALPHARETTA, GA$214,395,945.00Regulatory AUM · August 2026
- BOONE CAPITAL MANAGEMENT LLCCRD 316230 · ATLANTA, GA$963,168,000.00Regulatory AUM · August 2026
- BT FAMILY OFFICE, LLCCRD 305713 · ATLANTA, GA$3,996,508,425.00Regulatory AUM · August 2026
- BUCKHEAD CAPITAL MANAGEMENT, LLCCRD 110707 · ATLANTA, GA$5,758,236,630.00Regulatory AUM · August 2026
- BUILDER INVESTMENT GROUP INCCRD 107671 · ATLANTA, GA$952,529,201.00Regulatory AUM · August 2026
- BULL STREET ADVISORS, LLCCRD 304058 · SAVANNAH, GA$271,925,562.00Regulatory AUM · August 2026
- BUSH INVESTMENT GROUP, LLCCRD 304262 · VALDOSTA, GA$258,367,857.00Regulatory AUM · August 2026
- C.W. O'CONNER WEALTH ADVISORS, INC.CRD 125646 · DULUTH, GA$264,615,105.00Regulatory AUM · August 2026
- CAHABA WEALTH MANAGEMENT, INC.CRD 151675 · ATLANTA, GA$2,060,891,106.00Regulatory AUM · August 2026
- CALLODINE STRATEGIC CREDIT FUND III MANAGEMENT, LLCCRD 340405 · ATLANTA, GANot availableRegulatory AUM · August 2026
- CANNON FINANCIAL STRATEGISTS, INC.CRD 133509 · ATHENS, GA$1,669,821,227.00Regulatory AUM · August 2026
- CAPE INVESTMENT ADVISORY, INC.CRD 146384 · MCDONOUGH, GA$473,744,528.00Regulatory AUM · August 2026
- CAPITAL AND PLANNING, LLCCRD 321104 · JONESBORO, GA$193,938,755.00Regulatory AUM · August 2026
- CAPITAL ENDURANCE GROUP, INCCRD 284793 · ALPHARETTA, GA$108,822,905.00Regulatory AUM · August 2026
- CAPITAL INVESTMENT ADVISORS, LLCCRD 158055 · ATLANTA, GA$8,212,613,694.00Regulatory AUM · August 2026
- CAPITAL MANAGEMENT ADVISORS INCCRD 110447 · MARIETTA, GA$52,004,472.00Regulatory AUM · August 2026
- CARSON ADVISORY, INC.CRD 117410 · ATHENS, GA$864,880,656.00Regulatory AUM · August 2026
- CARTER, TERRY & COMPANY, INC.CRD 16365 · ATLANTA, GA$103,973,773.00Regulatory AUM · August 2026
- CAVALIER INVESTMENTS, LLCCRD 281201 · ALPHARETTA, GA$421,361,387.00Regulatory AUM · August 2026
- CAYMUS EQUITY PARTNERS, LLCCRD 322999 · ATLANTA, GA$241,617,201.00Regulatory AUM · August 2026
- CFS WEALTH MANAGEMENT, LLCCRD 135579 · MACON, GA$189,052,740.00Regulatory AUM · August 2026
- CHANCELLOR WEALTH MANAGEMENT, INC.CRD 112918 · ATLANTA, GA$173,973,072.00Regulatory AUM · August 2026
- CHATHAM CAPITAL GROUP INCCRD 106174 · SAVANNAH, GA$878,086,098.00Regulatory AUM · August 2026
- CHATHAM CAPITAL MANAGEMENT, LLCCRD 160961 · ATLANTA, GA$288,850,000.00Regulatory AUM · August 2026
- CHECKS & BALANCES, INC.CRD 112145 · ATLANTA, GA$251,093,751.00Regulatory AUM · August 2026
- CHI-RHO FINANCIAL, LLCCRD 138947 · ATLANTA, GA$1,353,770,190.00Regulatory AUM · August 2026
- CHRISTY CAPITAL MANAGEMENT, INC.CRD 149313 · MACON, GA$376,298,631.00Regulatory AUM · August 2026
- CLEAR INVESTMENT RESEARCH, LLCCRD 172685 · ALPHARETTA, GA$4,191,639,011.00Regulatory AUM · August 2026
- CMC FINANCIAL GROUP, LLCCRD 292413 · ATLANTA, GA$119,251,744.00Regulatory AUM · August 2026
- COLLECTIVE WEALTH PARTNERS, LLCCRD 317519 · ATLANTA, GA$59,900,000.00Regulatory AUM · August 2026
- COMMONWEALTH FINANCIAL PLANNERS INCCRD 106831 · ROSWELL, GA$227,631,060.00Regulatory AUM · August 2026
- COMPASS WEALTH MANAGEMENT, LLCCRD 156482 · ATLANTA, GA$307,703,917.00Regulatory AUM · August 2026
- CONCOURSE CAPITAL ADVISORS, LLCCRD 336424 · ATLANTA, GA$36,091,513.00Regulatory AUM · August 2026
- CONSCIOUS WEALTH INVESTMENTS, LLCCRD 319143 · ATLANTA, GA$272,797,562.00Regulatory AUM · August 2026
- CONSEQUENT CAPITAL MANAGEMENT, LLCCRD 285262 · ATLANTA, GANot availableRegulatory AUM · August 2026
- CORNERSTONE FINANCIAL MANAGEMENT, LLCCRD 125494 · ATLANTA, GA$118,000,000.00Regulatory AUM · August 2026
- CORNERSTONE INVESTMENT PARTNERS, LLCCRD 111753 · ATLANTA, GA$2,654,449,338.00Regulatory AUM · August 2026
- CORNERSTONE MANAGEMENT, INC.CRD 125828 · DULUTH, GA$2,286,345,234.00Regulatory AUM · August 2026
- CORTLAND INVESTMENT MANAGEMENT, LLCCRD 299369 · ATLANTA, GA$5,669,602,103.00Regulatory AUM · August 2026
- COVEY CAPITAL ADVISORS, LLCCRD 151978 · ATLANTA, GA$156,459,403.00Regulatory AUM · August 2026
- CPC ADVISORS, LLCCRD 111025 · ATLANTA, GA$1,675,441,642.00Regulatory AUM · August 2026
- CRAWFORD INVESTMENT COUNSEL INCCRD 110271 · ATLANTA, GA$9,139,406,625.00Regulatory AUM · August 2026
- CROWN MANAGEMENT ADVISORS, LLCCRD 326369 · ATLANTA, GA$142,189,038.00Regulatory AUM · August 2026
- CROWNSTONE ADVISORY & INVESTMENT CORPCRD 339959 · ATLANTA, GANot availableRegulatory AUM · August 2026
- CYGNUS CAPITAL ADVISORS, LLCCRD 323041 · ATLANTA, GA$229,725,346.00Regulatory AUM · August 2026