Investment adviser firms in Georgia · Page 3
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: July 2026 and August 2026
- MAGELLAN PLANNING GROUP, INC.CRD 338739 · ATLANTA, GA$209,983,000.00Regulatory AUM · August 2026
- MANNERS PAUL & ASSOCIATES, INC.CRD 110996 · MARIETTA, GA$349,532,871.00Regulatory AUM · August 2026
- MARCO INVESTMENT MANAGEMENT LLCCRD 108170 · ATLANTA, GA$1,766,627,795.00Regulatory AUM · August 2026
- MARIETTA WEALTH MANAGEMENT, LLCCRD 281782 · MARIETTA, GA$1,394,544,576.00Regulatory AUM · August 2026
- MASTERS CAPITAL MANAGEMENT, L.L.C.CRD 137605 · ATLANTA, GA$804,599,172.00Regulatory AUM · August 2026
- MAVEN CAPITAL PARTNERS, LLCCRD 300626 · ATLANTA, GA$152,900,049.00Regulatory AUM · August 2026
- MCCORMACK FINANCIAL PLANNING INC.CRD 136857 · ATLANTA, GA$115,737,255.00Regulatory AUM · August 2026
- MCP ADVISERS, LLCCRD 328391 · ATLANTA, GA$400,000,000.00Regulatory AUM · August 2026
- MEADOW CREEK WEALTH ADVISORS, LLCCRD 297796 · ATLANTA, GA$728,026,235.00Regulatory AUM · August 2026
- MERIT FINANCIAL GROUP, LLCCRD 142457 · ALPHARETTA, GA$23,875,298,692.00Regulatory AUM · August 2026
- MINERVA PLANNING GROUP, INC.CRD 127263 · DECATUR, GA$236,858,996.00Regulatory AUM · August 2026
- MOLLY B INVESTMENT GROUP LLCCRD 150555 · MARIETTA, GA$334,729,000.00Regulatory AUM · August 2026
- MONTAG A & ASSOCIATES INCCRD 105756 · ATLANTA, GA$2,973,107,685.00Regulatory AUM · August 2026
- MONTEREY WEALTH PARTNERS LLCCRD 172577 · ATLANTA, GA$300,100,000.00Regulatory AUM · August 2026
- MPWM ADVISORY SOLUTIONS LLCCRD 169885 · ALPHARETTA, GA$326,885,658.00Regulatory AUM · August 2026
- MRP CAPITAL INVESTMENTS, LLCCRD 167256 · ALPHARETTA, GA$227,601,583.00Regulatory AUM · August 2026
- MSOUTH EQUITY PARTNERS, LLCCRD 157601 · ATLANTA, GA$1,004,092,328.00Regulatory AUM · August 2026
- MURPHY MIDDLETON HINKLE & PARKER, INC.CRD 107861 · THOMASVILLE, GA$435,276,308.00Regulatory AUM · August 2026
- MW ADVISORY LLCCRD 338634 · ATLANTA, GA$160,704,772.00Regulatory AUM · August 2026
- NARWHAL CAPITAL MANAGMENT, LLCCRD 135958 · MARIETTA, GA$2,084,372,356.00Regulatory AUM · August 2026
- NETWORTH FINANCIAL SERVICES, LLCCRD 126666 · JOHNS CREEK, GA$128,126,491.00Regulatory AUM · August 2026
- NEWCORP FINANCIAL SERVICES, INC.CRD 297125 · ALPHARETTA, GA$177,083,838.00Regulatory AUM · August 2026
- NICHOLAS HOFFMAN & COMPANY, LLCCRD 144516 · ATLANTA, GA$8,262,465,273.00Regulatory AUM · August 2026
- NICHOLAS WEALTH, LLCCRD 282635 · MARIETTA, GA$739,826,707.00Regulatory AUM · August 2026
- NOVAPOINT CAPITAL LLCCRD 173663 · ATLANTA, GA$536,175,160.00Regulatory AUM · August 2026
- O15 CAPITAL PARTNERS, LLCCRD 328464 · ATLANTA, GA$310,316,999.00Regulatory AUM · August 2026
- OPENARC CORPORATE ADVISORY, LLCCRD 336837 · ATLANTA, GA$10,094,562,750.00Regulatory AUM · August 2026
- OPPENHEIMERFUNDS INCCRD 104983 · ATLANTA, GA$827,684.00Regulatory AUM · August 2026
- OSAIC ADVISORY SERVICES, LLCCRD 171070 · ATLANTA, GA$15,479,826,382.00Regulatory AUM · August 2026
- OVERLAY MANAGEMENT, LLCCRD 324401 · ALPHARETTA, GA$168,634,170.00Regulatory AUM · August 2026
- PACES FERRY WEALTH ADVISORS, LLCCRD 300057 · ATLANTA, GA$491,242,348.00Regulatory AUM · August 2026
- PARK SQUARE FINANCIAL GROUP, LLCCRD 332268 · ROSWELL, GA$218,558,579.00Regulatory AUM · August 2026
- PARRISH CAPITAL, LLCCRD 172783 · KENNESAW, GA$149,960,793.00Regulatory AUM · August 2026
- PEACHCAP TAX & ADVISORY, LLCCRD 158729 · ATLANTA, GA$147,477,373.00Regulatory AUM · August 2026
- PEACHTREE WEALTH ADVISORS, INCCRD 139779 · ATLANTA, GA$436,786,765.00Regulatory AUM · August 2026
- PERSIUM ADVISORS, LLCCRD 128335 · ATLANTA, GA$583,630,141.00Regulatory AUM · August 2026
- PFS INVESTMENTS INC.CRD 10111 · DULUTH, GA$15,536,099,534.00Regulatory AUM · August 2026
- PFW ADVISORS, LLCCRD 325119 · ATLANTA, GA$393,214,505.00Regulatory AUM · August 2026
- PHILIP JAMES WEALTH MANAGEMENT, LLCCRD 297517 · ALPHARETTA, GA$930,625,185.00Regulatory AUM · August 2026
- PHORCYS CAPITAL PARTNERS, LLCCRD 285635 · ALPHARETTA, GA$191,481,543.00Regulatory AUM · August 2026
- POWER WEALTH MANAGEMENT LLCCRD 315101 · ALPHARETTA, GA$429,921,410.00Regulatory AUM · August 2026
- PRCE MANAGEMENT LLCCRD 312533 · ALPHARETTA, GA$22,203,118.00Regulatory AUM · August 2026
- PREMIS ADVISORS, LLCCRD 283679 · ATLANTA, GA$213,947,773.00Regulatory AUM · August 2026
- PRESTON F. SANDERS, CHFC, LLCCRD 125741 · WATKINSVILLE, GA$148,837,173.00Regulatory AUM · August 2026
- PRIMUS CAPITAL PARTNERS, INC.CRD 156861 · ATLANTA, GA$1,673,153,272.00Regulatory AUM · August 2026
- PROACTIVE WEALTH STRATEGIES, LLCCRD 318872 · MARIETTA, GA$315,838,988.00Regulatory AUM · August 2026
- PURSELL MANAGEMENT CO. LLCCRD 302011 · PEACHTREE CORNERS, GA$354,000,000.00Regulatory AUM · August 2026
- R. STEWART EADS INVESTMENT COUNSEL, INC.CRD 105524 · ATLANTA, GA$240,493,266.00Regulatory AUM · August 2026
- RED TORTOISE, LLCCRD 282509 · ATLANTA, GA$382,268,479.00Regulatory AUM · July 2026
- REGENT PEAK WEALTH ADVISORS, LLCCRD 298259 · ATLANTA, GA$785,861,395.00Regulatory AUM · August 2026
- REGIMEN WEALTH, LLCCRD 309672 · ATLANTA, GA$365,160,462.00Regulatory AUM · August 2026
- REGISTER FINANCIAL ADVISORS, LLCCRD 143884 · ATLANTA, GA$488,454,320.00Regulatory AUM · August 2026
- REICON WEALTH ADVISORS, LLCCRD 315043 · ATLANTA, GA$220,065,095.00Regulatory AUM · August 2026
- RESURGENS TECHNOLOGY ADVISORS, L.P.CRD 293042 · ATLANTA, GA$2,167,638,358.00Regulatory AUM · August 2026
- RESURGENT FINANCIAL ADVISORS LLCCRD 299575 · ATLANTA, GA$354,694,925.00Regulatory AUM · August 2026
- RETIREMENT FUND MANAGEMENT, LLCCRD 126573 · ATLANTA, GA$769,733,741.00Regulatory AUM · August 2026
- RFP FINANCIAL GROUP, LLCCRD 293206 · ATLANTA, GA$191,956,396.00Regulatory AUM · August 2026
- RICHARD YOUNG ASSOCIATES, LTD.CRD 126124 · AUGUSTA, GA$1,195,344,742.00Regulatory AUM · August 2026
- RIDGE CAPITAL MANAGEMENT, LLCCRD 127200 · JOHN CREEK, GA$186,024,178.00Regulatory AUM · August 2026
- ROARK CAPITAL MANAGEMENT, LLCCRD 160368 · ATLANTA, GA$34,177,087,625.00Regulatory AUM · August 2026
- ROLLINS FINANCIAL ADVISORS, LLCCRD 312921 · ATLANTA, GA$1,588,275,994.00Regulatory AUM · August 2026
- ROWLAND MILLER + PARTNERS LLCCRD 226629 · ATLANTA, GA$635,854,930.00Regulatory AUM · August 2026
- RULE ONE PARTNERS, LLCCRD 166341 · MORELAND, GA$236,194,041.00Regulatory AUM · August 2026
- SAGE MOUNTAIN ADVISORS, LLCCRD 298593 · ATLANTA, GA$4,286,824,438.00Regulatory AUM · August 2026
- SAN BLAS ADVISORY, INC.CRD 296929 · ATLANTA, GA$218,880,000.00Regulatory AUM · August 2026
- SARD WEALTH MANAGEMENT GROUP, LLCCRD 123457 · ATLANTA, GA$463,973,082.00Regulatory AUM · August 2026
- SARDIS GROUP, LLCCRD 333854 · ATLANTA, GA$531,190,303.00Regulatory AUM · August 2026
- SB ADVISORY, LLCCRD 154680 · ATLANTA, GA$1,101,429,871.00Regulatory AUM · August 2026
- SENTARA CAPITAL LLCCRD 161132 · MARIETTA, GA$119,566,470.00Regulatory AUM · August 2026
- SHAPIRO CAPITAL MANAGEMENT LLCCRD 105581 · ATLANTA, GA$1,967,415,113.00Regulatory AUM · August 2026
- SHERRILL & HUTCHINS FINANCIAL ADVISORY INCCRD 105302 · ATLANTA, GA$623,701,821.00Regulatory AUM · August 2026
- SIGNATUREFD, LLCCRD 112758 · ATLANTA, GA$9,675,890,922.00Regulatory AUM · August 2026
- SILVANT CAPITAL MANAGEMENT LLCCRD 146025 · ATLANTA, GA$3,040,532,687.00Regulatory AUM · August 2026
- SKYPOINT CAPITAL ADVISORS, LLCCRD 314979 · ATLANTA, GA$109,009,836.00Regulatory AUM · August 2026
- SMITH & HOWARD WEALTH MANAGEMENT, LLCCRD 109540 · ATLANTA, GA$726,887,895.00Regulatory AUM · August 2026
- SMITH, BROWN & GROOVER, INC.CRD 1329 · MACON, GA$284,162,648.00Regulatory AUM · August 2026
- SOUND VIEW WEALTH ADVISORS GROUP, LLCCRD 300927 · SAVANNAH, GA$2,279,615,918.00Regulatory AUM · August 2026
- SOURCE CAPITAL, LLCCRD 325758 · ATLANTA, GA$475,414,458.00Regulatory AUM · August 2026
- SOUTHBRIDGE ADVISORS, LLCCRD 306075 · MARIETA, GA$353,100,569.00Regulatory AUM · August 2026
- SOUTHEAST ASSET ADVISORS, LLCCRD 107588 · THOMASVILLE, GA$4,199,822,999.00Regulatory AUM · August 2026
- SOVEREIGN'S CAPITAL MANAGEMENT, LLCCRD 301879 · ATLANTA, GA$1,277,497,360.00Regulatory AUM · August 2026
- ST. JOHN & ASSOCIATES, INC.CRD 124778 · ROSWELL, GA$128,352,401.00Regulatory AUM · August 2026
- STADION MONEY MANAGEMENT, LLCCRD 112608 · WATKINSVILLE, GA$2,688,655,028.00Regulatory AUM · August 2026
- STARR-MATHEWS FINANCIAL, LLCCRD 166199 · CALHOUN, GA$158,604,251.00Regulatory AUM · August 2026
- STRATEGIC BLUEPRINT, LLCCRD 284840 · ATLANTA, GA$2,535,734,578.00Regulatory AUM · August 2026
- STRICKLAND DAVIS ADVISORS LLCCRD 126538 · MARIETTA, GA$121,276,259.00Regulatory AUM · August 2026
- SYNOVUS SECURITIES, INC.CRD 14023 · COLUMBUS, GA$8,445,083,014.00Regulatory AUM · August 2026
- T.R.U.E. COASTAL CAPITAL, LLCCRD 281556 · SAVANNAH, GA$124,109,371.00Regulatory AUM · August 2026
- TANDEMGROWTH FINANCIAL ADVISORS, LLCCRD 125490 · ALPHARETTA, GA$297,000,214.00Regulatory AUM · August 2026
- TCP MANAGEMENT LLCCRD 319179 · ATLANTA, GA$463,512,316.00Regulatory AUM · August 2026
- THE ADVISORY FIRMCRD 139125 · ALPHARETTA, GA$126,393,156.00Regulatory AUM · August 2026
- THE FIDUCIARY GROUP, LLCCRD 221530 · SAVANNAH, GA$1,969,280,556.00Regulatory AUM · August 2026
- THE FINANCIAL DISCOVERY GROUP,INC.CRD 125383 · ATLANTA, GA$118,318,604.00Regulatory AUM · August 2026
- THE JENKINS FINANCIAL GROUP, INC.CRD 125941 · ALBANY, GA$270,106,642.00Regulatory AUM · August 2026
- THE KEYSTONE FINANCIAL ALLIANCE, LLCCRD 168760 · ATLANTA, GA$164,700,000.00Regulatory AUM · August 2026
- THE MONITOR GROUP, INC.CRD 126576 · MARTINEZ, GA$167,226,479.00Regulatory AUM · August 2026
- THE RENN WEALTH MANAGEMENT GROUP, INC.CRD 117500 · ATLANTA, GA$151,878,149.00Regulatory AUM · August 2026
- THE STRATEGIC FINANCIAL ALLIANCE, INC.CRD 126514 · ATLANTA, GA$382,034,020.00Regulatory AUM · August 2026
- TIMBERLAND INVESTMENT RESOURCES, LLCCRD 129663 · ATLANTA, GA$1,976,086,992.00Regulatory AUM · August 2026
- TIMBERLINK LLCCRD 170067 · JOHNS CREEK, GA$594,011.00Regulatory AUM · August 2026