Best Financial Advisor Firms Georgia 2023

investor.com

Written by investor.com

April 04, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Georgia.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Georgia, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of April 04, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Georgia are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Georgia.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Alpha Financial Management 5/5 Stars $67.3 million 100 2 $673,105
American Financial Advisors 5/5 Stars $777.1 million 952 1 $816,278
Aprio Wealth Management 5/5 Stars $1.3 billion 692 17 $1.9 million
Arkin Financial Advisors 5/5 Stars $50.4 million 24 1 $2.1 million
Aurora Investment Counsel 5/5 Stars $190.5 million 57 2 $3.3 million
Benedict Financial Advisors 5/5 Stars $406.5 million 332 6 $1.2 million
Bowen, Hanes & CO 5/5 Stars $3.3 billion 123 1 $26.6 million
Bridge Investment Group 5/5 Stars $43.3 billion 122 4 $355.1 million
Brown Wealth Management 5/5 Stars $55.1 million 91 1 $605,941
Buckhead Capital Management 5/5 Stars $3.4 billion 258 9 $13.3 million
C.W. O'Conner Wealth Advisors 5/5 Stars $226.9 million 83 1 $2.7 million
Cahaba Wealth Management 5/5 Stars $1.1 billion 679 12 $1.7 million
Calvary Wealth 5/5 Stars $138.5 million 88 2 $1.6 million
Cambria Investment Management 5/5 Stars $1.9 billion 235 2 $7.9 million
Capital Directions 5/5 Stars $3.9 billion 1,948 11 $2.0 million
Carson Advisory Group 5/5 Stars $600.2 million 929 8 $646,117
Cerner Capital Management 5/5 Stars $15.2 million 70 1 $217,105
Clear Investment Research 5/5 Stars $5.2 billion 98 3 $53.5 million
Clearbridge Wealth Management 5/5 Stars $275.2 million 218 1 $1.3 million
Collegiate Capital Management 5/5 Stars $428.1 million 373 4 $1.1 million
Consolidated Planning Corporation 5/5 Stars $1.6 billion 904 9 $1.8 million
Core Capital Markets 5/5 Stars $1.0 million 6 1 $174,465
Cornercap Investment Counsel 5/5 Stars $1.1 billion 575 14 $2.0 million
Cornerstone Investment Partners 5/5 Stars $1.7 billion 308 10 $5.5 million
Cornerstone Management 5/5 Stars $1.3 billion 282 6 $4.8 million
Crescent Grove Advisors 5/5 Stars $3.9 billion 350 16 $11.2 million
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Day & Ennis 5/5 Stars $384.1 million 268 6 $1.4 million
Decatur Capital Management 5/5 Stars $150.4 million 25 1 $6.0 million
Disciplined Equity Management 5/5 Stars $318.4 million 224 3 $1.4 million
Eads & Heald Wealth Management 5/5 Stars $235.6 million 301 4 $782,763
Elwood & Goetz 5/5 Stars $564.5 million 558 13 $1.0 million
Enclave Advisors 5/5 Stars $900.4 million 65 3 $13.9 million
Executive Money Managers 5/5 Stars $72.2 million 405 4 $178,359
Family WMS 5/5 Stars $665.2 million 89 3 $7.5 million
FiduciaryVest 5/5 Stars $3.4 billion 25 4 $136.2 million
Financial Decision Partners 5/5 Stars $11.7 million 38 1 $309,048
First City Capital Management 5/5 Stars $369.4 million 239 4 $1.5 million
Fordham Financial Services 5/5 Stars $16.6 million 40 1 $415,777
Frontier Asset Management 5/5 Stars $5.9 billion 4,289 11 $1.4 million
FWI Wealth Management 5/5 Stars $27.9 million 22 1 $1.3 million
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Heritage Financial Planning 5/5 Stars $239.2 million 157 5 $1.5 million
Integras Partners 5/5 Stars $172.0 million 172 3 $1.0 million
IRC Wealth 5/5 Stars $432.3 million 313 7 $1.4 million
Iron Capital Advisors 5/5 Stars $4.2 billion 174 2 $24.3 million
JAM Capital Partners 5/5 Stars $63.1 million 19 1 $3.3 million
Jamison Private Wealth Management 5/5 Stars $555.5 million 386 3 $1.4 million
Johnson Brunetti 5/5 Stars $1.2 billion 4,574 18 $258,699
KAM-south 5/5 Stars $76.4 million 110 1 $694,469
Kenneth Frenke & Co 5/5 Stars $153.2 million 247 3 $620,249
Kingsmark Private Financial Advisors 5/5 Stars $308.0 million 414 4 $744,016
Latitude Advisors 5/5 Stars $348.6 million 1,335 75 $261,105
LVZ Advisors 5/5 Stars $808.4 million 2,522 14 $320,550
Maple Capital Management 5/5 Stars $1.4 billion 1,076 12 $1.3 million
Mccormack Financial Planning 5/5 Stars $82.5 million 150 2 $549,922
Meld Financial 5/5 Stars $512.3 million 870 11 $588,823
Meridian Investments logoMeridian Investments 5/5 Stars $79.2 million 81 1 $978,014
Merit Financial Advisors 5/5 Stars $5.5 billion 9,154 119 $603,295
Mesa Financial Group 5/5 Stars $84.8 million 129 1 $657,512
Minerva Planning Group 5/5 Stars $135.6 million 100 2 $1.4 million
Mission Wealth Management 5/5 Stars $5.0 billion 2,385 56 $2.1 million
Modera Wealth Management 5/5 Stars $6.8 billion 2,691 70 $2.5 million
Montag 5/5 Stars $2.2 billion 476 12 $4.6 million
MSouth Equity Partners 5/5 Stars $1.4 billion 3 16 $462.1 million
NAMCOA 5/5 Stars $236.0 million 213 14 $1.1 million
NEPC 5/5 Stars $63.6 billion 417 1 $152.5 million
Northstar Investment Partners 5/5 Stars $5.7 million 25 1 $226,000
ONE Source Advisory Services 5/5 Stars $13.8 million 84 1 $164,757
Palisades Hudson Asset Management 5/5 Stars $1.4 billion 153 9 $9.0 million
Parrish Capital 5/5 Stars $98.4 million 179 2 $549,710
Pathway Financial Advisors 5/5 Stars $656.4 million 195 6 $3.4 million
Paul Manners & Associates 5/5 Stars $346.8 million 224 2 $1.5 million
Peregrine Investment Advisors 5/5 Stars $292.0 million 87 3 $3.4 million
Perigon Wealth Management 5/5 Stars $4.8 billion 3,498 61 $1.4 million
Persium Advisors 5/5 Stars $280.4 million 115 7 $2.4 million
Quadrant Real Estate Advisors 5/5 Stars $565.0 million 4 11 $141.3 million
Retirement Fund Management 5/5 Stars $660.9 million 12 1 $55.1 million
Richard Young Associates 5/5 Stars $683.8 million 1,622 6 $421,579
RTD Financial Advisors 5/5 Stars $1.9 billion 661 17 $2.9 million
Safe Harbor Financial Planning & Investment Advisory 5/5 Stars $31.2 million 65 1 $479,769
Savant Wealth Management 5/5 Stars $13.4 billion 9,662 143 $1.4 million
Sherrill & Hutchins Financial Advisory 5/5 Stars $486.6 million 441 5 $1.1 million
Smith & Howard Wealth Management 5/5 Stars $482.9 million 199 6 $2.4 million
Stadion Money Management 5/5 Stars $2.0 billion 48,708 12 $42,024
Stonewall Asset Mgmt 5/5 Stars $47.7 million 114 3 $418,610
TandemGrowth Financial Advisors 5/5 Stars $200.9 million 193 3 $1.0 million
Terracap Management 5/5 Stars $2.5 billion 11 12 $228.7 million
THE Advisory Firm 5/5 Stars $84.0 million 85 0 $988,235
THE Burney Company 5/5 Stars $2.3 billion 1,956 30 $1.2 million
THE Jenkins Group 5/5 Stars $82.5 million 118 3 $698,821
THE Marin Group 5/5 Stars $72.8 million 147 2 $495,192
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
The Moorings Group 5/5 Stars $478.4 million 173 2 $2.8 million
Troika Capital Advisors 5/5 Stars $31.3 million 94 1 $332,658
Vision Financial Concepts 5/5 Stars $3.2 million 37 1 $85,953
Wealth 360 5/5 Stars $50.4 million 123 2 $409,961
Wela Strategies 5/5 Stars $202.3 million 784 13 $258,018
Worthscape 5/5 Stars $65.1 million 29 1 $2.2 million
ZWJ Investment Counsel 5/5 Stars $3.0 billion 926 11 $3.2 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.


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