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Top Financial Advisor Firms in Georgia




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 100 Financial Advisor Firms in Georgia.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Georgia, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of June 01, 2020, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Georgia are as followed:

  • Must be Trusted by investor.com.
  • 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!



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Are you a top firm in Georgia? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Brandon Wilson for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
Aprio Wealth Management 2004 View Locations
Asset Preservation Advisors 1992 View Locations
Aurora Investment Counsel 2001 View Locations
BT Wealth Management 2008 View Locations
Balentine 2009 View Locations
Bowen, Hanes & CO 1980 View Locations
Brightworth 1999 View Locations
Buck 1999 View Locations
Buckhead Capital Management 2000 View Locations
C.W. O'Conner Wealth Advisors 2006 View Locations
Cahaba Wealth Management 2009 View Locations
Callan 1973 View Locations
Cambria Investment Management 2010 View Locations
Capital Directions 2000 View Locations
Chatham Capital Group 1996 View Locations
Cherry Bekaert Wealth Management 2005 View Locations
Clearbridge Wealth Management 2013 View Locations
Collegiate Capital Management 2005 View Locations
Compass Wealth Management 2011 View Locations
Consolidated Planning Corp 1976 View Locations
Copeland Capital Management 2007 View Locations
Cornercap Investment Counsel 1990 View Locations
Cornerstone Investment Partners 2002 View Locations
Cornerstone Management 2004 View Locations
Cornerstone Wealth Management 2012 View Locations
Day & Ennis 2003 View Locations
Decatur Capital Management 2006 View Locations
Disciplined Equity Management 2004 View Locations
Dixon Hughes Goodman Wealth Advisors 2000 View Locations
Eads & Heald Wealth Management 1987 View Locations
Earnest Partners 1999 View Locations
Family WMS 2003 View Locations
FiduciaryVest 2005 View Locations
Fisher Investments 1987 $500,000 View Locations
Frontier Wealth Management 2007 View Locations
George M. Hiller Companies 1981 View Locations
Gutt Financial Management 1995 View Locations
Hightower Advisors 2008 View Locations
Hirtle, Callaghan & Co. 1988 View Locations
Holcombe Financial 2006 View Locations
Homrich Berg 1989 View Locations
Howard Capital Management 2008 View Locations
IRA Group 2005 View Locations
IRC Wealth 2006 View Locations
Integer Wealth Advisors Group 2005 View Locations
Iron Capital Advisors 2003 View Locations
Jamison Private Wealth Management 2000 View Locations
Kays Financial Advisory Corp 1985 View Locations
Kenneth Frenke & Co 1999 View Locations
Kingsmark Private Financial Advisors 2008 View Locations
LCG Associates 1982 View Locations
Lindner Capital Advisors 1997 View Locations
Linscomb & Williams 1995 View Locations
Maple Capital Management 2004 View Locations
Meld Financial 2004 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Merit Financial Advisors 2007 View Locations
Minerva Planning Group 2014 View Locations
Modera Wealth Management 2010 View Locations
Montag 1982 View Locations
Montag & Caldwell 1980 View Locations
NEPC 1990 View Locations
NOVA Wealth Management Group 2004 View Locations
Naples Asset Management Co 2006 View Locations
Nicholas Hoffman & Company 2007 View Locations
Oakbridge Partners 1976 View Locations
Palisades Hudson Asset Management 1998 View Locations
Pathway Financial Advisors 2005 View Locations
Paul Manners & Associates 1979 View Locations
Peregrine Investment Advisors 2010 View Locations
Persium Advisors 2010 View Locations
Personal Capital Advisors Corporation 2011 View Locations
Quadrant Real Estate Advisors 2005 View Locations
RAA 2001 View Locations
RTD Financial Advisors 1983 View Locations
Redwood Wealth Management 2008 View Locations
Resource Planning Group 1993 View Locations
Retirement Fund Management 2008 View Locations
Richard Young Associates 2009 View Locations
Rollins Financial 1990 View Locations
SG Financial Advisors 2007 View Locations
Segal Marco Advisors 2002 View Locations
Seix Investment Advisors 2008 View Locations
Sheets Smith Wealth Management 1988 View Locations
Sherrill & Hutchins Financial Advisory 1984 View Locations
Smith & Howard Wealth Management 1999 View Locations
Southport Capital 2001 View Locations
Stadion Money Management 1994 View Locations
Stancorp Investment Advisers 2000 View Locations
Sugarloaf Wealth Management 2004 View Locations
The Mather Group 2011 View Locations
The Moorings Group 2005 View Locations
The Wealth Enhancement Group 2006 View Locations
Timberland Investment Resources 2004 View Locations
Truewealth Management 2000 View Locations
Vickery Financial Services 2013 View Locations
Warren Averett Asset Management 2001 View Locations
Wela Strategies 2008 View Locations
Willis Investment Counsel 1983 View Locations
ZWJ Investment Counsel 1981 View Locations


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