Best Financial Advisor Firms Georgia 2023

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Written by investor.com

November 08, 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 November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Georgia are as follows:

  • Must be rated at least 4.5 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
Advanced Financial Strategists 5/5 Stars $49.0 million 60 1 $816,633
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
American Wealth Advisors 5/5 Stars $95.1 million 110 2 $864,927
APB Wealthcare Advisors 5/5 Stars $1.5 million 1 1 $1.5 million
Apella Wealth 5/5 Stars $2.5 billion 2,903 31 $853,655
Arkin Financial Advisors 5/5 Stars $50.4 million 24 1 $2.1 million
Astrop Advisory Corporation 5/5 Stars $20.1 million 110 2 $183,157
Aurora Investment Counsel 5/5 Stars $190.5 million 57 2 $3.3 million
Baugh & Associates 5/5 Stars $217.7 million 169 2 $1.3 million
Beall Financial Planning 5/5 Stars $17.6 million 86 2 $204,345
Brannen & Lyle Investment Company 5/5 Stars $8.7 million 26 3 $336,067
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
Builder Investment Group 5/5 Stars $580.3 million 175 2 $3.3 million
C.W. O'Conner Wealth Advisors 5/5 Stars $226.9 million 83 2 $2.7 million
Cagle Financial Advisory 5/5 Stars $3.1 million 27 1 $114,797
Cahaba Wealth Management 5/5 Stars $1.1 billion 679 12 $1.7 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
Christian Values Investing 5/5 Stars $20.1 million 154 1 $130,783
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
Compass Wealth Management 5/5 Stars $192.4 million 155 2 $1.2 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
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
Cutler Capital Management 5/5 Stars $305.5 million 107 3 $2.9 million
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
Elevate Wealth Advisory 5/5 Stars $290.9 million 608 7 $478,427
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
Evans Wealth Management 5/5 Stars $69.6 million 67 1 $1.0 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
Familywealth Asset Management 5/5 Stars $198.3 million 440 5 $450,611
FiduciaryVest 5/5 Stars $3.4 billion 25 5 $136.2 million
Financial Decision Partners 5/5 Stars $11.7 million 38 1 $309,048
Financial Discovery 5/5 Stars $87.0 million 75 3 $1.2 million
First City Capital Management 5/5 Stars $369.4 million 239 4 $1.5 million
Fleming Wealth Management 5/5 Stars $68.4 million 17 1 $4.0 million
Floyd Green Financial Services 5/5 Stars $26,300 1 1 $26,300
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
Hurst Wealth Advisors, PC 5/5 Stars $29.4 million 101 1 $290,841
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
Ironridge Wealth Management 5/5 Stars $100.3 million 126 4 $795,851
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
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
Kindzia Investments 5/5 Stars $25.5 million 46 1 $554,265
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
Liquid Strategies 5/5 Stars $636.9 million 13 2 $49.0 million
LVZ 5/5 Stars $808.4 million 2,522 15 $320,550
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 5/5 Stars $79.2 million 81 1 $978,014
Mersereau, Lazenby & Rockas 5/5 Stars $47.2 million 108 2 $437,496
Mesa Financial Group 5/5 Stars $84.8 million 129 1 $657,512
Montag 5/5 Stars $2.2 billion 476 12 $4.6 million
NAMCOA 5/5 Stars $236.0 million 213 17 $1.1 million
Networth Financial Services 5/5 Stars $81.6 million 112 2 $728,974
Nicholas Hoffman & Company 5/5 Stars $5.5 billion 368 10 $14.9 million
NTV Asset Management 5/5 Stars $42.0 million 52 2 $807,692
Palisades Hudson Asset Management 5/5 Stars $1.4 billion 153 9 $9.0 million
Pathway Financial Advisors 5/5 Stars $656.4 million 195 6 $3.4 million
Paul Manners & Associates 5/5 Stars $390.5 million 224 2 $1.7 million
Payne Financial Management 5/5 Stars $22.7 million 114 1 $198,835
Peregrine Investment Advisors 5/5 Stars $292.0 million 87 3 $3.4 million
Retirement Fund Management 5/5 Stars $660.9 million 12 1 $55.1 million
RTD Financial Advisors 5/5 Stars $1.9 billion 661 16 $2.9 million
Safe Harbor Financial Planning & Investment Advisory 5/5 Stars $31.2 million 65 1 $479,769
Sard Wealth Managment Group 5/5 Stars $278.8 million 271 1 $1.0 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
Stanhouse Financial Planning and Management 5/5 Stars $25.1 million 52 1 $483,647
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
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 Moorings Group 5/5 Stars $478.4 million 173 2 $2.8 million
Trimaran Capital 5/5 Stars $55.4 million 57 2 $971,184
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
Wilson Financial Group 5/5 Stars $29.6 million 42 1 $704,652
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

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