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