Written by investor.com
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 |
|
$49.0 million | 60 | 1 | $816,633 |
| Alpha Financial Management |
|
$67.3 million | 100 | 2 | $673,105 |
| American Financial Advisors |
|
$777.1 million | 952 | 1 | $816,278 |
| American Wealth Advisors |
|
$95.1 million | 110 | 2 | $864,927 |
| APB Wealthcare Advisors |
|
$1.5 million | 1 | 1 | $1.5 million |
| Apella Wealth |
|
$2.5 billion | 2,903 | 31 | $853,655 |
| Arkin Financial Advisors |
|
$50.4 million | 24 | 1 | $2.1 million |
| Astrop Advisory Corporation |
|
$20.1 million | 110 | 2 | $183,157 |
| Aurora Investment Counsel |
|
$190.5 million | 57 | 2 | $3.3 million |
| Baugh & Associates |
|
$217.7 million | 169 | 2 | $1.3 million |
| Beall Financial Planning |
|
$17.6 million | 86 | 2 | $204,345 |
| Brannen & Lyle Investment Company |
|
$8.7 million | 26 | 3 | $336,067 |
| Brown Wealth Management |
|
$55.1 million | 91 | 1 | $605,941 |
| Buckhead Capital Management |
|
$3.4 billion | 258 | 9 | $13.3 million |
| Builder Investment Group |
|
$580.3 million | 175 | 2 | $3.3 million |
| C.W. O'Conner Wealth Advisors |
|
$226.9 million | 83 | 2 | $2.7 million |
| Cagle Financial Advisory |
|
$3.1 million | 27 | 1 | $114,797 |
| Cahaba Wealth Management |
|
$1.1 billion | 679 | 12 | $1.7 million |
| Carson Advisory Group |
|
$600.2 million | 929 | 8 | $646,117 |
| Cerner Capital Management |
|
$15.2 million | 70 | 1 | $217,105 |
| Christian Values Investing |
|
$20.1 million | 154 | 1 | $130,783 |
| Clearbridge Wealth Management |
|
$275.2 million | 218 | 1 | $1.3 million |
| Collegiate Capital Management |
|
$428.1 million | 373 | 4 | $1.1 million |
| Compass Wealth Management |
|
$192.4 million | 155 | 2 | $1.2 million |
| Consolidated Planning Corporation |
|
$1.6 billion | 904 | 9 | $1.8 million |
| Core Capital Markets |
|
$1.0 million | 6 | 1 | $174,465 |
| Cornerstone Investment Partners |
|
$1.7 billion | 308 | 10 | $5.5 million |
| Cornerstone Management |
|
$1.3 billion | 282 | 6 | $4.8 million |
| Cutler Capital Management |
|
$305.5 million | 107 | 3 | $2.9 million |
| 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 |
| Elevate Wealth Advisory |
|
$290.9 million | 608 | 7 | $478,427 |
| Elwood & Goetz |
|
$564.5 million | 558 | 13 | $1.0 million |
| Enclave Advisors |
|
$900.4 million | 65 | 3 | $13.9 million |
| Evans Wealth Management |
|
$69.6 million | 67 | 1 | $1.0 million |
| Executive Money Managers |
|
$72.2 million | 405 | 4 | $178,359 |
| Family WMS |
|
$665.2 million | 89 | 3 | $7.5 million |
| Familywealth Asset Management |
|
$198.3 million | 440 | 5 | $450,611 |
| FiduciaryVest |
|
$3.4 billion | 25 | 5 | $136.2 million |
| Financial Decision Partners |
|
$11.7 million | 38 | 1 | $309,048 |
| Financial Discovery |
|
$87.0 million | 75 | 3 | $1.2 million |
| First City Capital Management |
|
$369.4 million | 239 | 4 | $1.5 million |
| Fleming Wealth Management |
|
$68.4 million | 17 | 1 | $4.0 million |
| Floyd Green Financial Services |
|
$26,300 | 1 | 1 | $26,300 |
| 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 |
| Hurst Wealth Advisors, PC |
|
$29.4 million | 101 | 1 | $290,841 |
| IRC Wealth |
|
$432.3 million | 313 | 7 | $1.4 million |
| Iron Capital Advisors |
|
$4.2 billion | 174 | 2 | $24.3 million |
| Ironridge Wealth Management |
|
$100.3 million | 126 | 4 | $795,851 |
| JAM Capital Partners |
|
$63.1 million | 19 | 1 | $3.3 million |
| Jamison Private Wealth Management |
|
$555.5 million | 386 | 3 | $1.4 million |
| KAM-south |
|
$76.4 million | 110 | 1 | $694,469 |
| Kenneth Frenke & Co |
|
$153.2 million | 247 | 3 | $620,249 |
| Kindzia Investments |
|
$25.5 million | 46 | 1 | $554,265 |
| Kingsmark Private Financial Advisors |
|
$308.0 million | 414 | 4 | $744,016 |
| Latitude Advisors |
|
$348.6 million | 1,335 | 75 | $261,105 |
| Liquid Strategies |
|
$636.9 million | 13 | 2 | $49.0 million |
| LVZ |
|
$808.4 million | 2,522 | 15 | $320,550 |
| 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 |
| Mersereau, Lazenby & Rockas |
|
$47.2 million | 108 | 2 | $437,496 |
| Mesa Financial Group |
|
$84.8 million | 129 | 1 | $657,512 |
| Montag |
|
$2.2 billion | 476 | 12 | $4.6 million |
| NAMCOA |
|
$236.0 million | 213 | 17 | $1.1 million |
| Networth Financial Services |
|
$81.6 million | 112 | 2 | $728,974 |
| Nicholas Hoffman & Company |
|
$5.5 billion | 368 | 10 | $14.9 million |
| NTV Asset Management |
|
$42.0 million | 52 | 2 | $807,692 |
| Palisades Hudson Asset Management |
|
$1.4 billion | 153 | 9 | $9.0 million |
| Pathway Financial Advisors |
|
$656.4 million | 195 | 6 | $3.4 million |
| Paul Manners & Associates |
|
$390.5 million | 224 | 2 | $1.7 million |
| Payne Financial Management |
|
$22.7 million | 114 | 1 | $198,835 |
| Peregrine Investment Advisors |
|
$292.0 million | 87 | 3 | $3.4 million |
| Retirement Fund Management |
|
$660.9 million | 12 | 1 | $55.1 million |
| RTD Financial Advisors |
|
$1.9 billion | 661 | 16 | $2.9 million |
| Safe Harbor Financial Planning & Investment Advisory |
|
$31.2 million | 65 | 1 | $479,769 |
| Sard Wealth Managment Group |
|
$278.8 million | 271 | 1 | $1.0 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 |
| Stanhouse Financial Planning and Management |
|
$25.1 million | 52 | 1 | $483,647 |
| Stonewall Asset Mgmt |
|
$47.7 million | 114 | 3 | $418,610 |
| TandemGrowth Financial Advisors |
|
$200.9 million | 193 | 3 | $1.0 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 Moorings Group |
|
$478.4 million | 173 | 2 | $2.8 million |
| Trimaran Capital |
|
$55.4 million | 57 | 2 | $971,184 |
| 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 |
| Wilson Financial Group |
|
$29.6 million | 42 | 1 | $704,652 |
| 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
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About the Editorial Team
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