Best Financial Advisor Firms Georgia 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Georgia.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Georgia are as followed:

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 $69.9 million 88 2 $794,171
American Financial Advisors 5/5 Stars $925.9 million 947 1 $977,705
Aprio Wealth Management 5/5 Stars $1.3 billion 534 9 $2.5 million
Arkin Financial Advisors 5/5 Stars $38.4 million 20 1 $1.9 million
Artemis Real Estate Partners 5/5 Stars $6.9 billion 21 35 $330.8 million
Aurora Investment Counsel 5/5 Stars $219.1 million 60 2 $3.7 million
Benedict Financial Advisors 5/5 Stars $436.3 million 337 6 $1.3 million
Bowen, Hanes & CO 5/5 Stars $4.1 billion 129 1 $31.4 million
Brannen & Lyle Investment Company 5/5 Stars $9.6 million 27 3 $356,947
Bridge Investment Group 5/5 Stars $36.3 billion 116 4 $313.3 million
Brightworth 5/5 Stars $5.4 billion 2,302 29 $2.3 million
Brown Wealth Management 5/5 Stars $63.5 million 85 1 $747,323
BT Wealth Management 5/5 Stars $1.1 billion 343 7 $3.1 million
Buckhead Capital Management 5/5 Stars $3.7 billion 232 9 $16.0 million
C.W. O'Conner Wealth Advisors 5/5 Stars $242.3 million 98 1 $2.5 million
Cahaba Wealth Management 5/5 Stars $1.2 billion 575 9 $2.0 million
Callan 5/5 Stars $18.2 billion 616 152 $29.5 million
Calvary Wealth 5/5 Stars $154.5 million 92 2 $1.7 million
Cambria Investment Management 5/5 Stars $1.2 billion 246 3 $4.9 million
Capital Directions 5/5 Stars $3.8 billion 1,877 11 $2.0 million
Cardea Capital Group 5/5 Stars $3.3 billion 78 3 $41.7 million
Carson Advisory Group 5/5 Stars $693.7 million 907 8 $764,781
Cerner Capital Management 5/5 Stars $15.9 million 60 1 $265,251
Clear Investment Research 5/5 Stars $6.6 billion 91 3 $72.4 million
Clearbridge Wealth Management 5/5 Stars $296.8 million 215 1 $1.4 million
Consolidated Planning Corporation 5/5 Stars $1.2 billion 849 8 $1.4 million
Cornercap Investment Counsel 5/5 Stars $1.3 billion 597 14 $2.2 million
Cornerstone Investment Partners 5/5 Stars $1.9 billion 311 10 $6.2 million
Cornerstone Management 5/5 Stars $1.6 billion 283 6 $5.5 million
Csenge Advisory Group 5/5 Stars $2.4 billion 3,904 52 $602,438
Day & Ennis 5/5 Stars $412.5 million 269 4 $1.5 million
Decatur Capital Management 5/5 Stars $180.1 million 20 1 $9.0 million
Disciplined Equity Management 5/5 Stars $339.8 million 200 3 $1.7 million
Eads & Heald Wealth Management 5/5 Stars $265.1 million 296 4 $895,504
Echols Financial Services 5/5 Stars $23.9 million 47 1 $508,895
Elm3 Financial Group 5/5 Stars $135.4 million 235 2 $576,082
Elwood & Goetz 5/5 Stars $558.5 million 497 12 $1.1 million
Enclave Advisors 5/5 Stars $1.1 billion 67 3 $15.8 million
Executive Money Managers 5/5 Stars $73.9 million 410 4 $180,332
Family WMS 5/5 Stars $779.1 million 37 3 $21.1 million
FiduciaryVest 5/5 Stars $4.2 billion 24 4 $177.1 million
Financial Decision Partners 5/5 Stars $16.6 million 41 1 $404,416
First City Capital Management 5/5 Stars $395.7 million 245 4 $1.6 million
Fordham Financial Services 5/5 Stars $21.4 million 70 1 $305,285
FWI Wealth Management 5/5 Stars $34.2 million 26 1 $1.3 million
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Heritage Financial Planning 5/5 Stars $262.5 million 138 4 $1.9 million
IRC Wealth 5/5 Stars $436.3 million 281 4 $1.6 million
Iron Capital Advisors 5/5 Stars $5.5 billion 171 2 $31.9 million
JAM Capital Partners 5/5 Stars $64.4 million 20 1 $3.2 million
Jamison Private Wealth Management 5/5 Stars $551.7 million 358 3 $1.5 million
Johnson Brunetti 5/5 Stars $1.1 billion 4,317 14 $257,919
KAM-south 5/5 Stars $84.6 million 107 1 $790,861
Kingsmark Private Financial Advisors 5/5 Stars $318.6 million 417 4 $764,052
Latitude Advisors 5/5 Stars $275.0 million 1,023 75 $268,817
LCG Associates 5/5 Stars $1.4 billion 95 44 $14.6 million
LVZ Advisors 5/5 Stars $917.5 million 2,463 12 $372,513
Mccormack Financial Planning 5/5 Stars $92.7 million 191 3 $485,495
Meld Financial 5/5 Stars $585.9 million 666 11 $879,796
Meridian Investments logoMeridian Investments 5/5 Stars $79.2 million 81 1 $978,014
Merit Financial Advisors 5/5 Stars $3.7 billion 5,629 90 $654,061
Mesa Financial Group 5/5 Stars $85.6 million 129 1 $663,263
Minerva Planning Group 5/5 Stars $142.8 million 92 2 $1.6 million
Modera Wealth Management 5/5 Stars $7.0 billion 2,293 56 $3.0 million
Montag 5/5 Stars $2.5 billion 453 12 $5.6 million
MSouth Equity Partners 5/5 Stars $1.2 billion 3 16 $390.4 million
NAMCOA 5/5 Stars $234.5 million 234 13 $1.0 million
NEPC 5/5 Stars $69.7 billion 403 1 $173.0 million
Omni Wealth Advisors 5/5 Stars $108.2 million 127 2 $851,968
Palisades Hudson Asset Management 5/5 Stars $1.5 billion 145 9 $10.3 million
Parrish Capital 5/5 Stars $104.6 million 164 2 $637,687
Pathway Financial Advisors 5/5 Stars $766.6 million 242 7 $3.2 million
Paul Manners & Associates 5/5 Stars $346.8 million 224 2 $1.5 million
Peregrine Investment Advisors 5/5 Stars $352.3 million 79 3 $4.5 million
Persium Advisors 5/5 Stars $253.9 million 105 7 $2.4 million
Quadrant Real Estate Advisors 5/5 Stars $959.4 million 3 10 $319.8 million
Reliastar Capital Management 5/5 Stars $17.4 million 110 2 $158,011
Retirement Fund Management 5/5 Stars $843.4 million 17 1 $49.6 million
Rosen Capital Management 5/5 Stars $107.0 million 122 2 $877,170
Safe Harbor Financial Planning & Investment Advisory 5/5 Stars $31.7 million 64 1 $495,995
Sherrill & Hutchins Financial Advisory 5/5 Stars $571.5 million 438 5 $1.3 million
Smith & Howard Wealth Management 5/5 Stars $484.1 million 190 6 $2.5 million
Stadion Money Management 5/5 Stars $2.4 billion 49,175 15 $49,661
Stonewall Asset Mgmt 5/5 Stars $54.2 million 100 3 $542,084
Sugarloaf Wealth Management 5/5 Stars $512.3 million 481 8 $1.1 million
TandemGrowth Financial Advisors 5/5 Stars $225.4 million 189 3 $1.2 million
Terracap Management 5/5 Stars $2.0 billion 11 8 $177.4 million
THE Advisory Firm 5/5 Stars $85.0 million 85 0 $1.0 million
THE Jenkins Group 5/5 Stars $91.1 million 119 3 $765,866
THE Marin Group 5/5 Stars $82.3 million 142 2 $579,636
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
The Moorings Group 5/5 Stars $514.5 million 190 2 $2.7 million
The Wealth Consulting Group 5/5 Stars $2.9 billion 7,706 101 $372,718
Troika Capital Advisors 5/5 Stars $31.2 million 76 1 $411,161
Wealth 360 5/5 Stars $49.8 million 141 2 $353,430
Wealth Science Advisors 5/5 Stars $282.8 million 204 6 $1.4 million
Wela Strategies 5/5 Stars $229.4 million 744 13 $308,305
Wipfli Financial Advisors 5/5 Stars $5.1 billion 2,826 80 $1.8 million
Worthscape 5/5 Stars $67.8 million 23 1 $2.9 million
ZWJ Investment Counsel 5/5 Stars $3.2 billion 877 12 $3.7 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, retirement planning, and more.


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