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