Financial advisers in Atlanta , GA

AUM: $749.5B
Per adviser: $1.1B
Advisers: 713

Truist Advisory Services, INC.

Atlanta, GA · Est. 2016

AUM: $77.4B
Per adviser: $33M
Advisers: 2,360

Earnest Partners, LLC

Atlanta, GA · Est. 1999

AUM: $42.6B
Per adviser: $2.7B
Advisers: 16

No reported disclosures

Voya Investment Management LLC

Atlanta, GA · Est. 1998

AUM: $38.8B
Per adviser: $119M
Advisers: 326

No reported disclosures

Roark Capital Management, LLC

Atlanta, GA · Est. 2012

AUM: $34.2B
Per adviser: $329M
Advisers: 104

No reported disclosures

Hb Wealth

Atlanta, GA · Est. 2021

AUM: $30.2B
Per adviser: $198M
Advisers: 152

No reported disclosures

Atlanta Capital

Atlanta, GA · Est. 2001

AUM: $28.6B
Per adviser: $2.0B
Advisers: 14

No reported disclosures

Osaic Advisory Services, LLC

Atlanta, GA · Est. 2014

AUM: $15.5B
Per adviser: $45M
Advisers: 344

Ira Group, INC.

Atlanta, GA · Est. 2009

AUM: $15.4B
Per adviser: $856M
Advisers: 18

Atlanta Consulting Group Advisors, LLC

Atlanta, GA · Est. 2017

AUM: $14.7B
Per adviser: $1.5B
Advisers: 10

No reported disclosures

Angel Oak Capital Advisors, LLC

Atlanta, GA · Est. 2009

AUM: $11.5B
Per adviser: $479M
Advisers: 24

Asset Preservation Advisors, LLC

Atlanta, GA · Est. 1992

AUM: $11.1B
Per adviser: $553M
Advisers: 20

No reported disclosures

Advisory Services Network

Atlanta, GA · Est. 2010

AUM: $10.6B
Per adviser: $43M
Advisers: 247

No reported disclosures

Openarc Corporate Advisory, LLC

Atlanta, GA · Est. 2025

AUM: $10.1B
Per adviser: $126M
Advisers: 80

No reported disclosures

Signaturefd, LLC

Atlanta, GA · Est. 2001

AUM: $9.7B
Per adviser: $194M
Advisers: 50

No reported disclosures

Crawford Investment Counsel INC

Atlanta, GA · Est. 1980

AUM: $9.1B
Per adviser: $338M
Advisers: 27

Arkadios Wealth Advisors

Atlanta, GA · Est. 2017

AUM: $8.8B
Per adviser: $58M
Advisers: 151

No reported disclosures

Nicholas Hoffman & Company, LLC

Atlanta, GA · Est. 2007

AUM: $8.3B
Per adviser: $516M
Advisers: 16

No reported disclosures

Capital Investment Advisors, LLC

Atlanta, GA · Est. 2011

AUM: $8.2B
Per adviser: $149M
Advisers: 55

No reported disclosures

Domain Capital Advisors, LLC

Atlanta, GA · Est. 1990

AUM: $7.3B
Per adviser: $404M
Advisers: 18

No reported disclosures

Jamestown, L.P.

Atlanta, GA · Est. 2012

AUM: $7.1B
Per adviser: $66M
Advisers: 107

No reported disclosures

Gmt Capital Corp.

Atlanta, GA · Est. 2012

AUM: $6.9B
Per adviser: $985M
Advisers: 7

Gid Multifamily Investment Management LLC

Atlanta, GA · Est. 2023

AUM: $5.9B
Per adviser: $48M
Advisers: 122

No reported disclosures

Buckhead Capital Management, LLC

Atlanta, GA · Est. 2000

AUM: $5.8B
Per adviser: $480M
Advisers: 12

No reported disclosures

Cortland Investment Management, LLC

Atlanta, GA · Est. 2019

AUM: $5.7B
Per adviser: $64M
Advisers: 88

No reported disclosures

Balentine

Atlanta, GA · Est. 2009

AUM: $5.5B
Per adviser: $222M
Advisers: 25

No reported disclosures

Bip Wealth, LLC

Atlanta, GA · Est. 2008

AUM: $5.3B
Per adviser: $110M
Advisers: 48

No reported disclosures

Forest Investment Associates

Atlanta, GA · Est. 1986

AUM: $5.2B
Per adviser: $403M
Advisers: 13

No reported disclosures

Fiduciaryvest, LLC

Atlanta, GA · Est. 2005

AUM: $4.9B
Per adviser: $548M
Advisers: 9

No reported disclosures

Ifg Advisory, LLC

Atlanta, GA · Est. 2014

AUM: $4.8B
Per adviser: $55M
Advisers: 86

No reported disclosures

Sage Mountain Advisors, LLC

Atlanta, GA · Est. 2018

AUM: $4.3B
Per adviser: $214M
Advisers: 20

No reported disclosures

Zwj Investment Counsel INC

Atlanta, GA · Est. 1981

AUM: $4.2B
Per adviser: $352M
Advisers: 12

No reported disclosures

Aprio Wealth Management, LLC

Atlanta, GA · Est. 2004

AUM: $4.2B
Per adviser: $130M
Advisers: 32

No reported disclosures

Bt Family Office, LLC

Atlanta, GA · Est. 2020

AUM: $4.0B
Per adviser: $571M
Advisers: 7

No reported disclosures

Holbrook Holdings, INC.

Atlanta, GA · Est. 2016

AUM: $3.8B
Per adviser: $1.3B
Advisers: 3

No reported disclosures

Equity Investment Corp

Atlanta, GA · Est. 2016

AUM: $3.5B
Per adviser: $130M
Advisers: 27

No reported disclosures

Advocacy Wealth Management, LLC

Atlanta, GA · Est. 2013

AUM: $3.2B
Per adviser: $125M
Advisers: 26

No reported disclosures

Lcp Institutional, LLC

Atlanta, GA · Est. 2023

AUM: $3.2B
Per adviser: $794M
Advisers: 4

No reported disclosures

Gleneagles Investment Advisors, LLC

Atlanta, GA · Est. 2021

AUM: $3.1B
Per adviser: $1.5B
Advisers: 2

No reported disclosures

Silvant Capital Management LLC

Atlanta, GA · Est. 2008

AUM: $3.0B
Per adviser: $507M
Advisers: 6

No reported disclosures

Globalt Investments

Atlanta, GA · Est. 2023

AUM: $3.0B
Per adviser: $168M
Advisers: 18

No reported disclosures

Montag

Atlanta, GA · Est. 1982

AUM: $3.0B
Per adviser: $297M
Advisers: 10

No reported disclosures

Falcons I, LLC

Atlanta, GA · Est. 2018

AUM: $2.7B
Per adviser: $2.7B
Advisers: 1

Bison Wealth, LLC

Atlanta, GA · Est. 2019

AUM: $2.7B
Per adviser: $42M
Advisers: 65

Cornerstone Investment Partners, LLC

Atlanta, GA · Est. 2002

AUM: $2.7B
Per adviser: $379M
Advisers: 7

No reported disclosures

Lcg Associates, INC.

Atlanta, GA · Est. 1982

AUM: $2.6B
Per adviser: $54M
Advisers: 48

No reported disclosures

Strategic Blueprint, LLC

Atlanta, GA · Est. 2016

AUM: $2.5B
Per adviser: $50M
Advisers: 51

No reported disclosures

Arcus Capital Partners, LLC

Atlanta, GA · Est. 2008

AUM: $2.5B
Per adviser: $503M
Advisers: 5

No reported disclosures

Bluearc Capital Management

Atlanta, GA · Est. 2014

AUM: $2.4B
Per adviser: $349M
Advisers: 7

No reported disclosures

Resurgens Technology Advisors, L.P.

Atlanta, GA · Est. 2019

AUM: $2.2B
Per adviser: $64M
Advisers: 34

No reported disclosures

Blue Grotto Capital, LLC

Atlanta, GA · Est. 2019

AUM: $2.1B
Per adviser: $525M
Advisers: 4

No reported disclosures

Cahaba Wealth Management, INC.

Atlanta, GA · Est. 2009

AUM: $2.1B
Per adviser: $121M
Advisers: 17

No reported disclosures

Aff Fund Manager, LLC

Atlanta, GA · Est. 2017

AUM: $2.0B
Per adviser: $134M
Advisers: 15

No reported disclosures

Timberland Investment Resources, LLC

Atlanta, GA · Est. 2004

AUM: $2.0B
Per adviser: $66M
Advisers: 30

No reported disclosures

Shapiro Capital Management LLC

Atlanta, GA · Est. 1989

AUM: $2.0B
Per adviser: $492M
Advisers: 4

No reported disclosures

Marco Investment Management LLC

Atlanta, GA · Est. 1998

AUM: $1.8B
Per adviser: $353M
Advisers: 5

No reported disclosures

Argonne Capital Group, LLC

Atlanta, GA · Est. 2018

AUM: $1.7B
Per adviser: $56M
Advisers: 30

No reported disclosures

Cpc Advisors, LLC

Atlanta, GA · Est. 1976

AUM: $1.7B
Per adviser: $99M
Advisers: 17

No reported disclosures

Primus Capital Partners, INC.

Atlanta, GA · Est. 2012

AUM: $1.7B
Per adviser: $93M
Advisers: 18

No reported disclosures

Rollins Financial Advisors, LLC

Atlanta, GA · Est. 2021

AUM: $1.6B
Per adviser: $227M
Advisers: 7

No reported disclosures

Infinity Capital Advisors, LLC

Atlanta, GA · Est. 2012

AUM: $1.5B
Per adviser: $219M
Advisers: 7

No reported disclosures

Liquid Strategies, LLC

Atlanta, GA · Est. 2014

AUM: $1.4B
Per adviser: $289M
Advisers: 5

No reported disclosures

Haven Global Partners, LLC

Atlanta, GA · Est. 2021

AUM: $1.4B
Per adviser: $482M
Advisers: 3

No reported disclosures

Chi-Rho Financial, LLC

Atlanta, GA · Est. 2012

AUM: $1.4B
Per adviser: $150M
Advisers: 9

No reported disclosures

Bip Capital

Atlanta, GA · Est. 2018

AUM: $1.3B
Per adviser: $129M
Advisers: 10

No reported disclosures

Sovereign'S Capital Management, LLC

Atlanta, GA · Est. 2022

AUM: $1.3B
Per adviser: $47M
Advisers: 27

No reported disclosures

Fulcrum Equity Partners, INC.

Atlanta, GA · Est. 2026

AUM: $1.2B
Per adviser: $72M
Advisers: 16

No reported disclosures

Longview Wealth Management

Atlanta, GA · Est. 2005

AUM: $1.2B
Per adviser: $89M
Advisers: 13

No reported disclosures

Godwin Capital Group, LLC

Atlanta, GA · Est. 2021

AUM: $1.1B
Per adviser: $283M
Advisers: 4

No reported disclosures

Sb Advisory, LLC

Atlanta, GA · Est. 2012

AUM: $1.1B
Per adviser: $37M
Advisers: 30

Bay Point Advisors, LLC

Atlanta, GA · Est. 2019

AUM: $1.0B
Per adviser: $36M
Advisers: 29

No reported disclosures

West Paces Advisors, INC.

Atlanta, GA · Est. 2015

AUM: $1.0B
Per adviser: $201M
Advisers: 5

No reported disclosures

Msouth Equity Partners, LLC

Atlanta, GA · Est. 2012

AUM: $1.0B
Per adviser: $77M
Advisers: 13

No reported disclosures

Boone Capital Management LLC

Atlanta, GA · Est. 2022

AUM: $963M
Per adviser: $193M
Advisers: 5

No reported disclosures

Builder Investment Group

Atlanta, GA · Est. 1983

AUM: $953M
Per adviser: $238M
Advisers: 4

No reported disclosures

Peachtree Group

Atlanta, GA · Est. 2025

AUM: $941M
Per adviser: $14M
Advisers: 69

No reported disclosures

Trails Edge Capital Partners, LP

Atlanta, GA · Est. 2025

AUM: $933M
Per adviser: $187M
Advisers: 5

No reported disclosures

Inlight Wealth

Atlanta, GA · Est. 2017

AUM: $843M
Per adviser: $281M
Advisers: 3

No reported disclosures

Eagle Merchant Partners

Atlanta, GA · Est. 2023

AUM: $841M
Per adviser: $56M
Advisers: 15

No reported disclosures

Waypoint Wealth Counsel LLC

Atlanta, GA · Est. 2017

AUM: $824M
Per adviser: $275M
Advisers: 3

No reported disclosures

Masters Capital Management, L.L.C.

Atlanta, GA · Est. 2006

AUM: $805M
Per adviser: $62M
Advisers: 13

No reported disclosures

Veracity Capital LLC

Atlanta, GA · Est. 2019

AUM: $800M
Per adviser: $73M
Advisers: 11

No reported disclosures

Eagle Rock Investment Company, LLC

Atlanta, GA · Est. 2021

AUM: $787M
Per adviser: $262M
Advisers: 3

No reported disclosures

Regent Peak Wealth Advisors, LLC

Atlanta, GA · Est. 2019

AUM: $786M
Per adviser: $112M
Advisers: 7

No reported disclosures

4612 Group, LLC

Atlanta, GA · Est. 2020

AUM: $773M
Per adviser: $86M
Advisers: 9

No reported disclosures

Retirement Fund Management

Atlanta, GA · Est. 2008

AUM: $770M
Per adviser: $770M
Advisers: 1

No reported disclosures

Beacon Global Advisor Network, LLC

Atlanta, GA · Est. 2017

AUM: $745M
Per adviser: $12M
Advisers: 61

No reported disclosures

Meadow Creek Wealth Advisors, LLC

Atlanta, GA · Est. 2018

AUM: $728M
Per adviser: $146M
Advisers: 5

No reported disclosures

Smith & Howard Wealth Management, LLC

Atlanta, GA · Est. 1999

AUM: $727M
Per adviser: $121M
Advisers: 6

No reported disclosures

Anchyra Partners LLC

Atlanta, GA · Est. 2025

AUM: $689M
Per adviser: $345M
Advisers: 2

No reported disclosures

Irc Wealth

Atlanta, GA · Est. 2006

AUM: $667M
Per adviser: $83M
Advisers: 8

No reported disclosures

Consequent Capital Management, LLC

Atlanta, GA · Est. 2016

AUM: $639M
Per adviser: $107M
Advisers: 6

No reported disclosures

Rowland Miller + Partners LLC

Atlanta, GA · Est. 2015

AUM: $636M
Per adviser: $212M
Advisers: 3

No reported disclosures

Sherrill & Hutchins Financial Advisory INC

Atlanta, GA · Est. 1984

AUM: $624M
Per adviser: $104M
Advisers: 6

No reported disclosures

Arcapita Investment Management US INC.

Atlanta, GA · Est. 2021

AUM: $607M
Per adviser: $76M
Advisers: 8

No reported disclosures

Persium Advisors, LLC

Atlanta, GA · Est. 2010

AUM: $584M
Per adviser: $53M
Advisers: 11

No reported disclosures

Epg Wealth Management LLC

Atlanta, GA · Est. 2019

AUM: $579M
Per adviser: $58M
Advisers: 10

No reported disclosures

Domain Timber Advisors, LLC

Atlanta, GA · Est. 2017

AUM: $576M
Per adviser: $41M
Advisers: 14

No reported disclosures

Novapoint Capital LLC

Atlanta, GA · Est. 2019

AUM: $536M
Per adviser: $89M
Advisers: 6

No reported disclosures

Financial Innovations, LLC

Atlanta, GA · Est. 2007

AUM: $535M
Per adviser: $268M
Advisers: 2

No reported disclosures

Sardis Group, LLC

Atlanta, GA · Est. 2025

AUM: $531M
Per adviser: $89M
Advisers: 6

No reported disclosures

Benedict Financial Advisors, INC.

Atlanta, GA · Est. 2013

AUM: $529M
Per adviser: $106M
Advisers: 5

No reported disclosures

Altera Private Access, LLC

Atlanta, GA · Est. 2017

AUM: $519M
Per adviser: $130M
Advisers: 4

No reported disclosures

Highbrook Capital Partners

Atlanta, GA · Est. 2025

AUM: $509M
Per adviser: $102M
Advisers: 5

No reported disclosures

First Advisors National, LLC

Atlanta, GA · Est. 2012

AUM: $506M
Per adviser: $8M
Advisers: 64

No reported disclosures

Investors Asset Management Of Georgia INC

Atlanta, GA · Est. 1990

AUM: $502M
Per adviser: $72M
Advisers: 7

Paces Ferry Wealth Advisors, LLC

Atlanta, GA · Est. 2019

AUM: $491M
Per adviser: $82M
Advisers: 6

No reported disclosures

Register Financial Advisors, LLC

Atlanta, GA · Est. 2015

AUM: $488M
Per adviser: $41M
Advisers: 12

Source Capital, LLC

Atlanta, GA · Est. 2024

AUM: $475M
Per adviser: $32M
Advisers: 15

No reported disclosures

Adapt Wealth Advisors, LLC

Atlanta, GA · Est. 2024

AUM: $469M
Per adviser: $47M
Advisers: 10

No reported disclosures

Sard Wealth Managment Group, LLC

Atlanta, GA · Est. 2008

AUM: $464M
Per adviser: $232M
Advisers: 2

No reported disclosures

Access Investment Management, LLC

Atlanta, GA · Est. 2022

AUM: $456M
Per adviser: $228M
Advisers: 2

No reported disclosures

Holcombe Financial, INC.

Atlanta, GA · Est. 2006

AUM: $452M
Per adviser: $151M
Advisers: 3

No reported disclosures

Hamilton Capital Partners, LLC

Atlanta, GA · Est. 2021

AUM: $444M
Per adviser: $148M
Advisers: 3

No reported disclosures

Peachtree Wealth Advisors, INC

Atlanta, GA · Est. 2020

AUM: $437M
Per adviser: $218M
Advisers: 2

No reported disclosures

Mcp Advisers, LLC

Atlanta, GA · Est. 2024

AUM: $400M
Per adviser: $400M
Advisers: 1

No reported disclosures

Private Family Wealth Advisors

Atlanta, GA · Est. 2023

AUM: $393M
Per adviser: $393M
Advisers: 1

No reported disclosures

Red Tortoise

Atlanta, GA · Est. 2018

AUM: $382M
Per adviser: $96M
Advisers: 4

No reported disclosures

The Strategic Financial Alliance

Atlanta, GA · Est. 2003

AUM: $382M
Per adviser: $9M
Advisers: 41

No reported disclosures

Regimen Wealth, LLC

Atlanta, GA · Est. 2020

AUM: $365M
Per adviser: $91M
Advisers: 4

No reported disclosures

Resurgent Advisors

Atlanta, GA · Est. 2019

AUM: $355M
Per adviser: $35M
Advisers: 10

Maestria Partners LLC

Atlanta, GA · Est. 2025

AUM: $350M
Per adviser: $350M
Advisers: 1

No reported disclosures

Bip Capital Management Services, LLC

Atlanta, GA · Est. 2020

AUM: $345M
Per adviser: $115M
Advisers: 3

No reported disclosures

Dai Wealth, LLC

Atlanta, GA · Est. 2006

AUM: $330M
Per adviser: $8M
Advisers: 40

No reported disclosures

Level 5 Capital Partners, LLC

Atlanta, GA · Est. 2022

AUM: $327M
Per adviser: $65M
Advisers: 5

No reported disclosures

O15 Capital Partners, LLC

Atlanta, GA · Est. 2025

AUM: $310M
Per adviser: $39M
Advisers: 8

No reported disclosures

Battle Investment Group, LLC

Atlanta, GA · Est. 2022

AUM: $308M
Per adviser: $51M
Advisers: 6

No reported disclosures

Grove Mountain Partners, LLC

Atlanta, GA · Est. 2024

AUM: $308M
Per adviser: $44M
Advisers: 7

No reported disclosures

Compass Wealth Management, LLC

Atlanta, GA · Est. 2011

AUM: $308M
Per adviser: $154M
Advisers: 2

No reported disclosures

Monterey Wealth

Atlanta, GA · Est. 2020

AUM: $300M
Per adviser: $100M
Advisers: 3

No reported disclosures

Estate Management Counselors,LLC

Atlanta, GA · Est. 2018

AUM: $294M
Per adviser: $147M
Advisers: 2

No reported disclosures

Baugh & Associates, LLC

Atlanta, GA · Est. 2005

AUM: $294M
Per adviser: $147M
Advisers: 2

No reported disclosures

Chatham Capital

Atlanta, GA · Est. 2012

AUM: $289M
Per adviser: $41M
Advisers: 7

No reported disclosures

Banyan Capital Management, INC.

Atlanta, GA · Est. 2018

AUM: $282M
Per adviser: $141M
Advisers: 2

No reported disclosures

Conscious Wealth Investments, LLC

Atlanta, GA · Est. 2022

AUM: $273M
Per adviser: $68M
Advisers: 4

No reported disclosures

Aurora Investment Counsel

Atlanta, GA · Est. 2001

AUM: $253M
Per adviser: $126M
Advisers: 2

No reported disclosures

Checks & Balances, INC.

Atlanta, GA · Est. 2001

AUM: $251M
Per adviser: $251M
Advisers: 1

No reported disclosures

Keystone Financial Group, INC.

Atlanta, GA · Est. 2021

AUM: $247M
Per adviser: $49M
Advisers: 5

No reported disclosures

Caymus Equity Partners, LLC

Atlanta, GA · Est. 2024

AUM: $242M
Per adviser: $40M
Advisers: 6

No reported disclosures

Greybull Partners LLC

Atlanta, GA · Est. 2003

AUM: $241M
Per adviser: $30M
Advisers: 8

No reported disclosures

Eads & Heald Wealth Management

Atlanta, GA · Est. 1987

AUM: $240M
Per adviser: $60M
Advisers: 4

No reported disclosures

Galleria Financial Advisors, LLC

Atlanta, GA · Est. 2005

AUM: $239M
Per adviser: $120M
Advisers: 2

No reported disclosures

Cygnus Capital Advisors, LLC

Atlanta, GA · Est. 2024

AUM: $230M
Per adviser: $115M
Advisers: 2

No reported disclosures

Alder Financial Group INC

Atlanta, GA · Est. 2020

AUM: $224M
Per adviser: $75M
Advisers: 3

No reported disclosures

Reicon Wealth Advisors, LLC

Atlanta, GA · Est. 2023

AUM: $220M
Per adviser: $44M
Advisers: 5

No reported disclosures

San Blas Advisory, INC.

Atlanta, GA · Est. 2026

AUM: $219M
Per adviser: $24M
Advisers: 9

No reported disclosures

Premis Advisors, LLC

Atlanta, GA · Est. 2018

AUM: $214M
Per adviser: $214M
Advisers: 1

No reported disclosures

Magellan Planning Group

Atlanta, GA · Est. 2026

AUM: $210M
Per adviser: $70M
Advisers: 3

No reported disclosures

Pierson Wealth Management

Atlanta, GA · Est. 2018

AUM: $192M
Per adviser: $96M
Advisers: 2

No reported disclosures

Xception Family Office

Atlanta, GA · Est. 2025

AUM: $189M
Per adviser: $63M
Advisers: 3

No reported disclosures

Wright Wealth LLC

Atlanta, GA · Est. 2026

AUM: $188M
Per adviser: $31M
Advisers: 6

No reported disclosures

Ash Investment Partners, LLC

Atlanta, GA · Est. 2022

AUM: $186M
Per adviser: $23M
Advisers: 8

No reported disclosures

George M. Hiller Companies, LLC

Atlanta, GA · Est. 1981

AUM: $183M
Per adviser: $37M
Advisers: 5

No reported disclosures

True Square Financial LLC

Atlanta, GA · Est. 2026

AUM: $179M
Per adviser: $179M
Advisers: 1

No reported disclosures

Chancellor Wealth Management, INC.

Atlanta, GA · Est. 2022

AUM: $174M
Per adviser: $87M
Advisers: 2

No reported disclosures

The Keystone Financial Alliance, LLC

Atlanta, GA · Est. 2019

AUM: $165M
Per adviser: $165M
Advisers: 1

No reported disclosures

Gutt Financial Management, LLC

Atlanta, GA · Est. 1995

AUM: $162M
Per adviser: $162M
Advisers: 1

No reported disclosures

Martinwright Advisory, LLC

Atlanta, GA · Est. 2025

AUM: $161M
Per adviser: $32M
Advisers: 5

No reported disclosures

Covey Capital Advisors, LLC

Atlanta, GA · Est. 2010

AUM: $156M
Per adviser: $156M
Advisers: 1

No reported disclosures

Lynx Capital, LLC

Atlanta, GA · Est. 2022

AUM: $155M
Per adviser: $52M
Advisers: 3

No reported disclosures

Maven Capital Partners, LLC

Atlanta, GA · Est. 2024

AUM: $153M
Per adviser: $38M
Advisers: 4

No reported disclosures

West Elk Capital, LLC

Atlanta, GA · Est. 2018

AUM: $152M
Per adviser: $76M
Advisers: 2

No reported disclosures

The Renn Wealth Management Group, INC.

Atlanta, GA · Est. 2021

AUM: $152M
Per adviser: $76M
Advisers: 2

No reported disclosures

Unified Investment Management

Atlanta, GA · Est. 2023

AUM: $151M
Per adviser: $75M
Advisers: 2

Peachcap Tax & Advisory, LLC

Atlanta, GA · Est. 2016

AUM: $147M
Per adviser: $37M
Advisers: 4

No reported disclosures

Crown Management Advisors, LLC

Atlanta, GA · Est. 2023

AUM: $142M
Per adviser: $36M
Advisers: 4

No reported disclosures

Linx Partners, LLC

Atlanta, GA · Est. 2012

AUM: $131M
Per adviser: $44M
Advisers: 3

No reported disclosures

Berkeley Advisors, INC.

Atlanta, GA · Est. 2024

AUM: $125M
Per adviser: $63M
Advisers: 2

No reported disclosures

Cmc Financial Group, LLC

Atlanta, GA · Est. 2018

AUM: $119M
Per adviser: $40M
Advisers: 3

No reported disclosures

Financial Discovery

Atlanta, GA · Est. 2024

AUM: $118M
Per adviser: $39M
Advisers: 3

No reported disclosures

Cornerstone Financial

Atlanta, GA · Est. 2026

AUM: $118M
Per adviser: $39M
Advisers: 3

No reported disclosures

Mccormack Financial Planning INC.

Atlanta, GA · Est. 2025

AUM: $116M
Per adviser: $39M
Advisers: 3

No reported disclosures

Infinite Giving Advisory Services, INC.

Atlanta, GA · Est. 2025

AUM: $113M
Per adviser: $19M
Advisers: 6

Skypoint Capital Advisors, LLC

Atlanta, GA · Est. 2023

AUM: $109M
Per adviser: $109M
Advisers: 1

No reported disclosures

Horse Cove Partners LLC

Atlanta, GA · Est. 2024

AUM: $107M
Per adviser: $21M
Advisers: 5

No reported disclosures

Wealth Engagement

Atlanta, GA · Est. 2025

AUM: $105M
Per adviser: $105M
Advisers: 1

No reported disclosures

Carter, Terry & Company, INC.

Atlanta, GA · Est. 2018

AUM: $104M
Per adviser: $7M
Advisers: 15

No reported disclosures

34 Financial, LLC

Atlanta, GA · Est. 2026

AUM: $101M
Per adviser: $25M
Advisers: 4

Harbinger Sports Partners

Atlanta, GA · Est. 2025

AUM: $100M
Per adviser: $14M
Advisers: 7

No reported disclosures

Collective Wealth Partners, LLC

Atlanta, GA · Est. 2022

AUM: $60M
Per adviser: $10M
Advisers: 6

No reported disclosures

Kdhb V Capital Management, LLC

Atlanta, GA · Est. 2021

AUM: $55M
Per adviser: $55M
Advisers: 1

No reported disclosures

Infinity Credit Advisory, LLC

Atlanta, GA · Est. 2024

AUM: $54M
Per adviser: $54M
Advisers: 1

No reported disclosures

Concourse Capital Advisors, LLC

Atlanta, GA · Est. 2025

AUM: $36M
Per adviser: $36M
Advisers: 1

No reported disclosures

Wolverine Investment Advisors, LLC

Atlanta, GA · Est. 2020

AUM: $1M
Per adviser: $713,852.5
Advisers: 2

No reported disclosures

Oppenheimerfunds INC

Atlanta, GA · Est. 1971

AUM: $827,684
Per adviser: $206,921
Advisers: 4

Greenwood Investment Advisors, LLC

Atlanta, GA · Est. 2023

AUM: $229,197
Per adviser: $229,197
Advisers: 1

No reported disclosures

Greenlight Investment Advisors

Atlanta, GA · Est. 2020

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Discipline Strategies Management, LP

Atlanta, GA · Est. 2025

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Crownstone Advisory & Investment Corp

Atlanta, GA · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Callodine Strategic Credit Fund III Management, LLC

Atlanta, GA · Est. 2026