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RIAs by state · SEC data as of October 1, 2026

RIAs in Georgia

The SEC-registered investment advisers based in Georgia, what they manage, and the largest independent wealth managers.

Georgia is home to 228 wealth-focused RIAs managing $411B, 12th of 51 states and DC. The largest is HB Wealth in Atlanta, with $30B.

Wealth-focused RIAs
228
12th of 51
Their assets
$411B
16th of 51
$1B+ firms
55
Median $371M
All SEC RIAs
327
19,252 employees

Largest independent wealth managers in Georgia

Largest independent wealth managers headquartered in Georgia
#FirmHeadquartersRegulatory AUMIndividual clientsEmployees
1HB WealthSEC recordAtlanta$30B4,808325
2Osaic Advisory Services, LLCSEC recordAtlanta$15B29,5162,180
3Openarc Corporate Advisory, LLCSEC recordAtlanta$10B3,841146
4Signaturefd, LLCSEC recordAtlanta$9.7B1,891130
5Crawford Investment Counsel IncSEC recordAtlanta$9.1B1,94354
6Arkadios Wealth AdvisorsSEC recordAtlanta$8.8B14,320188
7Nicholas Hoffman & Company, LLCSEC recordAtlanta$8.3B39925
8Capital Investment Advisors, LLCSEC recordAtlanta$8.2B6,014107
9BalentineSEC recordAtlanta$5.5B43961
10BIP Wealth, LLCSEC recordAtlanta$5.3B3,10888
11IFG Advisory, LLCSEC recordAtlanta$4.8B9,038187
12Sage Mountain Advisors, LLCSEC recordAtlanta$4.3B18631
13ZWJ Investment Counsel IncSEC recordAtlanta$4.2B99020
14Southeast Asset Advisors, LLCSEC recordThomasville$4.2B28114
15Aprio Wealth Management, LLCSEC recordAtlanta$4.2B1,59255

Ranked by regulatory assets under management on each firm’s latest Form ADV. Excludes broker-dealers’ advisory arms and managed-account platforms. Nationally: the 100 largest RIAs.

Questions

How many RIAs are there in Georgia?

327 SEC-registered investment advisers have their main office in Georgia, and 228 of them are wealth-focused, managing at least half of their assets for individuals and high-net-worth clients. That ranks Georgia 12th of 51 states and DC, according to Financial ADVSR’s count of SEC data as of October 1, 2026.

What is the largest RIA in Georgia?

HB Wealth, based in Atlanta, is the largest independent wealth manager headquartered in Georgia, with $30B in regulatory assets under management and 4,808 individual clients on its latest Form ADV.

How much do Georgia RIAs manage?

Wealth-focused RIAs based in Georgia report $411B in regulatory assets under management, 16th among the states. 55 of them manage $1 billion or more; the median manages $371M.

How we built this

The SEC publishes a list of every registered investment adviser, drawn from each firm’s Form ADV. We used the list current through October 1, 2026, kept the 16,943 advisers the SEC shows as approved, and placed each in the state of its main office; 14,641 are based in the United States. Regulatory assets under management come from Item 5.F, client counts from Item 5.D.

Wealth-focused RIAs manage at least half of their assets for individuals and high-net-worth clients, the same test as our RIA Custody Tracker; there are 8,130 in the US. Rankings and each state’s largest-firms list show independent wealth managers only: wealth-focused firms that offer financial planning, are not themselves broker-dealers, and hold less than half their assets in wrap programs they sponsor or manage. That leaves out wirehouse and broker-dealer advisory arms and managed-account platforms, which still count in each state’s totals.

What it doesn’t show

  • State-registered advisers, most of which manage less than $100 million, register with their state regulator and aren’t in SEC data.
  • A firm counts only in its main office state, though many have offices in several.
  • Figures are as of each adviser’s latest annual Form ADV update, usually its December 31 fiscal year-end, so they lag recent deals.
  • Firms that file under more than one registration (an RIA and a separate institutional arm, for example) appear as separate advisers.

The data is free to use with credit to Financial ADVSR. Questions or corrections: contact the editors.

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