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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

331 firms manage $1.5 trillionGeorgia

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 2370
    Aprio Wealth Management, LLCAtlanta, GA · 1,699 clientsWealth manager
    Schwab 82%
    $4.2B
  2. 2410
    BT Family Office, LLCAtlanta, GA · 10 clientsWealth manager
    BNY 63%J.P. Morgan 37%
    $4.0B
  3. 2481
    Henssler FinancialKennesaw, GA · 1,746 clientsWealth manager
    Schwab 100%
    $3.8B
  4. 2493
    Holbrook Holdings, Inc.Atlanta, GA · 3 clientsAsset managerHybrid
    No custodian reported
    $3.8B
  5. 2592
    Equity Investment CorpAtlanta, GA · 6,761 clientsWealth managerWrap sponsorHybrid
    Wells Fargo 54%UBS 46%
    $3.5B
  6. 2701
    Advocacy Wealth Management, LLCAtlanta, GA · 1,720 clientsWealth manager
    Reliance Trust 47%Fidelity 41%
    $3.2B
  7. 2740
    LCP Institutional, LLCAtlanta, GA · 133 clientsWealth managerHybrid
    U.S. Bank 42%BNY 34%Schwab 25%
    $3.2B
  8. 2783
    Gleneagles Investment Advisors, LLCAtlanta, GA · 51 clientsWealth manager
    No custodian reported
    $3.1B
  9. 2802
    Silvant Capital Management LLCAtlanta, GA · 32 clientsAsset managerHybridVP Distributors LLC
    U.S. Bank 35%Truist Bank 30%
    $3.0B
  10. 2817
    Globalt InvestmentsAtlanta, GA · 3,248 clientsWealth managerWrap sponsor
    Fidelity 100%
    $3.0B
  11. 2846
    MontagAtlanta, GA · 503 clientsWealth manager
    Schwab 63%Fidelity 37%
    $3.0B
  12. 2848
    Impact Partnership Wealth, LLCMarietta, GA · 8,017 clientsWealth managerWrap sponsorHybridAE Financial Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 56%Fidelity 44%
    $3.0B
  13. 2991
    Falcons I, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  14. 2998
    Bison Wealth, LLCAtlanta, GA · 9,003 clientsWealth managerHybrid
    Fidelity 65%Schwab 35%
    $2.7B
  15. 3033
    Stadion Money Management, LLCWatkinsville, GA · 49,626 clientsWealth managerWrap sponsor
    Fifth Third Bancorp (lincoln) 37%State Street 28%
    $2.7B
  16. 3060
    Cornerstone Investment Partners, LLCAtlanta, GA · 268 clientsAsset manager
    State Street 86%
    $2.7B
  17. 3093
    LCG Associates, Inc.Atlanta, GA · 108 clientsAsset manager
    Northern Trust 32%Schwab 29%
    $2.6B
  18. 3145
    Strategic Blueprint, LLCAtlanta, GA · 3,506 clientsWealth managerHybridThe Strategic Financial Alliance, Inc., Timbrel Capital, LLC
    Schwab 75%Fidelity 25%
    $2.5B
  19. 3160
    Arcus Capital Partners, LLCAtlanta, GA · 467 clientsWealth manager
    Schwab 73%Fidelity 27%
    $2.5B
  20. 3222
    Bluearc Capital ManagementAtlanta, GA · 51 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  21. 3354
    Cornerstone Management, Inc.Duluth, GA · 286 clientsAsset manager
    Schwab 100%
    $2.3B
  22. 3365
    Sound View Wealth Advisors Group, LLCSavannah, GA · 950 clientsWealth managerHybrid
    Schwab 87%
    $2.3B
  23. 3470
    Resurgens Technology Advisors, L.P.Atlanta, GA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  24. 3525
    Blue Grotto Capital, LLCAtlanta, GA · 7 clientsAsset manager
    Morgan Stanley 52%UBS 48%
    $2.1B
  25. 3537
    Narwhal Capital ManagementMarietta, GA · 365 clientsAsset manager
    Schwab 100%
    $2.1B
  26. 3559
    Cahaba Wealth Management, Inc.Atlanta, GA · 892 clientsWealth manager
    Fidelity Distributors Company 100%
    $2.1B
  27. 3623
    AFF Fund Manager, LLCAtlanta, GA · 14 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  28. 3658
    Timberland Investment Resources, LLCAtlanta, GA · 13 clientsAsset manager
    No custodian reported
    $2.0B
  29. 3668
    The Fiduciary GroupSavannah, GA · 702 clientsWealth managerAffiliated broker-dealer
    Schwab 84%
    $2.0B
  30. 3670
    Shapiro Capital Management LLCAtlanta, GA · 393 clientsAsset managerAffiliated broker-dealerResolute Investment Distributors, Inc.
    Goldman Sachs 51%Schwab 28%
    $2.0B
  31. 3895
    Marco Investment Management LLCAtlanta, GA · 266 clientsWealth manager
    Schwab 100%
    $1.8B
  32. 3997
    Argonne Capital Group, LLCAtlanta, GA · 19 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  33. 4005
    CPC Advisors, LLCAtlanta, GA · 981 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.7B
  34. 4010
    Primus Capital Partners, Inc.Atlanta, GA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  35. 4018
    Cannon Financial Strategists, Inc.Athens, GA · 1,015 clientsWealth managerHybridCannon Securities, Inc.
    Schwab 77%Tiaa-Cref Individual & Institutional Services 23%
    $1.7B
  36. 4127
    Rollins Financial Advisors, LLCAtlanta, GA · 1,004 clientsWealth managerAffiliated broker-dealer
    Fidelity 52%Schwab 48%
    $1.6B
  37. 4215
    Infinity Capital Advisors, LLCAtlanta, GA · 50 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  38. 4224
    Albritton Capital Management CoAlpharetta, GAAsset managerHybridA & M Securities, LLC
    J.P. Morgan 100%
    $1.5B
  39. 4356
    Liquid Strategies, LLCAtlanta, GA · 22 clientsAsset manager
    No custodian reported
    $1.4B
  40. 4357
    Haven Global Partners, LLCAtlanta, GA · 20 clientsAsset manager
    State Street 77%
    $1.4B

RIAs by state