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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. 4455
    Asset AdvisorsAugusta, GA · 476 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $1.4B
  2. 4464
    Marietta Wealth Management, LLCMarietta, GA · 474 clientsWealth manager
    Schwab 81%
    $1.4B
  3. 4545
    Chi-Rho Financial, LLCAtlanta, GA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  4. 4661
    BIP CapitalAtlanta, GA · 62 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  5. 4688
    Sovereign's Capital Management, LLCAtlanta, GA · 27 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.3B
  6. 4865
    Richard Young AdvisorsAugusta, GA · 1,940 clientsWealth manager
    Schwab 100%
    $1.2B
  7. 4938
    Fulcrum Equity Partners, Inc.Atlanta, GA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  8. 4960
    Longview Wealth ManagementAtlanta, GA · 1,185 clientsWealth managerWrap sponsorHybrid
    Schwab 82%
    $1.2B
  9. 5012
    Godwin Capital Group, LLCAtlanta, GA · 22 clientsAsset manager
    No custodian reported
    $1.1B
  10. 5079
    Berkeley Capital Partners, LLCMilton, GA · 1,605 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  11. 5084
    SB Advisory, LLCAtlanta, GA · 2,744 clientsWealth managerHybridSAN Blas Securities LLC
    RBC 100%
    $1.1B
  12. 5153
    AMB Wealth, LLCThomasville, GA · 920 clientsWealth managerHybridAllen, Mooney & Barnes Brokerage Services, LLC
    Wells Fargo 100%
    $1.1B
  13. 5155
    Elwood & GoetzAthens, GA · 686 clientsWealth manager
    Schwab 100%
    $1.1B
  14. 5184
    Gibbs Wealth Management, LLCAlpharetta, GA · 5,356 clientsWealth manager
    Schwab 100%
    $1.1B
  15. 5223
    Jamison Private Wealth Management, Inc.Milton, GA · 534 clientsWealth manager
    Schwab 100%
    $1.1B
  16. 5284
    Bay Point Advisors, LLCAtlanta, GA · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.0B
  17. 5318
    Greatmark Investment Partners, Inc.Columbus, GA · 433 clientsWealth manager
    Schwab 100%
    $1.0B
  18. 5333
    JT Stratford, LLCGainesville, GA · 1,266 clientsWealth manager
    Schwab 100%
    $1.0B
  19. 5362
    West Paces Advisors, Inc.Atlanta, GA · 255 clientsWealth manager
    Schwab 100%
    $1.0B
  20. 5376
    Msouth Equity Partners, LLCAtlanta, GA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  21. 5488
    Boone Capital Management LLCAtlanta, GA · 3 clientsPrivate fund adviser
    No custodian reported
    $963M
  22. 5518
    Builder Investment GroupAtlanta, GA · 185 clientsWealth manager
    Schwab 84%
    $953M
  23. 5525
    American Financial Advisors, LLC.Marietta, GA · 820 clientsWealth manager
    Schwab 52%Fidelity 48%
    $950M
  24. 5549
    Peachtree GroupAtlanta, GA · 27 clientsPrivate fund adviserAffiliated broker-dealerPeachtree PC Investors, LLC
    No custodian reported
    $941M
  25. 5574
    Trails Edge Capital Partners, LPAtlanta, GA · 3 clientsPrivate fund adviser
    No custodian reported
    $933M
  26. 5587
    PGI Wealth ManagementAlpharetta, GA · 497 clientsWealth manager
    Schwab 100%
    $931M
  27. 5634
    Avego Management, LLCAlpharetta, GA · 9 clientsPrivate fund adviser
    No custodian reported
    $918M
  28. 5791
    Chatham Capital Group IncSavannah, GA · 250 clientsWealth manager
    Schwab 100%
    $878M
  29. 5836
    Carson Advisory GroupAthens, GA · 957 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $865M
  30. 5922
    Inlight WealthAtlanta, GA · 229 clientsWealth managerWrap sponsor
    Schwab 100%
    $843M
  31. 5931
    Eagle Merchant PartnersAtlanta, GA · 17 clientsPrivate fund adviser
    No custodian reported
    $841M
  32. 6071
    Masters Capital Management, L.L.C.Atlanta, GA · 4 clientsPrivate fund adviser
    No custodian reported
    $805M
  33. 6099
    Veracity Capital LLCAtlanta, GA · 362 clientsWealth manager
    Fidelity 100%
    $800M
  34. 6154
    Eagle Rock Investment Company, LLCAtlanta, GA · 83 clientsWealth manager
    Schwab 44%Fidelity 42%
    $787M
  35. 6162
    Regent Peak Wealth Advisors, LLCAtlanta, GA · 223 clientsWealth managerHybrid
    Schwab 100%
    $786M
  36. 6220
    Forthright Wealth Management, LLCAlpharetta, GA · 575 clientsWealth managerHybrid
    Raymond James 100%
    $773M
  37. 6224
    4612 Group, LLCAtlanta, GA · 9 clientsAsset manager
    Merrill / Bank of America 74%Northern Trust 26%
    $773M
  38. 6232
    Retirement Fund ManagementAtlanta, GA · 10 clientsAsset manager
    Principal Financial Group 56%Fidelity 44%
    $770M
  39. 6258
    Investment Performance Services LLCSavannah, GAAsset manager
    No custodian reported
    $764M
  40. 6343
    Beacon Global Advisor Network, LLCAtlanta, GA · 1,388 clientsWealth managerHybrid
    RL 360 Insurance Company, LTD. 32%Schwab 29%
    $745M

RIAs by state