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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 saysTA Top 15 States for Average Individual Income Taxes, 2025
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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. 6369
    Nicholas Wealth ManagementMarietta, GA · 1,072 clientsAsset managerHybrid
    Schwab 57%Fidelity 43%
    $740M
  2. 6416
    Meadow Creek Wealth Advisors, LLCAtlanta, GA · 153 clientsWealth manager
    Raymond James 100%
    $728M
  3. 6425
    Smith & Howard Wealth Management, LLCAtlanta, GA · 217 clientsWealth manager
    Schwab 100%
    $727M
  4. 6427
    Woodstock Wealth Management, Inc.Woodstock, GA · 1,586 clientsWealth managerHybrid
    Fidelity 100%
    $727M
  5. 6604
    Anchyra Partners LLCAtlanta, GA · 40 clientsWealth manager
    Schwab 100%
    $689M
  6. 6693
    Firethorn Wealth Partners, LLCAugusta, GA · 731 clientsWealth managerHybrid
    Schwab 100%
    $672M
  7. 6722
    IRC WealthAtlanta, GA · 373 clientsWealth manager
    Schwab 100%
    $667M
  8. 6725
    Bluechip Wealth Advisors LLCMilton, GA · 398 clientsWealth manager
    Schwab 61%SEI 27%
    $666M
  9. 6891
    Rowland Miller + Partners LLCAtlanta, GA · 197 clientsWealth manager
    Schwab 100%
    $636M
  10. 6960
    Sherrill & Hutchins Financial Advisory IncAtlanta, GA · 409 clientsWealth manager
    Schwab 87%
    $624M
  11. 7061
    Arcapita Investment Management US Inc.Atlanta, GA · 8 clientsPrivate fund adviser
    No custodian reported
    $607M
  12. 7192
    Wellspring Wealth Management LLCAlpharetta, GA · 262 clientsWealth managerHybrid
    LPL Financial 100%
    $585M
  13. 7205
    Persium Advisors, LLCAtlanta, GA · 177 clientsWealth manager
    Schwab 100%
    $584M
  14. 7232
    EPG Wealth Management LLCAtlanta, GA · 1,194 clientsWealth managerHybrid
    Fidelity Distributors Company 47%Schwab 32%
    $579M
  15. 7257
    Domain Timber Advisors, LLCAtlanta, GA · 6 clientsPrivate fund adviser
    No custodian reported
    $576M
  16. 7280
    Family WMS, LLCAthens, GA · 61 clientsWealth manager
    Schwab 100%
    $572M
  17. 7357
    Altera Private Access, LLCAtlanta, GA · 52 clientsPrivate fund adviser
    No custodian reported
    $562M
  18. 7389
    Wealth Science Advisors LLCAlpharetta, GA · 273 clientsWealth manager
    Pershing 88%
    $559M
  19. 7536
    Weaver Capital Management, LLCSuwanee, GA · 203 clientsWealth manager
    Schwab 100%
    $538M
  20. 7544
    Novapoint Capital LLCAtlanta, GA · 218 clientsWealth manager
    Schwab 100%
    $536M
  21. 7555
    Financial Innovations, LLCAtlanta, GA · 353 clientsWealth managerHybrid
    Fidelity 100%
    $535M
  22. 7589
    Sardis Group, LLCAtlanta, GA · 10 clientsAsset manager
    Federal Home Loan Bank of Atlanta 85%
    $531M
  23. 7607
    Benedict Financial Advisors, Inc.Atlanta, GA · 321 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $529M
  24. 7712
    Wiser Wealth Management, IncMarietta, GA · 528 clientsWealth manager
    Schwab 100%
    $514M
  25. 7746
    Highbrook Capital PartnersAtlanta, GA · 197 clientsWealth manager
    Schwab 100%
    $509M
  26. 7786
    First Advisors National, LLCAtlanta, GA · 4,858 clientsWealth manager
    Goldman Sachs 97%
    $506M
  27. 7818
    Investors Asset Management of Georgia IncAtlanta, GA · 529 clientsWealth manager
    Schwab 64%
    $502M
  28. 7826
    HC Advisors LLCSandy Springs, GA · 206 clientsWealth manager
    Schwab 100%
    $500M
  29. 7900
    Paces Ferry Wealth Advisors, LLCAtlanta, GA · 219 clientsWealth manager
    Schwab 100%
    $491M
  30. 7929
    Register Financial Advisors, LLCAtlanta, GA · 433 clientsWealth managerHybridRegister Financial Associates, Inc.
    Wells Fargo 92%
    $488M
  31. 8032
    Source Capital, LLCAtlanta, GA · 19 clientsPrivate fund adviser
    No custodian reported
    $475M
  32. 8047
    Cape Investment Advisory, Inc.McDonough, GA · 1,013 clientsWealth managerHybridAmerican Global Wealth Management, Inc., Cape Securities Inc.
    No custodian reported
    $474M
  33. 8088
    Adapt Wealth Advisors, LLCAtlanta, GA · 463 clientsWealth managerAffiliated broker-dealerCanton Street Strategies, LLC
    Schwab 100%
    $469M
  34. 8139
    Sard Wealth Managment Group, LLCAtlanta, GA · 325 clientsWealth manager
    Schwab 100%
    $464M
  35. 8145
    TCP Management LLCAtlanta, GA · 4 clientsPrivate fund adviser
    No custodian reported
    $464M
  36. 8203
    Access Investment Management, LLCAtlanta, GA · 32 clientsWealth manager
    Schwab 100%
    $456M
  37. 8249
    Holcombe Financial, Inc.Atlanta, GA · 187 clientsWealth manager
    Schwab 100%
    $452M
  38. 8322
    Hamilton Capital Partners, LLCAtlanta, GA · 218 clientsWealth manager
    LPL Financial 88%
    $444M
  39. 8406
    The Lloyd Advisory GroupSuwanee, GA · 1,262 clientsWealth managerWrap sponsor
    Fidelity 97%
    $438M
  40. 8409
    Peachtree Wealth Advisors, IncAtlanta, GA · 503 clientsWealth managerHybrid
    Fidelity 100%
    $437M

RIAs by state