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Est. 2026The front page of wealth managementNew York

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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 you
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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. 8425
    Mmhp Investment AdvisorsThomasville, GA · 336 clientsWealth manager
    Schwab 100%
    $435M
  2. 8440
    Waypoint Wealth Counsel LLCAtlanta, GA · 176 clientsWealth manager
    Schwab 81%
    $433M
  3. 8471
    Power Wealth ManagementAlpharetta, GA · 253 clientsWealth manager
    Schwab 100%
    $430M
  4. 8536
    First City Capital Management IncSavannah, GA · 251 clientsWealth manager
    Schwab 100%
    $424M
  5. 8553
    TrufpCumming, GA · 820 clientsWealth managerWrap sponsor
    Schwab 100%
    $422M
  6. 8555
    Adaptive InvestmentsAlpharetta, GA · 7 clientsAsset manager
    No custodian reported
    $421M
  7. 8622
    Ferguson Shapiro LLCDecatur, GA · 332 clientsWealth managerHybrid
    Schwab 100%
    $415M
  8. 8716
    Kingsmark Private Financial Advisors, LLCAlbany, GA · 430 clientsWealth manager
    Schwab 100%
    $406M
  9. 8793
    MCP Advisers, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $400M
  10. 8825
    Goodwin Investment AdvisoryWoodstock, GA · 402 clientsWealth manager
    Fidelity 100%
    $397M
  11. 8854
    Kiker Wealth Management, LLCJasper, GA · 901 clientsWealth manager
    Fidelity 100%
    $395M
  12. 8881
    Private Family Wealth AdvisorsAtlanta, GA · 138 clientsWealth manager
    Schwab 100%
    $393M
  13. 8897
    Paul Manners & Associates, Inc.Marietta, GA · 245 clientsWealth manager
    No custodian reported
    $392M
  14. 8908
    1776 Wealth LLCSandy Springs, GA · 100 clientsWealth managerAffiliated broker-dealerKindling MBD LLC
    Raymond James 100%
    $391M
  15. 8980
    Elevate Wealth Advisory, Inc.Athens, GA · 635 clientsWealth manager
    Schwab 100%
    $386M
  16. 8987
    Agvictus Capital Management LLCAlpharetta, GAAsset manager
    No custodian reported
    $385M
  17. 9016
    The Strategic Financial AllianceAtlanta, GA · 1,463 clientsBroker-dealer firmHybridTimbrel Capital, LLC
    Pershing 100%
    $382M
  18. 9088
    Christy Capital Management, Inc.Macon, GA · 766 clientsWealth manager
    Fidelity 100%
    $376M
  19. 9227
    Regimen Wealth, LLCAtlanta, GA · 216 clientsWealth manager
    Fidelity 100%
    $365M
  20. 9354
    Resurgent AdvisorsAtlanta, GA · 381 clientsWealth manager
    Schwab 71%Raymond James 29%
    $355M
  21. 9363
    Core Alternative Capital, LLCPeachtree Corners, GA · 3 clientsAsset manager
    Fidelity Distributors Company 100%
    $354M
  22. 9371
    Southbridge Advisors, LLCMarieta, GA · 220 clientsWealth manager
    Schwab 77%
    $353M
  23. 9408
    Maestria Partners LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $350M
  24. 9470
    BIP Capital Management Services, LLCAtlanta, GA · 17 clientsPrivate fund adviser
    No custodian reported
    $345M
  25. 9480
    Loftin Wealth PartnersJohns Creek, GA · 387 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $344M
  26. 9548
    AP Wealth ManagementAugusta, GA · 283 clientsWealth manager
    Schwab 100%
    $340M
  27. 9633
    Baer Wealth ManagementMarietta, GA · 308 clientsWealth manager
    Schwab 93%
    $335M
  28. 9672
    GridlineAtlanta, GA · 44 clientsPrivate fund adviser
    No custodian reported
    $332M
  29. 9707
    DAI Wealth, LLCAtlanta, GA · 1,537 clientsWealth managerHybridDAI Securities, LLC
    Fidelity 77%Schwab 23%
    $330M
  30. 9758
    Mpwm Advisory Solutions LLCAlpharetta, GA · 589 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $327M
  31. 9845
    Wynn CapitalAugusta, GA · 301 clientsWealth manager
    Schwab 100%
    $320M
  32. 9911
    Proactive Wealth Strategies, LLCMarietta, GA · 442 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $316M
  33. 9990
    O15 Capital Partners, LLCAtlanta, GA · 2 clientsPrivate fund adviser
    No custodian reported
    $310M
  34. 9997
    American Wealth Management, Inc.Alpharetta, GA · 565 clientsWealth manager
    Raymond James 83%
    $310M
  35. 10025
    Battle Investment Group, LLCAtlanta, GA · 3 clientsPrivate fund adviser
    No custodian reported
    $308M
  36. 10031
    Grove Mountain Partners, LLCAtlanta, GA · 4 clientsPrivate fund adviser
    No custodian reported
    $308M
  37. 10032
    Compass Wealth Management, LLCAtlanta, GA · 171 clientsWealth manager
    Schwab 100%
    $308M
  38. 10166
    Monterey WealthAtlanta, GA · 157 clientsAsset manager
    Schwab 62%Empower Retirement 38%
    $300M
  39. 10218
    Tandemgrowth Financial Advisors, LLCAlpharetta, GA · 202 clientsWealth manager
    Fidelity 100%
    $297M
  40. 10258
    Estate Management Counselors,llcAtlanta, GA · 355 clientsWealth manager
    Schwab 100%
    $294M

RIAs by state