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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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. 10260
    Baugh & Associates, LLCAtlanta, GA · 161 clientsWealth manager
    Schwab 100%
    $294M
  2. 10350
    Chatham CapitalAtlanta, GA · 6 clientsPrivate fund adviser
    No custodian reported
    $289M
  3. 10443
    Smith, Brown & Groover Inc. D/b/a SBG Wealth ManagementMacon, GA · 481 clientsBroker-dealer firmHybrid
    No custodian reported
    $284M
  4. 10460
    Verisail Partners, LLCChamblee, GA · 270 clientsWealth manager
    Schwab 100%
    $284M
  5. 10493
    Banyan Capital Management, Inc.Atlanta, GA · 140 clientsWealth manager
    Schwab 100%
    $282M
  6. 10654
    Conscious Wealth Investments, LLCAtlanta, GA · 115 clientsWealth manager
    Raymond James 100%
    $273M
  7. 10671
    Bull Street AdvisorsSavannah, GA · 109 clientsWealth manager
    Schwab 55%
    $272M
  8. 10705
    The Jenkins GroupAlbany, GA · 251 clientsWealth managerHybrid
    LPL Financial 100%
    $270M
  9. 10791
    C.W. O'conner Wealth Advisors, Inc.Duluth, GA · 135 clientsWealth manager
    Fidelity 100%
    $265M
  10. 10904
    Ables, Iannone, Moore & Associates, Inc.Savannah, GA · 409 clientsWealth manager
    Pershing 100%
    $259M
  11. 10912
    Bush Wealth ManagementValdosta, GA · 496 clientsWealth manager
    Schwab 100%
    $258M
  12. 11014
    Decatur Capital Management, Inc.Decatur, GA · 23 clientsAsset manager
    J.P. Morgan 83%
    $254M
  13. 11034
    Aurora Investment CounselAtlanta, GA · 65 clientsWealth manager
    Schwab 100%
    $253M
  14. 11067
    Checks & Balances, Inc.Atlanta, GA · 21 clientsWealth manager
    Schwab 100%
    $251M
  15. 11095
    Journey Beyond WealthRoswell, GA · 109 clientsWealth manager
    Schwab 100%
    $250M
  16. 11145
    Wealth Intelligence, LLCColumbus, GA · 228 clientsWealth manager
    Schwab 100%
    $247M
  17. 11146
    Large and Gilbert Wealth AdvisoryAtlanta, GA · 289 clientsWealth manager
    Schwab 100%
    $247M
  18. 11195
    Integras Partners, LLCAlpharetta, GA · 188 clientsWealth manager
    Fidelity 100%
    $245M
  19. 11223
    Exit Wealth AdvisorsAlpharetta, GA · 229 clientsWealth manager
    Schwab 100%
    $243M
  20. 11240
    Anson AnalyticsTyrone, GA · 117 clientsWealth manager
    Fidelity 85%
    $242M
  21. 11251
    Caymus Equity Partners, LLCAtlanta, GA · 12 clientsPrivate fund adviserHybridCaymus Securities LLC
    No custodian reported
    $242M
  22. 11270
    Greybull Partners LLCAtlanta, GA · 2 clientsAsset manager
    No custodian reported
    $241M
  23. 11284
    Eads & Heald Wealth ManagementAtlanta, GA · 229 clientsWealth managerWrap sponsor
    Schwab 63%Morgan Stanley 23%
    $240M
  24. 11313
    Galleria Financial Advisors, LLCAtlanta, GA · 140 clientsWealth manager
    Raymond James 100%
    $239M
  25. 11375
    Minerva Planning GroupDecatur, GA · 122 clientsWealth manager
    Schwab 100%
    $237M
  26. 11386
    Lanier Financial Group LLCAthens, GA · 240 clientsWealth managerPublic-company owned
    Schwab 89%
    $236M
  27. 11387
    Rule One Partners, LLCMoreland, GA · 2 clientsAsset manager
    No custodian reported
    $236M
  28. 11429
    Legacy Planning Advisors, LLCSuwanee, GA · 265 clientsWealth managerHybrid
    No custodian reported
    $234M
  29. 11533
    Cygnus Capital Advisors, LLCAtlanta, GA · 1 clientsAsset manager
    Fidelity 100%
    $230M
  30. 11583
    Commonwealth Financial Planners IncRoswell, GA · 132 clientsWealth managerHybrid
    Raymond James 100%
    $228M
  31. 11585
    MRP Capital Investments, LLCAlpharetta, GA · 149 clientsWealth managerHybrid
    Schwab 61%Morgan Stanley 39%
    $228M
  32. 11674
    Alder Financial Group IncAtlanta, GA · 65 clientsWealth manager
    Schwab 100%
    $224M
  33. 11767
    Reicon Wealth Advisors, LLCAtlanta, GA · 59 clientsWealth manager
    Fidelity 100%
    $220M
  34. 11795
    SAN Blas Advisory, Inc.Atlanta, GA · 665 clientsWealth managerHybridSAN Blas Securities LLC
    Schwab 100%
    $219M
  35. 11801
    Griffith & Werner, Inc.Canton, GA · 336 clientsWealth manager
    Schwab 100%
    $219M
  36. 11804
    Park Square Financial Group LLCRoswell, GA · 430 clientsWealth managerWrap sponsor
    Fidelity 82%
    $219M
  37. 11898
    Wealth With NO Regrets®Alpharetta, GA · 232 clientsWealth manager
    Schwab 100%
    $214M
  38. 11911
    Premis Advisors, LLCAtlanta, GA · 8 clientsWealth manager
    Schwab 100%
    $214M
  39. 12011
    Magellan Planning GroupAtlanta, GA · 251 clientsWealth manager
    Schwab 100%
    $210M
  40. 12188
    Daner Wealth Management, LLCAlpharetta, GA · 190 clientsWealth managerWrap sponsor
    First Clearing 100%
    $202M

RIAs by state