Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR 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 Firms
AtlasFinancial ADVSR
Open free

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. 12230
    Asset Management GroupCartersville, GA · 372 clientsWealth manager
    Schwab 100%
    $200M
  2. 12260
    Financial Architects, LLCWoodstock, GA · 100 clientsWealth manager
    Schwab 100%
    $199M
  3. 12377
    Townsend Wealth ManagementColumbus, GA · 179 clientsWealth manager
    Schwab 100%
    $194M
  4. 12380
    Capital and Planning, LLCJonesboro, GA · 517 clientsWealth managerHybrid
    LPL Financial 100%
    $194M
  5. 12408
    Wickham Financial & Insurance ServicesMarietta, GA · 308 clientsWealth manager
    Schwab 100%
    $193M
  6. 12445
    Incompass Financial Partners, LLCAlpharetta, GA · 340 clientsWealth managerHybrid
    Schwab 100%
    $192M
  7. 12447
    Pierson Wealth ManagementAtlanta, GA · 260 clientsWealth manager
    Raymond James 78%
    $192M
  8. 12455
    Phorcys Capital Partners, LLCAlpharetta, GA · 3 clientsPrivate fund adviserHybridFirst Southern, LLC
    No custodian reported
    $191M
  9. 12511
    Xception Family OfficeAtlanta, GA · 28 clientsWealth managerHybrid
    John A. Levin & Co. 100%
    $189M
  10. 12519
    CFS Wealth ManagementMacon, GA · 465 clientsWealth managerHybrid
    Fidelity 100%
    $189M
  11. 12520
    Elm3 Financial Group, LLCAlpharetta, GA · 287 clientsWealth manager
    Fidelity Distributors Company 100%
    $189M
  12. 12538
    Wright Wealth LLCAtlanta, GA · 242 clientsWealth manager
    Schwab 100%
    $188M
  13. 12549
    Financial Consultants Group IncCumming, GA · 245 clientsWealth manager
    Axos 100%
    $188M
  14. 12611
    Ridge Capital Management, LLCJohn Creek, GA · 340 clientsWealth managerHybrid
    Pershing 100%
    $186M
  15. 12622
    Ash Investment Partners, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $186M
  16. 12664
    Atlas Investment AdvisorsAlpharetta, GA · 116 clientsWealth manager
    Schwab 100%
    $184M
  17. 12694
    George M. Hiller Companies, LLCAtlanta, GA · 429 clientsWealth manager
    Schwab 100%
    $183M
  18. 12781
    Bey-Douglas, LLC Investment CounselMarietta, GA · 150 clientsWealth manager
    Schwab 100%
    $180M
  19. 12809
    True Square Financial LLCAtlanta, GA · 73 clientsWealth manager
    Schwab 100%
    $179M
  20. 12850
    Newcorp Wealth ManagementAlpharetta, GA · 208 clientsWealth manager
    Schwab 100%
    $177M
  21. 12956
    Chancellor Wealth Management, Inc.Atlanta, GA · 119 clientsWealth manager
    Schwab 100%
    $174M
  22. 13128
    Overlay Management, LLCAlpharetta, GA · 41 clientsPrivate fund adviser
    No custodian reported
    $169M
  23. 13163
    The Monitor Group, Inc.Martinez, GA · 174 clientsWealth manager
    Schwab 100%
    $167M
  24. 13232
    The Keystone Financial Alliance, LLCAtlanta, GA · 119 clientsWealth manager
    Schwab 100%
    $165M
  25. 13288
    Dyche, Riley, & Selman Wealth ManagementFayetteville, GA · 165 clientsWealth manager
    Schwab 56%Pershing 42%
    $162M
  26. 13294
    Gutt Financial Management, LLCAtlanta, GA · 49 clientsWealth manager
    No custodian reported
    $162M
  27. 13335
    Martinwright Advisory, LLCAtlanta, GA · 116 clientsWealth manager
    Goldman Sachs 100%
    $161M
  28. 13371
    Wiregrass Asset ManagementThomasville, GA · 330 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $160M
  29. 13410
    Starr-Mathews Financial, LLCCalhoun, GA · 114 clientsWealth managerWrap sponsor
    Schwab 89%
    $159M
  30. 13445
    Georgia Wealth Partners, LLCGriffin, GA · 530 clientsWealth manager
    SEI 100%
    $157M
  31. 13476
    Covey Capital Advisors, LLCAtlanta, GA · 28 clientsWealth manager
    Schwab 87%
    $156M
  32. 13537
    Lynx Capital, LLCAtlanta, GA · 6 clientsPrivate fund adviser
    No custodian reported
    $155M
  33. 13585
    Maven Capital Partners, LLCAtlanta, GA · 12 clientsWealth manager
    Fidelity 100%
    $153M
  34. 13604
    West ELK Capital, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $152M
  35. 13616
    The Renn Wealth Management Group, Inc.Atlanta, GA · 74 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $152M
  36. 13658
    Trademark Capital Management Inc.Watkinsville, GA · 339 clientsWealth manager
    Schwab 69%Fidelity 31%
    $151M
  37. 13666
    Unified Investment ManagementAtlanta, GA · 89 clientsWealth manager
    Fidelity 72%Schwab 28%
    $151M
  38. 13689
    Parrish Capital, LLCKennesaw, GA · 238 clientsWealth manager
    Schwab 100%
    $150M
  39. 13720
    Sanders & Scott, ChfcWatkinsville, GA · 410 clientsWealth manager
    Schwab 100%
    $149M
  40. 13762
    Peachcap Tax & Advisory, LLCAtlanta, GA · 248 clientsWealth managerWrap sponsorHybridPeachcap Securities, Inc.
    Axos 81%
    $147M

RIAs by state