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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. 13941
    Crown Management Advisors, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $142M
  2. 13942
    J. L. Perkins Wealth Management, LLCMacon, GA · 339 clientsWealth manager
    Schwab 100%
    $142M
  3. 14078
    Fsam LLCAlpharetta, GA · 158 clientsAsset managerHybridFirst Southern, LLC
    Pershing 100%
    $138M
  4. 14315
    Linx Partners, LLCAtlanta, GA · 7 clientsPrivate fund adviser
    No custodian reported
    $131M
  5. 14419
    St. John & Associates, Inc.Roswell, GA · 153 clientsWealth manager
    No custodian reported
    $128M
  6. 14425
    Networth Financial Services, LLCJohns Creek, GA · 107 clientsWealth manager
    Schwab 100%
    $128M
  7. 14428
    The Marin Group Inc.Atlanta, GA · 142 clientsWealth manager
    Schwab 100%
    $128M
  8. 14491
    The Advisory FirmAlpharetta, GA · 120 clientsWealth manager
    Schwab 100%
    $126M
  9. 14504
    VIP Wealth AdvisorsDecatur, GA · 30 clientsWealth manager
    Schwab 80%
    $126M
  10. 14520
    Berkeley Advisors, Inc.Atlanta, GA · 81 clientsWealth managerWrap sponsor
    Schwab 100%
    $125M
  11. 14570
    T.R.U.E. Coastal Capital, LLCSavannah, GA · 156 clientsWealth managerHybrid
    Fidelity 76%Schwab 24%
    $124M
  12. 14619
    Wassaw Sound Management, LLCSavannah, GA · 9 clientsWealth manager
    Fidelity 100%
    $123M
  13. 14671
    Strickland Davis Advisors LLCMarietta, GA · 93 clientsWealth manager
    Schwab 100%
    $121M
  14. 14715
    American Wealth Advisors, LLCJohns Creek, GA · 109 clientsWealth manager
    Fidelity 100%
    $120M
  15. 14744
    Sentara CapitalMarietta, GA · 169 clientsWealth manager
    Schwab 100%
    $120M
  16. 14757
    CMC Financial Group, LLCAtlanta, GA · 230 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $119M
  17. 14799
    Financial DiscoveryAtlanta, GA · 79 clientsWealth manager
    Schwab 100%
    $118M
  18. 14808
    Cornerstone FinancialAtlanta, GA · 200 clientsWealth managerWrap sponsor
    Fidelity 100%
    $118M
  19. 14904
    McCormack Financial Planning Inc.Atlanta, GA · 132 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $116M
  20. 14997
    Infinite Giving Advisory Services, Inc.Atlanta, GA · 211 clientsAsset manager
    Apex Fintech 100%
    $113M
  21. 15048
    Fully FinancialAthens, GA · 127 clientsWealth manager
    Schwab 100%
    $111M
  22. 15053
    Evans Wealth ManagementDuluth, GA · 97 clientsWealth manager
    Schwab 100%
    $111M
  23. 15133
    Alpha Financial Management, Inc.Savannah, GA · 115 clientsWealth manager
    Schwab 100%
    $109M
  24. 15139
    Arch Partners Wealth Management, Inc.Watkinsville, GA · 251 clientsWealth manager
    Schwab 100%
    $109M
  25. 15143
    Skypoint Capital Advisors, LLCAtlanta, GA · 1 clientsAsset managerHybridSkypoint Capital Partners, LLC
    No custodian reported
    $109M
  26. 15148
    Capital Endurance Group, IncAlpharetta, GA · 65 clientsWealth manager
    Fidelity 91%
    $109M
  27. 15191
    Legacy Partners Financial Group, LLCWoodstock, GA · 154 clientsWealth manager
    Schwab 100%
    $108M
  28. 15231
    Horse Cove Partners LLCAtlanta, GA · 40 clientsAsset manager
    Interactive Brokers 100%
    $107M
  29. 15278
    Wealth EngagementAtlanta, GA · 60 clientsWealth manager
    Goldman Sachs 84%
    $105M
  30. 15305
    Tuttle Wealth Partners LLCBrookhaven, GA · 417 clientsWealth manager
    Schwab 100%
    $104M
  31. 15310
    Carter, Terry & Company, Inc.Atlanta, GA · 168 clientsBroker-dealer firmHybridCarter, Terry & Company, Inc.
    No custodian reported
    $104M
  32. 15398
    34 Financial, LLCAtlanta, GA · 90 clientsWealth manager
    Schwab 100%
    $101M
  33. 15425
    Harbinger Sports PartnersAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $100M
  34. 15701
    Global Investment AdvisoryMcDonough, GA · 182 clientsWealth managerHybridAmerican Global Wealth Management, Inc., First Asset Financial Inc.
    Schwab 100%
    $72M
  35. 15808
    Collective Wealth Partners, LLCAtlanta, GA · 209 clientsWealth manager
    Schwab 100%
    $60M
  36. 15851
    Kdhb V Capital Management, LLCAtlanta, GA · 3 clientsPrivate fund adviser
    No custodian reported
    $55M
  37. 15860
    Infinity Credit Advisory, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $54M
  38. 15876
    Capital Management Advisors IncMarietta, GA · 115 clientsWealth manager
    No custodian reported
    $52M
  39. 16048
    Concourse Capital Advisors, LLCAtlanta, GA · 1 clientsAsset manager
    No custodian reported
    $36M
  40. 16199
    Prce Management LLCAlpharetta, GA · 1 clientsPrivate fund adviserHybridFirst Southern, LLC
    No custodian reported
    $22M

RIAs by state