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Est. 2026The front page of wealth managementNew York

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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. 16431
    Wolverine Investment Advisors, LLCAtlanta, GA · 9 clientsWealth manager
    Interactive Brokers 100%
    $1M
  2. 16453
    Oppenheimerfunds IncAtlanta, GA · 1 clientsPrivate fund adviserHybridInvesco CLO Equity Fund 6 LLC, Invesco Capital Markets, Inc.
    No custodian reported
    $828K
  3. 16462
    Timberlink LLCJohns Creek, GAAsset manager
    Truist Bank 100%
    $594K
  4. 16486
    Greenwood Investment Advisors, LLCAtlanta, GA · 3,818 clientsWealth manager
    No custodian reported
    $229K
  5. 16700
    Greenlight Investment AdvisorsAtlanta, GAAsset manager
    No custodian reported
    $0
  6. 16787
    Discipline Strategies Management, LPAtlanta, GAAsset managerHybridDAI Securities, LLC
    No custodian reported
    $0
  7. 16919
    755 FinancialWoodstock, GAAsset managerHybrid
    No custodian reported
    $0
  8. 16932
    Financial Potential Wealth ManagementGainesville, GAAsset manager
    No custodian reported
    $0
  9. 16984
    Stribling-Whalen Financial GroupGainesville, GAAsset manager
    No custodian reported
    $0
  10. 16999
    Generational Financial Partners, LLCAtlanta, GAAsset manager
    No custodian reported
    $0
  11. 17174
    Consequent Capital Management, LLCAtlanta, GAAsset manager
    No custodian reported
    $0

RIAs by state