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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. 031
    Invesco Advisers, Inc.Atlanta, GA · 82,498 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    BNY 34%State Street 31%
    $750B
  2. 326
    Truist Advisory Services, Inc.Atlanta, GA · 129,307 clientsWealth managerBank-affiliatedHybridTruist Investment Services, Inc., Truist Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 88%
    $77B
  3. 490
    Earnest Partners, LLCAtlanta, GA · 7,415 clientsAsset manager
    BNY 38%Northern Trust 36%State Street 26%
    $43B
  4. 535
    Voya Investment Management LLCAtlanta, GA · 9 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    BNY 100%
    $39B
  5. 595
    Roark Capital Management, LLCAtlanta, GA · 14 clientsPrivate fund adviser
    No custodian reported
    $34B
  6. 651
    HB WealthAtlanta, GA · 5,459 clientsWealth manager
    Schwab 88%
    $30B
  7. 682
    Atlanta CapitalAtlanta, GA · 9,277 clientsAsset managerAffiliated broker-dealerEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
    BNY 46%Northern Trust 29%State Street 25%
    $29B
  8. 778
    Merit Financial AdvisorsAlpharetta, GA · 20,711 clientsBroker-dealer firmHybridMFG Securities, LLC
    Fidelity 74%Schwab 26%
    $24B
  9. 820
    Vident Asset ManagementAlpharetta, GA · 1,492 clientsAsset managerHybrid
    Fidelity 100%
    $22B
  10. 1025
    Primerica AdvisorsDuluth, GA · 67,816 clientsBroker-dealer firmHybridPfsl Investments Canada LTD., Primerica Brokerage Services, Inc., clears through Pershing
    Pershing 100%
    $16B
  11. 1027
    Osaic Advisory Services, LLCAtlanta, GA · 29,898 clientsWealth managerHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
    Schwab 70%Fidelity 30%
    $15B
  12. 1032
    IRA Group, Inc.Atlanta, GA · 302 clientsAsset manager
    Fidelity Distributors Company 100%
    $15B
  13. 1053
    Atlanta Consulting Group Advisors, LLCAtlanta, GA · 364 clientsAsset managerHybrid
    Raymond James 53%US Bancorp 29%
    $15B
  14. 1250
    Angel Oak Capital Advisors, LLCAtlanta, GA · 34 clientsAsset managerHybrid
    U.S. Bank 68%BNY 32%
    $11B
  15. 1282
    Asset Preservation Advisors, LLCAtlanta, GA · 3,029 clientsWealth managerHybrid
    Schwab 36%Pershing 35%UBS 28%
    $11B
  16. 1313
    Advisory Services NetworkAtlanta, GA · 12,919 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $11B
  17. 1364
    Openarc Corporate Advisory, LLCAtlanta, GA · 3,841 clientsWealth manager
    Schwab 100%
    $10B
  18. 1401
    Signaturefd, LLCAtlanta, GA · 1,913 clientsWealth manager
    Schwab 72%Fidelity 28%
    $9.7B
  19. 1454
    Crawford Investment Counsel IncAtlanta, GA · 2,039 clientsWealth manager
    Fidelity 63%Schwab 37%
    $9.1B
  20. 1489
    Arkadios Wealth AdvisorsAtlanta, GA · 14,886 clientsWealth managerHybridArkadios Capital, LLC, Arkap Markets, LLC
    Fidelity 84%
    $8.8B
  21. 1519
    Synovus Securities, Inc.Columbus, GA · 12,411 clientsBroker-dealer firmHybridPnfp Capital Markets, Inc., clears through Hilltop Securities
    Fidelity 100%
    $8.4B
  22. 1535
    Nicholas Hoffman & Company, LLCAtlanta, GA · 409 clientsWealth manager
    Schwab 100%
    $8.3B
  23. 1540
    Capital Investment Advisors, LLCAtlanta, GA · 6,014 clientsWealth manager
    Schwab 60%Fidelity 40%
    $8.2B
  24. 1566
    Howard Capital Management, LLCAlpharetta, GA · 10,608 clientsWealth managerHybrid
    Axos 54%Fidelity 46%
    $8.0B
  25. 1656
    Domain Capital Advisors, LLCAtlanta, GA · 33 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  26. 1687
    Jamestown, L.P.Atlanta, GA · 23 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  27. 1715
    GMT Capital Corp.Atlanta, GA · 6 clientsPrivate fund adviser
    Fidelity 48%Goldman Sachs 31%
    $6.9B
  28. 1883
    GID Multifamily Investment Management LLCAtlanta, GA · 8 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  29. 1916
    Buckhead Capital Management, LLCAtlanta, GA · 203 clientsAsset manager
    Principal Securities 27%US Bancorp National Association 22%Northern Trust 22%BNY 22%
    $5.8B
  30. 1928
    Cortland Investment Management, LLCAtlanta, GA · 8 clientsPrivate fund adviser
    No custodian reported
    $5.7B
  31. 1950
    BalentineAtlanta, GA · 464 clientsWealth manager
    Pershing 100%
    $5.5B
  32. 2016
    BIP Wealth, LLCAtlanta, GA · 3,146 clientsWealth managerHybrid
    Schwab 61%Fidelity 39%
    $5.3B
  33. 2032
    Forest Investment AssociatesAtlanta, GA · 16 clientsAsset manager
    No custodian reported
    $5.2B
  34. 2126
    Fiduciaryvest, LLCAtlanta, GA · 37 clientsAsset manager
    State Street 41%Merrill / Bank of America 38%
    $4.9B
  35. 2174
    IFG Advisory, LLCAtlanta, GA · 9,202 clientsWealth managerHybrid
    LPL Financial 100%
    $4.8B
  36. 2321
    Sage Mountain Advisors, LLCAtlanta, GA · 193 clientsWealth manager
    Fidelity 100%
    $4.3B
  37. 2338
    ZWJ Investment Counsel IncAtlanta, GA · 1,058 clientsWealth manager
    Schwab 100%
    $4.2B
  38. 2339
    Willis Investment Counsel IncGainesville, GA · 241 clientsAsset manager
    Pershing 72%Ascensus Broker Dealer Services 28%
    $4.2B
  39. 2348
    Southeast Asset Advisors, LLCThomasville, GA · 334 clientsWealth manager
    Schwab 69%
    $4.2B
  40. 2352
    Clear Investment Research, LLCAlpharetta, GA · 132 clientsAsset manager
    Fidelity Management Trust 75%State Street 25%
    $4.2B

RIAs by state