Rialytix insights

Top RIA Firms in Georgia

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Georgia. This hub covers 316 matching firms with $1.5T in total reported AUM and median AUM of $447.8M.

Firms

316

Matching current profiles

Total AUM

$1.5T

Reported regulatory AUM

Median AUM

$447.8M

Across firms with AUM

Largest firm

$749.5B

Invesco Advisers, INC.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Invesco Advisers, INC.
CRD 105360 · Corporation
ATLANTA, GA$749.5B
Mar 2026
-$7.4B-1.0%-$55.4B-6.9%+$74.3B+11.0%+$440.3B+142.4%-255 employees-8.3% over 3Y+52,782 accounts+177.6% over 3Y
2. Truist Advisory Services, INC.
CRD 283390 · Corporation
ATLANTA, GA$77.4B
Apr 2026
+$9.7B+14.3%+$24.2B+45.6%+$23.5B+43.6%-381 employees-13.4% over 3Y+3,707 accounts+3.0% over 3Y
3. Earnest Partners, LLC
CRD 107926 · Limited Liability Company
ATLANTA, GA$42.6B
May 2026
+$4.4B+11.4%+$13.2B+45.0%+$14.3B+50.6%+$23.8B+126.3%+4 employees+9.3% over 3Y+1,056 accounts+16.3% over 3Y
4. Voya Investment Management LLC
CRD 108934 · Limited Liability Company
ATLANTA, GA$38.8B
Mar 2026
+$6.3B+19.4%+$2.3B+6.3%-$30.8B-44.3%-$51.1B-56.9%-21 employees-2.4% over 3Y-1 accounts-10.0% over 3Y
5. Roark Capital Management, LLC
CRD 160368 · Limited Liability Company
ATLANTA, GA$34.2B
Mar 2026
+$1.6B+5.0%+$3.7B+12.0%+$15.6B+83.9%+$33.0B+2828.6%+39 employees+36.8% over 3Y-2 accounts-12.5% over 3Y
6. Hb Wealth
CRD 316731 · Limited Liability Company
ATLANTA, GA$30.2B
May 2026
+$11.6B+62.2%+$17.6B+140.7%+$19.6B+186.8%+154 employees+90.1% over 3Y+10,719 accounts+69.5% over 3Y
7. Atlanta Capital
CRD 116719 · Limited Liability Company
ATLANTA, GA$28.6B
Mar 2026
-$7.6B-21.1%-$1.2B-4.1%-$280.0M-1.0%+$16.7B+139.4%-4 employees-10.3% over 3Y+5,689 accounts+158.6% over 3Y
8. Merit Financial Advisors
CRD 142457 · Limited Liability Company
ALPHARETTA, GA$23.9B
Mar 2026
+$13.3B+125.7%+$18.4B+332.3%+$21.0B+729.6%+$23.6B+7438.9%+253 employees+116.6% over 3Y+1,342 accounts+6.9% over 3Y
9. Vident Asset Management
CRD 286622 · Limited Liability Company
ALPHARETTA, GA$22.0B
Mar 2026
+$9.9B+82.1%+$20.6B+1429.7%+$20.7B+1537.7%+33 employees+660.0% over 3Y+1,958 accounts+48950.0% over 3Y
10. Primerica Advisors
CRD 10111 · Corporation
DULUTH, GA$15.5B
Mar 2026
+$7.1B+83.6%+$8.4B+118.4%+$11.5B+281.1%+$15.1B+3383.4%+609 employees+18.0% over 3Y+40,752 accounts+83.1% over 3Y
11. Osaic Advisory Services, LLC
CRD 171070 · Limited Liability Company
ATLANTA, GA$15.5B
May 2026
+$3.0B+24.1%+$10.9B+234.4%+$11.7B+306.6%+432 employees+24.7% over 3Y+29,765 accounts+143.8% over 3Y
12. Ira Group, INC.
CRD 126246 · Corporation
ATLANTA, GA$15.4B
Mar 2026
+$2.2B+16.8%+$5.6B+56.6%+$8.4B+118.8%+$15.3B+9404.3%+4 employees+26.7% over 3Y+159 accounts+29.9% over 3Y
13. Atlanta Consulting Group Advisors, LLC
CRD 288169 · Limited Liability Company
ATLANTA, GA$14.7B
Apr 2026
+$1.1B+8.2%+$2.9B+24.1%+$1.2B+8.6%0 employees+0.0% over 3Y+1,481 accounts+602.0% over 3Y
14. Angel Oak Capital Advisors, LLC
CRD 151090 · Limited Liability Company
ATLANTA, GA$11.5B
Mar 2026
+$1.3B+12.5%-$701.6M-5.8%-$899.8M-7.3%+$11.2B+4268.1%-4 employees-4.9% over 3Y-13 accounts-25.0% over 3Y
15. Asset Preservation Advisors, LLC
CRD 106741 · Limited Liability Company
ATLANTA, GA$11.1B
Mar 2026
+$396.3M+3.7%+$5.2B+90.4%+$6.4B+137.0%+$9.2B+497.5%+11 employees+64.7% over 3Y+1,181 accounts+63.9% over 3Y
16. Advisory Services Network
CRD 146051 · Limited Liability Company
ATLANTA, GA$10.6B
Mar 2026
+$3.8B+55.4%+$4.9B+86.3%+$7.0B+197.7%+$10.5B+11042.5%+56 employees+26.4% over 3Y+10,078 accounts+51.5% over 3Y
17. Openarc Corporate Advisory, LLC
CRD 336837 · Limited Liability Company
ATLANTA, GA$10.1B
May 2026
+143 employees+4766.7% over 1Y
18. Signaturefd, LLC
CRD 112758 · Limited Liability Company
ATLANTA, GA$9.7B
Mar 2026
+$1.3B+16.1%+$3.5B+57.4%+$5.8B+147.4%+$8.5B+690.3%+31 employees+31.3% over 3Y+2,045 accounts+22.6% over 3Y
19. Crawford Investment Counsel INC
CRD 110271 · Corporation
ATLANTA, GA$9.1B
Mar 2026
+$644.8M+7.6%+$1.8B+23.8%+$2.0B+28.5%+$5.8B+171.2%+1 employees+1.9% over 3Y+119 accounts+3.0% over 3Y
20. Arkadios Wealth Advisors
CRD 288863 · Limited Liability Company
ATLANTA, GA$8.8B
May 2026
+$4.9B+127.9%+$7.0B+400.0%+$8.0B+981.4%+48 employees+34.3% over 3Y+6,104 accounts+69.5% over 3Y
21. Synovus Securities, INC.
CRD 14023 · Corporation
COLUMBUS, GA$8.4B
Jan 2026
+$2.2B+35.3%+$2.2B+34.3%+$4.7B+124.7%+$7.4B+672.6%-15 employees-5.1% over 3Y+542 accounts+4.6% over 3Y
22. Nicholas Hoffman & Company, LLC
CRD 144516 · Limited Liability Company
ATLANTA, GA$8.3B
Mar 2026
+$1.1B+15.4%+$2.8B+51.1%+$6.9B+497.2%+$8.0B+3568.7%+6 employees+30.0% over 3Y+202 accounts+9.9% over 3Y
23. Capital Investment Advisors, LLC
CRD 158055 · Limited Liability Company
ATLANTA, GA$8.2B
Apr 2026
+$1.9B+30.4%+$3.9B+88.6%+$5.0B+154.5%+$7.3B+827.6%+43 employees+67.2% over 3Y+6,130 accounts+55.6% over 3Y
24. Howard Capital Management, INC.
CRD 118070 · Corporation
ROSWELL, GA$8.0B
Mar 2026
+$1.1B+16.6%+$3.5B+76.7%+$5.5B+214.2%+$7.8B+3892.5%+4 employees+9.8% over 3Y+526 accounts+3.7% over 3Y
25. Alliant Retirement Consulting
CRD 167970 · Limited Liability Company
ALPHARETTA, GA$7.4B
Apr 2026
+$2.9B+64.1%+$6.3B+580.1%-$1.0B-12.2%+13 employees+76.5% over 3Y+168 accounts+210.0% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.