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Top RIA Firms in Alpharetta, Georgia
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Alpharetta, Georgia. This hub covers 31 matching firms with $68.3B in total reported AUM and median AUM of $310.0M.
Firms
31
Matching current profiles
Total AUM
$68.3B
Reported regulatory AUM
Median AUM
$310.0M
Across firms with AUM
Largest firm
$23.9B
Merit Financial Advisors
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. 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 |
| 2. 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 |
| 3. 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 |
| 4. Clear Investment Research, LLC CRD 172685 · Limited Liability Company | ALPHARETTA, GA | $4.2B Mar 2026 | -$471.1M-10.1% | -$1.1B-20.1% | -$1.9B-31.2% | — | 0 employees+0.0% over 3Y | +58 accounts+26.5% over 3Y |
| 5. Albritton Capital Management CO CRD 112772 · Corporation | ALPHARETTA, GA | $1.5B Mar 2026 | +$236.0M+18.4% | +$626.0M+69.9% | +$626.0M+69.9% | +$740.0M+94.8% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 6. Gibbs Wealth Management, LLC CRD 281621 · Limited Liability Company | ALPHARETTA, GA | $1.1B Apr 2026 | +$425.7M+66.6% | +$864.6M+431.9% | — | +$962.6M+941.6% | +126 employees+600.0% over 3Y | +3,760 accounts+235.4% over 3Y |
| 7. Pgi Wealth Management CRD 297517 · Limited Liability Company | ALPHARETTA, GA | $930.6M May 2026 | -$1.4M-0.2% | +$673.1M+261.4% | +$710.0M+321.8% | +$739.9M+387.9% | +1 employees+12.5% over 3Y | +338 accounts+37.7% over 3Y |
| 8. Avego Management, LLC CRD 310520 · Limited Liability Company | ALPHARETTA, GA | $917.5M Mar 2026 | -$102.4M-10.0% | +$281.6M+44.3% | +$654.1M+248.4% | +$654.1M+248.4% | +2 employees+14.3% over 3Y | +5 accounts+125.0% over 3Y |
| 9. Forthright Wealth Management, LLC CRD 220515 · Limited Liability Company | ALPHARETTA, GA | $773.4M May 2026 | +$109.6M+16.5% | +$258.3M+50.1% | +$380.6M+96.9% | — | +2 employees+25.0% over 3Y | +356 accounts+22.7% over 3Y |
| 10. Wellspring Wealth Management LLC CRD 134834 · Limited Liability Company | ALPHARETTA, GA | $584.8M Mar 2026 | +$86.7M+17.4% | +$177.6M+43.6% | +$240.1M+69.7% | +$462.2M+376.8% | -1 employees-11.1% over 3Y | +178 accounts+38.2% over 3Y |
| 11. Wealth Science Advisors LLC CRD 321031 · Limited Liability Company | ALPHARETTA, GA | $558.7M Mar 2026 | +$46.2M+9.0% | +$276.0M+97.6% | — | — | +1 employees+12.5% over 3Y | +313 accounts+44.4% over 3Y |
| 12. Power Wealth Management CRD 315101 · Limited Liability Company | ALPHARETTA, GA | $429.9M Mar 2026 | +$48.6M+12.7% | — | — | +$302.1M+236.4% | +2 employees+25.0% over 1Y | +83 accounts+13.1% over 1Y |
| 13. Adaptive Investments CRD 281201 · Limited Liability Company | ALPHARETTA, GA | $421.4M Mar 2026 | +$59.8M+16.5% | +$100.3M+31.2% | +$174.4M+70.6% | +$96.4M+29.6% | 0 employees+0.0% over 3Y | -2 accounts-22.2% over 3Y |
| 14. Agvictus Capital Management LLC CRD 307047 · Limited Liability Company | ALPHARETTA, GA | $384.7M Mar 2026 | +$14.8M+4.0% | +$53.5M+16.2% | +$187.2M+94.8% | +$187.2M+94.8% | -1 employees-16.7% over 3Y | 0 accounts+0.0% over 3Y |
| 15. Mpwm Advisory Solutions LLC CRD 169885 · Limited Liability Company | ALPHARETTA, GA | $326.9M Mar 2026 | +$6.3M+2.0% | +$134.3M+69.7% | +$156.2M+91.5% | — | +1 employees+5.3% over 3Y | +685 accounts+140.4% over 3Y |
| 16. American Wealth Management, INC. CRD 25536 · Corporation | ALPHARETTA, GA | $310.0M Mar 2026 | +$92.5M+42.5% | -$30.0M-8.8% | +$86.4M+38.6% | +$206.9M+200.5% | -8 employees-44.4% over 3Y | -165 accounts-13.0% over 3Y |
| 17. Tandemgrowth Financial Advisors, LLC CRD 125490 · Limited Liability Company | ALPHARETTA, GA | $297.0M Mar 2026 | +$61.9M+26.3% | +$96.1M+47.8% | +$115.9M+64.0% | +$216.0M+266.8% | 0 employees+0.0% over 3Y | +7 accounts+1.1% over 3Y |
| 18. Integras Partners, LLC CRD 172979 · Limited Liability Company | ALPHARETTA, GA | $244.8M Feb 2026 | +$12.9M+5.6% | +$72.8M+42.3% | +$94.8M+63.2% | — | +2 employees+66.7% over 3Y | -206 accounts-26.6% over 3Y |
| 19. Exit Wealth Advisors CRD 332573 · Limited Liability Company | ALPHARETTA, GA | $243.2M Mar 2026 | — | — | — | +$56.0M+29.9% | +1 employees+16.7% over Total | +114 accounts+24.4% over Total |
| 20. Mrp Capital Investments, LLC CRD 167256 · Limited Liability Company | ALPHARETTA, GA | $227.6M Mar 2026 | +$54.7M+31.7% | +$60.4M+36.1% | — | +$94.7M+71.2% | -1 employees-16.7% over 3Y | +8 accounts+2.1% over 3Y |
| 21. Wealth With No Regrets? CRD 159201 · Limited Liability Company | ALPHARETTA, GA | $214.4M Mar 2026 | +$20.7M+10.7% | — | — | +$78.4M+57.6% | +3 employees+30.0% over 1Y | +84 accounts+12.0% over 1Y |
| 22. Daner Wealth Management, LLC CRD 317373 · Limited Liability Company | ALPHARETTA, GA | $201.7M Mar 2026 | +$25.6M+14.6% | +$63.5M+45.9% | — | — | 0 employees+0.0% over 3Y | +72 accounts+12.3% over 3Y |
| 23. Incompass Financial Partners, LLC CRD 318227 · Limited Liability Company | ALPHARETTA, GA | $192.0M Feb 2026 | +$27.9M+17.0% | +$72.8M+61.0% | — | — | -1 employees-14.3% over 3Y | +249 accounts+40.3% over 3Y |
| 24. Phorcys Capital Partners, LLC CRD 285635 · Limited Liability Company | ALPHARETTA, GA | $191.5M Apr 2026 | +$27.6M+16.8% | -$105.7M-35.6% | — | +$15.0M+8.5% | -1 employees-12.5% over 3Y | +2 accounts+200.0% over 3Y |
| 25. Elm3 Financial Group, LLC CRD 140594 · Limited Liability Company | ALPHARETTA, GA | $189.0M May 2026 | +$29.9M+18.8% | +$82.2M+77.0% | — | +$53.7M+39.6% | +2 employees+66.7% over 3Y | +76 accounts+12.6% 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.