Rialytix insights

Top RIA Firms in Athens, Georgia

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Athens, Georgia. This hub covers 6 matching firms with $4.8B in total reported AUM and median AUM of $718.3M.

Firms

Matching current profiles

Total AUM

$4.8B

Reported regulatory AUM

Median AUM

$718.3M

Across firms with AUM

Largest firm

$1.7B

Cannon Financial Strategists, INC.

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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. Cannon Financial Strategists, INC. CRD 133509 · Corporation	ATHENS, GA	$1.7B Mar 2026	+$322.7M+24.0%	+$586.9M+54.2%	+$864.6M+107.4%	+$1.5B+1211.6%	+5 employees+17.9% over 3Y	+665 accounts+25.1% over 3Y
2. Elwood & Goetz CRD 154839 · Limited Liability Company	ATHENS, GA	$1.1B Mar 2026	+$260.7M+32.1%	+$509.3M+90.2%	+$802.9M+296.4%	+$949.7M+765.3%	+8 employees+38.1% over 3Y	+741 accounts+27.9% over 3Y
3. Carson Advisory Group CRD 117410 · Corporation	ATHENS, GA	$864.9M Apr 2026	+$93.2M+12.1%	+$264.6M+44.1%	+$293.1M+51.3%	+$659.9M+321.8%	-1 employees-12.5% over 3Y	+216 accounts+10.8% over 3Y
4. Family Wms, LLC CRD 126456 · Limited Liability Company	ATHENS, GA	$571.6M Feb 2026	-$9.7M-1.7%	-$93.6M-14.1%	-$81.0M-12.4%	+$219.7M+62.4%	0 employees+0.0% over 3Y	-121 accounts-17.9% over 3Y
5. Elevate Wealth Advisory, INC. CRD 149713 · Corporation	ATHENS, GA	$385.5M Mar 2026	+$71.4M+22.7%	+$73.0M+23.3%	+$151.5M+64.7%	+$270.3M+234.7%	+2 employees+18.2% over 3Y	+108 accounts+6.8% over 3Y
6. Lanier Financial Group LLC CRD 152945 · Limited Liability Company	ATHENS, GA	$236.2M Mar 2026	+$27.8M+13.4%	—	—	+$108.4M+84.8%	-2 employees-25.0% over 1Y	+68 accounts+10.3% over 1Y

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.