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Top RIA Firms in Marietta, Georgia
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Marietta, Georgia. This hub covers 14 matching firms with $10.3B in total reported AUM and median AUM of $342.1M.
Firms
14
Matching current profiles
Total AUM
$10.3B
Reported regulatory AUM
Median AUM
$342.1M
Across firms with AUM
Largest firm
$3.0B
Impact Partnership Wealth, LLC
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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. Impact Partnership Wealth, LLC CRD 313928 · Limited Liability Company | MARIETTA, GA | $3.0B Mar 2026 | +$1.3B+76.2% | +$2.7B+915.2% | — | +$2.9B+20692.3% | +63 employees+170.3% over 3Y | +14,016 accounts+686.4% over 3Y |
| 2. Narwhal Capital Management CRD 135958 · Limited Liability Company | MARIETTA, GA | $2.1B May 2026 | +$319.8M+18.1% | +$788.1M+60.8% | +$947.2M+83.3% | +$1.7B+485.8% | 0 employees+0.0% over 3Y | +232 accounts+37.5% over 3Y |
| 3. Marietta Wealth Management, LLC CRD 281782 · Limited Liability Company | MARIETTA, GA | $1.4B Mar 2026 | +$420.2M+43.1% | +$383.6M+37.9% | +$755.5M+118.2% | — | +1 employees+9.1% over 3Y | +468 accounts+43.5% over 3Y |
| 4. American Financial Advisors, LLC. CRD 115824 · Limited Liability Company | MARIETTA, GA | $950.2M May 2026 | +$55.0M+6.1% | +$173.1M+22.3% | +$107.1M+12.7% | +$527.6M+124.9% | 0 employees+0.0% over 3Y | -194 accounts-9.4% over 3Y |
| 5. Nicholas Wealth Management CRD 282635 · Limited Liability Company | MARIETTA, GA | $739.8M Apr 2026 | +$326.1M+78.8% | +$597.4M+419.6% | — | +$628.8M+566.1% | +6 employees+46.2% over 3Y | +1,028 accounts+84.1% over 3Y |
| 6. Wiser Wealth Management, INC CRD 125282 · Corporation | MARIETTA, GA | $513.6M Apr 2026 | +$109.1M+27.0% | +$280.3M+120.1% | +$367.0M+250.3% | +$367.0M+250.3% | +4 employees+57.1% over 3Y | +448 accounts+43.0% over 3Y |
| 7. Paul Manners & Associates, INC. CRD 110996 · Corporation | MARIETTA, GA | $349.5M Oct 2025 | +$12.4M+3.7% | +$2.8M+0.8% | +$62.9M+21.9% | +$145.3M+71.1% | -2 employees-40.0% over 3Y | +12 accounts+3.1% over 3Y |
| 8. Baer Wealth Management CRD 150555 · Limited Liability Company | MARIETTA, GA | $334.7M Mar 2026 | +$40.4M+13.7% | +$98.5M+41.7% | +$147.1M+78.4% | +$225.7M+207.1% | -2 employees-50.0% over 3Y | +6 accounts+1.0% over 3Y |
| 9. Proactive Wealth Strategies, LLC CRD 318872 · Limited Liability Company | MARIETTA, GA | $315.8M Feb 2026 | +$62.3M+24.6% | +$136.1M+75.7% | — | — | -1 employees-20.0% over 3Y | +302 accounts+33.6% over 3Y |
| 10. Wickham Financial & Insurance Services CRD 307299 · Corporation | MARIETTA, GA | $193.0M Mar 2026 | +$48.6M+33.6% | +$68.0M+54.4% | +$116.6M+152.8% | — | +1 employees+33.3% over 3Y | +132 accounts+19.9% over 3Y |
| 11. Bey-Douglas, LLC Investment Counsel CRD 108856 · Limited Liability Company | MARIETTA, GA | $179.8M Mar 2026 | +$45.9M+34.3% | +$76.9M+74.7% | +$146.9M+447.2% | +$146.9M+447.2% | -1 employees-25.0% over 3Y | +116 accounts+37.2% over 3Y |
| 12. Strickland Davis Advisors LLC CRD 126538 · Limited Liability Company | MARIETTA, GA | $121.3M Mar 2026 | +$3.1M+2.6% | -$76.0K-0.1% | — | +$1.8M+1.5% | 0 employees+0.0% over 3Y | +17 accounts+9.1% over 3Y |
| 13. Sentara Capital CRD 161132 · Limited Liability Company | MARIETTA, GA | $119.6M Feb 2026 | +$16.8M+16.3% | +$3.2M+2.7% | +$18.3M+18.1% | +$18.3M+18.1% | -1 employees-25.0% over 3Y | -94 accounts-16.0% over 3Y |
| 14. Capital Management Advisors INC CRD 110447 · Corporation | MARIETTA, GA | $52.0M Dec 2025 | $0+0.0% | -$69.8M-57.3% | -$59.8M-53.5% | -$44.4M-46.0% | -1 employees-20.0% over 3Y | -139 accounts-41.2% 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.