Rialytix insights

Top RIA Firms in Savannah, Georgia

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Savannah, Georgia. This hub covers 9 matching firms with $7.1B in total reported AUM and median AUM of $423.7M.

Firms

Matching current profiles

Total AUM

$7.1B

Reported regulatory AUM

Median AUM

$423.7M

Across firms with AUM

Largest firm

$2.3B

Sound View Wealth Advisors Group, 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. Sound View Wealth Advisors Group, LLC CRD 300927 · Limited Liability Company	SAVANNAH, GA	$2.3B Mar 2026	+$342.0M+17.6%	+$901.2M+65.4%	+$1.3B+144.4%	—	+4 employees+26.7% over 3Y	+904 accounts+38.0% over 3Y
2. The Fiduciary Group CRD 221530 · Limited Liability Company	SAVANNAH, GA	$2.0B Mar 2026	+$241.2M+14.0%	+$635.8M+47.7%	+$687.5M+53.6%	+$1.3B+200.5%	+2 employees+12.5% over 3Y	+253 accounts+17.2% over 3Y
3. Chatham Capital Group INC CRD 106174 · Corporation	SAVANNAH, GA	$878.1M May 2026	+$97.5M+12.5%	+$309.9M+54.5%	+$334.6M+61.6%	+$640.5M+269.6%	0 employees+0.0% over 3Y	+75 accounts+12.8% over 3Y
4. Investment Performance Services LLC CRD 105527 · Limited Liability Company	SAVANNAH, GA	$763.7M Mar 2026	+$17.7M+2.4%	+$247.1M+47.8%	+$715.2M+1474.7%	+$735.7M+2627.6%	-3 employees-8.1% over 3Y	+4 accounts+100.0% over 3Y
5. First City Capital Management INC CRD 104780 · Corporation	SAVANNAH, GA	$423.7M Mar 2026	+$12.4M+3.0%	+$54.4M+14.7%	+$63.8M+17.7%	+$121.9M+40.4%	-2 employees-25.0% over 3Y	+31 accounts+6.4% over 3Y
6. Bull Street Advisors CRD 304058 · Limited Liability Company	SAVANNAH, GA	$271.9M Mar 2026	+$30.5M+12.6%	+$41.6M+18.1%	+$56.6M+26.3%	—	0 employees+0.0% over 3Y	+27 accounts+15.9% over 3Y
7. Ables, Iannone, Moore & Associates, INC. CRD 126942 · Corporation	SAVANNAH, GA	$258.7M Jan 2026	+$62.0M+31.5%	+$44.4M+20.7%	+$124.3M+92.5%	+$195.5M+309.3%	+1 employees+25.0% over 3Y	+280 accounts+39.3% over 3Y
8. T.r.u.e. Coastal Capital, LLC CRD 281556 · Limited Liability Company	SAVANNAH, GA	$124.1M Mar 2026	—	—	—	+$15.0M+13.7%	0 employees+0.0% over Total	+56 accounts+15.6% over Total
9. Wassaw Sound Management, LLC CRD 299164 · Limited Liability Company	SAVANNAH, GA	$122.7M Mar 2026	—	—	—	+$10.4M+9.3%	0 employees+0.0% over Total	-4 accounts-21.1% over Total

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.