SEC Form ADV, by state
The largest investment adviser firms in Georgia
The current SEC Form ADV data lists 361 investment adviser firms headquartered in Georgia, of which 41 (11.4%) answered yes to at least one disciplinary or legal question on Form ADV Item 11. Below are the 50 largest by regulatory assets under management, a gross size measure each firm reports itself. Size is not a quality score, and no public record reports any firm's investment returns.
| Firm | City | Regulatory AUM | Fee methods | Item 11 disclosure |
|---|---|---|---|---|
| INVESCO ADVISERS, INC. | ATLANTA | $750B | % of AUMperformance | yes, reported |
| TRUIST ADVISORY SERVICES, INC. | ATLANTA | $77B | % of AUMfixed | yes, reported |
| EARNEST PARTNERS, LLC | ATLANTA | $43B | % of AUMperformance | none reported |
| VOYA INVESTMENT MANAGEMENT LLC | ATLANTA | $39B | % of AUMother | yes, reported |
| ROARK CAPITAL MANAGEMENT, LLC | ATLANTA | $34B | % of AUMperformance | none reported |
| HB WEALTH | ATLANTA | $30B | % of AUMhourlyfixed | none reported |
| ATLANTA CAPITAL | ATLANTA | $29B | % of AUMperformance | yes, reported |
| MERIT FINANCIAL ADVISORS | ALPHARETTA | $24B | % of AUMhourlyfixedother | none reported |
| VIDENT ASSET MANAGEMENT | ALPHARETTA | $22B | % of AUMfixedother | none reported |
| PRIMERICA ADVISORS | DULUTH | $16B | % of AUM | yes, reported |
| OSAIC ADVISORY SERVICES, LLC | ATLANTA | $15B | % of AUMhourlyfixed | yes, reported |
| IRA GROUP, INC. | ATLANTA | $15B | % of AUMfixedother | yes, reported |
| ATLANTA CONSULTING GROUP ADVISORS, LLC | ATLANTA | $15B | % of AUMfixedcommissions | none reported |
| ANGEL OAK CAPITAL ADVISORS, LLC | ATLANTA | $11B | % of AUMfixedperformance | yes, reported |
| ASSET PRESERVATION ADVISORS, LLC | ATLANTA | $11B | % of AUMfixed | none reported |
| ADVISORY SERVICES NETWORK | ATLANTA | $11B | % of AUMhourlyfixed | yes, reported |
| OPENARC CORPORATE ADVISORY, LLC | ATLANTA | $10B | % of AUMhourlyfixed | none reported |
| SIGNATUREFD, LLC | ATLANTA | $9.7B | % of AUMhourlyfixed | none reported |
| CRAWFORD INVESTMENT COUNSEL INC | ATLANTA | $9.1B | % of AUMfixedperformance | yes, reported |
| ARKADIOS WEALTH ADVISORS | ATLANTA | $8.8B | % of AUMhourlyfixed | yes, reported |
| SYNOVUS SECURITIES, INC. | COLUMBUS | $8.4B | % of AUMhourlyfixedcommissions | yes, reported |
| NICHOLAS HOFFMAN & COMPANY, LLC | ATLANTA | $8.3B | % of AUMfixedperformance | none reported |
| CAPITAL INVESTMENT ADVISORS, LLC | ATLANTA | $8.2B | % of AUMfixedother | none reported |
| HOWARD CAPITAL MANAGEMENT, LLC | ALPHARETTA | $8.0B | % of AUMsubscription | none reported |
| ALLIANT RETIREMENT CONSULTING | ALPHARETTA | $7.4B | % of AUMfixedother | yes, reported |
| DOMAIN CAPITAL ADVISORS, LLC | ATLANTA | $7.3B | % of AUMperformanceother | none reported |
| JAMESTOWN, L.P. | ATLANTA | $7.1B | % of AUMfixedperformanceother | none reported |
| GMT CAPITAL CORP. | ATLANTA | $6.9B | % of AUMperformance | yes, reported |
| GID MULTIFAMILY INVESTMENT MANAGEMENT LLC | ATLANTA | $5.9B | % of AUMperformanceother | none reported |
| BUCKHEAD CAPITAL MANAGEMENT, LLC | ATLANTA | $5.8B | % of AUMfixedperformance | none reported |
| CORTLAND INVESTMENT MANAGEMENT, LLC | ATLANTA | $5.7B | % of AUMperformanceother | none reported |
| BALENTINE | ATLANTA | $5.5B | % of AUMfixed | none reported |
| BIP WEALTH, LLC | ATLANTA | $5.3B | % of AUMfixed | none reported |
| FOREST INVESTMENT ASSOCIATES | ATLANTA | $5.2B | % of AUMfixedperformanceother | none reported |
| FIDUCIARYVEST, LLC | ATLANTA | $4.9B | % of AUMhourlyfixedother | none reported |
| IFG ADVISORY, LLC | ATLANTA | $4.8B | % of AUMhourlyfixed | none reported |
| SAGE MOUNTAIN ADVISORS, LLC | ATLANTA | $4.3B | % of AUMfixedother | none reported |
| ZWJ INVESTMENT COUNSEL INC | ATLANTA | $4.2B | % of AUMfixed | none reported |
| WILLIS INVESTMENT COUNSEL INC | GAINESVILLE | $4.2B | % of AUMfixedother | none reported |
| SOUTHEAST ASSET ADVISORS, LLC | THOMASVILLE | $4.2B | % of AUMhourlyfixedperformance | none reported |
| CLEAR INVESTMENT RESEARCH, LLC | ALPHARETTA | $4.2B | % of AUMhourlyfixed | none reported |
| APRIO WEALTH MANAGEMENT, LLC | ATLANTA | $4.2B | % of AUMhourlyfixed | none reported |
| BT FAMILY OFFICE, LLC | ATLANTA | $4.0B | % of AUMhourlyfixed | none reported |
| HENSSLER FINANCIAL | KENNESAW | $3.8B | % of AUMhourlyfixed | none reported |
| HOLBROOK HOLDINGS, INC. | ATLANTA | $3.8B | % of AUM | none reported |
| EQUITY INVESTMENT CORP | ATLANTA | $3.5B | % of AUM | none reported |
| ADVOCACY WEALTH MANAGEMENT, LLC | ATLANTA | $3.2B | % of AUM | none reported |
| LCP INSTITUTIONAL, LLC | ATLANTA | $3.2B | % of AUMother | none reported |
| GLENEAGLES INVESTMENT ADVISORS, LLC | ATLANTA | $3.1B | % of AUMhourlyfixed | none reported |
| SILVANT CAPITAL MANAGEMENT LLC | ATLANTA | $3.0B | % of AUMperformance | none reported |
Source: SEC Form ADV monthly data, firms reporting a Georgiaheadquarters address. Fee-method chips are the compensation arrangements each firm checked on Item 5.E; the disclosure column is the firm's own answer to Item 11. Click through to any firm for the full record and a link to its SEC detail page.
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