RIA Intelligence

Investment Advisers in Georgia

726 registered firms

AUM
$47M
Employees
5
ROKA WEALTH STRATEGISTS, LLC
CRD #143560 ROSWELL, GA
SEC
AUM
$48.3M
Employees
1
CAPITAL RESEARCH ADVISORS, LLC
CRD #125621 SUWANEE, GA
SEC
AUM
$48.3M
Employees
4
COLONY CAPITAL MANAGEMENT INC
CRD #104930 ATLANTA, GA
SEC
AUM
$48.6M
Employees
1
ARMSTRONG - SMITH PLANNING GROUP,LLC
CRD #125829 PEACHTREE CITY, GA
SEC
AUM
$49.3M
Employees
5
PARKWAY WEALTH MANAGEMENT, LLC
CRD #144681 THOMASVILLE, GA
SEC
AUM
$51.2M
Employees
5
CAPITAL MANAGEMENT ADVISORS INC
CRD #110447 MARIETTA, GA
SEC Disclosures
AUM
$52M
Employees
4
HELTON ASSET MANAGEMENT, INC.
CRD #129273 MARIETTA, GA
SEC
AUM
$52.4M
Employees
5
SAGE CAPITAL HOLDINGS, LLC
CRD #154306 ATLANTA, GA
SEC
AUM
$52.7M
Employees
11
THE DANIEL FINANCIAL GROUP, LLC
CRD #143592 DULUTH, GA
SEC
AUM
$52.9M
Employees
1
BEACON FINANCIAL ADVISERS, INC.
CRD #125085 CONYERS, GA
SEC
AUM
$53.1M
Employees
1
JFB PLANNING SERVICES, INC.
CRD #115298 ALPHARETTA, GA
SEC
AUM
$59.6M
Employees
10
ENDPOINT CAPITAL LLC
CRD #108452 ATLANTA, GA
SEC
AUM
$60M
Employees
10
FLEMING WEALTH MANAGEMENT, LLC
CRD #133557 ATLANTA, GA
SEC
AUM
$62.7M
Employees
1
GRAY GHOST MANAGEMENT & OPERATIONS LLC
CRD #163417 ATLANTA, GA
Private Funds
AUM
$64.4M
Employees
7
TWINSPAN CAPITAL MANAGEMENT, LLC
CRD #124916 ATLANTA, GA
SEC
AUM
$65M
Employees
10
MONTIS & EXLEY ASSET MANAGEMENT, LLC
CRD #107477 SAVANNAH, GA
SEC
AUM
$66.4M
Employees
10
ONEFIDUCIARY GROUP, LLC
CRD #147041 KENNESAW, GA
SEC
AUM
$67.4M
Employees
5
BAUGH & ASSOCIATES, LLC
CRD #105722 ATLANTA, GA
SEC
AUM
$69M
Employees
5
APOGEE WEALTH MANAGEMENT, LLC
CRD #139746 ATLANTA, GA
SEC
AUM
$69.3M
Employees
5
BAYHAWK ASSET MANAGEMENT, LLC
CRD #153389 MARIETTA, GA
SEC
AUM
$71.6M
Employees
5
INVEST-N-U, LLC
CRD #146799 ALPHARETTA, GA
SEC
AUM
$72M
Employees
5
ATLANTIC CAPITAL MANAGEMENT LTD
CRD #105252 SAVANNAH, GA
SEC
AUM
$72.2M
Employees
5
CALDWELL & ORKIN INC
CRD #105366 NORCROSS, GA
SEC Private Funds
AUM
$72.5M
Employees
6
HUNGERPILLER CAPITAL MANAGEMENT, LLC
CRD #108250 SAVANNAH, GA
SEC
AUM
$72.7M
Employees
1