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Start your Watchlist610 investment advisory firms are registered with a main office in Georgia, together advising $1.50T for 625,225 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Atlanta · SEC-registered
|
$749.5B | 82,498 | 2,804 | Flagged |
| 2 |
Atlanta · SEC-registered
|
$77.4B | 129,307 | 2,461 | Flagged |
| 3 |
Atlanta · SEC-registered
|
$42.6B | 7,415 | 47 | Clean |
| 4 |
Atlanta · SEC-registered
|
$38.8B | 9 | 859 | Flagged |
| 5 |
Atlanta · SEC-registered
|
$34.2B | 14 | 145 | Clean |
| 6 |
Atlanta · SEC-registered
|
$30.2B | 5,459 | 325 | Clean |
| 7 |
Atlanta · SEC-registered
|
$28.6B | 9,277 | 35 | Flagged |
| 8 |
Alpharetta · SEC-registered
|
$23.9B | 20,711 | 470 | Clean |
| 9 |
Alpharetta · SEC-registered
|
$22.0B | 1,492 | 38 | Clean |
| 10 |
Duluth · SEC-registered
|
$15.5B | 67,816 | 3,992 | Flagged |
| 11 |
Atlanta · SEC-registered
|
$15.5B | 29,898 | 2,180 | Flagged |
| 12 |
Atlanta · SEC-registered
|
$15.4B | 302 | 19 | Flagged |
| 13 |
Atlanta · SEC-registered
|
$14.7B | 364 | 23 | Clean |
| 14 |
Atlanta · SEC-registered
|
$11.5B | 34 | 78 | Flagged |
| 15 |
Atlanta · SEC-registered
|
$11.1B | 3,029 | 28 | Clean |
| 16 |
Atlanta · SEC-registered
|
$10.6B | 12,919 | 268 | Flagged |
| 17 |
Atlanta · SEC-registered
|
$10.1B | 3,841 | 146 | Clean |
| 18 |
Atlanta · SEC-registered
|
$9.7B | 1,913 | 130 | Clean |
| 19 |
Atlanta · SEC-registered
|
$9.1B | 2,039 | 54 | Flagged |
| 20 |
Atlanta · SEC-registered
|
$8.8B | 14,886 | 188 | Flagged |
| 21 |
Columbus · SEC-registered
|
$8.4B | 12,411 | 280 | Flagged |
| 22 |
Atlanta · SEC-registered
|
$8.3B | 409 | 25 | Clean |
| 23 |
Atlanta · SEC-registered
|
$8.2B | 6,014 | 107 | Clean |
| 24 |
Alpharetta · SEC-registered
|
$8.0B | 10,608 | 45 | Clean |
| 25 |
Atlanta · SEC-registered
|
$7.3B | 33 | 33 | Clean |
| 26 |
Atlanta · SEC-registered
|
$7.1B | 23 | 233 | Clean |
| 27 |
Atlanta · SEC-registered
|
$6.9B | 6 | 19 | Flagged |
| 28 |
Atlanta · SEC-registered
|
$5.9B | 8 | 124 | Clean |
| 29 |
Atlanta · SEC-registered
|
$5.8B | 203 | 13 | Clean |
| 30 |
Atlanta · SEC-registered
|
$5.7B | 8 | 91 | Clean |
| 31 |
Atlanta · SEC-registered
|
$5.5B | 464 | 61 | Clean |
| 32 |
Atlanta · SEC-registered
|
$5.3B | 3,146 | 88 | Clean |
| 33 |
Atlanta · SEC-registered
|
$5.2B | 16 | 55 | Clean |
| 34 |
Atlanta · SEC-registered
|
$4.9B | 37 | 10 | Clean |
| 35 |
Atlanta · SEC-registered
|
$4.8B | 9,202 | 187 | Clean |
| 36 |
Atlanta · SEC-registered
|
$4.3B | 193 | 31 | Clean |
| 37 |
Atlanta · SEC-registered
|
$4.2B | 1,058 | 20 | Clean |
| 38 |
Gainesville · SEC-registered
|
$4.2B | 241 | 13 | Clean |
| 39 |
Thomasville · SEC-registered
|
$4.2B | 334 | 14 | Clean |
| 40 |
Alpharetta · SEC-registered
|
$4.2B | 132 | 5 | Clean |
| 41 |
Atlanta · SEC-registered
|
$4.2B | 1,699 | 55 | Clean |
| 42 |
Atlanta · SEC-registered
|
$4.0B | 10 | 7 | Clean |
| 43 |
Kennesaw · SEC-registered
|
$3.8B | 1,746 | 88 | Clean |
| 44 |
Atlanta · SEC-registered
|
$3.8B | 3 | 14 | Clean |
| 45 |
Atlanta · SEC-registered
|
$3.5B | 6,761 | 27 | Clean |
| 46 |
Atlanta · SEC-registered
|
$3.2B | 1,720 | 36 | Clean |
| 47 |
Atlanta · SEC-registered
|
$3.2B | 133 | 8 | Clean |
| 48 |
Atlanta · SEC-registered
|
$3.1B | 51 | 4 | Clean |
| 49 |
Atlanta · SEC-registered
|
$3.0B | 32 | 8 | Clean |
| 50 |
Atlanta · SEC-registered
|
$3.0B | 3,248 | 18 | Clean |
| 51 |
Atlanta · SEC-registered
|
$3.0B | 503 | 30 | Clean |
| 52 |
Marietta · SEC-registered
|
$3.0B | 8,017 | 100 | Flagged |
| 53 |
Atlanta · SEC-registered
|
$2.7B | 1 | 5 | Flagged |
| 54 |
Atlanta · SEC-registered
|
$2.7B | 9,003 | 78 | Flagged |
| 55 |
Watkinsville · SEC-registered
|
$2.7B | 49,626 | 39 | Clean |
| 56 |
Atlanta · SEC-registered
|
$2.7B | 268 | 15 | Clean |
| 57 |
Atlanta · SEC-registered
|
$2.6B | 108 | 58 | Clean |
| 58 |
Atlanta · SEC-registered
|
$2.5B | 3,506 | 56 | Flagged |
| 59 |
Atlanta · SEC-registered
|
$2.5B | 467 | 15 | Clean |
| 60 |
Atlanta · SEC-registered
|
$2.4B | 51 | 11 | Clean |
| 61 |
Duluth · SEC-registered
|
$2.3B | 286 | 19 | Clean |
| 62 |
Savannah · SEC-registered
|
$2.3B | 950 | 19 | Clean |
| 63 |
Atlanta · SEC-registered
|
$2.2B | 10 | 42 | Clean |
| 64 |
Atlanta · SEC-registered
|
$2.1B | 7 | 6 | Clean |
| 65 |
Marietta · SEC-registered
|
$2.1B | 365 | 18 | Clean |
| 66 |
Atlanta · SEC-registered
|
$2.1B | 892 | 23 | Clean |
| 67 |
Atlanta · SEC-registered
|
$2.0B | 14 | 55 | Clean |
| 68 |
Atlanta · SEC-registered
|
$2.0B | 13 | 30 | Clean |
| 69 |
Savannah · SEC-registered
|
$2.0B | 702 | 18 | Clean |
| 70 |
Atlanta · SEC-registered
|
$2.0B | 393 | 10 | Clean |
| 71 |
Atlanta · SEC-registered
|
$1.8B | 266 | 10 | Clean |
| 72 |
Atlanta · SEC-registered
|
$1.7B | 19 | 82 | Clean |
| 73 |
Atlanta · SEC-registered
|
$1.7B | 981 | 31 | Clean |
| 74 |
Atlanta · SEC-registered
|
$1.7B | 4 | 19 | Clean |
| 75 |
Athens · SEC-registered
|
$1.7B | 1,015 | 33 | Clean |
| 76 |
Atlanta · SEC-registered
|
$1.6B | 1,004 | 14 | Clean |
| 77 |
Atlanta · SEC-registered
|
$1.5B | 50 | 20 | Clean |
| 78 |
Alpharetta · SEC-registered
|
$1.5B | - | 1 | Clean |
| 79 |
Atlanta · SEC-registered
|
$1.4B | 22 | 13 | Clean |
| 80 |
Atlanta · SEC-registered
|
$1.4B | 20 | 4 | Clean |
| 81 |
Augusta · SEC-registered
|
$1.4B | 476 | 9 | Clean |
| 82 |
Marietta · SEC-registered
|
$1.4B | 474 | 12 | Clean |
| 83 |
Atlanta · SEC-registered
|
$1.4B | 5 | 13 | Clean |
| 84 |
Atlanta · SEC-registered
|
$1.3B | 62 | 50 | Clean |
| 85 |
Atlanta · SEC-registered
|
$1.3B | 27 | 37 | Clean |
| 86 |
Augusta · SEC-registered
|
$1.2B | 1,940 | 16 | Clean |
| 87 |
Atlanta · SEC-registered
|
$1.2B | 8 | 27 | Clean |
| 88 |
Atlanta · SEC-registered
|
$1.2B | 1,185 | 24 | Clean |
| 89 |
Atlanta · SEC-registered
|
$1.1B | 22 | 6 | Clean |
| 90 |
Milton · SEC-registered
|
$1.1B | 1,605 | 11 | Clean |
| 91 |
Atlanta · SEC-registered
|
$1.1B | 2,744 | 35 | Flagged |
| 92 |
Thomasville · SEC-registered
|
$1.1B | 920 | 22 | Clean |
| 93 |
Athens · SEC-registered
|
$1.1B | 686 | 29 | Clean |
| 94 |
Alpharetta · SEC-registered
|
$1.1B | 5,356 | 147 | Flagged |
| 95 |
Milton · SEC-registered
|
$1.1B | 534 | 5 | Clean |
| 96 |
Atlanta · SEC-registered
|
$1.0B | 8 | 29 | Clean |
| 97 |
Columbus · SEC-registered
|
$1.0B | 433 | 7 | Clean |
| 98 |
Gainesville · SEC-registered
|
$1.0B | 1,266 | 18 | Clean |
| 99 |
Atlanta · SEC-registered
|
$1.0B | 255 | 7 | Clean |
| 100 |
Atlanta · SEC-registered
|
$1.0B | 2 | 18 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Georgia by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.