Wealth management companies in Georgia provide tailored financial services aimed at high-net-worth individuals and families. These firms specialize in investment management, financial planning, estate planning, and tax strategies, ensuring that clients achieve their financial goals. As the industry evolves, firms increasingly incorporate technology, emphasizing personalized, holistic approaches to client service. Additionally, the growing emphasis on environmental, social, and governance (ESG) criteria reflects changing client values. With over $300 billion in assets under management in the state, Georgia is becoming a significant hub for innovative wealth management solutions, attracting both local and national attention.


This list features 25 wealth management firms located primarily in Atlanta, Georgia. Ranging from established players like Trident Trust, founded in 1978, to newer entrants such as Cardea Capital from 2018, these firms operate in various sizes, employing teams of 10 to over 5,000 professionals. They focus on services including investment management, estate planning, and personalized financial advice, showcasing their commitment to client-centered strategies. Overall, the firms work with a range of clients, from individuals to corporations, demonstrating the significant role they play in the financial ecosystem of Georgia.


Continue reading to learn about the top wealth management companies in Georgia.


Top 25 Wealth Management Companies in Georgia


1. Trident Trust

  • Website: tridenttrust.com
  • Ownership type: Corporate
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: Mauritius 14%, United States (USA) 11%, Panama 11%, Other 64%
  • Latest funding: September 2013
  • Founded year: 1978
  • Headcount: 1001-5000
  • LinkedIn: trident-trust

Trident Trust, founded in 1978, is a corporate and fiduciary services provider based in Atlanta, Georgia. The company specializes in fund administration, corporate services, and private client solutions, primarily serving high net worth families, asset managers, and international businesses. With a workforce of over 1,000 employees across multiple jurisdictions, Trident Trust has established a significant global footprint. They manage approximately $177 billion in assets and administer around 47,000 entities, showcasing their extensive operational capabilities. The firm emphasizes a commitment to personal service and long-term relationships, which is critical in the wealth management industry. Their services include wealth preservation strategies, succession planning, and support for navigating complex financial environments. Trident Trust has also been recognized with multiple industry awards, reflecting their dedication to service quality and client satisfaction.


2. SignatureFD

  • Website: signaturefd.com
  • Ownership type: Private
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1997
  • Headcount: 51-200
  • LinkedIn: signaturefd

SignatureFD is a financial advisory firm based in Atlanta, Georgia, with an additional office in Charlotte, North Carolina. Established in 1997, the firm focuses on wealth management and financial planning, offering customized strategies for asset protection, retirement planning, and investment management. SignatureFD serves a variety of clients, including executives, healthcare professionals, philanthropists, and legal professionals, among others. The firm emphasizes a personal approach to financial planning, encapsulated in their Net Worthwhile® philosophy, which aims to align clients' financial strategies with their life goals. With a client retention rate of 97% and a commitment to social impact through community involvement, SignatureFD has positioned itself as a trusted partner in navigating complex financial landscapes. The firm currently manages over $8.6 billion in assets, reflecting its significant presence in the wealth management sector.


3. CI Brightworth Private Wealth

  • Website: brightworth.com
  • Ownership type: Private
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1997
  • Headcount: 51-200
  • LinkedIn: brightworth

CI Brightworth Private Wealth, founded in 1997 and based in Atlanta, Georgia, is a private wealth management firm that specializes in comprehensive financial advisory services. The firm offers a range of services including investment management, estate planning, and tax planning, tailored to meet the needs of high achievers, entrepreneurs, and business owners. With a focus on simplifying complex financial landscapes, CI Brightworth aims to help clients secure their legacies and achieve their financial goals. The firm operates with a fiduciary standard, prioritizing the interests of its clients. As of June 30, 2024, CI Brightworth manages approximately $171 billion in client assets, reflecting its significant presence in the wealth management sector. The firm emphasizes personalized service and has built a network of over 240 partners to provide expert advice and solutions. Their commitment to client satisfaction and innovative financial strategies positions them as a relevant player in the wealth management industry.


4. Balentine

  • Website: balentine.com
  • Ownership type: Private
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: January 2025
  • Founded year: 2009
  • Headcount: 51-200
  • LinkedIn: balentine

Balentine is a private wealth management firm based in Atlanta, Georgia, founded in 2009. With a team of approximately 106 employees, the firm specializes in providing tailored financial solutions to individuals, families, and businesses. Their services include financial planning, investment management, legacy planning, and business advisory, all designed to help clients navigate the complexities of wealth management. Balentine prides itself on its holistic approach, focusing on long-term financial success and personalized service. The firm has established a strong reputation in the industry, evidenced by accolades such as being recognized in Barron’s Top 1,200 Advisors and Forbes’ America’s Top Wealth Advisors. Balentine operates with a client-centric philosophy, maintaining a low client-to-advisor ratio to ensure dedicated attention to each client's unique needs. Their commitment to education and proactive guidance further enhances their standing in the wealth management sector.


5. MONTAG Wealth Management


MONTAG Wealth Management, based in Atlanta, Georgia, is a family-owned wealth management firm that has been serving clients since 1982. With a dedicated team of 38 professionals, MONTAG specializes in providing personalized investment strategies and comprehensive financial planning services tailored to high net-worth individuals, families, and organizations. The firm emphasizes a client-centered approach, ensuring that clients have direct access to their portfolio managers, fostering strong relationships built on trust and understanding. MONTAG's services include private wealth management, institutional management, and fixed income services, all designed to adapt to the evolving financial needs of their clients. With over $2 billion in assets under management, MONTAG has established itself as a reliable partner in wealth preservation and growth, focusing on long-term strategies that align with clients' goals. Their commitment to community involvement further highlights their dedication to not just financial success, but also social responsibility.


6. The Avenue Wealth Management Group


The Avenue Wealth Management Group, based in Watkinsville, Georgia, is a private wealth management firm founded in 2006. With a team of 11 to 50 employees, the firm specializes in providing tailored financial services to individuals and families. Their offerings include investment management, retirement planning, estate planning, and employee benefit plans. The Avenue Wealth Management Group emphasizes a client-first philosophy, ensuring that each client receives personalized attention and strategies that align with their unique financial goals. The firm is affiliated with Raymond James Financial Services, which enhances its capabilities and credibility in the financial sector. The Avenue Wealth Management Group is dedicated to simplifying the financial lives of its clients, making it a relevant choice for those seeking comprehensive wealth management solutions.


7. Cardea Capital

  • Website: cardeacap.com
  • Ownership type: Private
  • Headquarters: Alpharetta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 78%, India 11%, United Kingdom (UK) 11%
  • Latest funding: Convertible note, $15.0M, August 2024
  • Founded year: 2018
  • Headcount: 11-50
  • LinkedIn: cardea-capital

Cardea Capital Advisors is a wealth advisory and investment management firm based in Alpharetta, Georgia. Founded in 2018, the company specializes in providing tailored financial solutions to high-net-worth individuals, families, and institutions. Their offerings include portfolio management, family office services, and alternative investments, which are designed to help clients manage and grow their wealth across generations. Cardea Capital emphasizes a client-centric approach, adapting to changing needs and goals. The firm has a strong focus on integrity and transparency, ensuring that clients can trust their advisory services. Recently, Cardea secured $15 million in funding, highlighting their growth and relevance in the financial services industry. With a team of experienced professionals, Cardea Capital aims to empower clients with informed investment decisions and effective wealth management strategies.


8. Homrich Berg

  • Website: homrichberg.com
  • Ownership type: Private Equity
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: September 2024
  • Founded year: 1989
  • Headcount: 201-500
  • LinkedIn: homrich-berg

Homrich Berg is a wealth management firm based in Atlanta, Georgia, that has been serving clients since 1989. With a focus on comprehensive financial planning and investment management, the firm caters to over 3,600 families and manages more than $17 billion in assets. Homrich Berg operates under a fiduciary standard, ensuring that their advisors act in the best interests of their clients at all times. The firm offers a wide range of services, including tax planning, estate planning, retirement planning, and investment management, which are designed to adapt as clients' financial needs evolve. Their team consists of professionals with advanced certifications, such as CFP® and CFA, which underscores their expertise in the field. Homrich Berg has received recognition in various industry rankings, including being listed among the top registered investment advisors in the country. Their commitment to community involvement and client satisfaction is evident in their impressive client retention rate of over 98%.


9. Veracity Capital

  • Website: veracitycapital.com
  • Ownership type: Private
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2018
  • Headcount: 11-50
  • LinkedIn: veracity-capital

Veracity Capital is a financial advisory firm based in Atlanta, Georgia, with additional offices in Dallas, Newport Beach, and South Florida. Established in 2018, the firm focuses on providing personalized financial solutions that include wealth management, investment management, retirement planning, and tax planning. Veracity Capital caters primarily to business owners, corporate executives, and individuals transitioning to retirement. Their team of financial advisors is dedicated to understanding the unique needs of their clients, offering tailored strategies that align with their financial goals. The firm emphasizes a holistic approach to financial planning, integrating various aspects of wealth management to ensure clients can navigate their financial futures with confidence. Veracity Capital has not reported any funding, indicating a self-sustained growth model since its inception.


10. NextGen Capital

  • Website: nextgencap.com
  • Ownership type: Private
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 80%, Netherlands 20%
  • Founded year: 2012
  • Headcount: 11-50
  • LinkedIn: nextgen-capital

NextGen Capital, founded in 2012 and based in Atlanta, Georgia, operates as a private investment bank and wealth management firm. The company focuses on providing customized financial services to ultra-high net worth individuals, families, and middle-market companies. Their offerings include investment banking, multi-family office services, and direct investment strategies. NextGen Capital aims to enhance business value and preserve wealth across generations through a thoughtful approach tailored to each client's unique needs. The firm has successfully closed over 200 transactions, demonstrating its active involvement in the investment banking sector. With a team of seasoned professionals, NextGen Capital is dedicated to delivering independent and unbiased financial counsel, ensuring that clients receive personalized strategies for wealth accumulation and preservation.


11. LongView Wealth Management


LongView Wealth Management, based in Atlanta, Georgia, is a private wealth management firm that has been serving clients since 1978. With a team of approximately 21 employees, the firm specializes in personalized financial planning and investment advisory services. They focus on helping individuals and families build and manage their wealth through customized strategies that align with their unique goals. LongView operates under a fiduciary standard, which means they are committed to acting in the best interests of their clients without being influenced by external quotas or agendas. Their services cover a wide range of financial needs, including retirement planning, investment management, estate planning, and tax strategies. The firm has a strong emphasis on long-term relationships and collaborative planning, which has allowed them to maintain relevance in the wealth management industry for over four decades.


12. Peachtree Planning

  • Website: peachtreeplanning.com
  • Ownership type: Private
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 98%, Other 2%
  • Founded year: 1987
  • Headcount: 51-200
  • LinkedIn: peachtree-planning

Peachtree Planning is a financial advisory firm based in Atlanta, Georgia, founded in 1987. With a team of approximately 175 employees, the firm focuses on providing tailored wealth management and financial planning services. They assist individuals and business owners in navigating complex financial decisions, offering services such as investment management, retirement planning, estate planning, and insurance solutions. Peachtree Planning emphasizes a personalized approach, aiming to build long-term relationships with clients rather than merely focusing on product sales. Their commitment to integrity and independence sets them apart in the financial advisory space. The firm also engages in community impact initiatives and offers educational resources through webinars, further demonstrating their involvement in the industry and dedication to client education.


13. BIP Wealth

  • Website: bipwealth.com
  • Ownership type: Private
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2007
  • Headcount: 51-200
  • LinkedIn: bip-wealth

BIP Wealth is an investment management firm based in Atlanta, Georgia, founded in 2007. The company specializes in personalized wealth management and financial planning services, catering to families, individuals, entrepreneurs, and professionals. With a team of experienced advisors, BIP Wealth focuses on creating tailored strategies that encompass investment management, tax planning, and estate planning. The firm emphasizes a client-first approach, ensuring that clients receive expert guidance throughout their financial journeys. As of June 2024, BIP Wealth manages over $3.3 billion in assets and serves more than 1,500 households, maintaining a remarkable client retention rate of 98.6%. Their unique offerings include specialized services for baseball players, reflecting their understanding of the specific financial needs of different client segments. BIP Wealth is registered with the U.S. Securities and Exchange Commission (SEC), underscoring its commitment to regulatory compliance and fiduciary responsibility.


14. Efc Ag

  • Website: efc.ag
  • Ownership type: Private
  • Headquarters: Germany, Georgia, United States (USA)
  • Founded year: 1998
  • Headcount: 51-200
  • LinkedIn: efc-ag

EFC AG, founded in 1998, is a private financial consulting firm based in Germany, with additional presence in Georgia, USA. The company specializes in comprehensive financial planning and investment management services, primarily targeting high-income individuals and small to medium-sized businesses. EFC AG offers a range of services including asset management, financial coaching, and retirement planning, all designed to help clients effectively manage and grow their wealth. With a team of experienced advisors, EFC AG emphasizes a personalized approach to financial planning, ensuring that each client's unique needs and goals are met. Their commitment to neutrality and expertise is highlighted in their operational philosophy, which prioritizes transparency and objectivity in all client interactions. EFC AG operates multiple locations across Germany, enhancing their accessibility to clients. They have established a reputation for excellence in financial consulting, making them a notable entity in the wealth management industry.


15. Sage Mountain Advisors


Sage Mountain Advisors, founded in 2018 and based in Atlanta, Georgia, is a family-owned wealth management firm that specializes in serving high-net-worth individuals and families. The firm is an SEC-registered investment advisory (RIA) and manages approximately $5 billion in assets. Sage Mountain Advisors prides itself on providing a comprehensive range of financial services, including investment management, trust and estate planning, and alternative investing solutions. Their approach is characterized by a commitment to understanding clients' unique needs, allowing them to offer tailored strategies that prioritize wealth enhancement and protection. The firm operates without the constraints of pre-selected products, ensuring that their advice is unbiased and focused solely on the client's best interests. With a team that includes professionals with extensive backgrounds in private wealth management, Sage Mountain Advisors combines Wall Street experience with the flexibility of a boutique firm, making it a notable player in the wealth management industry.


16. Arcus Capital Partners

  • Website: arcuscp.com
  • Ownership type: Private
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2008
  • Headcount: 11-50
  • LinkedIn: arcus-capital

Arcus Capital Partners is an independent investment advisory firm based in Atlanta, Georgia, established in 2008. The firm focuses on providing tailored wealth management and portfolio management services to high-net-worth individuals, foundations, endowments, and retirement plans. With a team that boasts over 120 years of combined experience, Arcus emphasizes a disciplined investment philosophy centered on risk avoidance and innovative strategies. Their approach involves anticipating future opportunities rather than following current trends, which they believe leads to better long-term performance. Arcus is registered with the SEC and operates with a commitment to transparency and alignment of incentives with their clients. The firm has seen robust growth, recently surpassing $2 billion in assets under management, reflecting its relevance and effectiveness in the wealth management sector.


17. Gleneagles Group

  • Website: gleneaglesgroup.com
  • Ownership type: Private
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1997
  • Headcount: 11-50
  • LinkedIn: gleneagles-group

Gleneagles Group, based in Atlanta, Georgia, is a family office that has been serving high-net-worth families since its founding in 1997. The firm specializes in a comprehensive suite of wealth management services, including investment management, estate planning, tax consulting, and family governance. With a dedicated team of professionals, Gleneagles aims to help families navigate complex financial landscapes and achieve their financial goals while ensuring the continuity of their legacies. The firm operates under a shared family office model, which allows families to benefit from a collective pool of expertise tailored to their unique needs. This model not only enhances the quality of service but also fosters a community among client families, facilitating collaboration and knowledge sharing. Gleneagles Group has built a reputation for its high-touch approach, combining personal service with advanced reporting and strategic planning. Their commitment to innovation and client satisfaction has made them a trusted partner for families looking to manage and grow their wealth effectively.


18. TNB Financial Services

  • Website: tnbfinancial.com
  • Ownership type: Private
  • Headquarters: Thomasville, Georgia, United States (USA)
  • Employee distribution: United States (USA) 85%, Malaysia 7%, India 7%
  • Founded year: 1983
  • Headcount: 11-50
  • LinkedIn: tnb-financial-services-inc

TNB Financial Services, based in Thomasville, Georgia, is a private financial services firm that specializes in investment management, trust services, and retirement planning. Established in 1983, the company has grown from managing $2 million in assets to over $4 billion today. They serve a wide range of clients, including individuals, families, endowments, foundations, and corporate entities, providing customized financial solutions designed to help clients manage and grow their assets. TNB Financial prides itself on its personalized service and fiduciary responsibility, ensuring that client interests are always prioritized. The firm operates with a philosophy that emphasizes long-term investment strategies, focusing on high-quality businesses and sustainable growth. Their team is dedicated to fostering enduring relationships with clients, which is evident in their approach to wealth management and financial planning.


19. Arkadios Capital

  • Website: arkadios.com
  • Ownership type: Corporate
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: July 2011
  • Founded year: 2017
  • Headcount: 11-50
  • LinkedIn: arkadios-capital

Arkadios Capital, based in Atlanta, Georgia, is a wealth management firm founded in 2017. The company specializes in providing innovative financial solutions and consulting services tailored for financial advisors and their clients. Arkadios focuses on customized investment management, business consulting, and advanced estate planning, aiming to help advisors enhance their practices and deliver personalized services to high-net-worth individuals and businesses. With a network of investment professionals across the United States, Arkadios emphasizes an independent culture that empowers advisors to operate flexibly and efficiently. The firm has received accolades for its rapid growth and commitment to advisor independence, positioning itself as a significant player in the wealth management industry.


20. CPC Advisors


CPC Advisors, based in Atlanta, Georgia, is a family-owned financial advisory firm founded in 1975. The firm specializes in wealth management and financial planning, providing tailored services to help individuals and families navigate their financial decisions. With a team of certified financial planners, CPC Advisors focuses on creating personalized strategies that align with clients' unique goals and circumstances. They have established a reputation for their commitment to client service, as evidenced by their recognition in various industry awards, including being named one of USA Today's 2024 Best Financial Advisory Firms. The firm operates multiple offices across Georgia and Florida, ensuring accessibility for their clients. Their approach emphasizes understanding clients' financial crossroads and guiding them through significant life events, making them a relevant player in the wealth management sector.


21. Fuller and Company

  • Website: fullercom.com
  • Ownership type: Private
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1990
  • Headcount: 11-50
  • LinkedIn: fuller-and-company

Fuller and Company, based in Atlanta, Georgia, is a wealth management firm that has been serving clients since its inception in 1990. Founded by John D. Fuller, the firm initially catered to university professors, recognizing the need for comprehensive financial advice at a time when such services were scarce. Over the years, Fuller and Company has expanded its offerings to include asset allocation, tax planning, and insurance solutions, ensuring a well-rounded approach to managing clients' financial lives. The firm operates under a fiduciary standard, which underscores its commitment to acting in the best interests of its clients. With a team that boasts over 100 years of combined experience, Fuller and Company emphasizes personalized service and proactive financial planning. Their affiliation with Cambridge Investment Research, Inc. as an independent broker-dealer further enhances their credibility in the industry. The firm is also a member of the Financial Planning Association, adhering to high ethical standards and a code of conduct that reinforces their dedication to exceptional client service.


22. The Fiduciary Group

  • Website: thefiduciarygroup.com
  • Ownership type: Family Owned
  • Headquarters: Savannah, Georgia, United States (USA)
  • Employee distribution: United States (USA) 89%, Ghana 11%
  • Founded year: 1970
  • Headcount: 11-50
  • LinkedIn: the-fiduciary-group

The Fiduciary Group, based in Savannah, Georgia, is a family-owned wealth management and investment advisory firm that has been serving clients since 1970. The firm specializes in comprehensive financial planning, investment management, and asset management services tailored for individuals, families, businesses, and nonprofits. With a commitment to fiduciary principles, The Fiduciary Group ensures that its clients' interests are always prioritized in financial decisions. The firm has grown significantly over the years, managing over $1.1 billion in assets for more than 500 clients. Their team consists of skilled professionals with advanced degrees in finance, law, and business, which enhances their ability to provide informed and effective advice. The Fiduciary Group also emphasizes long-term wealth preservation and growth, reflecting their dedication to building lasting relationships with clients. Their strategic partnership with Focus Financial Partners further strengthens their position in the industry, allowing them to leverage best practices while maintaining their independence.


23. Nicholas Hoffman & Company


Nicholas Hoffman & Company is a private wealth management firm based in Atlanta, Georgia, founded in 2007. The firm specializes in crafting bespoke strategies aimed at growing generational wealth for families with complex financial needs. Their services extend beyond traditional investment management to include tax and estate planning, family office services, and business consulting. With a focus on building enduring relationships, the firm prioritizes trust and integrity in its client interactions. The advisory team boasts an average of over 30 years of experience in the investment sector, providing clients with informed and strategic counsel. Nicholas Hoffman & Company manages over $6 billion in assets, allowing them to access unique investment opportunities, particularly in private markets. Their commitment to philanthropy also reflects the values of many of their client families, as they offer guidance on philanthropic strategies and the administration of private foundations.


24. Georgia Financial Advisors

  • Website: georgiafa.com
  • Ownership type: Private
  • Headquarters: Atlanta, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2021
  • Headcount: 11-50
  • LinkedIn: georgia-financial-advisors

Georgia Financial Advisors, based in Atlanta, Georgia, is a financial advisory firm that specializes in comprehensive financial planning, retirement planning, investment services, and wealth management. Founded in 2021, the firm aims to assist individuals, families, and business owners in navigating financial challenges and achieving their financial goals through tailored strategies. With a team that boasts hundreds of years of combined experience, Georgia Financial Advisors emphasizes a holistic approach to financial planning, taking into account the unique needs of Georgia residents. They offer a range of services, including estate planning, risk management, and tax strategies, all designed to empower clients to make informed financial decisions. The firm operates as a branch of Florida Financial Advisors, which adds a layer of experience and resources to their operations. Their commitment to education is evident through the extensive resources available on their website, including articles, calculators, and videos aimed at enhancing financial literacy among clients.


25. GERLOFTIN Wealth Advisors, LLC

  • Website: gerloftin.com
  • Ownership type: Family Owned
  • Headquarters: Cumming, Georgia, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1984
  • Headcount: 1-10
  • LinkedIn: gerloftin-wealth-advisors-llc

GERLOFTIN Wealth Advisors, LLC, based in Cumming, Georgia, is a financial advisory firm that specializes in wealth management and financial planning. Founded in 1984, the firm has built a reputation for providing personalized consultations and tailored financial solutions to individuals and families. Their service offerings include retirement planning, tax strategies, estate planning, and risk management, all aimed at helping clients achieve their financial goals. With a small team of dedicated professionals, GERLOFTIN emphasizes a client-focused approach, ensuring that each client receives the attention and customized strategies they need. The firm operates entirely within the United States, showcasing its commitment to serving local clients effectively. They have not reported any funding, indicating a stable, self-sustaining business model that prioritizes client relationships over external financial backing.



Wealth Management Insights: Key Companies in Georgia


CompanyHeadquarterSizeFoundedOwnership
Trident TrustAtlanta, Georgia, United States (USA)1001-50001978Corporate
SignatureFDAtlanta, Georgia, United States (USA)51-2001997Private
CI Brightworth Private WealthAtlanta, Georgia, United States (USA)51-2001997Private
BalentineAtlanta, Georgia, United States (USA)51-2002009Private
MONTAG Wealth ManagementAtlanta, Georgia, United States (USA)11-501982Family Owned
The Avenue Wealth Management GroupWatkinsville, Georgia, United States (USA)11-502006Private
Cardea CapitalAlpharetta, Georgia, United States (USA)11-502018Private
Homrich BergAtlanta, Georgia, United States (USA)201-5001989Private Equity
Veracity CapitalAtlanta, Georgia, United States (USA)11-502018Private
NextGen CapitalAtlanta, Georgia, United States (USA)11-502012Private
LongView Wealth ManagementAtlanta, Georgia, United States (USA)11-501978Private
Peachtree PlanningAtlanta, Georgia, United States (USA)51-2001987Private
BIP WealthAtlanta, Georgia, United States (USA)51-2002007Private
Efc AgGermany, Georgia, United States (USA)51-2001998Private
Sage Mountain AdvisorsAtlanta, Georgia, United States (USA)11-502018Family Owned
Arcus Capital PartnersAtlanta, Georgia, United States (USA)11-502008Private
Gleneagles GroupAtlanta, Georgia, United States (USA)11-501997Private
TNB Financial ServicesThomasville, Georgia, United States (USA)11-501983Private
Arkadios CapitalAtlanta, Georgia, United States (USA)11-502017Corporate
CPC AdvisorsAtlanta, Georgia, United States (USA)11-501975Family Owned
Fuller and CompanyAtlanta, Georgia, United States (USA)11-501990Private
The Fiduciary GroupSavannah, Georgia, United States (USA)11-501970Family Owned
Nicholas Hoffman & CompanyAtlanta, Georgia, United States (USA)11-502007Private
Georgia Financial AdvisorsAtlanta, Georgia, United States (USA)11-502021Private
GERLOFTIN Wealth Advisors, LLCCumming, Georgia, United States (USA)1-101984Family Owned


Want to Find More Wealth Management Companies?

If you want to find more companies that ...provide financial planning, investment management, and estate services you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.

With Inven you'll also get to know the company's:

  • Detailed Ownership: Who owns the company? Is it a public or private company? What is the ownership structure?
  • Contact data: Who are the founders and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!