Top 5 Independent RIAs in Georgia

Top 5 Independent RIAs in Georgia

Georgia is home to some of the most competitive independent RIAs in the country, serving high-net-worth individuals and accredited investors with personalized planning and wealth management strategies. This list highlights the top 5 firms based on assets under management (AUM), client base, and growth trends, offering a snapshot of the state’s thriving advisory landscape.

Homrich Berg

AUM: $15,199.3M

Employees: 180 Total | 80 Advisory Reps | 68 RIA Reps

Firm Age: 2 Years

Insights:

72.51% of assets with high-net-worth individuals
Works with high-net-worth individuals and accredited investors (see the Advisor Demographics Report 2025 for broader industry patterns)
85.63% of SMA assets with Charles Schwab & Company
Offers 529 Plans

Growth:

Advisory clients increased from 3,695 to 4,012
Employees increased from 171 to 180
Total AUM grew 21.32% ($12.52B to $15.19B)

ZWJ Investment Counsel Inc

AUM: $3,541.15M

Employees: 19 Total | 13 Advisory Reps | 12 RIA Reps

Firm Age: 42 Years

Insights:

84.08% of assets with high-net-worth individuals
100% of SMA assets with Charles Schwab & Company
Offers asset management, business succession, and estate planning

Growth:

Advisory clients increased from 926 to 998
Employees grew from 17 to 19
Total AUM grew 19.3% ($2.97B to $3.54B)

Henssler Financial

AUM: $3,005.73M

Employees: 90 Total | 39 Advisory Reps | 22 RIA Reps | 1 Insurance Licensed Rep

Firm Age: 33 Years

Insights:

76.79% of assets with high-net-worth individuals
100% of SMA assets with Charles Schwab & Company
Offers 529 Plans

Growth:

Advisory clients increased from 1,480 to 1,588
Employees decreased slightly from 91 to 90
Total AUM grew 13.88% ($2.64B to $3.01B)

BIP Wealth, LLC

AUM: $2,833.85M

Employees: 57 Total | 27 Advisory Reps | 36 RIA Reps

Firm Age: 17 Years

Insights:

92.12% of assets with high-net-worth individuals
Works with high-net-worth individuals and accredited investors
84.54% of SMA assets with Charles Schwab & Company (explore more custodian dynamics in our RIA Custodian Trends Report 2025)
Offers 529 Plans

Growth:

Advisory clients increased from 1,174 to 1,446
Employees grew from 49 to 57
Total AUM grew 22.67% ($2.31B to $2.83B)

Advocacy Wealth Management, LLC

AUM: $1,723.82M

Employees: 30 Total | 21 Advisory Reps | 22 RIA Reps | 20 Insurance Licensed Reps

Firm Age: 16 Years

Insights:

75.79% of assets with high-net-worth individuals
Works with accredited investors and high-net-worth individuals
57.22% of SMA assets with Reliance Trust Company
Offers business succession, estate planning, and financial planning

Growth:

Advisory clients increased from 1,198 to 1,288
Employees grew from 22 to 30
Total AUM grew 39.24% ($1.24B to $1.72B)

Methodology

AdvizorPro sources its data directly from the Form ADV. Rankings equally account for AUM and the count of individual clients. To qualify, firms met the following criteria:

Is an independent RIA
No employees registered as representatives of a broker-dealer
No more than 50% of AUM attributable to pooled investment vehicles (excluding investment companies)
Manages assets for individual clients
No more than 25% of AUM attributable to pension/profit-sharing plans
No more than 25% of AUM attributable to corporations or other businesses
Provides financial planning services
More than 500 financial planning clients

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Georgia’s Independent RIAs and What Comes Next

The top independent RIAs in Georgia showcase a thriving wealth management ecosystem where firms combine growth with client-first service. These firms demonstrate strong increases in AUM, client relationships, and staff, reflecting the ongoing demand for tailored advice among high-net-worth and accredited investors.

For additional insights, see our full Top Independent RIAs 2025 report, which expands beyond Georgia to highlight national leaders.

If you are ready to uncover more insights on the RIA landscape and connect with the right firms faster, start your free trial today.

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