Top 20 RIAs in Atlanta 2026: Ranking the Metro's Leading Wealth Managers

Atlanta has become one of the Southeast's deepest wealth management markets, fueled by a steady influx of corporate headquarters, a thriving entrepreneurial base, and generations of family wealth tied to the city's banking, logistics, and real estate roots. That growth has drawn both long-established advisory firms and a wave of newer entrants built through acquisition, including several national platforms that have used Atlanta as a hub for serial dealmaking, a trend we broke down in detail in our August 2026 RIA M&A report.

We ranked firms using AdvizorPro's dataset of SEC-registered investment advisers headquartered in the greater Atlanta metro area, sorted by total assets under management. All key insights are based on data as of September 2026.

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Summary Table: The 20 Largest RIAs Serving Atlanta Clients

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The 20 Largest RIAs Serving Atlanta

1. HB Wealth | $30.16 billion AUM

Known for decades as Homrich Berg before its 2026 rebrand, HB Wealth is Atlanta's largest independent RIA, built through a mix of organic growth and an active string of advisor team and practice acquisitions across the Southeast and mid-Atlantic.

Key Insights:

• Total AUM grew 17 percent year over year to $30.16 billion, spread across 5,459 advisory clients.
• High net worth clients account for 72.2 percent of assets, or roughly $21.8 billion.
• The firm runs a 325-person team of 169 registered representatives across 20 office locations, including a presence in Towson, Maryland.
• Custodial assets are split between Charles Schwab and Fidelity, with Black Diamond, iCapital, and Arch.co supporting the advisory platform.

2. Merit Financial Advisors | $23.88 billion AUM

Headquartered in Alpharetta, Merit Financial Advisors has grown into one of the country's largest RIA consolidation platforms, absorbing dozens of independent practices nationwide under its own brand while preserving local advisor relationships.

Key Insights:

• Total AUM more than doubled over the past year, growing from roughly $10.6 billion to $23.88 billion, driven largely by firm acquisitions consistent with Merit's growth-through-M&A strategy.
• High net worth and individual clients together represent 75.3 percent of firm assets, spread across 20,714 advisory clients.
• The firm operates a 470-person team of 283 registered representatives across 130 branch locations.
• Custodial assets are led by Fidelity and Charles Schwab, with Assetmark, eMoney, and Orion supporting the planning and portfolio platform.

3. IRA Group, Inc. | $15.42 billion AUM

Based in Midtown Atlanta, IRA Group is a retirement plan and institutional advisory firm that consults directly for employers on 401(k) and defined contribution plan design, alongside a smaller private wealth practice for individuals.

Key Insights:

• Total AUM grew 17 percent year over year to $15.42 billion across 302 advisory relationships.
• Retirement plan assets make up 89.8 percent of the firm's book, reflecting its focus on employer-sponsored plan consulting rather than individual brokerage accounts.
• The firm runs a 19-person team of 17 registered representatives out of two offices.
• The bulk of assets are custodied at Fidelity.

4. Atlanta Consulting Group Advisors, LLC | $14.70 billion AUM

Operating since 1985 under the Brewer Private Wealth brand for its individual clients, Atlanta Consulting Group is a boutique investment consultant serving endowments, foundations, and corporate retirement plans alongside a growing private wealth practice for families.

Key Insights:

• Total AUM grew 8 percent year over year to $14.70 billion across 364 advisory clients.
• Charities, retirement plans, and high net worth households together account for 76.8 percent of firm assets.
• The firm operates a 23-person team of 10 registered representatives across offices in Atlanta and Lexington, Kentucky.
• Custodial assets are led by Raymond James, US Bank, and Charles Schwab.

5. OpenArc Corporate Advisory, LLC | $10.09 billion AUM

Newly registered in mid-2025 and operating under the 1330 Advisors brand, OpenArc Corporate Advisory scaled rapidly in its first year, reflecting a large-scale consolidation of advisor teams and client accounts into a single registered platform rather than organic growth alone.

Key Insights:

• Total AUM reached $10.09 billion across 3,841 advisory clients within its first year as a registered investment adviser.
• High net worth clients represent 90.3 percent of firm assets.
• The firm operates a 146-person team of 123 registered representatives across six branch locations.
• Custodial assets are concentrated at Charles Schwab, with Black Diamond and Pontera supporting the advisory platform.

6. SignatureFD, LLC | $9.68 billion AUM

Founded in 1997 and affiliated with the accounting firm Frazier & Deeter, SignatureFD builds comprehensive financial plans for individuals, families, and entrepreneurs across specialized client segments, including athletes and business owners.

Key Insights:

• Total AUM grew 16 percent year over year to $9.68 billion across 1,916 advisory clients.
• High net worth clients account for 87.4 percent of firm assets.
• The firm runs a 130-person team of 50 registered representatives out of three offices.
• Custodial assets are split between Charles Schwab and Fidelity, with CAIS, eMoney, and Orion supporting the planning and alternatives platform.

7. Capital Investment Advisors, LLC | $8.21 billion AUM

Built around the "Retire Sooner" media brand led by Wes Moss, Capital Investment Advisors is a multi-family office serving individuals and retirees with financial planning and portfolio management services across a dozen office locations.

Key Insights:

• Total AUM grew 30 percent year over year to $8.21 billion across 6,014 advisory clients.
• High net worth and individual clients together make up 99.8 percent of firm assets.
• The firm operates a 107-person team of 59 registered representatives across 12 branch locations.
• Custodial assets are split between Charles Schwab and Fidelity, with Salesforce supporting client relationship management.

8. Balentine | $5.54 billion AUM

Founded by Robert Balentine, Balentine serves wealth creators, entrepreneurs, and families navigating business transitions, with a dedicated family office service line layered on top of its core investment management practice.

Key Insights:

• Total AUM grew roughly 5 percent year over year to $5.54 billion across 464 advisory clients.
• High net worth clients account for 72.1 percent of firm assets.
• The firm runs a 61-person team of 18 registered representatives across four offices.
• The bulk of custodial assets are held at Pershing, with Addepar supporting portfolio reporting.

9. BIP Wealth, LLC | $5.29 billion AUM

Formerly known as Buckhead Investment Partners, BIP Wealth delivers "personal CFO" style planning and ongoing advisory support to families, professionals, entrepreneurs, and retirees, including a client base that extends into professional athletics.

Key Insights:

• Total AUM grew 19 percent year over year to $5.29 billion across 3,148 advisory clients.
• High net worth clients represent 91.2 percent of firm assets.
• The firm operates an 88-person team of 63 registered representatives across 20 office locations.
• Custodial assets are split between Charles Schwab and Fidelity, with Orion supporting the advisory platform.

10. Sage Mountain Advisors, LLC | $4.29 billion AUM

Founded in 2018, Sage Mountain Advisors provides concierge-level wealth management for families and entrepreneurial clients, with a strong emphasis on direct, relationship-driven service.

Key Insights:

• Total AUM grew 27 percent year over year to $4.29 billion across 206 advisory clients.
• High net worth clients account for 93.8 percent of firm assets.
• The firm runs a 31-person team of 21 registered representatives across five offices.
• The bulk of custodial assets are held at Fidelity, with Addepar supporting portfolio reporting.

11. BT Family Office, LLC | $4.00 billion AUM

Affiliated with the accounting firm Bennett Thrasher, BT Family Office serves a small, concentrated roster of founding families and existing single family offices with trust administration, charitable giving, and succession planning services.

Key Insights:

• Total AUM grew 32 percent year over year to $4.00 billion across just 10 advisory relationships, reflecting its single family office client model.
• High net worth clients account for 100 percent of firm assets, with an average relationship size of roughly $400 million.
• The firm operates with a lean seven-person team.
• Custodial assets are split between BNY Mellon and JPMorgan.

12. Advocacy Wealth Management, LLC | $3.24 billion AUM

Part of the Forge Companies, Advocacy Wealth Management builds personalized financial plans for individual clients, and recently expanded its footprint by bringing on the wealth management business of the long-running Montag & Caldwell investment firm.

Key Insights:

• Total AUM grew 56 percent year over year to $3.24 billion across 1,725 advisory clients, aided by the addition of Montag & Caldwell's wealth management business.
• High net worth and individual clients together represent 84.7 percent of firm assets.
• The firm operates a 36-person team of 30 registered representatives across 12 office locations.
• Custodial assets are led by Reliance Trust Company and Fidelity, with Envestnet supporting the advisory platform.

13. Gleneagles Investment Advisors, LLC | $3.08 billion AUM

A single family office style advisor, Gleneagles Investment Advisors describes its mission as "making families of great wealth stronger," serving a limited roster of high net worth families with investment management and planning.

Key Insights:

• Total AUM grew 12 percent year over year to $3.08 billion across just 51 advisory clients.
• High net worth clients account for 99.7 percent of firm assets, with an average relationship size of roughly $60 million.
• The firm operates with a compact four-person team.
• The firm's keywords point to Addepar for portfolio reporting.

14. Montag | $2.97 billion AUM

Tracing its roots back to 1982, Montag crafts customized wealth management strategies for individuals, families, and organizations, pairing senior wealth advisors directly with client relationships.

Key Insights:

• Total AUM grew 8 percent year over year to $2.97 billion across 503 advisory clients.
• High net worth clients account for 92.6 percent of firm assets.
• The firm runs a 30-person team of 9 registered representatives out of a single Atlanta office.
• Custodial assets are split between Charles Schwab and Fidelity, with Envestnet and Tamarac supporting the platform.

15. Arcus Capital Partners, LLC | $2.51 billion AUM

Based in Buckhead, Arcus Capital Partners tailors asset management strategies around individual client situations, with messaging built around rejecting cookie-cutter portfolio models.

Key Insights:

• Total AUM grew 18 percent year over year to $2.51 billion across 467 advisory clients.
• High net worth clients represent 72.2 percent of firm assets.
• The firm operates a 15-person team of 6 registered representatives across two offices.
• Custodial assets are split between Charles Schwab and Fidelity, with Tamarac supporting portfolio management.

16. Marietta Wealth Management, LLC | $1.39 billion AUM

A fee-only advisory firm based in Marietta, Marietta Wealth Management provides comprehensive financial planning and customized portfolio management with ongoing plan reviews for individual clients.

Key Insights:

• Total AUM grew 43 percent year over year to $1.39 billion, the fastest growth rate among the firms on this list, across 478 advisory clients.
• High net worth clients account for 69.0 percent of firm assets.
• The firm operates a 12-person team of 8 registered representatives out of a single office.
• Custodial assets are split between Charles Schwab and Pershing, with eMoney and Tamarac supporting the platform.

17. West Paces Advisors, Inc. | $1.01 billion AUM

Founded in 2015, West Paces Advisors describes itself as a relational business, walking alongside families through life's changes with holistic fiduciary advice.

Key Insights:

• Total AUM grew 8 percent year over year to $1.01 billion across 255 advisory clients.
• High net worth clients account for 96.4 percent of firm assets.
• The firm operates with a lean seven-person team of 4 registered representatives.
• Custodial assets are concentrated at Charles Schwab, with Black Diamond supporting portfolio reporting.

18. Chicory Wealth | $840.4 million AUM

Operating under the tagline "Money with a Conscience," Chicory Wealth is a fee-only, all-virtual advisory firm based in Decatur, serving wealth builders, inheritors, retirees, and small business owners who want their investments aligned with their values.

Key Insights:

• Total AUM grew 23 percent year over year to $840.4 million across 549 advisory clients.
• High net worth and individual clients together represent 98.7 percent of firm assets.
• The firm operates a 23-person team of 16 registered representatives across 10 locations.
• The bulk of custodial assets are held at Fidelity, with eMoney and Orion supporting the planning platform.

19. Ferguson Shapiro LLC | $415.2 million AUM

Based in Decatur, Ferguson Shapiro is a wealth management and insurance planning firm serving professionals, retirees, and business owners across the Atlanta area.

Key Insights:

• Total AUM grew 15 percent year over year to $415.2 million across 332 advisory clients.
• High net worth and individual clients together represent 99.1 percent of firm assets.
• The firm operates a nine-person team of 6 registered representatives across four locations.
• Custodial assets are concentrated at Charles Schwab, with eMoney and GeoWealth supporting the platform.

20. Minerva Planning Group | $236.9 million AUM

Based in Decatur, Minerva Planning Group provides personalized, fee-only financial planning and investment management for families, federal government employees, and university system staff across the metro area.

Key Insights:

• Total AUM grew 19 percent year over year to $236.9 million across 122 advisory clients.
• High net worth clients account for 84.2 percent of firm assets.
• The firm operates with a six-person team of 4 registered representatives.
• Custodial assets are concentrated at Charles Schwab.

Closing Thoughts

Atlanta's RIA market tells two stories at once. On one hand, there are long-tenured, relationship-driven firms like Montag, Balentine, and Gleneagles Investment Advisors, built around direct service to families and entrepreneurs over decades. On the other, the top of this list is increasingly shaped by consolidation, with platforms like Merit Financial Advisors, HB Wealth, and OpenArc Corporate Advisory scaling through acquisition rather than organic growth alone, a dynamic that mirrors the broader PE-backed RIAs to watch heading into ownership transitions nationally. That same growth-through-acquisition pattern shows up in other major metros too, including our recent look at the 20 largest independent RIAs in Chicago and Chicagoland.

For firms looking to benchmark themselves against this list or identify where they rank nationally, our Top 100 Independent RIAs 2026 report offers a broader view of where the largest independent advisory firms in the country stand today.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers, combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

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