Top 5 Independent RIAs in Georgia
Here are the top 5 independent RIAs in Georgia. Our list is based on a comprehensive analysis of AUM, client size, and type. For a detailed explanation of our methodology and criteria used to compile this list, please contact us for more information.
Homrich Berg
AUM: $15,199.3M
180 Total Employees | 80 Advisory Reps | 68 RIA Reps
Firm Age: 2 Years
Insights:
- Has 72.51% of their assets with High-net-worth individuals
- Works with high-net-worth individuals & accredited investors
- Lists 85.63% of their SMA assets with Charles Schwab & Company
- Offers: 529 Plans
- Advisory clients increased from 3,695 to 4,012
- Number of employees increased from 171 to 180
- Total AUM increased 21.32% ($12,528,313,663 to $15,199,304,130)
ZWJ Investment Counsel Inc
AUM: $3,541.15M
19 Total Employees | 13 Advisory Reps | 12 RIA Reps
Firm Age: 42 Years
Insights:
- Has 84.08% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 100.00% of their SMA assets with Charles Schwab & Company
- Offers: Asset Management, Business Succession, and Estate Planning
- Advisory clients increased from 926 to 998
- Number of employees increased from 17 to 19
- Total AUM increased 19.3% ($2,968,295,859 to $3,541,146,369)
Henssler Financial
AUM: $3,005.73M
90 Total Employees | 39 Advisory Reps | 22 RIA Reps | 1 Insurance Licensed Reps
Firm Age: 33 Years
Insights:
- Has 76.79% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 100.00% of their SMA assets with Charles Schwab & Company
- Offers: 529 Plans
- Advisory clients increased from 1,480 to 1,588
- Number of employees decreased from 91 to 90
- Total AUM increased 13.88% ($2,639,365,428 to $3,005,733,305)
BIP Wealth, LLC
AUM: $2,833.85M
57 Total Employees | 27 Advisory Reps | 36 RIA Reps
Firm Age: 17 Years
Insights:
- Has 92.12% of their assets with High-net-worth individuals
- Works with high-net-worth individuals & accredited investors
- Lists 84.54% of their SMA assets with Charles Schwab & Company
- Offers: 529 Plans
- Advisory clients increased from 1,174 to 1,446
- Number of employees increased from 49 to 57
- Total AUM increased 22.67% ($2,310,141,037 to $2,833,854,777)
Advocacy Wealth Management, LLC
AUM: $1,723.82M
30 Total Employees | 21 Advisory Reps | 22 RIA Reps | 20 Insurance Licensed Reps
Firm Age: 16 Years
Insights:
- Has 75.79% of their assets with High-net-worth individuals
- Works with accredited investors & high-net-worth individuals
- Lists 57.22% of their SMA assets with Reliance Trust Company
- Offers: Business Succession, Estate Planning, and Financial Planning
- Advisory clients increased from 1,198 to 1,288
- Number of employees increased from 22 to 30
- Total AUM increased 39.24% ($1,238,064,013 to $1,723,821,312)
Methodology
AdvizorPro sources its data directly from the Form ADV. Our rankings equally account for AUM and count of individual clients. Additionally, to qualify for the list, firms must have met the following criteria:
- Is an independent RIA
- Does not have employees who are registered representatives of a broker-dealer
- No more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies)
- Manages assets for individual clients
- No more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants)
- No more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses
- Provides financial planning services
- More than 500 financial planning clients
Want to talk more about how we filtered this list? Reach out
