Firms by city
Registered investment advisers in Atlanta, GA
14 SEC-registered advisers headquartered in Atlanta, listed by regulatory assets under management as reported on Form ADV.
14 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Invesco AdvisersCRD 105360 | Atlanta, GA | $749.52B | 713 | 82,498 |
| Truist Advisory ServicesCRD 283390 | Atlanta, GA | $77.39B | 2,360 | 129,307 |
| Earnest PartnersCRD 107926 | Atlanta, GA | $42.61B | 16 | 7,415 |
| Voya Investment ManagementCRD 108934 | Atlanta, GA | $38.77B | 326 | 9 |
| Roark Capital ManagementCRD 160368 | Atlanta, GA | $34.18B | 104 | 14 |
| HB Wealth ManagementCRD 316731 | Atlanta, GA | $30.16B | 152 | 5,459 |
| Atlanta Capital ManagementCRD 116719 | Atlanta, GA | $28.64B | 14 | 9,277 |
| Osaic Advisory ServicesCRD 171070 | Atlanta, GA | $15.48B | 344 | 29,898 |
| Investment Research & Advisory GroupCRD 126246 | Atlanta, GA | $15.42B | 18 | 302 |
| Atlanta Consulting Group AdvisorsCRD 288169 | Atlanta, GA | $14.70B | 10 | 364 |
| Angel Oak Capital AdvisorsCRD 151090 | Atlanta, GA | $11.49B | 24 | 34 |
| Asset Preservation AdvisorsCRD 106741 | Atlanta, GA | $11.05B | 20 | 3,029 |
| Advisory Services NetworkCRD 146051 | Atlanta, GA | $10.60B | 247 | 12,919 |
| Openarc Corporate AdvisoryCRD 336837 | Atlanta, GA | $10.09B | 80 | 3,841 |
Invesco AdvisersCRD 105360$749.52B
- Headquarters
- Atlanta, GA
- Advisory staff
- 713
- Clients
- 82,498
Truist Advisory ServicesCRD 283390$77.39B
- Headquarters
- Atlanta, GA
- Advisory staff
- 2,360
- Clients
- 129,307
Earnest PartnersCRD 107926$42.61B
- Headquarters
- Atlanta, GA
- Advisory staff
- 16
- Clients
- 7,415
Voya Investment ManagementCRD 108934$38.77B
- Headquarters
- Atlanta, GA
- Advisory staff
- 326
- Clients
- 9
Roark Capital ManagementCRD 160368$34.18B
- Headquarters
- Atlanta, GA
- Advisory staff
- 104
- Clients
- 14
HB Wealth ManagementCRD 316731$30.16B
- Headquarters
- Atlanta, GA
- Advisory staff
- 152
- Clients
- 5,459
Atlanta Capital ManagementCRD 116719$28.64B
- Headquarters
- Atlanta, GA
- Advisory staff
- 14
- Clients
- 9,277
Osaic Advisory ServicesCRD 171070$15.48B
- Headquarters
- Atlanta, GA
- Advisory staff
- 344
- Clients
- 29,898
Investment Research & Advisory GroupCRD 126246$15.42B
- Headquarters
- Atlanta, GA
- Advisory staff
- 18
- Clients
- 302
Atlanta Consulting Group AdvisorsCRD 288169$14.70B
- Headquarters
- Atlanta, GA
- Advisory staff
- 10
- Clients
- 364
Angel Oak Capital AdvisorsCRD 151090$11.49B
- Headquarters
- Atlanta, GA
- Advisory staff
- 24
- Clients
- 34
Asset Preservation AdvisorsCRD 106741$11.05B
- Headquarters
- Atlanta, GA
- Advisory staff
- 20
- Clients
- 3,029
Advisory Services NetworkCRD 146051$10.60B
- Headquarters
- Atlanta, GA
- Advisory staff
- 247
- Clients
- 12,919
Openarc Corporate AdvisoryCRD 336837$10.09B
- Headquarters
- Atlanta, GA
- Advisory staff
- 80
- Clients
- 3,841
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Atlanta on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Georgia.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.