Top 10 financial advisor firms in Alpharetta

22 SEC-registered financial advisor firms are headquartered in Alpharetta, GA, with $39.3B in combined regulatory assets under management. The largest by assets are Merit Financial Group ($23.9B), Howard Capital Management ($8.01B) and Gibbs Wealth Management ($1.06B).

22
Financial advisor firms: $39.3B
Their combined AUM: $271M
Median firm AUM: 39,689
Clients of the top 10

The 10 largest by assets

1
Merit Financial Group
RIA
$23.9B
Up to 2.50% a year
2
Howard Capital Management
RIA
$8.01B
Regulatory AUM
3
Gibbs Wealth Management
RIA
$1.06B
Regulatory AUM
4
Philip James Wealth Management
RIA
$931M
Up to 2.00% a year
5
Forthright Wealth Management
RIA
$773M
0.20% to 0.90% a year
6
Wellspring Wealth Management
RIA
$585M
0.25% to 1.50% a year
7
Wealth Science Advisors
RIA
$559M
1.50% to 1.50% a year
8
Power Wealth Management
RIA
$430M
Up to 1.25% a year
9
MPWM Advisory Solutions
RIA
$327M
Up to 2.25% a year
10
American Wealth Management
RIA
$310M
1.00% to 2.00% a year

Profiles of the top 10

No. 1 · RIA

Merit Financial Group

Merit Financial Group is an investment adviser based in Alpharetta, GA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $23.9 billion, as filed on 24 September 2026.

Merit Financial Group charges up to 2.50% a year for its Direct Asset Management Fees.

Regulatory AUM: $23.9B
Clients: 20,711
Advisory staff: 229
Fee schedule: Up to 2.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009
Phone: 678-867-7050
Website: meritfa.com

No. 2 · RIA

Howard Capital Management

Howard Capital Management is an investment adviser based in Alpharetta, GA, registered with the SEC since 2008. It provides investment management. Its clients include other investment advisers, individual clients and high-net-worth individuals. Its regulatory assets under management total $8.01 billion, as filed on 12 June 2026.

Regulatory AUM: $8.01B
Clients: 10,608
Advisory staff: 10
Custodians: Axos Clearing, Fidelity
Headquarters: 415 South Broad Street, Alpharetta, GA 30009
Phone: 770-642-4902
Website: howardcmfunds.com

No. 3 · RIA

Gibbs Wealth Management

Gibbs Wealth Management is an investment adviser based in Alpharetta, GA, registered with the SEC since 2022. It provides investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $1.06 billion, as filed on 28 August 2026.

Regulatory AUM: $1.06B
Clients: 5,356
Advisory staff: 59
Custodians: Charles Schwab
Headquarters: 3980 Old Milton Parkway, Alpharetta, GA 30005
Phone: 678-694-8770
Website: gibbswealthria.com

No. 4 · RIA

Philip James Wealth Management

Philip James Wealth Management is an investment adviser based in Alpharetta, GA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $931 million, as filed on 11 May 2026.

Philip James Wealth Management charges up to 2.00% a year for its Asset Management.

Regulatory AUM: $931M
Clients: 497
Advisory staff: 7
Founded: 2018
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 13680 Highway 9, Suite C100, Alpharetta, GA 30004
Phone: 888-493-9022
Website: pgiwealthmanagement.com

No. 5 · RIA

Forthright Wealth Management

Forthright Wealth Management is an investment adviser based in Alpharetta, GA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $773 million, as filed on 13 August 2026.

Forthright Wealth Management charges 0.20%–0.90% a year for its Wealth Management Services.

Regulatory AUM: $773M
Clients: 575
Advisory staff: 6
Founded: 2015
Fee schedule: 0.20% to 0.90% a year
Custodians: Raymond James
Headquarters: 11780 Northfall Lane, Suite 303, Alpharetta, GA 30009
Phone: 470-395-4749
Website: forthrightwealthmanagement.com

No. 6 · RIA

Wellspring Wealth Management

Wellspring Wealth Management is an investment adviser based in Alpharetta, GA, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $585 million, as filed on 27 March 2026.

Wellspring Wealth Management charges 0.25%–1.50% a year for its Investment Advisory Services.

Regulatory AUM: $585M
Clients: 262
Advisory staff: 5
Founded: 2005
Fee schedule: 0.25% to 1.50% a year
Custodians: LPL Financial
Headquarters: 11720 Amber Park Drive, Suite 150, Alpharetta, GA 30009-2276
Phone: 770-410-4088
Website: wellspringwealth.com

No. 7 · RIA

Wealth Science Advisors

Wealth Science Advisors is an investment adviser based in Alpharetta, GA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $559 million, as filed on 26 March 2026.

Wealth Science Advisors charges 1.50% a year for its Fee-Only Investment Management.

Regulatory AUM: $559M
Clients: 273
Advisory staff: 8
Founded: 2022
Fee schedule: 1.50% to 1.50% a year
Custodians: Pershing, Charles Schwab
Headquarters: 55 Roswell Street, Suite 210, Alpharetta, GA 30009
Phone: 678-480-2681
Website: wealthscienceadvisors.com

No. 8 · RIA

Power Wealth Management

Power Wealth Management is an investment adviser based in Alpharetta, GA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $430 million, as filed on 14 September 2026.

Power Wealth Management charges up to 1.25% a year for its Wealth management fees.

Regulatory AUM: $430M
Clients: 253
Advisory staff: 6
Founded: 2018
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab
Headquarters: 2400 Lakeview Pkwy, Suite 675, Alpharetta, GA 30009
Phone: 404-889-8919
Website: powerwealthmanagement.com

No. 9 · RIA

MPWM Advisory Solutions

MPWM Advisory Solutions is an investment adviser based in Alpharetta, GA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $327 million, as filed on 30 March 2026.

MPWM Advisory Solutions charges up to 2.25% a year for its Investment Management Services.

Regulatory AUM: $327M
Clients: 589
Advisory staff: 12
Fee schedule: Up to 2.25% a year
Custodians: LPL Financial
Headquarters: 8000 Avalon BLVD, Suite 100, Alpharetta, GA 30009
Phone: 678-566-4001
Website: mayerprivatewealthmanagement.com

No. 10 · RIA

American Wealth Management

American Wealth Management is an investment adviser based in Alpharetta, GA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $310 million, as filed on 3 September 2026.

American Wealth Management charges 1.00%–2.00% a year for its Managed Accounts.

Regulatory AUM: $310M
Clients: 565
Advisory staff: 9
Fee schedule: 1.00% to 2.00% a year
Custodians: Raymond James, Charles Schwab
Headquarters: 3480 Preston Ridge Road, Suite 500, Alpharetta, GA 30005
Phone: 770-392-8741

Questions about financial advisors in Alpharetta

How many financial advisor firms are headquartered in Alpharetta?

22 SEC-registered financial advisor firms report their principal office in Alpharetta, GA, managing $39.3B in regulatory assets between them. The other 9 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Alpharetta?

Merit Financial Group, with $23.9B in regulatory assets under management on its latest Form ADV. The next largest are Howard Capital Management ($8.01B) and Gibbs Wealth Management ($1.06B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Alpharetta?

The median firm manages $271M in regulatory assets. That is the midpoint of the 22 firms headquartered in Alpharetta.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Alpharetta charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Alpharetta?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Alpharetta has 22 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Alpharetta

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