Top 10 financial advisor firms in Atlanta

98 SEC-registered financial advisor firms are headquartered in Atlanta, GA, with $179B in combined regulatory assets under management. The largest by assets are HB Wealth Management ($30.2B), Advisory Services Network ($10.6B) and Openarc Corporate Advisory ($10.1B).

98
Financial advisor firms: $179B
Their combined AUM: $490M
Median firm AUM: 51,090
Clients of the top 10

The 10 largest by assets

1
HB Wealth Management
RIA
$30.2B
0.50% to 1.25% a year
2
Advisory Services Network
RIA
$10.6B
Up to 2.25% a year
3
Openarc Corporate Advisory
RIA
$10.1B
Up to 1.75% a year
4
SignatureFD
RIA
$9.68B
0.50% to 1.00% a year
5
Crawford Investment Counsel
RIA
$9.14B
0.50% to 1.00% a year
6
Arkadios Wealth Advisors
RIA
$8.79B
1.50% to 2.00% a year
7
Nicholas Hoffman & Company
RIA
$8.26B
0.30% to 1.25% a year
8
Capital Investment Advisors
RIA
$8.21B
0.50% to 1.00% a year
9
Balentine
RIA
$5.54B
0.15% to 1.00%
10
BIP Wealth
RIA
$5.29B
0.25% to 1.50% a year

Profiles of the top 10

No. 1 · RIA

HB Wealth Management

HB Wealth Management is an investment adviser based in Atlanta, GA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $30.2 billion, as filed on 3 September 2026.

HB Wealth Management charges 0.50%–1.25% a year for its Financial Planning and Investment Management Services.

Regulatory AUM: $30.2B
Clients: 5,459
Advisory staff: 152
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 3550 Lenox RD Ne, Suite 2700, Atlanta, GA 30326
Phone: 404-264-1400
Website: hbwealth.com

No. 2 · RIA

Advisory Services Network

Advisory Services Network is an investment adviser based in Atlanta, GA, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $10.6 billion, as filed on 1 October 2026.

Advisory Services Network charges up to 2.25% a year for its Portfolio management (non-wrap).

Regulatory AUM: $10.6B
Clients: 12,919
Advisory staff: 247
Fee schedule: Up to 2.25% a year
Minimum account: $25,000
Headquarters: 900 Ashwood Parkway, Suite 500, Atlanta, GA 30338
Phone: 770-352-0449
Website: advservnet.com

No. 3 · RIA

Openarc Corporate Advisory

Openarc Corporate Advisory is an investment adviser based in Atlanta, GA, registered with the SEC since 2025. 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 $10.1 billion, as filed on 16 September 2026.

Openarc Corporate Advisory charges up to 1.75% a year for its Wealth Management Services.

Regulatory AUM: $10.1B
Clients: 3,841
Advisory staff: 80
Fee schedule: Up to 1.75% a year
Custodians: Charles Schwab
Headquarters: 3550 Peachtree Road Ne, Floor 7, Atlanta, GA 30326
Phone: 844-648-6001
Website: openarccorporate.com

No. 4 · RIA

SignatureFD

SignatureFD is an investment adviser based in Atlanta, GA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $9.68 billion, as filed on 30 March 2026.

SignatureFD charges 0.50%–1.00% a year for its Wealth Management Services (Financial Design).

Regulatory AUM: $9.68B
Clients: 1,913
Advisory staff: 50
Fee schedule: 0.50% to 1.00% a year
Minimum account: $2,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309
Phone: 404-253-7600
Website: signaturefd.com

No. 5 · RIA

Crawford Investment Counsel

Crawford Investment Counsel is an investment adviser based in Atlanta, GA, registered with the SEC since 1980. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $9.14 billion, as filed on 31 March 2026.

Crawford Investment Counsel charges 0.50%–1.00% a year for its Traditional asset management services (balanced and equity).

Regulatory AUM: $9.14B
Clients: 2,039
Advisory staff: 27
Fee schedule: 0.50% to 1.00% a year
Minimum account: $2,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 600 Galleria Parkway, Se, Suite 1650, Atlanta, GA 30339
Phone: 770-859-0045

No. 6 · RIA

Arkadios Wealth Advisors

Arkadios Wealth Advisors is an investment adviser based in Atlanta, GA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $8.79 billion, as filed on 1 October 2026.

Arkadios Wealth Advisors charges 1.50%–2.00% a year for its Advisor Managed Accounts (Crest).

Regulatory AUM: $8.79B
Clients: 14,886
Advisory staff: 151
Fee schedule: 1.50% to 2.00% a year
Custodians: Fidelity, Fidelity, Charles Schwab
Headquarters: 2827 Peachtree RD Ne, Suite 510, Atlanta, GA 30305
Phone: 404-445-0035
Website: arkadios.com

No. 7 · RIA

Nicholas Hoffman & Company

Nicholas Hoffman & Company is an investment adviser based in Atlanta, GA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $8.26 billion, as filed on 10 July 2026.

Nicholas Hoffman & Company charges 0.30%–1.25% a year for its Portfolio Management Fees.

Regulatory AUM: $8.26B
Clients: 409
Advisory staff: 15
Fee schedule: 0.30% to 1.25% a year
Custodians: Charles Schwab
Headquarters: Two Midtown Plaza, 1349 West Peachtree Street St. NW, Suite 1050, Atlanta, GA 30309-2929
Phone: 404-815-5050
Website: nhoffmanandco.com

No. 8 · RIA

Capital Investment Advisors

Capital Investment Advisors is an investment adviser based in Atlanta, GA, registered with the SEC since 2011. 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 $8.21 billion, as filed on 6 August 2026.

Capital Investment Advisors charges 0.50%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $8.21B
Clients: 6,014
Advisory staff: 55
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 10 Glenlake Parkway, North Tower, Suite 1000, Atlanta, GA 30328
Phone: 404-531-0018
Website: yourwealth.com

No. 9 · RIA

Balentine

Balentine is an investment adviser based in Atlanta, GA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and charitable organizations. Its regulatory assets under management total $5.54 billion, as filed on 25 August 2026.

Balentine charges 0.15%–1.00% for its General Fee Schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $5.54B
Clients: 464
Advisory staff: 25
Fee schedule: 0.15% to 1.00%
Custodians: Pershing
Headquarters: 3344 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326
Phone: 404-537-4800
Website: balentine.com

No. 10 · RIA

BIP Wealth

BIP Wealth is an investment adviser based in Atlanta, GA, registered with the SEC since 2008. 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 $5.29 billion, as filed on 25 September 2026.

BIP Wealth charges 0.25%–1.50% a year for its Asset Management Fees.

Regulatory AUM: $5.29B
Clients: 3,146
Advisory staff: 48
Fee schedule: 0.25% to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 3575 Piedmont RD, Ne, BLDG 15, Suite 730, Atlanta, GA 30305
Phone: 404-495-5230
Website: bipwealth.com

Questions about financial advisors in Atlanta

How many financial advisor firms are headquartered in Atlanta?

98 SEC-registered financial advisor firms report their principal office in Atlanta, GA, managing $179B in regulatory assets between them. The other 80 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 Atlanta?

HB Wealth Management, with $30.2B in regulatory assets under management on its latest Form ADV. The next largest are Advisory Services Network ($10.6B) and Openarc Corporate Advisory ($10.1B).

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

How large is a typical financial advisor firm in Atlanta?

The median firm manages $490M in regulatory assets. That is the midpoint of the 98 firms headquartered in Atlanta.

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

How much do financial advisors in Atlanta charge?

Of the 10 largest firms, 10 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.25% 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 Atlanta?

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

Atlanta has 98 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Atlanta

Top financial advisor firms in other Georgia cities