Top 5 financial advisor firms in Augusta

5 SEC-registered financial advisor firms are headquartered in Augusta, GA, with $3.93B in combined regulatory assets under management. The largest by assets are Asset Advisors Investment Management ($1.4B), Richard Young Associates ($1.2B) and Firethorn Wealth Partners ($672M).

5
Financial advisor firms: $3.93B
Their combined AUM: $672M
Median firm AUM: 3,731
Clients of the top 5

The 5 largest by assets

1
Asset Advisors Investment Management
RIA
$1.4B
Regulatory AUM
2
Richard Young Associates
RIA
$1.2B
0.50% to 1.45% a year
3
Firethorn Wealth Partners
RIA
$672M
0.50% to 1.25% a year
4
AP Wealth Management
RIA
$340M
Up to 1.45% a year
5
Wynn Capital
RIA
$320M
Up to 1.00% a year

Profiles of the top 5

No. 1 · RIA

Asset Advisors Investment Management

Asset Advisors Investment Management is an investment adviser based in Augusta, GA, registered with the SEC since 2018. 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 $1.4 billion, as filed on 24 March 2026.

Regulatory AUM: $1.4B
Clients: 476
Advisory staff: 6
Founded: 1987
Custodians: Charles Schwab
Headquarters: 2814-A Hillcreek Drive, Augusta, GA 30909-5635
Phone: 706-650-9900
Website: assetadvisors.com

No. 2 · RIA

Richard Young Associates

Richard Young Associates is an investment adviser based in Augusta, GA, registered with the SEC since 2009. 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 $1.2 billion, as filed on 12 February 2026.

Richard Young Associates charges 0.50%–1.45% a year for its Quarterly portfolio management fee.

Regulatory AUM: $1.2B
Clients: 1,940
Advisory staff: 8
Fee schedule: 0.50% to 1.45% a year
Minimum account: $50,000
Custodians: Charles Schwab
Headquarters: 205 Hudson Trace, Augusta, GA 30907
Phone: 706-739-0725
Website: investrya.com

No. 3 · RIA

Firethorn Wealth Partners

Firethorn Wealth Partners is an investment adviser based in Augusta, GA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $672 million, as filed on 27 July 2026.

Firethorn Wealth Partners charges 0.50%–1.25% a year for its Investment Management Fees.

Regulatory AUM: $672M
Clients: 731
Advisory staff: 5
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 2550 Central Avenue, Augusta, GA 30904
Phone: 706-426-4243
Website: firethornwp.com

No. 4 · RIA

AP Wealth Management

AP Wealth Management is an investment adviser based in Augusta, GA, registered with the SEC since 2016. 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 $340 million, as filed on 9 July 2026.

AP Wealth Management charges up to 1.45% a year for its Investment Management Services.

Regulatory AUM: $340M
Clients: 283
Advisory staff: 5
Founded: 2011
Fee schedule: Up to 1.45% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 1100 Frazier Drive, Augusta, GA 30909
Phone: 706-364-4281
Website: apwealth.com

No. 5 · RIA

Wynn Capital

Wynn Capital is an investment adviser based in Augusta, GA, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $320 million, as filed on 22 April 2026.

Wynn Capital charges up to 1.00% a year for its Asset Management.

Regulatory AUM: $320M
Clients: 301
Advisory staff: 3
Founded: 2015
Fee schedule: Up to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 965 Broad Street, Augusta, GA 30901
Phone: 706-869-3451
Website: wynncap.com

Questions about financial advisors in Augusta

How many financial advisor firms are headquartered in Augusta?

5 SEC-registered financial advisor firms report their principal office in Augusta, GA, managing $3.93B in regulatory assets between them.

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

What is the largest financial advisor firm in Augusta?

Asset Advisors Investment Management, with $1.4B in regulatory assets under management on its latest Form ADV. The next largest are Richard Young Associates ($1.2B) and Firethorn Wealth Partners ($672M).

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

How large is a typical financial advisor firm in Augusta?

The median firm manages $672M in regulatory assets. That is the midpoint of the 5 firms headquartered in Augusta.

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

How much do financial advisors in Augusta charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.45% 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 Augusta?

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

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