NivaLet’s talk

Top 3 financial advisor firms in Decatur

3 SEC-registered financial advisor firms are headquartered in Decatur, GA, with $778M in combined regulatory assets under management. The largest by assets are Ferguson Shapiro ($415M), Minerva Planning Group ($237M) and VIP Wealth Advisors ($126M).

3
Financial advisor firms
$778M
Their combined AUM
$237M
Median firm AUM
484
Clients of the top 3

The 3 largest by assets

  1. 1
    Ferguson Shapiro

    RIA

    $415M

  2. 2
    Minerva Planning Group

    RIA

    $237M

  3. 3
    VIP Wealth Advisors

    RIA

    $126M

Profiles of the top 3

No. 1 · RIA

Ferguson Shapiro

Ferguson Shapiro is an investment adviser based in Decatur, GA, registered with the SEC since 2018. 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 $415 million, as filed on 20 May 2026.

Ferguson Shapiro charges 0.50%–1.25% a year for its General Fee Schedule.

Regulatory AUM
$415M
Clients
332
Advisory staff
5
Founded
2018
Fee schedule
0.50% to 1.25% a year
Minimum account
$100,000
Custodians
Charles Schwab
Headquarters
120 N Candler St, #2, Decatur, GA 30030
Phone
404-567-6771

No. 2 · RIA

Minerva Planning Group

Minerva Planning Group is an investment adviser based in Decatur, GA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $237 million, as filed on 22 September 2026.

Minerva Planning Group charges 0.40%–1.00% a year for its Investment advisory services.

Regulatory AUM
$237M
Clients
122
Advisory staff
4
Founded
1987
Fee schedule
0.40% to 1.00% a year
Custodians
Charles Schwab
Headquarters
315 W. Ponce De Leon Avenue, Suite 880, Decatur, GA 30030
Phone
404-816-6688
Website
minervaplanninggroup.com

No. 3 · RIA

VIP Wealth Advisors

VIP Wealth Advisors is an investment adviser based in Decatur, GA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $126 million, as filed on 18 March 2026.

Regulatory AUM
$126M
Clients
30
Advisory staff
1
Custodians
Altruist, Charles Schwab
Headquarters
120 W Trinity PL, Decatur, GA 30030
Phone
917-319-8281
Website
vipwealthadvisors.com

Questions about financial advisors in Decatur

How many financial advisor firms are headquartered in Decatur?

3 SEC-registered financial advisor firms report their principal office in Decatur, GA, managing $778M in regulatory assets between them. The other 1 adviser 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 Decatur?

Ferguson Shapiro, with $415M in regulatory assets under management on its latest Form ADV. The next largest are Minerva Planning Group ($237M) and VIP Wealth Advisors ($126M).

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

How large is a typical financial advisor firm in Decatur?

The median firm manages $237M in regulatory assets. That is the midpoint of the 3 firms headquartered in Decatur.

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

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

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

Decatur has 3 financial advisor firms; see every adviser in the city →

Top financial advisor firms in other Georgia cities