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Top 3 financial advisor firms in Johns Creek

3 SEC-registered financial advisor firms are headquartered in Johns Creek, GA, with $593M in combined regulatory assets under management. The largest by assets are Ger Loftin Wealth Advisors ($344M), NetWorth Financial Services ($128M) and American Wealth Advisors ($120M).

3
Financial advisor firms
$593M
Their combined AUM
$128M
Median firm AUM
603
Clients of the top 3

The 3 largest by assets

  1. 1
    Ger Loftin Wealth Advisors

    RIA

    $344M

  2. 2
    NetWorth Financial Services

    RIA

    $128M

  3. 3
    American Wealth Advisors

    RIA

    $120M

Profiles of the top 3

No. 1 · RIA

Ger Loftin Wealth Advisors

Ger Loftin Wealth Advisors is an investment adviser based in Johns Creek, GA, registered with the SEC since 2019. 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 $344 million, as filed on 29 June 2026.

Ger Loftin Wealth Advisors charges 1.25%–1.50% a year for its Asset management.

Regulatory AUM
$344M
Clients
387
Advisory staff
6
Founded
2019
Fee schedule
1.25% to 1.50% a year
Custodians
LPL Financial
Headquarters
6470 E Johns Crossing, Suite 230, Johns Creek, GA 30097
Phone
888-556-3846
Website
loftinwealthpartners.com

No. 2 · RIA

NetWorth Financial Services

NetWorth Financial Services is an investment adviser based in Johns Creek, GA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $128 million, as filed on 9 March 2026.

NetWorth Financial Services charges 0.60%–1.50% a year for its Portfolio Management Services.

Regulatory AUM
$128M
Clients
107
Advisory staff
2
Fee schedule
0.60% to 1.50% a year
Custodians
Charles Schwab
Headquarters
11255 Parsons Road, Suite 200, Johns Creek, GA 30097
Phone
678-319-0111
Website
networthfs.com

No. 3 · RIA

American Wealth Advisors

American Wealth Advisors is an investment adviser based in Johns Creek, GA, registered with the SEC since 2026. 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 $120 million, as filed on 17 August 2026.

American Wealth Advisors charges 1.00%–1.50% a year for its Wealth Management Services.

Regulatory AUM
$120M
Clients
109
Advisory staff
2
Fee schedule
1.00% to 1.50% a year
Custodians
Fidelity
Headquarters
10475 Medlock Bridge Road, Ivy Falls BLD 100 St 18, Johns Creek, GA 30097
Phone
770-814-7236
Website
americanwealthadvisors.com

Questions about financial advisors in Johns Creek

How many financial advisor firms are headquartered in Johns Creek?

3 SEC-registered financial advisor firms report their principal office in Johns Creek, GA, managing $593M 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 Johns Creek?

Ger Loftin Wealth Advisors, with $344M in regulatory assets under management on its latest Form ADV. The next largest are NetWorth Financial Services ($128M) and American Wealth Advisors ($120M).

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

How large is a typical financial advisor firm in Johns Creek?

The median firm manages $128M in regulatory assets. That is the midpoint of the 3 firms headquartered in Johns Creek.

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

How much do financial advisors in Johns Creek charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 1.50% 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 Johns Creek?

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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