Top 4 financial advisor firms in Macon

4 SEC-registered financial advisor firms are headquartered in Macon, GA, with $992M in combined regulatory assets under management. The largest by assets are Christy Capital Management ($376M), Smith, Brown & Groover ($284M) and CFS Wealth Management ($189M).

4
Financial advisor firms: $992M
Their combined AUM: $237M
Median firm AUM: 2,051
Clients of the top 4

The 4 largest by assets

1
Christy Capital Management
RIA
$376M
Regulatory AUM
2
Smith, Brown & Groover
RIA
$284M
1.00% to 1.00% a year
3
CFS Wealth Management
RIA
$189M
1.25% to 2.00% a year
4
J. L. Perkins Wealth Management
RIA
$142M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Christy Capital Management

Christy Capital Management is an investment adviser based in Macon, GA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $376 million, as filed on 9 July 2026.

Regulatory AUM: $376M
Clients: 766
Advisory staff: 11
Custodians: Fidelity
Headquarters: 2939 McManus Road, Macon, GA 31220
Phone: 478-314-2160
Website: christycapital.com

No. 2 · RIA

Smith, Brown & Groover

Smith, Brown & Groover is an investment adviser based in Macon, GA, registered with the SEC since 2019. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $284 million, as filed on 16 March 2026.

Smith, Brown & Groover charges 1.00% a year for its Management fees.

Regulatory AUM: $284M
Clients: 481
Advisory staff: 5
Fee schedule: 1.00% to 1.00% a year
Minimum account: $50,000
Headquarters: 4001 Vineville Ave, Macon, GA 31210-5039
Phone: 478-474-7004
Website: smithbrownandgroover.com

No. 3 · RIA

CFS Wealth Management

CFS Wealth Management is an investment adviser based in Macon, GA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $189 million, as filed on 12 March 2026.

CFS Wealth Management charges 1.25%–2.00% a year for its Percentage of Account Value.

Regulatory AUM: $189M
Clients: 465
Advisory staff: 3
Fee schedule: 1.25% to 2.00% a year
Custodians: Fidelity
Headquarters: 1515 Bass Road, Suite D, Macon, GA 31210
Phone: 478-471-1875
Website: cfswealth.com

No. 4 · RIA

J. L. Perkins Wealth Management

J. L. Perkins Wealth Management is an investment adviser based in Macon, GA, registered with the SEC since 2026. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $142 million, as filed on 21 July 2026.

Regulatory AUM: $142M
Clients: 339
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 215 Sheraton Boulevard, Macon, GA 31210
Phone: 478-254-3550
Website: jlperkinswealth.com

Questions about financial advisors in Macon

How many financial advisor firms are headquartered in Macon?

4 SEC-registered financial advisor firms report their principal office in Macon, GA, managing $992M 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 Macon?

Christy Capital Management, with $376M in regulatory assets under management on its latest Form ADV. The next largest are Smith, Brown & Groover ($284M) and CFS Wealth Management ($189M).

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

How large is a typical financial advisor firm in Macon?

The median firm manages $237M in regulatory assets. That is the midpoint of the 4 firms headquartered in Macon.

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

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

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

Macon has 4 financial advisor firms; see every adviser in the city →