Top 10 financial advisor firms in Marietta

10 SEC-registered financial advisor firms are headquartered in Marietta, GA, with $4.51B in combined regulatory assets under management. The largest by assets are Marietta Wealth Management ($1.39B), American Financial Advisors ($950M) and Wiser Wealth Management ($514M).

10
Financial advisor firms: $4.51B
Their combined AUM: $325M
Median firm AUM: 3,537
Clients of the top 10

The 10 largest by assets

1
Marietta Wealth Management
RIA
$1.39B
0.50% to 1.00% a year
2
American Financial Advisors
RIA
$950M
0.36% to 1.00% a year
3
Wiser Wealth Management
RIA
$514M
0.50% to 1.00% a year
4
Manners Paul & Associates
RIA
$392M
1.00% to 1.00% a year
5
Molly B Investment Group
RIA
$335M
0.20% to 1.00% a year
6
Proactive Wealth Strategies
RIA
$316M
Regulatory AUM
7
Wickham Financial Group
RIA
$193M
Up to 1.55% a year
8
Bey-Douglas
RIA
$180M
Regulatory AUM
9
Strickland Davis Advisors
RIA
$121M
Regulatory AUM
10
Sentara Capital
RIA
$120M
0.50% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Marietta Wealth Management

Marietta Wealth Management is an investment adviser based in Marietta, GA, registered with the SEC since 2015. 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 $1.39 billion, as filed on 25 March 2026.

Marietta Wealth Management charges 0.50%–1.00% a year for its Wealth Management Program.

Regulatory AUM: $1.39B
Clients: 474
Advisory staff: 9
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Pershing
Headquarters: 472 N. Sessions Street, Unit #24, Marietta, GA 30060
Phone: 404-549-6930
Website: mariettawealth.com

No. 2 · RIA

American Financial Advisors

American Financial Advisors is an investment adviser based in Marietta, GA, registered with the SEC since 2001. 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 $950 million, as filed on 3 September 2026.

American Financial Advisors charges 0.36%–1.00% a year for its Investment Supervisory Services.

Regulatory AUM: $950M
Clients: 820
Advisory staff: 4
Founded: 2000
Fee schedule: 0.36% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 2551 Roswell Road, Suite 310, Marietta, GA 30062
Phone: 770-977-2434
Website: afainvestments.com

No. 3 · RIA

Wiser Wealth Management

Wiser Wealth Management is an investment adviser based in Marietta, GA, registered with the SEC since 2021. 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 $514 million, as filed on 22 June 2026.

Wiser Wealth Management charges 0.50%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $514M
Clients: 528
Advisory staff: 5
Founded: 2001
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 125 Church St, Suite 220, Marietta, GA 30060
Phone: 678-905-4450
Website: wiserinvestor.com

No. 4 · RIA

Manners Paul & Associates

Manners Paul & Associates is an investment adviser based in Marietta, GA, registered with the SEC since 1979. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $392 million, as filed on 7 September 2026.

Manners Paul & Associates charges 1.00% a year for its Advisory fee schedule.

Regulatory AUM: $392M
Clients: 245
Advisory staff: 2
Founded: 1979
Fee schedule: 1.00% to 1.00% a year
Headquarters: 3901 Roswell Road, Suite 308, Marietta, GA 30062
Phone: 404-231-8611
Website: paulmanners.net

No. 5 · RIA

Molly B Investment Group

Molly B Investment Group is an investment adviser based in Marietta, GA, registered with the SEC since 2020. 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 $335 million, as filed on 24 March 2026.

Molly B Investment Group charges 0.20%–1.00% a year for its Portfolio Management.

Regulatory AUM: $335M
Clients: 308
Advisory staff: 2
Founded: 2000
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab, Reliance Trust, Ascensus Trust
Headquarters: 101 Village Parkway, Building 1, Suite 200, Marietta, GA 30067
Phone: 770-984-2312
Website: baerwealth.com

No. 6 · RIA

Proactive Wealth Strategies

Proactive Wealth Strategies is an investment adviser based in Marietta, GA, registered with the SEC since 2022. 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 $316 million, as filed on 9 July 2026.

Regulatory AUM: $316M
Clients: 442
Advisory staff: 4
Founded: 2005
Custodians: LPL Financial
Headquarters: 533 Johnson Ferry Road BLDG. C, Suite 100, Marietta, GA 30068
Phone: 770-971-4142

No. 7 · RIA

Wickham Financial Group

Wickham Financial Group is an investment adviser based in Marietta, GA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $193 million, as filed on 27 March 2026.

Wickham Financial Group charges up to 1.55% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $193M
Clients: 308
Advisory staff: 3
Fee schedule: Up to 1.55% a year
Custodians: Charles Schwab
Headquarters: 331 Washington Avenue Ne, Marietta, GA 30060
Phone: 770-424-8711
Website: wickhamservices.com

No. 8 · RIA

Bey-Douglas

Bey-Douglas is an investment adviser based in Marietta, GA, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $180 million, as filed on 16 March 2026.

Regulatory AUM: $180M
Clients: 150
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 1640 Powers Ferry RD., BLDG 22-200, Marietta, GA 30067
Phone: 770-858-0001
Website: bey-douglas.com

No. 9 · RIA

Strickland Davis Advisors

Strickland Davis Advisors is an investment adviser based in Marietta, GA, registered with the SEC since 2021. 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 $121 million, as filed on 17 September 2026.

Regulatory AUM: $121M
Clients: 93
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 4653 Olde Towne Pkwy, Marietta, GA 30068
Phone: 770-977-6892

No. 10 · RIA

Sentara Capital

Sentara Capital is an investment adviser based in Marietta, GA, registered with the SEC since 2020. 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 5 February 2026.

Sentara Capital charges 0.50%–1.00% a year for its Portfolio Management.

Regulatory AUM: $120M
Clients: 169
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 3225 Shallowford Road Ne, Suite 900, Marietta, GA 30062
Phone: 770-509-5305
Website: sentaracapital.com

Questions about financial advisors in Marietta

How many financial advisor firms are headquartered in Marietta?

10 SEC-registered financial advisor firms report their principal office in Marietta, GA, managing $4.51B in regulatory assets between them. The other 3 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 Marietta?

Marietta Wealth Management, with $1.39B in regulatory assets under management on its latest Form ADV. The next largest are American Financial Advisors ($950M) and Wiser Wealth Management ($514M).

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

How large is a typical financial advisor firm in Marietta?

The median firm manages $325M in regulatory assets. That is the midpoint of the 10 firms headquartered in Marietta.

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

How much do financial advisors in Marietta charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.55% 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 Marietta?

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

Marietta has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Marietta

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