Top 3 financial advisor firms in Milton

3 SEC-registered financial advisor firms are headquartered in Milton, GA, with $2.82B in combined regulatory assets under management. The largest by assets are Berkeley Capital Partners ($1.1B), Jamison Private Wealth Management ($1.05B) and Bluechip Wealth Advisors ($666M).

3
Financial advisor firms: $2.82B
Their combined AUM: $1.05B
Median firm AUM: 2,537
Clients of the top 3

The 3 largest by assets

1
Berkeley Capital Partners
RIA
$1.1B
0.90% to 1.50% a year
2
Jamison Private Wealth Management
RIA
$1.05B
Up to 1.00% a year
3
Bluechip Wealth Advisors
RIA
$666M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Berkeley Capital Partners

Berkeley Capital Partners is an investment adviser based in Milton, GA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $1.1 billion, as filed on 31 March 2026.

Berkeley Capital Partners charges 0.90%–1.50% a year for its Berkeley Managed Account Program.

Regulatory AUM: $1.1B
Clients: 1,605
Advisory staff: 9
Fee schedule: 0.90% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 3000 Heritage Walk, Suite 301, Milton, GA 30004
Phone: 678-690-8700
Website: berkeleyaccess.com

No. 2 · RIA

Jamison Private Wealth Management

Jamison Private Wealth Management is an investment adviser based in Milton, GA, registered with the SEC since 2000. 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 $1.05 billion, as filed on 16 February 2026.

Jamison Private Wealth Management charges up to 1.00% a year for its Portfolio Management.

Regulatory AUM: $1.05B
Clients: 534
Advisory staff: 4
Founded: 1988
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 12630 Crabapple Road, Suite 300, Milton, GA 30004
Phone: 678-323-3454
Website: jamisonwealth.com

No. 3 · RIA

Bluechip Wealth Advisors

Bluechip Wealth Advisors is an investment adviser based in Milton, GA, registered with the SEC since 2019. 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 $666 million, as filed on 23 July 2026.

Regulatory AUM: $666M
Clients: 398
Advisory staff: 6
Custodians: Charles Schwab, SEI Private Trust, Empower
Headquarters: 12655 Birmingham Hwy, Suite 201, Milton, GA 30004
Phone: 770-771-5812
Website: bcwealthadvisors.com

Questions about financial advisors in Milton

How many financial advisor firms are headquartered in Milton?

3 SEC-registered financial advisor firms report their principal office in Milton, GA, managing $2.82B 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 Milton?

Berkeley Capital Partners, with $1.1B in regulatory assets under management on its latest Form ADV. The next largest are Jamison Private Wealth Management ($1.05B) and Bluechip Wealth Advisors ($666M).

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

How large is a typical financial advisor firm in Milton?

The median firm manages $1.05B in regulatory assets. That is the midpoint of the 3 firms headquartered in Milton.

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

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

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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