Top 4 financial advisor firms in Woodstock

4 SEC-registered financial advisor firms are headquartered in Woodstock, GA, with $1.43B in combined regulatory assets under management. The largest by assets are Woodstock Wealth Management ($727M), Goodwin Investment Advisory ($397M) and Financial Architects ($199M).

4
Financial advisor firms: $1.43B
Their combined AUM: $298M
Median firm AUM: 2,242
Clients of the top 4

The 4 largest by assets

1
Woodstock Wealth Management
RIA
$727M
Regulatory AUM
2
Goodwin Investment Advisory
RIA
$397M
0.50% to 1.50% a year
3
Financial Architects
RIA
$199M
0.50% to 1.00% a year
4
Legacy Partners Financial Group
RIA
$108M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Woodstock Wealth Management

Woodstock Wealth Management is an investment adviser based in Woodstock, GA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $727 million, as filed on 1 April 2026.

Regulatory AUM: $727M
Clients: 1,586
Advisory staff: 26
Custodians: Fidelity
Headquarters: 250 River Park North Drive, Woodstock, GA 30188
Phone: 800-279-4468

No. 2 · RIA

Goodwin Investment Advisory

Goodwin Investment Advisory is an investment adviser based in Woodstock, GA, registered with the SEC since 2020. 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 $397 million, as filed on 30 March 2026.

Goodwin Investment Advisory charges 0.50%–1.50% a year for its Investment Management.

Regulatory AUM: $397M
Clients: 402
Advisory staff: 6
Founded: 2004
Fee schedule: 0.50% to 1.50% a year
Minimum account: $10,000
Custodians: Fidelity
Headquarters: 238 River Park N DR., Woodstock, GA 30188
Phone: 678-741-2370
Website: goodwininvestment.com

No. 3 · RIA

Financial Architects

Financial Architects is an investment adviser based in Woodstock, GA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $199 million, as filed on 4 February 2026.

Financial Architects charges 0.50%–1.00% a year for its Portfolio Management.

Regulatory AUM: $199M
Clients: 100
Advisory staff: 3
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 302 Creekstone Ridge, Woodstock, GA 30188
Phone: 770-517-8160
Website: financialarchitectsllc.com

No. 4 · RIA

Legacy Partners Financial Group

Legacy Partners Financial Group is an investment adviser based in Woodstock, 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 $108 million, as filed on 30 September 2026.

Regulatory AUM: $108M
Clients: 154
Advisory staff: 10
Headquarters: 123 Mill Street, Woodstock, GA 30188
Phone: 678-388-2233
Website: mylpfg.com

Questions about financial advisors in Woodstock

How many financial advisor firms are headquartered in Woodstock?

4 SEC-registered financial advisor firms report their principal office in Woodstock, GA, managing $1.43B 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 Woodstock?

Woodstock Wealth Management, with $727M in regulatory assets under management on its latest Form ADV. The next largest are Goodwin Investment Advisory ($397M) and Financial Architects ($199M).

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

How large is a typical financial advisor firm in Woodstock?

The median firm manages $298M in regulatory assets. That is the midpoint of the 4 firms headquartered in Woodstock.

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

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

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

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