We screened 190 SEC-registered advisers headquartered in Atlanta on Form ADV, kept the 121 that report individual clients, read the Part 2A brochures of the 14 with the strongest wealth focus, and ranked the top 10 by a printed formula: fee model, disclosures, office verification, designations, minimum and depth.
Updated October 10, 2026
By ProCloser Research
14 brochures read, 10 ranked
Reviewed by Aaron Whittaker
Atlanta Market Overview
Wealth Managers in Atlanta
Form ADV lists 190 SEC-registered investment advisers with a main office in Atlanta. 121 of them report individual or high-net-worth clients, 76,607 high-net-worth clients in total. The ranked list below is drawn from that pool, not from firms with a Atlanta branch and a headquarters elsewhere.
190
SEC-registered advisers headquartered in Atlanta
121
of them report individual clients
76,607
high-net-worth clients reported by Atlanta firms
8 of 10
ranked firms publish a minimum
How we ranked
Form ADV data, a printed formula, no paid placement
Form ADV lists 190 SEC-registered investment advisers with a main office in Atlanta, GA. 121 of them report individual or high-net-worth clients. We read the Part 2A brochures of the 14 with the strongest wealth-management profile (individual share of assets, client counts, advisory headcount, clean Item 11), confirmed each office on the firm's own site where we could, and ranked the top 10 by the formula below. Data was pulled from the SEC's Investment Adviser Public Disclosure site on October 10, 2026. Branch offices of firms headquartered elsewhere are not ranked here; this page covers firms whose Form ADV main office is in Atlanta.
Firms we read and left off because they do not take individual wealth clients from a Atlanta office, or are platforms, sub-advisers or single-family offices: Integrated Financial Group, Asset Preservation Advisors, Strategic Blueprint.
Scoring formula
25 points, fee model. Fee-only with no commissions scores in full, fee-based with no commission statement about half, fees plus commissions or brokerage zero, fee basis not stated one fifth.
20 points, disclosures. Zero "yes" answers on Item 11 of the latest Form ADV Part 1 scores in full, one answer 40 percent, anything else zero.
15 points, office verification. A Atlanta street office verified on the firm's own site scores in full; an office confirmed only through the regulator filing scores about half.
15 points, designations. CFP, CRPC, ChFC or RICP named on the site or in the brochure scores in full; CFA or CPA only about half; none named zero.
10 points, account minimum. A stated minimum of $250,000 or less, or a minimum fee of $5,000 or less, scores in full; mid-range minimums 60 percent; $1 million or more 20 percent; not disclosed 40 percent.
15 points, depth. Regulatory AUM of $100 million or more and 100 or more individual clients scores in full, AUM of $25 million or more about half.
Ties break on regulatory AUM. Score is out of 100 and uses only fields printed in the table. Google ratings and AI-search visibility are not scored. "Not disclosed" in any cell means the firm's ADV or site does not state it.
2026 Rankings
Top 10 Wealth Managers in Atlanta
All 10 firms, ranked by the formula above. Regulatory AUM and counts come from Form ADV Part 1 Item 5; fee model and minimum from Part 2A or the firm's site; "Since" is the SEC registration year. Each firm has a ProCloser profile where verified client reviews publish.
Firm
Office
CRD
Registered
Regulatory AUM (ADV filed)
Accounts / clients
Fee model
Minimum
Disclosures
Since
Designations
Score
1. Capital Investment Advisors
10 Glenlake Parkway NE, North Tower, Suite 1000, Atlanta, GA 30328
158055
SEC
$8.2 billion (2026-08-06)
17,148 / 6,014
Fee-only per its own site; ADV 2A lists tiered asset fees starting at 1.00%
No minimum portfolio size or minimum annual fee (ADV 2A)
0
2011
CFP, CRPC, RICP and CFA named on the team page
100
2. HB Wealth
3550 Lenox Road NE, Suite 2700, Atlanta, GA 30326
316731
SEC
$30.2 billion (2026-10-07)
26,148 / 4,808
Fee-only fiduciary per its own site; ADV 2A shows asset-based fees
$12,500 minimum annual fee, negotiable (ADV 2A)
0
2021
Majority of advisors hold or pursue CFP and CFA, per site
96
3. Sage Mountain Advisors
945 East Paces Ferry Road NE, Suite 2660, Atlanta, GA 30326
298593
SEC
$4.3 billion (2026-07-09)
193 / 186
Fee-based; site says it takes no commissions or placement fees
$100,000 minimum annual fee, waivable (ADV 2A)
0
2018
CFA and CFP named on the team page
92
4. Advocacy Wealth Management
3350 Riverwood Parkway SE, Suite 1100, Atlanta, GA 30339
141943
SEC
$3.2 billion (2026-08-03)
2,234 / 1,658
Advisory fees; ADV 2A discloses commissions earned by an affiliated insurance agency
10 Glenlake Parkway NE, North Tower, Suite 1000, Atlanta, GA 30328
100
Score of 100
$8.2B regulatory AUMFee-onlyRegistered 2011Min: No minimum portfolio size or minimum annual fee (ADV 2A)Disclosures: 0
Capital Investment Advisors has helped families plan for retirement since 1996 and manages about $8.2 billion for families with portfolios of all sizes.
Data: CRD 158055; SEC-registered, first registration 2011; regulatory AUM $8.2 billion as of ADV filing 2026-08-06; 17,148 accounts, 6,014 individual and high-net-worth clients; 107 employees, 55 advisory; fee model: Fee-only per its own site; ADV 2A lists tiered asset fees starting at 1.00%; minimum: No minimum portfolio size or minimum annual fee (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CRPC, RICP and CFA named on the team page.
Best for: pre-retirees and retirees of any asset level who want a fee-only CFP-led firm
HB Wealth succeeded Homrich & Berg, founded in 1989, and provides wealth management and financial planning to individuals, families, foundations and private fund investors.
Data: CRD 316731; SEC-registered, first registration 2021; regulatory AUM $30.2 billion as of ADV filing 2026-10-07; 26,148 accounts, 4,808 individual and high-net-worth clients; 325 employees, 152 advisory; fee model: Fee-only fiduciary per its own site; ADV 2A shows asset-based fees; minimum: $12,500 minimum annual fee, negotiable (ADV 2A); disclosure events (Item 11): 0; designations: Majority of advisors hold or pursue CFP and CFA, per site.
Best for: families with substantial assets who want a fee-only CFP and CFA team with private market access
Sage Mountain Advisors is a registered adviser offering investment management, trust and estate planning and private investing for families, advising on over $8 billion per its site.
Data: CRD 298593; SEC-registered, first registration 2018; regulatory AUM $4.3 billion as of ADV filing 2026-07-09; 193 accounts, 186 individual and high-net-worth clients; 31 employees, 20 advisory; fee model: Fee-based; site says it takes no commissions or placement fees; minimum: $100,000 minimum annual fee, waivable (ADV 2A); disclosure events (Item 11): 0; designations: CFA and CFP named on the team page.
Best for: multimillion-dollar families seeking private market access with a $100K minimum fee
Advocacy Wealth Management registered as an adviser in January 2007; most clients are personal injury, wrongful death or workers compensation settlement recipients and their attorneys.
Data: CRD 141943; SEC-registered, first registration 2013; regulatory AUM $3.2 billion as of ADV filing 2026-08-03; 2,234 accounts, 1,658 individual and high-net-worth clients; 36 employees, 26 advisory; fee model: Advisory fees; ADV 2A discloses commissions earned by an affiliated insurance agency; minimum: $1,000 minimum annual fee, waivable; account minimums negotiable (ADV 2A); disclosure events (Item 11): 0; designations: CFP and AIF named on the team news.
Best for: settlement recipients and trusts needing investment management with a $1,000 minimum fee
1355 Peachtree Street NE, Suite 1450, Atlanta, GA 30309
81.5
Score of 100
$8.3B regulatory AUMAdvisory feesRegistered 2007Min: Not disclosed; may impose a minimum portfolio value or fee (ADV 2A)Disclosures: 0
Nicholas Hoffman & Company was formed in 2007 and provides financial planning, portfolio management, family office and retirement plan services to client families.
Data: CRD 144516; SEC-registered, first registration 2007; regulatory AUM $8.3 billion as of ADV filing 2026-07-10; 2,233 accounts, 399 individual and high-net-worth clients; 25 employees, 15 advisory; fee model: Asset-based fees from 1.25% down to 0.30%; some recommended private funds charge performance fees; minimum: Not disclosed; may impose a minimum portfolio value or fee (ADV 2A); disclosure events (Item 11): 0; designations: CFA, CFP and CAIA named on the team page.
Best for: multigenerational families wanting a boutique CFA and CFP team with private fund access
Aprio Wealth Management has provided investment advisory services since 1999 and offers planning, investment management, tax and estate coordination alongside its parent accounting firm.
Data: CRD 127333; SEC-registered, first registration 2004; regulatory AUM $4.2 billion as of ADV filing 2026-08-18; 5,258 accounts, 1,592 individual and high-net-worth clients; 55 employees, 32 advisory; fee model: Advisory fees; ADV 2A discloses optional insurance commissions through affiliated agents; minimum: $250,000 minimum investment, waivable; $2,500 minimum fee (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CFA, CPA and CRPC named on the team pages.
Best for: families and owners at $250K and up who want planning coordinated with a CPA firm
1230 Peachtree Street NE, Suite 1800, Atlanta, GA 30309
79.5
Score of 100
$9.7B regulatory AUMAdvisory feesRegistered 2001Min: $2,000,000 for wealth management, plus $15,000 minimum annual fee (ADV 2A)Disclosures: 0
SignatureFD was formed in 1997 and registered as an adviser in 2001; it serves about 1,800 families from Atlanta and Charlotte with wealth planning and investment management.
Data: CRD 112758; SEC-registered, first registration 2001; regulatory AUM $9.7 billion as of ADV filing 2026-03-30; 11,102 accounts, 1,891 individual and high-net-worth clients; 130 employees, 50 advisory; fee model: Asset-based fees (1.00% to $5M); ADV 2A discloses optional insurance commissions via its agency; minimum: $2,000,000 for wealth management, plus $15,000 minimum annual fee (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CFA, CPA and JD named on the team page.
Best for: families above $2M who want a planning-led team with in-house tax and estate expertise
$4.2B regulatory AUMAdvisory feesRegistered 1981Min: $1,000,000 minimum account size, may be waived (ADV 2A)Disclosures: 0
ZWJ Investment Counsel traces its beginnings to 1982 and provides discretionary equity, fixed income and balanced portfolio management to individuals, trusts, estates and institutions.
Data: CRD 110397; SEC-registered, first registration 1981; regulatory AUM $4.2 billion as of ADV filing 2026-03-26; 2,387 accounts, 990 individual and high-net-worth clients; 20 employees, 12 advisory; fee model: Asset-based fees, 1% on first $1M; no commissions disclosed beyond custodian trade fees; minimum: $1,000,000 minimum account size, may be waived (ADV 2A); disclosure events (Item 11): 0; designations: CFA, CFP and CPA named on the team page.
Best for: investors with $1M or more who want active portfolio management from a CFA-led team
1200 Peachtree Street NE, Suite 610, Atlanta, GA 30309
72.5
Score of 100
$2.1B regulatory AUMAdvisory feesRegistered 2009Min: No minimum portfolio value or annual fee (ADV 2A)Disclosures: 0
Cahaba Wealth Management was formed in 2009 and offers financial planning and investment management to individuals, high-net-worth families, trusts and estates from Atlanta, Birmingham and Nashville.
Data: CRD 151675; SEC-registered, first registration 2009; regulatory AUM $2.1 billion as of ADV filing 2026-03-31; 888 accounts, 888 individual and high-net-worth clients; 23 employees, 17 advisory; fee model: Tiered asset-based fees from 1.50% down to 1.00%; says it has no proprietary products; minimum: No minimum portfolio value or annual fee (ADV 2A); disclosure events (Item 11): 0; designations: None named on site or in ADV 2A body.
Best for: households of any size wanting planning and investments with no account minimum
3575 Piedmont Road, Building 15, Suite 730, Atlanta, GA 30305
69
Score of 100
$5.3B regulatory AUMFees plus commissionsRegistered 2008Min: Not disclosed; account minimums negotiable at BIP's discretion (ADV 2A)Disclosures: 0
BIP Wealth was founded in 2007 and offers investment management and planning for retirement, estate, tax, education and charitable goals to individuals, families and business owners.
Data: CRD 143208; SEC-registered, first registration 2008; regulatory AUM $5.3 billion as of ADV filing 2026-09-25; 17,391 accounts, 3,108 individual and high-net-worth clients; 88 employees, 48 advisory; fee model: Advisory fees on assets; some advisors also hold broker-dealer and insurance licenses (ADV 2A); minimum: Not disclosed; account minimums negotiable at BIP's discretion (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CFA, CPA and ChFC named on the team page.
Best for: families and business owners who want planning plus investments and accept possible commission-licensed advisors
Comprehensive wealth management goes far beyond investment management. The right firm integrates tax, estate, insurance, and philanthropic planning under one roof.
1
Understand Service Scope
True wealth management integrates investment management, tax planning, estate planning, insurance, and cash flow planning. Ask exactly which services are included vs. referred to outside partners.
2
Know the Minimum
Most wealth managers require $1M to $10M+ in investable assets. Be clear about minimum account requirements and whether your full picture (retirement, real estate, business equity) is considered.
3
Assess Team Depth
Wealth management is a team sport. Who is your primary advisor? Who handles tax? Estate attorney? When your lead advisor leaves, who inherits your relationship?
4
Check Custodian Independence
Your assets should be custodied at an independent firm (Schwab, Fidelity, Pershing), not managed by the same entity. This separation protects you from conflicts of interest.
5
Evaluate Technology and Reporting
Leading wealth managers provide consolidated performance reporting across all accounts, tax-loss harvesting automation, and real-time portfolio views. Ask for a sample client portal demo.
6
Ask About Business Continuity
If the principal retires or the firm is acquired, what happens to your relationship? Understand succession planning, client-to-advisor ratios, and the firm's ownership structure.
FAQ
Common Questions About Wealth Managers in Atlanta
What is the minimum to work with a wealth manager in Atlanta?+−
It depends on the firm, and most publish it in Form ADV Part 2A, Item 7. Of the 10 Atlanta firms ranked here, 4 accept clients at $250,000 or less (or charge a minimum fee of $5,000 or less), 1 sit between $250,000 and $1 million, 3 start at $1 million or more, and 2 do not disclose a minimum. Minimums are usually negotiable; ask.
How do wealth managers in Atlanta charge?+−
Almost all charge a percentage of assets under management, with the schedule printed in the firm's Part 2A brochure, Item 5. Among the 10 firms here, 3 describe themselves as fee-only or state they take no commissions, 6 charge advisory fees without a fee-only statement (of these, 3 disclose insurance or affiliate commissions outside the advisory fee that a client can decline), 1 earn securities commissions or brokerage compensation on client accounts or are broker-dealer affiliated, and 0 do not state a fee basis in the brochure we read. Insurance commissions earned by a firm's own representatives are counted in the disclosure figure, not as brokerage compensation.
How many of these Atlanta firms have disclosure events?+−
10 of the 10 report zero "yes" answers on Item 11 of Form ADV Part 1 (criminal, regulatory and civil disclosure questions). Where a firm has an event, the brochure's Item 9 describes it, and the Data line on its card summarizes it. Check the firm's IAPD record for the full text.
Where does the data on this page come from?+−
Every figure comes from the firm's Form ADV on the SEC's Investment Adviser Public Disclosure site, pulled October 10, 2026: Part 1 Item 5 for regulatory AUM, accounts and clients, Item 11 for disclosures, and the Part 2A brochure for fee model and minimums. Office addresses and designations were checked on each firm's own website. Nothing on this page is a paid placement, and firms cannot pay to be ranked.
What is the difference between a wealth manager and a financial advisor in Atlanta?+−
Financial advisors typically focus on investment management and financial planning. Wealth managers provide a broader, more integrated service that adds tax strategy, estate planning, trust coordination and philanthropic advice. The term usually implies a higher minimum. The firms here all report individual and high-net-worth clients on Form ADV; read each firm's brochure Item 4 for the services it actually offers.
Headquartered in Atlanta and not listed?
This page ranks firms whose Form ADV main office is in Atlanta. If yours is and it is missing, send us the CRD and we will pull the filing. If you want to know how AI engines describe your firm today, ProCloser can audit that too.
