The wealth management industry in Georgia is a dynamic and rapidly expanding field, serving a variety of high net-worth individuals and businesses. These companies specialize in personalized financial advices, offering services like investment management, financial planning, estate planning, tax strategies and more. The focus is not only to increase client's wealth, but also to ensure safe and sustainable growth. As Georgia continues to attract affluent residents and thriving businesses, the wealth management companies are poised to play an instrumental role in navigating the state's economic landscape and individual financial success.


Top 25 wealth management companies in Georgia

1. Merit Financial Advisors

Merit Financial Advisors is a trusted financial partner, providing support in navigating life's challenges, transitions, and victories. They offer investment management expertise and comprehensive planning approaches for overall wealth management needs. With a team of dedicated individuals, they educate clients on financial wisdom, protection, investment, and building legacies for future generations.


2. Homrich Berg

Homrich Berg is a wealth management firm that offers fiduciary, comprehensive, and personal wealth management services. They provide multi-generational planning, financial advisory services, and handle investment management. The firm is dedicated to acting in the best interest of their clients and strives to align their services with client needs.


3. Peachtree Planning

Peachtree Planning is a wealth management and financial advising company that offers unbiased advice and ongoing support to individuals and businesses. They prioritize their clients' goals and have a wide range of services, including investment management and financial planning.


4. Benchmark Investments, LLC

Benchmark Investments, LLC is a wealth management company that offers personalized financial consulting and investment advice to help clients achieve their long-term objectives. They prioritize clear communication and ensure that portfolios align with clients' life stages.


5. Woodstock Financial Group, Inc.

Woodstock Financial Group is a company that offers financial services and solutions to individuals and businesses. They provide investment planning, retirement planning, wealth management, and insurance services.


6. Nettuno Group

Nettuno Group is a financial services company that offers independent wealth management platforms through its subsidiary Nettuno Wealth Management. They provide a range of financial products and services to their clients.


7. Walker Financial Inc

Walker Financial Advisors, Inc. is a company providing financial advisory services to its clients. They offer professional advice and expertise in managing and growing their clients' wealth.


8. Cardea Capital

Cardea Capital Advisors, LLC (CCA) and Cardea Capital Group Inc. (CCG) are Registered Investment Advisors with the United States Securities and Exchange Commission, offering investment management services.


9. Marietta Wealth

Marietta Wealth is a fee-only financial advisory firm that provides comprehensive financial planning and tailored investment strategies.


10. CornerCap Investment Counsel

CornerCap is a wealth management firm that specializes in helping individual investors grow and protect their wealth. With over 32 years of experience, they offer personalized financial plans based on each client's unique story and goals.


11. The Avenue Wealth Management Group

The Avenue Wealth Management is a financial services company offering retirement planning, investment management, and employee benefit plans. Our mission is to simplify the lives of our clients and put people first.


12. Kalos Financial

  • Website: kalosfinancial.com
  • Headquarters: Alpharetta, Georgia, United States
  • Founded: 1997
  • Headcount: 11-50
  • Latest funding type: Series A
  • LinkedIn

Kalos Financial is an investment firm specializing in implementing the endowment model. They offer a range of financial planning and wealth management services.


13. Howard Capital Management, Inc.

  • Website: howardcm.com
  • Headquarters: Roswell, Georgia, United States
  • Founded: 1999
  • Headcount: 11-50
  • LinkedIn

Howard Capital Management, Inc. (HCM) offers investment strategies and services for individual investors, financial advisors, and high-net-worth individuals. They provide a wide selection of separately managed accounts, proprietary mutual funds, retirement tools and services, and access to a self-directed brokerage account. With a focus on client experience and a team dedicated to delivering high-quality services, HCM helps investors navigate the financial markets and achieve their investment goals.


14. Ab&t

  • Website: abtgold.com
  • Headquarters: Albany, Georgia, United States
  • Founded: 1999
  • Headcount: 11-50
  • Latest funding type: Ipo
  • LinkedIn

AB&T is a company that offers a wide range of financial services and solutions. With expertise in investment banking, asset management, and wealth management, AB&T provides personalized strategies to help clients achieve their financial goals. Their team of experienced professionals ensures a comprehensive approach to financial planning and investment management.


15. Integrated Financial Group | The Brain Trust

The Brain Trust is a financial services company based in Atlanta, GA. They provide securities and advisory services through their affiliated entities, LPL Financial and IFG Advisory. They aim to bring markets into focus and offer personalized financial solutions to their customers.


16. Carter-Young, Inc.

Carter-Young is a company that offers a range of services to clients in various industries. They provide expert guidance and support in areas such as finance, investments, and business strategies. Their team of professionals is dedicated to helping clients achieve their financial goals and optimize their business operations.


17. Persium Group

Persium Group is a wealth management and retirement plan oversight firm that specializes in assisting business owners, retirement plan committees, and individual investors in achieving their financial goals.


18. Buckhead Capital Management, LLC

Buckhead Capital Management is an investment management firm specializing in boutique investment management services for individuals and institutions. With a focus on personalized attention and expertise, they offer a range of investment solutions tailored to meet the unique needs of their clients. Contact them for more information.


19. j. grant & co.

  • Website: jgrantco.com
  • Headquarters: Villa Rica, Georgia, United States
  • Founded: 2005
  • Headcount: 51-200
  • LinkedIn

JGrantCo is a company that offers a range of services to clients, helping them to achieve their financial goals and grow their businesses.


20. BIP Wealth

BIP Wealth is an investment advisory firm offering a range of services in the field of public equities, private equities, and fixed income. With a team of experienced professionals, BIP Wealth provides tailored financial planning solutions for individuals and businesses. Their expertise lies in engineering performance to help clients achieve their financial goals.


21. Secure Wealth Management LTD

Your Secure Wealth provides goal-driven financial strategies that help clients successfully reach their financial goals. They offer retirement, estate, investment, insurance, tax, and money management services.


22. Atlanta Financial

Atlanta Financial Associates is an investment advisory firm that provides financial planning and investment management services to individuals and businesses. They offer personalized solutions to help clients maximize their wealth and achieve their financial goals.


23. Pandowealth.

Pandowealth is a Georgia-based investment advisor registered with the Securities and Exchange Commission. They offer financial planning services with a focus on holistic financial health. They provide personalized advice and assistance with retirement plans, tax planning, bookkeeping, and investment management.


24. Yeomans Consulting Group, Inc.

YourRetirementCoachTM is a registered investment adviser located in Marietta, Georgia, offering retirement planning and investment advisory services. They provide general information pertaining to their services and access to investment-related materials through their website.


25. Georgia Financial Advisors

Georgia Financial Advisors is a financial services firm that offers personalized financial planning and wealth management solutions. We specialize in helping individuals and businesses in Georgia and Florida achieve their financial goals, protect their assets, and minimize taxes.


Want to find more wealth management companies?


If you want to find more companies that offer services like investment management, financial planning, and more you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!