# Financial advisors in Alpharetta, GA

> AdvisorCensus lists 50 investment advisory firms with a principal office in Alpharetta, Georgia (part of the Atlanta metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Atlanta metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ga/atlanta/alpharetta

## At a glance

- Investment advisory firms: 50
- Registration: SEC-registered investment adviser: 33, State-registered investment adviser: 17
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (30%); Percentage of assets 47 (94%); Hourly charges 15 (30%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 29 (58%); Performance-based fees 5 (10%); Other 8 (16%)
- Regulatory assets under management (Item 5.F): Under $25 million 7 (14%); $25 million to $100 million 8 (16%); $100 million to $500 million 22 (44%); $500 million to $1 billion 5 (10%); $1 billion to $5 billion 3 (6%); Over $5 billion 3 (6%); Not reported 2 (4%)
- Years registered: Under 5 years 20 (40%); 5 to 9 years 13 (26%); 10 to 19 years 12 (24%); 20 years or more 5 (10%)

## Firms (page 1 of 1, 1 to 50 of 50, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [2nd Half Capital, LLC](https://advisorcensus.com/firm/2nd-half-capital-llc-alpharetta-ga-316924) ([md](https://advisorcensus.com/firm/2nd-half-capital-llc-alpharetta-ga-316924.md)) | 316924 | Alpharetta, GA | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee, Other |
| [Adaptive Investments](https://advisorcensus.com/firm/adaptive-investments-alpharetta-ga-281201) ([md](https://advisorcensus.com/firm/adaptive-investments-alpharetta-ga-281201.md)) | 281201 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [AE Financial & Risk Management, Inc.](https://advisorcensus.com/firm/ae-financial-and-risk-management-inc-alpharetta-ga-172395) ([md](https://advisorcensus.com/firm/ae-financial-and-risk-management-inc-alpharetta-ga-172395.md)) | 172395 | Alpharetta, GA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Agvictus Capital Management LLC](https://advisorcensus.com/firm/agvictus-capital-management-llc-alpharetta-ga-307047) ([md](https://advisorcensus.com/firm/agvictus-capital-management-llc-alpharetta-ga-307047.md)) | 307047 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Albritton Capital Management Co](https://advisorcensus.com/firm/albritton-capital-management-co-alpharetta-ga-112772) ([md](https://advisorcensus.com/firm/albritton-capital-management-co-alpharetta-ga-112772.md)) | 112772 | Alpharetta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 35 | % of assets |
| [American Wealth Management, Inc.](https://advisorcensus.com/firm/american-wealth-management-inc-alpharetta-ga-25536) ([md](https://advisorcensus.com/firm/american-wealth-management-inc-alpharetta-ga-25536.md)) | 25536 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly |
| [Atlas Investment Advisors](https://advisorcensus.com/firm/atlas-investment-advisors-alpharetta-ga-324861) ([md](https://advisorcensus.com/firm/atlas-investment-advisors-alpharetta-ga-324861.md)) | 324861 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Avego Management, LLC](https://advisorcensus.com/firm/avego-management-llc-alpharetta-ga-310520) ([md](https://advisorcensus.com/firm/avego-management-llc-alpharetta-ga-310520.md)) | 310520 | Alpharetta, GA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee, Performance fee |
| [Blueprint Private Wealth Management LLC](https://advisorcensus.com/firm/blueprint-private-wealth-management-llc-alpharetta-ga-319507) ([md](https://advisorcensus.com/firm/blueprint-private-wealth-management-llc-alpharetta-ga-319507.md)) | 319507 | Alpharetta, GA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Brooke Forest Capital LLC](https://advisorcensus.com/firm/brooke-forest-capital-llc-alpharetta-ga-328837) ([md](https://advisorcensus.com/firm/brooke-forest-capital-llc-alpharetta-ga-328837.md)) | 328837 | Alpharetta, GA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Capital Endurance Group, Inc](https://advisorcensus.com/firm/capital-endurance-group-inc-alpharetta-ga-284793) ([md](https://advisorcensus.com/firm/capital-endurance-group-inc-alpharetta-ga-284793.md)) | 284793 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [CG Maton Advisory, Inc.](https://advisorcensus.com/firm/cg-maton-advisory-inc-alpharetta-ga-127277) ([md](https://advisorcensus.com/firm/cg-maton-advisory-inc-alpharetta-ga-127277.md)) | 127277 | Alpharetta, GA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly, Fixed fee, Other |
| [Circa Capital, LLC](https://advisorcensus.com/firm/circa-capital-llc-alpharetta-ga-158694) ([md](https://advisorcensus.com/firm/circa-capital-llc-alpharetta-ga-158694.md)) | 158694 | Alpharetta, GA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Clear Investment Research, LLC](https://advisorcensus.com/firm/clear-investment-research-llc-alpharetta-ga-172685) ([md](https://advisorcensus.com/firm/clear-investment-research-llc-alpharetta-ga-172685.md)) | 172685 | Alpharetta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [CN Wealth Management, LLC](https://advisorcensus.com/firm/cn-wealth-management-llc-alpharetta-ga-150469) ([md](https://advisorcensus.com/firm/cn-wealth-management-llc-alpharetta-ga-150469.md)) | 150469 | Alpharetta, GA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets |
| [Cornerstone Investment Advisors, Inc.](https://advisorcensus.com/firm/cornerstone-investment-advisors-inc-alpharetta-ga-125611) ([md](https://advisorcensus.com/firm/cornerstone-investment-advisors-inc-alpharetta-ga-125611.md)) | 125611 | Alpharetta, GA | State-registered investment adviser | $25 million to $100 million | 30 | % of assets |
| [Cwpim](https://advisorcensus.com/firm/cwpim-alpharetta-ga-288024) ([md](https://advisorcensus.com/firm/cwpim-alpharetta-ga-288024.md)) | 288024 | Alpharetta, GA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Daner Wealth Management, LLC](https://advisorcensus.com/firm/daner-wealth-management-llc-alpharetta-ga-317373) ([md](https://advisorcensus.com/firm/daner-wealth-management-llc-alpharetta-ga-317373.md)) | 317373 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [ELM3 Financial Group, LLC](https://advisorcensus.com/firm/elm3-financial-group-llc-alpharetta-ga-140594) ([md](https://advisorcensus.com/firm/elm3-financial-group-llc-alpharetta-ga-140594.md)) | 140594 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Exit Wealth Advisors](https://advisorcensus.com/firm/exit-wealth-advisors-alpharetta-ga-332573) ([md](https://advisorcensus.com/firm/exit-wealth-advisors-alpharetta-ga-332573.md)) | 332573 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Forthright Wealth Management, LLC](https://advisorcensus.com/firm/forthright-wealth-management-llc-alpharetta-ga-220515) ([md](https://advisorcensus.com/firm/forthright-wealth-management-llc-alpharetta-ga-220515.md)) | 220515 | Alpharetta, GA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Fsam LLC](https://advisorcensus.com/firm/fsam-llc-alpharetta-ga-287851) ([md](https://advisorcensus.com/firm/fsam-llc-alpharetta-ga-287851.md)) | 287851 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Georgia Advisory Group LLC](https://advisorcensus.com/firm/georgia-advisory-group-llc-alpharetta-ga-306815) ([md](https://advisorcensus.com/firm/georgia-advisory-group-llc-alpharetta-ga-306815.md)) | 306815 | Alpharetta, GA | State-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Gibbs Wealth Management, LLC](https://advisorcensus.com/firm/gibbs-wealth-management-llc-alpharetta-ga-281621) ([md](https://advisorcensus.com/firm/gibbs-wealth-management-llc-alpharetta-ga-281621.md)) | 281621 | Alpharetta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets |
| [Golden Bell Financial Planning, LLC](https://advisorcensus.com/firm/golden-bell-financial-planning-llc-alpharetta-ga-305635) ([md](https://advisorcensus.com/firm/golden-bell-financial-planning-llc-alpharetta-ga-305635.md)) | 305635 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Howard Capital Management, LLC](https://advisorcensus.com/firm/howard-capital-management-llc-alpharetta-ga-118070) ([md](https://advisorcensus.com/firm/howard-capital-management-llc-alpharetta-ga-118070.md)) | 118070 | Alpharetta, GA | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Subscription |
| [Incompass Financial Partners, LLC](https://advisorcensus.com/firm/incompass-financial-partners-llc-alpharetta-ga-318227) ([md](https://advisorcensus.com/firm/incompass-financial-partners-llc-alpharetta-ga-318227.md)) | 318227 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Integras Partners, LLC](https://advisorcensus.com/firm/integras-partners-llc-alpharetta-ga-172979) ([md](https://advisorcensus.com/firm/integras-partners-llc-alpharetta-ga-172979.md)) | 172979 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Latitude Investment Group](https://advisorcensus.com/firm/latitude-investment-group-alpharetta-ga-333819) ([md](https://advisorcensus.com/firm/latitude-investment-group-alpharetta-ga-333819.md)) | 333819 | Alpharetta, GA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Merit Financial Advisors](https://advisorcensus.com/firm/merit-financial-advisors-alpharetta-ga-142457) ([md](https://advisorcensus.com/firm/merit-financial-advisors-alpharetta-ga-142457.md)) | 142457 | Alpharetta, GA | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Hourly, Fixed fee, Other |
| [MH Wealth Management](https://advisorcensus.com/firm/mh-wealth-management-alpharetta-ga-310248) ([md](https://advisorcensus.com/firm/mh-wealth-management-alpharetta-ga-310248.md)) | 310248 | Alpharetta, GA | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Morgan Capital Group LLC](https://advisorcensus.com/firm/morgan-capital-group-llc-alpharetta-ga-307004) ([md](https://advisorcensus.com/firm/morgan-capital-group-llc-alpharetta-ga-307004.md)) | 307004 | Alpharetta, GA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [MPWM Advisory Solutions LLC](https://advisorcensus.com/firm/mpwm-advisory-solutions-llc-alpharetta-ga-169885) ([md](https://advisorcensus.com/firm/mpwm-advisory-solutions-llc-alpharetta-ga-169885.md)) | 169885 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [MRP Capital Investments, LLC](https://advisorcensus.com/firm/mrp-capital-investments-llc-alpharetta-ga-167256) ([md](https://advisorcensus.com/firm/mrp-capital-investments-llc-alpharetta-ga-167256.md)) | 167256 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Newcorp Wealth Management](https://advisorcensus.com/firm/newcorp-wealth-management-alpharetta-ga-297125) ([md](https://advisorcensus.com/firm/newcorp-wealth-management-alpharetta-ga-297125.md)) | 297125 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Northstar Investment Partners](https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-127432) ([md](https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-127432.md)) | 127432 | Alpharetta, GA | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Northstar Investment Partners](https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-340596) ([md](https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-340596.md)) | 340596 | Alpharetta, GA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Overlay Management, LLC](https://advisorcensus.com/firm/overlay-management-llc-alpharetta-ga-324401) ([md](https://advisorcensus.com/firm/overlay-management-llc-alpharetta-ga-324401.md)) | 324401 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee, Other |
| [PGI Wealth Management](https://advisorcensus.com/firm/pgi-wealth-management-alpharetta-ga-297517) ([md](https://advisorcensus.com/firm/pgi-wealth-management-alpharetta-ga-297517.md)) | 297517 | Alpharetta, GA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Phorcys Capital Partners, LLC](https://advisorcensus.com/firm/phorcys-capital-partners-llc-alpharetta-ga-285635) ([md](https://advisorcensus.com/firm/phorcys-capital-partners-llc-alpharetta-ga-285635.md)) | 285635 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Power Wealth Management](https://advisorcensus.com/firm/power-wealth-management-alpharetta-ga-315101) ([md](https://advisorcensus.com/firm/power-wealth-management-alpharetta-ga-315101.md)) | 315101 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Prce Management LLC](https://advisorcensus.com/firm/prce-management-llc-alpharetta-ga-312533) ([md](https://advisorcensus.com/firm/prce-management-llc-alpharetta-ga-312533.md)) | 312533 | Alpharetta, GA | SEC-registered investment adviser | Under $25 million | 5 | Performance fee, Other |
| [Sapient Advisors, Inc.](https://advisorcensus.com/firm/sapient-advisors-inc-alpharetta-ga-301712) ([md](https://advisorcensus.com/firm/sapient-advisors-inc-alpharetta-ga-301712.md)) | 301712 | Alpharetta, GA | State-registered investment adviser | Not reported | 0 | Other |
| [Soina Financial Group, LLC](https://advisorcensus.com/firm/soina-financial-group-llc-alpharetta-ga-326460) ([md](https://advisorcensus.com/firm/soina-financial-group-llc-alpharetta-ga-326460.md)) | 326460 | Alpharetta, GA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Tandemgrowth Financial Advisors, LLC](https://advisorcensus.com/firm/tandemgrowth-financial-advisors-llc-alpharetta-ga-125490) ([md](https://advisorcensus.com/firm/tandemgrowth-financial-advisors-llc-alpharetta-ga-125490.md)) | 125490 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [The Advisory Firm](https://advisorcensus.com/firm/the-advisory-firm-alpharetta-ga-139125) ([md](https://advisorcensus.com/firm/the-advisory-firm-alpharetta-ga-139125.md)) | 139125 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Vident Asset Management](https://advisorcensus.com/firm/vident-asset-management-alpharetta-ga-286622) ([md](https://advisorcensus.com/firm/vident-asset-management-alpharetta-ga-286622.md)) | 286622 | Alpharetta, GA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee, Other |
| [Wealth Science Advisors LLC](https://advisorcensus.com/firm/wealth-science-advisors-llc-alpharetta-ga-321031) ([md](https://advisorcensus.com/firm/wealth-science-advisors-llc-alpharetta-ga-321031.md)) | 321031 | Alpharetta, GA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [Wealth With No Regrets®](https://advisorcensus.com/firm/wealth-with-no-regrets-alpharetta-ga-159201) ([md](https://advisorcensus.com/firm/wealth-with-no-regrets-alpharetta-ga-159201.md)) | 159201 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Wellspring Wealth Management LLC](https://advisorcensus.com/firm/wellspring-wealth-management-llc-alpharetta-ga-134834) ([md](https://advisorcensus.com/firm/wellspring-wealth-management-llc-alpharetta-ga-134834.md)) | 134834 | Alpharetta, GA | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee, Other |

## Questions people ask

**How many financial advisory firms are there in Alpharetta, GA?**
AdvisorCensus lists 50 investment advisory firms with a principal office in Alpharetta, Georgia (part of the Atlanta metro area), from Form ADV filings as of October 2026: 33 SEC-registered, 17 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Alpharetta, GA?**
15 of the 50 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Alpharetta, GA offer financial planning?**
35 of the 50 firms in Alpharetta, GA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Alpharetta, GA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 15 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Alpharetta, GA: 50 firms from Form ADV filings as of October 2026.