{
  "path": "/advisors/ga/atlanta/for-businesses",
  "url": "https://advisorcensus.com/advisors/ga/atlanta/for-businesses/page/3",
  "page_type": "metro_answer",
  "title": "Financial advisors for businesses in Atlanta, GA",
  "filters": {},
  "scope_total": 163,
  "faq": [
    {
      "q": "Which financial advisors in Atlanta, GA work with businesses?",
      "a": "163 investment advisory firms with a principal office in the Atlanta metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "q": "How many financial advisory firms are there in Atlanta, GA?",
      "a": "AdvisorCensus lists 588 investment advisory firms with a principal office in the Atlanta metro area, from Form ADV filings as of October 2026: 295 SEC-registered, 251 state-registered, and 42 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Atlanta, GA?",
      "a": "200 of the 588 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."
    },
    {
      "q": "How many financial advisors in Atlanta, GA offer financial planning?",
      "a": "374 of the 546 firms in Atlanta, 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."
    },
    {
      "q": "Are the financial advisors in Atlanta, GA fiduciaries?",
      "a": "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 200 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "Find financial advisors in Atlanta, GA who work with businesses. AdvisorCensus lists 163 investment advisory firms with a principal office in the Atlanta metro area that report businesses among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.",
  "about_market": "Atlanta has 588 investment advisory firms with a principal office in the metro area as of October 2026: 295 SEC-registered, 251 state-registered, and 42 exempt reporting advisers. 200 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 224 report under $100 million in regulatory assets under management. The metro area has 2,313,055 households, 359,837 of them with income of $200,000 or more, or 612 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for businesses in Atlanta, GA: 163 firms from Form ADV filings as of October 2026.",
  "total_firms": 163,
  "page": 3,
  "total_pages": 4,
  "sort": "name",
  "registration_types": {
    "sec": 133,
    "state": 30,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 48
    },
    {
      "code": "percentage_of_aum",
      "count": 159
    },
    {
      "code": "hourly",
      "count": 78
    },
    {
      "code": "subscription",
      "count": 2
    },
    {
      "code": "fixed",
      "count": 109
    },
    {
      "code": "commissions",
      "count": 2
    },
    {
      "code": "performance_based",
      "count": 19
    },
    {
      "code": "other",
      "count": 21
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 48
    },
    {
      "code": "5_to_9",
      "count": 40
    },
    {
      "code": "10_to_19",
      "count": 31
    },
    {
      "code": "20_plus",
      "count": 43
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 15
    },
    {
      "code": "25m_100m",
      "count": 17
    },
    {
      "code": "100m_500m",
      "count": 61
    },
    {
      "code": "500m_1b",
      "count": 20
    },
    {
      "code": "1b_5b",
      "count": 27
    },
    {
      "code": "over_5b",
      "count": 21
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "firms": [
    {
      "crd_number": 338634,
      "name": "Martinwright Advisory, LLC",
      "name_as_filed": "MARTINWRIGHT ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/martinwright-advisory-llc-atlanta-ga-338634",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297796,
      "name": "Meadow Creek Wealth Advisors, LLC",
      "name_as_filed": "MEADOW CREEK WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/meadow-creek-wealth-advisors-llc-atlanta-ga-297796",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142457,
      "name": "Merit Financial Advisors",
      "name_as_filed": "MERIT FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/merit-financial-advisors-alpharetta-ga-142457",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 19,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126647,
      "name": "Michael L. Ball, CPA, LLC",
      "name_as_filed": "MICHAEL L. BALL, CPA, LLC",
      "url": "https://advisorcensus.com/firm/michael-l-ball-cpa-llc-atlanta-ga-126647",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105756,
      "name": "Montag",
      "name_as_filed": "MONTAG",
      "url": "https://advisorcensus.com/firm/montag-atlanta-ga-105756",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 44,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172577,
      "name": "Monterey Wealth",
      "name_as_filed": "MONTEREY WEALTH",
      "url": "https://advisorcensus.com/firm/monterey-wealth-atlanta-ga-172577",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169885,
      "name": "MPWM Advisory Solutions LLC",
      "name_as_filed": "MPWM ADVISORY SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/mpwm-advisory-solutions-llc-alpharetta-ga-169885",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135958,
      "name": "Narwhal Capital Management",
      "name_as_filed": "NARWHAL CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/narwhal-capital-management-marietta-ga-135958",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297125,
      "name": "Newcorp Wealth Management",
      "name_as_filed": "NEWCORP WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/newcorp-wealth-management-alpharetta-ga-297125",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282635,
      "name": "Nicholas Wealth Management",
      "name_as_filed": "NICHOLAS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/nicholas-wealth-management-marietta-ga-282635",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173663,
      "name": "Novapoint Capital LLC",
      "name_as_filed": "NOVAPOINT CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/novapoint-capital-llc-atlanta-ga-173663",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336837,
      "name": "Openarc Corporate Advisory, LLC",
      "name_as_filed": "OPENARC CORPORATE ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/openarc-corporate-advisory-llc-atlanta-ga-336837",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171070,
      "name": "Osaic Advisory Services, LLC",
      "name_as_filed": "OSAIC ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/osaic-advisory-services-llc-atlanta-ga-171070",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324401,
      "name": "Overlay Management, LLC",
      "name_as_filed": "OVERLAY MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/overlay-management-llc-alpharetta-ga-324401",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300057,
      "name": "Paces Ferry Wealth Advisors, LLC",
      "name_as_filed": "PACES FERRY WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/paces-ferry-wealth-advisors-llc-atlanta-ga-300057",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332268,
      "name": "Park Square Financial Group LLC",
      "name_as_filed": "PARK SQUARE FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/park-square-financial-group-llc-roswell-ga-332268",
      "city": "Roswell",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172783,
      "name": "Parrish Capital, LLC",
      "name_as_filed": "PARRISH CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/parrish-capital-llc-kennesaw-ga-172783",
      "city": "Kennesaw",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110996,
      "name": "Paul Manners & Associates, Inc.",
      "name_as_filed": "PAUL MANNERS & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/paul-manners-and-associates-inc-marietta-ga-110996",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 47,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139779,
      "name": "Peachtree Wealth Advisors, Inc",
      "name_as_filed": "PEACHTREE WEALTH ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/peachtree-wealth-advisors-inc-atlanta-ga-139779",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128335,
      "name": "Persium Advisors, LLC",
      "name_as_filed": "PERSIUM ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/persium-advisors-llc-atlanta-ga-128335",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293206,
      "name": "Pierson Wealth Management",
      "name_as_filed": "PIERSON WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pierson-wealth-management-atlanta-ga-293206",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322084,
      "name": "Polaris Asset Management, LLC",
      "name_as_filed": "POLARIS ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/polaris-asset-management-llc-sugar-hill-ga-322084",
      "city": "Sugar Hill",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 10111,
      "name": "Primerica Advisors",
      "name_as_filed": "PRIMERICA ADVISORS",
      "url": "https://advisorcensus.com/firm/primerica-advisors-duluth-ga-10111",
      "city": "Duluth",
      "state": "GA",
      "years_registered": 15,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325119,
      "name": "Private Family Wealth Advisors",
      "name_as_filed": "PRIVATE FAMILY WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/private-family-wealth-advisors-atlanta-ga-325119",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339705,
      "name": "Prive Wealth Management",
      "name_as_filed": "PRIVE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/prive-wealth-management-grayson-ga-339705",
      "city": "Grayson",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318872,
      "name": "Proactive Wealth Strategies, LLC",
      "name_as_filed": "PROACTIVE WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/proactive-wealth-strategies-llc-marietta-ga-318872",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325371,
      "name": "Psalm Capital",
      "name_as_filed": "PSALM CAPITAL",
      "url": "https://advisorcensus.com/firm/psalm-capital-atlanta-ga-325371",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326348,
      "name": "Pursue Wealth Partners, LLC",
      "name_as_filed": "PURSUE WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/pursue-wealth-partners-llc-atlanta-ga-326348",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298259,
      "name": "Regent Peak Wealth Advisors, LLC",
      "name_as_filed": "REGENT PEAK WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/regent-peak-wealth-advisors-llc-atlanta-ga-298259",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143884,
      "name": "Register Financial Advisors, LLC",
      "name_as_filed": "REGISTER FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/register-financial-advisors-llc-atlanta-ga-143884",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328351,
      "name": "Rich & Company LLC",
      "name_as_filed": "RICH & COMPANY LLC",
      "url": "https://advisorcensus.com/firm/rich-and-company-llc-milton-ga-328351",
      "city": "Milton",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127200,
      "name": "Ridge Capital Management, LLC",
      "name_as_filed": "RIDGE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ridge-capital-management-llc-john-creek-ga-127200",
      "city": "John Creek",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338096,
      "name": "Roark Ridge Advisory",
      "name_as_filed": "ROARK RIDGE ADVISORY",
      "url": "https://advisorcensus.com/firm/roark-ridge-advisory-atlanta-ga-338096",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154680,
      "name": "SB Advisory, LLC",
      "name_as_filed": "SB ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/sb-advisory-llc-atlanta-ga-154680",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}