# Financial advisors for charitable organizations in Atlanta, GA

> AdvisorCensus lists 160 investment advisory firms with a principal office in the Atlanta metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ga/atlanta/for-charities/page/3

## At a glance

- Investment advisory firms: 160
- Registration: SEC-registered investment adviser: 130, State-registered investment adviser: 30
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 57 (36%); Percentage of assets 156 (98%); Hourly charges 76 (48%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 104 (65%); Commissions 2 (1%); Performance-based fees 20 (13%); Other 23 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 17 (11%); $25 million to $100 million 15 (9%); $100 million to $500 million 52 (33%); $500 million to $1 billion 19 (12%); $1 billion to $5 billion 33 (21%); Over $5 billion 22 (14%); Not reported 2 (1%)
- Years registered: Under 5 years 43 (27%); 5 to 9 years 43 (27%); 10 to 19 years 33 (21%); 20 years or more 40 (25%); Not reported 1 (1%)

## Firms (page 3 of 4, 101 to 150 of 160, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Mersereau, Lazenby & Rockas, L.L.C.](https://advisorcensus.com/firm/mersereau-lazenby-and-rockas-l-l-c-suwanee-ga-126139) ([md](https://advisorcensus.com/firm/mersereau-lazenby-and-rockas-l-l-c-suwanee-ga-126139.md)) | 126139 | Suwanee, GA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly |
| [Montag](https://advisorcensus.com/firm/montag-atlanta-ga-105756) ([md](https://advisorcensus.com/firm/montag-atlanta-ga-105756.md)) | 105756 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 44 | % 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 |
| [Narwhal Capital Management](https://advisorcensus.com/firm/narwhal-capital-management-marietta-ga-135958) ([md](https://advisorcensus.com/firm/narwhal-capital-management-marietta-ga-135958.md)) | 135958 | Marietta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly |
| [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 |
| [Nicholas Hoffman & Company, LLC](https://advisorcensus.com/firm/nicholas-hoffman-and-company-llc-atlanta-ga-144516) ([md](https://advisorcensus.com/firm/nicholas-hoffman-and-company-llc-atlanta-ga-144516.md)) | 144516 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Fixed fee, Performance fee |
| [Nora Wealth](https://advisorcensus.com/firm/nora-wealth-atlanta-ga-285098) ([md](https://advisorcensus.com/firm/nora-wealth-atlanta-ga-285098.md)) | 285098 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Novapoint Capital LLC](https://advisorcensus.com/firm/novapoint-capital-llc-atlanta-ga-173663) ([md](https://advisorcensus.com/firm/novapoint-capital-llc-atlanta-ga-173663.md)) | 173663 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Openarc Corporate Advisory, LLC](https://advisorcensus.com/firm/openarc-corporate-advisory-llc-atlanta-ga-336837) ([md](https://advisorcensus.com/firm/openarc-corporate-advisory-llc-atlanta-ga-336837.md)) | 336837 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Osaic Advisory Services, LLC](https://advisorcensus.com/firm/osaic-advisory-services-llc-atlanta-ga-171070) ([md](https://advisorcensus.com/firm/osaic-advisory-services-llc-atlanta-ga-171070.md)) | 171070 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Hourly, 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 |
| [Paces Ferry Wealth Advisors, LLC](https://advisorcensus.com/firm/paces-ferry-wealth-advisors-llc-atlanta-ga-300057) ([md](https://advisorcensus.com/firm/paces-ferry-wealth-advisors-llc-atlanta-ga-300057.md)) | 300057 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Parrish Capital, LLC](https://advisorcensus.com/firm/parrish-capital-llc-kennesaw-ga-172783) ([md](https://advisorcensus.com/firm/parrish-capital-llc-kennesaw-ga-172783.md)) | 172783 | Kennesaw, GA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Paul Manners & Associates, Inc.](https://advisorcensus.com/firm/paul-manners-and-associates-inc-marietta-ga-110996) ([md](https://advisorcensus.com/firm/paul-manners-and-associates-inc-marietta-ga-110996.md)) | 110996 | Marietta, GA | SEC-registered investment adviser | $100 million to $500 million | 47 | % of assets, Fixed fee |
| [Peachtree Wealth Advisors, Inc](https://advisorcensus.com/firm/peachtree-wealth-advisors-inc-atlanta-ga-139779) ([md](https://advisorcensus.com/firm/peachtree-wealth-advisors-inc-atlanta-ga-139779.md)) | 139779 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Persium Advisors, LLC](https://advisorcensus.com/firm/persium-advisors-llc-atlanta-ga-128335) ([md](https://advisorcensus.com/firm/persium-advisors-llc-atlanta-ga-128335.md)) | 128335 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee |
| [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 |
| [Phase Line Capital, LLC](https://advisorcensus.com/firm/phase-line-capital-llc-atlanta-ga-315116) ([md](https://advisorcensus.com/firm/phase-line-capital-llc-atlanta-ga-315116.md)) | 315116 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Pierson Wealth Management](https://advisorcensus.com/firm/pierson-wealth-management-atlanta-ga-293206) ([md](https://advisorcensus.com/firm/pierson-wealth-management-atlanta-ga-293206.md)) | 293206 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Polaris Asset Management, LLC](https://advisorcensus.com/firm/polaris-asset-management-llc-sugar-hill-ga-322084) ([md](https://advisorcensus.com/firm/polaris-asset-management-llc-sugar-hill-ga-322084.md)) | 322084 | Sugar Hill, GA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly |
| [Porter Wealth Management, LLC](https://advisorcensus.com/firm/porter-wealth-management-llc-atlanta-ga-294135) ([md](https://advisorcensus.com/firm/porter-wealth-management-llc-atlanta-ga-294135.md)) | 294135 | Atlanta, GA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Primerica Advisors](https://advisorcensus.com/firm/primerica-advisors-duluth-ga-10111) ([md](https://advisorcensus.com/firm/primerica-advisors-duluth-ga-10111.md)) | 10111 | Duluth, GA | SEC-registered investment adviser | Over $5 billion | 15 | % of assets |
| [Private Family Wealth Advisors](https://advisorcensus.com/firm/private-family-wealth-advisors-atlanta-ga-325119) ([md](https://advisorcensus.com/firm/private-family-wealth-advisors-atlanta-ga-325119.md)) | 325119 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Prive Wealth Management](https://advisorcensus.com/firm/prive-wealth-management-grayson-ga-339705) ([md](https://advisorcensus.com/firm/prive-wealth-management-grayson-ga-339705.md)) | 339705 | Grayson, GA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Psalm Capital](https://advisorcensus.com/firm/psalm-capital-atlanta-ga-325371) ([md](https://advisorcensus.com/firm/psalm-capital-atlanta-ga-325371.md)) | 325371 | Atlanta, GA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Reicon Wealth Advisors, LLC](https://advisorcensus.com/firm/reicon-wealth-advisors-llc-atlanta-ga-315043) ([md](https://advisorcensus.com/firm/reicon-wealth-advisors-llc-atlanta-ga-315043.md)) | 315043 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Resurgent Advisors](https://advisorcensus.com/firm/resurgent-advisors-atlanta-ga-299575) ([md](https://advisorcensus.com/firm/resurgent-advisors-atlanta-ga-299575.md)) | 299575 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Rich & Company LLC](https://advisorcensus.com/firm/rich-and-company-llc-milton-ga-328351) ([md](https://advisorcensus.com/firm/rich-and-company-llc-milton-ga-328351.md)) | 328351 | Milton, GA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Roark Ridge Advisory](https://advisorcensus.com/firm/roark-ridge-advisory-atlanta-ga-338096) ([md](https://advisorcensus.com/firm/roark-ridge-advisory-atlanta-ga-338096.md)) | 338096 | Atlanta, GA | State-registered investment adviser | Not reported | 1 | Other |
| [Rowland Miller + Partners LLC](https://advisorcensus.com/firm/rowland-miller-plus-partners-llc-atlanta-ga-226629) ([md](https://advisorcensus.com/firm/rowland-miller-plus-partners-llc-atlanta-ga-226629.md)) | 226629 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Sage Mountain Advisors, LLC](https://advisorcensus.com/firm/sage-mountain-advisors-llc-atlanta-ga-298593) ([md](https://advisorcensus.com/firm/sage-mountain-advisors-llc-atlanta-ga-298593.md)) | 298593 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee, Other |
| [SB Advisory, LLC](https://advisorcensus.com/firm/sb-advisory-llc-atlanta-ga-154680) ([md](https://advisorcensus.com/firm/sb-advisory-llc-atlanta-ga-154680.md)) | 154680 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Shapiro Capital Management LLC](https://advisorcensus.com/firm/shapiro-capital-management-llc-atlanta-ga-105581) ([md](https://advisorcensus.com/firm/shapiro-capital-management-llc-atlanta-ga-105581.md)) | 105581 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets |
| [Sherrill & Hutchins Financial Advisory Inc](https://advisorcensus.com/firm/sherrill-and-hutchins-financial-advisory-inc-atlanta-ga-105302) ([md](https://advisorcensus.com/firm/sherrill-and-hutchins-financial-advisory-inc-atlanta-ga-105302.md)) | 105302 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 41 | % of assets, Hourly, Fixed fee |
| [Signaturefd, LLC](https://advisorcensus.com/firm/signaturefd-llc-atlanta-ga-112758) ([md](https://advisorcensus.com/firm/signaturefd-llc-atlanta-ga-112758.md)) | 112758 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Silvant Capital Management LLC](https://advisorcensus.com/firm/silvant-capital-management-llc-atlanta-ga-146025) ([md](https://advisorcensus.com/firm/silvant-capital-management-llc-atlanta-ga-146025.md)) | 146025 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Performance fee |
| [Smith & Howard Wealth Management, LLC](https://advisorcensus.com/firm/smith-and-howard-wealth-management-llc-atlanta-ga-109540) ([md](https://advisorcensus.com/firm/smith-and-howard-wealth-management-llc-atlanta-ga-109540.md)) | 109540 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly |
| [Southbridge Advisors, LLC](https://advisorcensus.com/firm/southbridge-advisors-llc-marieta-ga-306075) ([md](https://advisorcensus.com/firm/southbridge-advisors-llc-marieta-ga-306075.md)) | 306075 | Marieta, GA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Sovereign's Capital Management, LLC](https://advisorcensus.com/firm/sovereign-s-capital-management-llc-atlanta-ga-301879) ([md](https://advisorcensus.com/firm/sovereign-s-capital-management-llc-atlanta-ga-301879.md)) | 301879 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [ST. John & Associates, Inc.](https://advisorcensus.com/firm/st-john-and-associates-inc-roswell-ga-124778) ([md](https://advisorcensus.com/firm/st-john-and-associates-inc-roswell-ga-124778.md)) | 124778 | Roswell, GA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Other |
| [Strategic Blueprint, LLC](https://advisorcensus.com/firm/strategic-blueprint-llc-atlanta-ga-284840) ([md](https://advisorcensus.com/firm/strategic-blueprint-llc-atlanta-ga-284840.md)) | 284840 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [Strickland Davis Advisors LLC](https://advisorcensus.com/firm/strickland-davis-advisors-llc-marietta-ga-126538) ([md](https://advisorcensus.com/firm/strickland-davis-advisors-llc-marietta-ga-126538.md)) | 126538 | Marietta, GA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Surepath Financial Services, LLC](https://advisorcensus.com/firm/surepath-financial-services-llc-woodstock-ga-289576) ([md](https://advisorcensus.com/firm/surepath-financial-services-llc-woodstock-ga-289576.md)) | 289576 | Woodstock, GA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [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 Moorings Group, LLC](https://advisorcensus.com/firm/the-moorings-group-llc-sandy-springs-ga-129403) ([md](https://advisorcensus.com/firm/the-moorings-group-llc-sandy-springs-ga-129403.md)) | 129403 | Sandy Springs, GA | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets |
| [Titanium Wealth Management LLC](https://advisorcensus.com/firm/titanium-wealth-management-llc-atlanta-ga-344000) ([md](https://advisorcensus.com/firm/titanium-wealth-management-llc-atlanta-ga-344000.md)) | 344000 | Atlanta, GA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Trestle Wealth Advisory, LLC](https://advisorcensus.com/firm/trestle-wealth-advisory-llc-duluth-ga-329077) ([md](https://advisorcensus.com/firm/trestle-wealth-advisory-llc-duluth-ga-329077.md)) | 329077 | Duluth, GA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [True Square Financial LLC](https://advisorcensus.com/firm/true-square-financial-llc-atlanta-ga-287997) ([md](https://advisorcensus.com/firm/true-square-financial-llc-atlanta-ga-287997.md)) | 287997 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee |
| [Truist Advisory Services, Inc.](https://advisorcensus.com/firm/truist-advisory-services-inc-atlanta-ga-283390) ([md](https://advisorcensus.com/firm/truist-advisory-services-inc-atlanta-ga-283390.md)) | 283390 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Fixed fee |
| [Two Twelve Planning, Inc.](https://advisorcensus.com/firm/two-twelve-planning-inc-senoia-ga-292116) ([md](https://advisorcensus.com/firm/two-twelve-planning-inc-senoia-ga-292116.md)) | 292116 | Senoia, GA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**Which financial advisors in Atlanta, GA work with charitable organizations?**
160 investment advisory firms with a principal office in the Atlanta metro area report charitable organizations 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.

**How many financial advisory firms are there in Atlanta, GA?**
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.

**How many fee-only financial advisors are in Atlanta, GA?**
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.

**How many financial advisors in Atlanta, GA offer financial planning?**
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.

**Are the financial advisors in Atlanta, 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 200 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 for charitable organizations in Atlanta, GA: 160 firms from Form ADV filings as of October 2026.