# Financial advisors for high-net-worth individuals in Atlanta, GA

> AdvisorCensus lists 366 investment advisory firms with a principal office in the Atlanta metro area that report high-net-worth individuals 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-high-net-worth-individuals/page/2

## At a glance

- Investment advisory firms: 366
- Registration: SEC-registered investment adviser: 217, State-registered investment adviser: 149
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 160 (44%); Percentage of assets 351 (96%); Hourly charges 189 (52%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 251 (69%); Commissions 3 (1%); Performance-based fees 27 (7%); Other 41 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 69 (19%); $25 million to $100 million 77 (21%); $100 million to $500 million 123 (34%); $500 million to $1 billion 31 (8%); $1 billion to $5 billion 36 (10%); Over $5 billion 24 (7%); Not reported 6 (2%)
- Years registered: Under 5 years 124 (34%); 5 to 9 years 97 (27%); 10 to 19 years 81 (22%); 20 years or more 62 (17%); Not reported 2 (1%)

## Firms (page 2 of 8, 51 to 100 of 366, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Bison Wealth, LLC](https://advisorcensus.com/firm/bison-wealth-llc-atlanta-ga-299805) ([md](https://advisorcensus.com/firm/bison-wealth-llc-atlanta-ga-299805.md)) | 299805 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Blake Financial Counsel, LLC](https://advisorcensus.com/firm/blake-financial-counsel-llc-atlanta-ga-305157) ([md](https://advisorcensus.com/firm/blake-financial-counsel-llc-atlanta-ga-305157.md)) | 305157 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Bluechip Wealth Advisors LLC](https://advisorcensus.com/firm/bluechip-wealth-advisors-llc-milton-ga-150008) ([md](https://advisorcensus.com/firm/bluechip-wealth-advisors-llc-milton-ga-150008.md)) | 150008 | Milton, GA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed 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 |
| [Blueprint Wealth Management](https://advisorcensus.com/firm/blueprint-wealth-management-roswell-ga-166264) ([md](https://advisorcensus.com/firm/blueprint-wealth-management-roswell-ga-166264.md)) | 166264 | Roswell, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Bluestone Wealth Planning, LLC](https://advisorcensus.com/firm/bluestone-wealth-planning-llc-atlanta-ga-169555) ([md](https://advisorcensus.com/firm/bluestone-wealth-planning-llc-atlanta-ga-169555.md)) | 169555 | Atlanta, GA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Bowman Wealth Management](https://advisorcensus.com/firm/bowman-wealth-management-smyrna-ga-304718) ([md](https://advisorcensus.com/firm/bowman-wealth-management-smyrna-ga-304718.md)) | 304718 | Smyrna, GA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Bretwood Capital Partners, LLC](https://advisorcensus.com/firm/bretwood-capital-partners-llc-altlanta-ga-136628) ([md](https://advisorcensus.com/firm/bretwood-capital-partners-llc-altlanta-ga-136628.md)) | 136628 | Altlanta, GA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Brighter Investing, PB LLC](https://advisorcensus.com/firm/brighter-investing-pb-llc-atlanta-ga-299367) ([md](https://advisorcensus.com/firm/brighter-investing-pb-llc-atlanta-ga-299367.md)) | 299367 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 7 | % 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 |
| [Brookwood Wealth Advisors, LLC](https://advisorcensus.com/firm/brookwood-wealth-advisors-llc-cartersville-ga-306735) ([md](https://advisorcensus.com/firm/brookwood-wealth-advisors-llc-cartersville-ga-306735.md)) | 306735 | Cartersville, GA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Brown Capital Advisors, LLC](https://advisorcensus.com/firm/brown-capital-advisors-llc-marietta-ga-299101) ([md](https://advisorcensus.com/firm/brown-capital-advisors-llc-marietta-ga-299101.md)) | 299101 | Marietta, GA | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Brown Wealth Management, LLC](https://advisorcensus.com/firm/brown-wealth-management-llc-conyers-ga-119213) ([md](https://advisorcensus.com/firm/brown-wealth-management-llc-conyers-ga-119213.md)) | 119213 | Conyers, GA | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly, Fixed fee |
| [BT Family Office, LLC](https://advisorcensus.com/firm/bt-family-office-llc-atlanta-ga-305713) ([md](https://advisorcensus.com/firm/bt-family-office-llc-atlanta-ga-305713.md)) | 305713 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Buckhead Capital Management, LLC](https://advisorcensus.com/firm/buckhead-capital-management-llc-atlanta-ga-110707) ([md](https://advisorcensus.com/firm/buckhead-capital-management-llc-atlanta-ga-110707.md)) | 110707 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [Builder Investment Group](https://advisorcensus.com/firm/builder-investment-group-atlanta-ga-107671) ([md](https://advisorcensus.com/firm/builder-investment-group-atlanta-ga-107671.md)) | 107671 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 43 | % of assets |
| [C.W. O'Conner Wealth Advisors, Inc.](https://advisorcensus.com/firm/c-w-o-conner-wealth-advisors-inc-duluth-ga-125646) ([md](https://advisorcensus.com/firm/c-w-o-conner-wealth-advisors-inc-duluth-ga-125646.md)) | 125646 | Duluth, GA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee |
| [Cahaba Wealth Management, Inc.](https://advisorcensus.com/firm/cahaba-wealth-management-inc-atlanta-ga-151675) ([md](https://advisorcensus.com/firm/cahaba-wealth-management-inc-atlanta-ga-151675.md)) | 151675 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee |
| [Cape Investment Advisory, Inc.](https://advisorcensus.com/firm/cape-investment-advisory-inc-mcdonough-ga-146384) ([md](https://advisorcensus.com/firm/cape-investment-advisory-inc-mcdonough-ga-146384.md)) | 146384 | McDonough, GA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [Capital and Planning, LLC](https://advisorcensus.com/firm/capital-and-planning-llc-jonesboro-ga-321104) ([md](https://advisorcensus.com/firm/capital-and-planning-llc-jonesboro-ga-321104.md)) | 321104 | Jonesboro, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Capital Benchmark Partners, LLC](https://advisorcensus.com/firm/capital-benchmark-partners-llc-atlanta-ga-175099) ([md](https://advisorcensus.com/firm/capital-benchmark-partners-llc-atlanta-ga-175099.md)) | 175099 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Capital Investment Advisors, LLC](https://advisorcensus.com/firm/capital-investment-advisors-llc-atlanta-ga-158055) ([md](https://advisorcensus.com/firm/capital-investment-advisors-llc-atlanta-ga-158055.md)) | 158055 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Fixed fee, Other |
| [Capital Management Advisors Inc](https://advisorcensus.com/firm/capital-management-advisors-inc-marietta-ga-110447) ([md](https://advisorcensus.com/firm/capital-management-advisors-inc-marietta-ga-110447.md)) | 110447 | Marietta, GA | SEC-registered investment adviser | $25 million to $100 million | 34 | % of assets, Hourly, Fixed fee |
| [Capital Research Advisors, LLC](https://advisorcensus.com/firm/capital-research-advisors-llc-suwanee-ga-125621) ([md](https://advisorcensus.com/firm/capital-research-advisors-llc-suwanee-ga-125621.md)) | 125621 | Suwanee, GA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly |
| [Carlyle Wealth Planning](https://advisorcensus.com/firm/carlyle-wealth-planning-atlanta-ga-126298) ([md](https://advisorcensus.com/firm/carlyle-wealth-planning-atlanta-ga-126298.md)) | 126298 | Atlanta, GA | State-registered investment adviser | Not reported | 34 | Hourly, Fixed fee |
| [Carter, Terry & Company, Inc.](https://advisorcensus.com/firm/carter-terry-and-company-inc-atlanta-ga-16365) ([md](https://advisorcensus.com/firm/carter-terry-and-company-inc-atlanta-ga-16365.md)) | 16365 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Caymus Equity Partners, LLC](https://advisorcensus.com/firm/caymus-equity-partners-llc-atlanta-ga-322999) ([md](https://advisorcensus.com/firm/caymus-equity-partners-llc-atlanta-ga-322999.md)) | 322999 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Cedar Valley Capital LLC](https://advisorcensus.com/firm/cedar-valley-capital-llc-roswell-ga-306303) ([md](https://advisorcensus.com/firm/cedar-valley-capital-llc-roswell-ga-306303.md)) | 306303 | Roswell, GA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Centurion Advisory Group, Inc](https://advisorcensus.com/firm/centurion-advisory-group-inc-suwanee-ga-140605) ([md](https://advisorcensus.com/firm/centurion-advisory-group-inc-suwanee-ga-140605.md)) | 140605 | Suwanee, GA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee, Other |
| [Centurion Wealth Management LLC](https://advisorcensus.com/firm/centurion-wealth-management-llc-suwanee-ga-327991) ([md](https://advisorcensus.com/firm/centurion-wealth-management-llc-suwanee-ga-327991.md)) | 327991 | Suwanee, GA | State-registered investment adviser | Under $25 million | 3 | Other |
| [Cerner Capital Management, LLC](https://advisorcensus.com/firm/cerner-capital-management-llc-snellville-ga-125160) ([md](https://advisorcensus.com/firm/cerner-capital-management-llc-snellville-ga-125160.md)) | 125160 | Snellville, GA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Chastain Wealth Management](https://advisorcensus.com/firm/chastain-wealth-management-sandy-springs-ga-285551) ([md](https://advisorcensus.com/firm/chastain-wealth-management-sandy-springs-ga-285551.md)) | 285551 | Sandy Springs, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Chattahoochee Wealth](https://advisorcensus.com/firm/chattahoochee-wealth-cumming-ga-336778) ([md](https://advisorcensus.com/firm/chattahoochee-wealth-cumming-ga-336778.md)) | 336778 | Cumming, GA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Checks & Balances, Inc.](https://advisorcensus.com/firm/checks-and-balances-inc-atlanta-ga-112145) ([md](https://advisorcensus.com/firm/checks-and-balances-inc-atlanta-ga-112145.md)) | 112145 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets |
| [Chicory Wealth](https://advisorcensus.com/firm/chicory-wealth-decatur-ga-290887) ([md](https://advisorcensus.com/firm/chicory-wealth-decatur-ga-290887.md)) | 290887 | Decatur, GA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Cigx, LLC](https://advisorcensus.com/firm/cigx-llc-atlanta-ga-149934) ([md](https://advisorcensus.com/firm/cigx-llc-atlanta-ga-149934.md)) | 149934 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly |
| [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 |
| [Claris Financial Advisors, Inc.](https://advisorcensus.com/firm/claris-financial-advisors-inc-atlanta-ga-128660) ([md](https://advisorcensus.com/firm/claris-financial-advisors-inc-atlanta-ga-128660.md)) | 128660 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [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 |
| [CMC Financial Group, LLC](https://advisorcensus.com/firm/cmc-financial-group-llc-atlanta-ga-292413) ([md](https://advisorcensus.com/firm/cmc-financial-group-llc-atlanta-ga-292413.md)) | 292413 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, 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 |
| [Collective Wealth Partners, LLC](https://advisorcensus.com/firm/collective-wealth-partners-llc-atlanta-ga-317519) ([md](https://advisorcensus.com/firm/collective-wealth-partners-llc-atlanta-ga-317519.md)) | 317519 | Atlanta, GA | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Commonwealth Financial Planners Inc](https://advisorcensus.com/firm/commonwealth-financial-planners-inc-roswell-ga-106831) ([md](https://advisorcensus.com/firm/commonwealth-financial-planners-inc-roswell-ga-106831.md)) | 106831 | Roswell, GA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Compass Advisors LLC](https://advisorcensus.com/firm/compass-advisors-llc-big-canoe-ga-126400) ([md](https://advisorcensus.com/firm/compass-advisors-llc-big-canoe-ga-126400.md)) | 126400 | Big Canoe, GA | State-registered investment adviser | Under $25 million | 14 | Fixed fee |
| [Compass Wealth Management, LLC](https://advisorcensus.com/firm/compass-wealth-management-llc-atlanta-ga-156482) ([md](https://advisorcensus.com/firm/compass-wealth-management-llc-atlanta-ga-156482.md)) | 156482 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets |
| [Conscious Wealth Investments, LLC](https://advisorcensus.com/firm/conscious-wealth-investments-llc-atlanta-ga-319143) ([md](https://advisorcensus.com/firm/conscious-wealth-investments-llc-atlanta-ga-319143.md)) | 319143 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Consequent Capital Management, LLC](https://advisorcensus.com/firm/consequent-capital-management-llc-atlanta-ga-285262) ([md](https://advisorcensus.com/firm/consequent-capital-management-llc-atlanta-ga-285262.md)) | 285262 | Atlanta, GA | SEC-registered investment adviser | Not reported | 9 | Fixed fee |
| [COR3 Investment Partners, LLC](https://advisorcensus.com/firm/cor3-investment-partners-llc-atlanta-ga-323536) ([md](https://advisorcensus.com/firm/cor3-investment-partners-llc-atlanta-ga-323536.md)) | 323536 | Atlanta, GA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Core Capital Markets, LLC](https://advisorcensus.com/firm/core-capital-markets-llc-atlanta-ga-150225) ([md](https://advisorcensus.com/firm/core-capital-markets-llc-atlanta-ga-150225.md)) | 150225 | Atlanta, GA | State-registered investment adviser | Under $25 million | 17 | % of assets |

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## Questions people ask

**Which financial advisors in Atlanta, GA work with high-net-worth individuals?**
366 investment advisory firms with a principal office in the Atlanta metro area report high-net-worth individuals 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 high-net-worth individuals in Atlanta, GA: 366 firms from Form ADV filings as of October 2026.