# Financial advisors for retirement plans in Atlanta, GA

> Find financial advisors in Atlanta, GA who work with retirement plans. AdvisorCensus lists 157 investment advisory firms with a principal office in the Atlanta metro area that report retirement plans 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ga/atlanta/for-retirement-plans/page/4

## At a glance

- Investment advisory firms: 157
- Registration: SEC-registered investment adviser: 113, State-registered investment adviser: 44
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 51 (32%); Percentage of assets 152 (97%); Hourly charges 84 (54%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 113 (72%); Commissions 1 (1%); Performance-based fees 15 (10%); Other 27 (17%)
- Regulatory assets under management (Item 5.F): Under $25 million 19 (12%); $25 million to $100 million 25 (16%); $100 million to $500 million 45 (29%); $500 million to $1 billion 17 (11%); $1 billion to $5 billion 28 (18%); Over $5 billion 20 (13%); Not reported 3 (2%)
- Years registered: Under 5 years 37 (24%); 5 to 9 years 44 (28%); 10 to 19 years 47 (30%); 20 years or more 29 (18%)

## Firms (page 4 of 4, 151 to 157 of 157, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Weaver Capital Management, LLC](https://advisorcensus.com/firm/weaver-capital-management-llc-suwanee-ga-135037) ([md](https://advisorcensus.com/firm/weaver-capital-management-llc-suwanee-ga-135037.md)) | 135037 | Suwanee, GA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % 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 |
| [West Paces Advisors, Inc.](https://advisorcensus.com/firm/west-paces-advisors-inc-atlanta-ga-175512) ([md](https://advisorcensus.com/firm/west-paces-advisors-inc-atlanta-ga-175512.md)) | 175512 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets |
| [Wilson Financial Group, LLC](https://advisorcensus.com/firm/wilson-financial-group-llc-suwanee-ga-152097) ([md](https://advisorcensus.com/firm/wilson-financial-group-llc-suwanee-ga-152097.md)) | 152097 | Suwanee, GA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly |
| [Wiser Wealth Management, Inc](https://advisorcensus.com/firm/wiser-wealth-management-inc-marietta-ga-125282) ([md](https://advisorcensus.com/firm/wiser-wealth-management-inc-marietta-ga-125282.md)) | 125282 | Marietta, GA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Yongchang Company Inc](https://advisorcensus.com/firm/yongchang-company-inc-duluth-ga-304736) ([md](https://advisorcensus.com/firm/yongchang-company-inc-duluth-ga-304736.md)) | 304736 | Duluth, GA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [ZWJ Investment Counsel Inc](https://advisorcensus.com/firm/zwj-investment-counsel-inc-atlanta-ga-110397) ([md](https://advisorcensus.com/firm/zwj-investment-counsel-inc-atlanta-ga-110397.md)) | 110397 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 45 | % of assets, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/ga/atlanta/for-retirement-plans/page/3.md

## Questions people ask

**Which financial advisors in Atlanta, GA work with retirement plans?**
157 investment advisory firms with a principal office in the Atlanta metro area report retirement plans 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.

## Related pages

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Cite as: AdvisorCensus. Financial advisors for retirement plans in Atlanta, GA: 157 firms from Form ADV filings as of October 2026.