{ "path": "/advisors/ga/atlanta/marietta", "url": "https://advisorcensus.com/advisors/ga/atlanta/marietta", "page_type": "metro_city", "title": "Financial advisors in Marietta, GA", "filters": {}, "scope_total": 31, "faq": [ { "q": "How many financial advisory firms are there in Marietta, GA?", "a": "AdvisorCensus lists 31 investment advisory firms with a principal office in Marietta, Georgia (part of the Atlanta metro area), from Form ADV filings as of October 2026: 14 SEC-registered, 16 state-registered, and 1 exempt reporting adviser. 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 Marietta, GA?", "a": "16 of the 31 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 Marietta, GA offer financial planning?", "a": "25 of the 30 firms in Marietta, 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 Marietta, 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 16 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": "AdvisorCensus lists 31 investment advisory firms with a principal office in Marietta, 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.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Marietta, GA: 31 firms from Form ADV filings as of October 2026.", "total_firms": 31, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 14, "state": 16, "exempt": 1 }, "fee_model_mix": [ { "code": "fee-only", "count": 16 }, { "code": "percentage_of_aum", "count": 27 }, { "code": "hourly", "count": 18 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 18 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 4 }, { "code": "not_reported", "count": 1 } ], "years_registered_distribution": [ { "code": "under_5", "count": 7 }, { "code": "5_to_9", "count": 8 }, { "code": "10_to_19", "count": 6 }, { "code": "20_plus", "count": 9 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 8 }, { "code": "25m_100m", "count": 4 }, { "code": "100m_500m", "count": 8 }, { "code": "500m_1b", "count": 3 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 115824, "name": "American Financial Advisors, LLC.", "name_as_filed": "AMERICAN FINANCIAL ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/american-financial-advisors-llc-marietta-ga-115824", "city": "Marietta", "state": "GA", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132344, "name": "Anovest Investment Advisors", "name_as_filed": "ANOVEST INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/anovest-investment-advisors-marietta-ga-132344", "city": "Marietta", "state": "GA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281580, "name": "Ascension Wealth Advisors", "name_as_filed": "ASCENSION WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/ascension-wealth-advisors-marietta-ga-281580", "city": "Marietta", "state": "GA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 150555, "name": "Baer Wealth Management", "name_as_filed": "BAER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/baer-wealth-management-marietta-ga-150555", "city": "Marietta", "state": "GA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316412, "name": "Berone Capital LLC", "name_as_filed": "BERONE CAPITAL LLC", "url": "https://advisorcensus.com/firm/berone-capital-llc-marietta-ga-316412", "city": "Marietta", "state": "GA", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108856, "name": "BEY-Douglas, LLC Investment Counsel", "name_as_filed": "BEY-DOUGLAS, LLC INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/bey-douglas-llc-investment-counsel-marietta-ga-108856", "city": "Marietta", "state": "GA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148940, "name": "Boskia Wealth Management & Advisory Services, L.L.C.", "name_as_filed": "BOSKIA WEALTH MANAGEMENT & ADVISORY SERVICES, L.L.C.", "url": "https://advisorcensus.com/firm/boskia-wealth-management-and-advisory-services-l-l-c-marietta-ga-148940", "city": "Marietta", "state": "GA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299101, "name": "Brown Capital Advisors, LLC", "name_as_filed": "BROWN CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/brown-capital-advisors-llc-marietta-ga-299101", "city": "Marietta", "state": "GA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110447, "name": "Capital Management Advisors Inc", "name_as_filed": "CAPITAL MANAGEMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/capital-management-advisors-inc-marietta-ga-110447", "city": "Marietta", "state": "GA", "years_registered": 34, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333294, "name": "Due West Wealth Advisors LLC", "name_as_filed": "DUE WEST WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/due-west-wealth-advisors-llc-marietta-ga-333294", "city": "Marietta", "state": "GA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 126483, "name": "Financial Planning Partners", "name_as_filed": "FINANCIAL PLANNING PARTNERS", "url": "https://advisorcensus.com/firm/financial-planning-partners-marietta-ga-126483", "city": "Marietta", "state": "GA", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313928, "name": "Impact Partnership Wealth, LLC", "name_as_filed": "IMPACT PARTNERSHIP WEALTH, LLC", "url": "https://advisorcensus.com/firm/impact-partnership-wealth-llc-marietta-ga-313928", "city": "Marietta", "state": "GA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126553, "name": "Investsouth Financial Services, Inc.", "name_as_filed": "INVESTSOUTH FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/investsouth-financial-services-inc-marietta-ga-126553", "city": "Marietta", "state": "GA", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 174818, "name": "JPG Wealth Management", "name_as_filed": "JPG WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/jpg-wealth-management-marietta-ga-174818", "city": "Marietta", "state": "GA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332844, "name": "Kenwyck Capital", "name_as_filed": "KENWYCK CAPITAL", "url": "https://advisorcensus.com/firm/kenwyck-capital-marietta-ga-332844", "city": "Marietta", "state": "GA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281782, "name": "Marietta Wealth Management, LLC", "name_as_filed": "MARIETTA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/marietta-wealth-management-llc-marietta-ga-281782", "city": "Marietta", "state": "GA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171497, "name": "Masterplan Retirement Consultants", "name_as_filed": "MASTERPLAN RETIREMENT CONSULTANTS", "url": "https://advisorcensus.com/firm/masterplan-retirement-consultants-marietta-ga-171497", "city": "Marietta", "state": "GA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "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": 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": 344058, "name": "NWX Management LLC", "name_as_filed": "NWX MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/nwx-management-llc-marietta-ga-344058", "city": "Marietta", "state": "GA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 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": 282132, "name": "REV Capital, LLC", "name_as_filed": "REV CAPITAL, LLC", "url": "https://advisorcensus.com/firm/rev-capital-llc-marietta-ga-282132", "city": "Marietta", "state": "GA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 161132, "name": "Sentara Capital", "name_as_filed": "SENTARA CAPITAL", "url": "https://advisorcensus.com/firm/sentara-capital-marietta-ga-161132", "city": "Marietta", "state": "GA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126538, "name": "Strickland Davis Advisors LLC", "name_as_filed": "STRICKLAND DAVIS ADVISORS LLC", "url": "https://advisorcensus.com/firm/strickland-davis-advisors-llc-marietta-ga-126538", "city": "Marietta", "state": "GA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122785, "name": "Third ACT Retirement Planning, Inc.", "name_as_filed": "THIRD ACT RETIREMENT PLANNING, INC.", "url": "https://advisorcensus.com/firm/third-act-retirement-planning-inc-marietta-ga-122785", "city": "Marietta", "state": "GA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131613, "name": "Tricord Investment Advisors, Inc.", "name_as_filed": "TRICORD INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/tricord-investment-advisors-inc-marietta-ga-131613", "city": "Marietta", "state": "GA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ 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"/advisors/ga/atlanta/expats-and-americans-abroad", "firm_count": 1, "label": "Financial advisors for expats and Americans abroad in Atlanta, GA" } ] }, "csv": null, "source": { "name": "Form ADV", "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" } }