AdvisorCensus / Financial advisors / Georgia / Atlanta, GA / New firms
New investment advisory firms in Atlanta, GA
30 investment advisory firms in Atlanta, GA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Retire Wise, LLC | Lawrenceville, GA | State-registered investment adviser |
| Titanium Wealth Management LLC | Atlanta, GA | State-registered investment adviser |
September 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Generational Financial Partners, LLC | Atlanta, GA | SEC-registered investment adviser |
| NWX Management LLC | Marietta, GA | Exempt reporting adviser |
| The Marin Group Inc. | Atlanta, GA | SEC-registered investment adviser |
August 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Gridline | Atlanta, GA | SEC-registered investment adviser |
| Jayco Wealth Management | Atlanta, GA | SEC-registered investment adviser |
| The Advisory Firm | Alpharetta, GA | SEC-registered investment adviser |
July 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| 755 Financial | Woodstock, GA | SEC-registered investment adviser |
| Wright Wealth LLC | Atlanta, GA | SEC-registered investment adviser |
June 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Overlay Management, LLC | Alpharetta, GA | SEC-registered investment adviser |
May 2026 (5)
| Firm | Location | Registration |
|---|---|---|
| AKG Capital Management LLC | Atlanta, GA | Exempt reporting adviser |
| American Wealth Advisors, LLC | Johns Creek, GA | SEC-registered investment adviser |
| Cornerstone Financial | Atlanta, GA | SEC-registered investment adviser |
| San Blas Advisory, Inc. | Atlanta, GA | SEC-registered investment adviser |
| VIP Wealth Advisors | Decatur, GA | SEC-registered investment adviser |
April 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Evans Wealth Management | Duluth, GA | SEC-registered investment adviser |
| True Square Financial LLC | Atlanta, GA | SEC-registered investment adviser |
March 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| 34 Financial, LLC | Atlanta, GA | SEC-registered investment adviser |
| MRP Advisors, LLC | Milton, GA | State-registered investment adviser |
February 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Magellan Planning Group | Atlanta, GA | SEC-registered investment adviser |
| Sabertooth Capital | Atlanta, GA | Exempt reporting adviser |
January 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Highbrook Capital Partners | Atlanta, GA | SEC-registered investment adviser |
December 2025 (7)
| Firm | Location | Registration |
|---|---|---|
| Direct Investment Advisor LLC | Milton, GA | Exempt reporting adviser |
| Discipline Strategies Management, LP | Atlanta, GA | SEC-registered investment adviser |
| Exit Wealth Advisors | Alpharetta, GA | SEC-registered investment adviser |
| Harbinger Sports Partners | Atlanta, GA | SEC-registered investment adviser |
| Martinwright Advisory, LLC | Atlanta, GA | SEC-registered investment adviser |
| Tuttle Wealth Partners LLC | Brookhaven, GA | SEC-registered investment adviser |
| Xception Family Office | Atlanta, GA | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
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AdvisorCensus. New investment advisory firms in Atlanta, GA. https://advisorcensus.com/advisors/ga/atlanta/new-firms https://advisorcensus.com/advisors/ga/atlanta/new-firms