{ "path": "/advisors/ga/atlanta/no-account-minimum", "url": "https://advisorcensus.com/advisors/ga/atlanta/no-account-minimum", "page_type": "metro_answer", "title": "Financial advisors with no account minimum in Atlanta, GA", "filters": {}, "scope_total": 45, "faq": [ { "q": "Which financial advisors in Atlanta, GA have no account minimum?", "a": "45 investment advisory firms with a principal office in the Atlanta metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states one." }, { "q": "How many financial advisory firms are there in Atlanta, GA?", "a": "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." }, { "q": "How many fee-only financial advisors are in Atlanta, GA?", "a": "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." }, { "q": "How many financial advisors in Atlanta, GA offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Atlanta, 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 200 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 45 investment advisory firms with a principal office in the Atlanta metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure.", "about_market": "Atlanta has 588 investment advisory firms with a principal office in the metro area as of October 2026: 295 SEC-registered, 251 state-registered, and 42 exempt reporting advisers. 200 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 224 report under $100 million in regulatory assets under management. The metro area has 2,313,055 households, 359,837 of them with income of $200,000 or more, or 612 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors with no account minimum in Atlanta, GA: 45 firms from Form ADV filings as of October 2026.", "total_firms": 45, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 44, "state": 1, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 15 }, { "code": "percentage_of_aum", "count": 41 }, { "code": "hourly", "count": 20 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 35 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 1 }, { "code": "other", "count": 6 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 25 }, { "code": "5_to_9", "count": 13 }, { "code": "10_to_19", "count": 3 }, { "code": "20_plus", "count": 4 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 2 }, { "code": "25m_100m", "count": 1 }, { "code": "100m_500m", "count": 33 }, { "code": "500m_1b", "count": 0 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 2 } ], "firms": [ { "crd_number": 329383, "name": "34 Financial, LLC", "name_as_filed": "34 FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/34-financial-llc-atlanta-ga-329383", "city": "Atlanta", "state": "GA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342558, "name": "755 Financial", "name_as_filed": "755 FINANCIAL", "url": "https://advisorcensus.com/firm/755-financial-woodstock-ga-342558", "city": "Woodstock", "state": "GA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329448, "name": "Adapt Wealth Advisors, LLC", "name_as_filed": "ADAPT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/adapt-wealth-advisors-llc-atlanta-ga-329448", "city": "Atlanta", "state": "GA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145791, "name": "American Wealth Advisors, LLC", "name_as_filed": "AMERICAN WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/american-wealth-advisors-llc-johns-creek-ga-145791", "city": "Johns Creek", "state": "GA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136342, "name": "Baugh & Associates, LLC", "name_as_filed": "BAUGH & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/baugh-and-associates-llc-atlanta-ga-136342", "city": "Atlanta", "state": "GA", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134455, "name": "Berkeley Advisors, Inc.", "name_as_filed": "BERKELEY ADVISORS, INC.", "url": "https://advisorcensus.com/firm/berkeley-advisors-inc-atlanta-ga-134455", "city": "Atlanta", "state": "GA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166264, "name": "Blueprint Wealth Management", "name_as_filed": "BLUEPRINT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/blueprint-wealth-management-roswell-ga-166264", "city": "Roswell", "state": "GA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305713, "name": "BT Family Office, LLC", "name_as_filed": "BT FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/bt-family-office-llc-atlanta-ga-305713", "city": "Atlanta", "state": "GA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151675, "name": "Cahaba Wealth Management, Inc.", "name_as_filed": "CAHABA WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cahaba-wealth-management-inc-atlanta-ga-151675", "city": "Atlanta", "state": "GA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321104, "name": "Capital and Planning, LLC", "name_as_filed": "CAPITAL AND PLANNING, LLC", "url": "https://advisorcensus.com/firm/capital-and-planning-llc-jonesboro-ga-321104", "city": "Jonesboro", "state": "GA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158055, "name": "Capital Investment Advisors, LLC", "name_as_filed": "CAPITAL INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/capital-investment-advisors-llc-atlanta-ga-158055", "city": "Atlanta", "state": "GA", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 112145, "name": "Checks & Balances, Inc.", "name_as_filed": "CHECKS & BALANCES, INC.", "url": "https://advisorcensus.com/firm/checks-and-balances-inc-atlanta-ga-112145", "city": "Atlanta", "state": "GA", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292413, "name": "CMC Financial Group, LLC", "name_as_filed": "CMC FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/cmc-financial-group-llc-atlanta-ga-292413", "city": "Atlanta", "state": "GA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 138938, "name": "DAI Wealth, LLC", "name_as_filed": "DAI WEALTH, LLC", "url": "https://advisorcensus.com/firm/dai-wealth-llc-atlanta-ga-138938", "city": "Atlanta", "state": "GA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 108062, "name": "Financial Consultants Group Inc", "name_as_filed": "FINANCIAL CONSULTANTS GROUP INC", "url": "https://advisorcensus.com/firm/financial-consultants-group-inc-cumming-ga-108062", "city": "Cumming", "state": "GA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343503, "name": "Generational Financial Partners, LLC", "name_as_filed": "GENERATIONAL FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/generational-financial-partners-llc-atlanta-ga-343503", "city": "Atlanta", "state": "GA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314602, "name": "Georgia Wealth Partners, LLC", "name_as_filed": "GEORGIA WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/georgia-wealth-partners-llc-griffin-ga-314602", "city": "Griffin", "state": "GA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308546, "name": "Greenlight Investment Advisors", "name_as_filed": "GREENLIGHT INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/greenlight-investment-advisors-atlanta-ga-308546", "city": "Atlanta", "state": "GA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "other" ], "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": 318227, "name": "Incompass Financial Partners, LLC", "name_as_filed": "INCOMPASS FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/incompass-financial-partners-llc-alpharetta-ga-318227", "city": "Alpharetta", "state": "GA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171884, "name": "Jayco Wealth Management", "name_as_filed": "JAYCO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/jayco-wealth-management-atlanta-ga-171884", "city": "Atlanta", "state": "GA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325133, "name": "LCP Institutional, LLC", "name_as_filed": "LCP INSTITUTIONAL, LLC", "url": "https://advisorcensus.com/firm/lcp-institutional-llc-atlanta-ga-325133", "city": "Atlanta", "state": "GA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 305359, "name": "Loftin Wealth Partners", "name_as_filed": "LOFTIN WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/loftin-wealth-partners-johns-creek-ga-305359", "city": "Johns Creek", "state": "GA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136214, "name": "Longview Wealth Management", "name_as_filed": "LONGVIEW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/longview-wealth-management-atlanta-ga-136214", "city": "Atlanta", "state": "GA", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300626, "name": "Maven Capital Partners, LLC", "name_as_filed": "MAVEN CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/maven-capital-partners-llc-atlanta-ga-300626", "city": "Atlanta", "state": "GA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172577, "name": "Monterey Wealth", "name_as_filed": "MONTEREY WEALTH", "url": "https://advisorcensus.com/firm/monterey-wealth-atlanta-ga-172577", "city": "Atlanta", "state": "GA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340364, "name": "MRP Advisors, LLC", "name_as_filed": "MRP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mrp-advisors-llc-milton-ga-340364", "city": "Milton", "state": "GA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 297125, "name": "Newcorp Wealth Management", "name_as_filed": "NEWCORP WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/newcorp-wealth-management-alpharetta-ga-297125", "city": "Alpharetta", "state": "GA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336837, "name": "Openarc Corporate Advisory, LLC", "name_as_filed": "OPENARC CORPORATE ADVISORY, LLC", "url": "https://advisorcensus.com/firm/openarc-corporate-advisory-llc-atlanta-ga-336837", "city": "Atlanta", "state": "GA", "years_registered": 1, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158729, "name": "Peachcap Tax & Advisory, LLC", "name_as_filed": "PEACHCAP TAX & ADVISORY, LLC", "url": "https://advisorcensus.com/firm/peachcap-tax-and-advisory-llc-atlanta-ga-158729", "city": "Atlanta", "state": "GA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 139779, "name": "Peachtree Wealth Advisors, Inc", "name_as_filed": "PEACHTREE WEALTH ADVISORS, INC", "url": "https://advisorcensus.com/firm/peachtree-wealth-advisors-inc-atlanta-ga-139779", "city": "Atlanta", "state": "GA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326348, "name": "Pursue Wealth Partners, LLC", "name_as_filed": "PURSUE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/pursue-wealth-partners-llc-atlanta-ga-326348", "city": "Atlanta", "state": "GA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309672, "name": "Regimen Wealth, LLC", "name_as_filed": "REGIMEN WEALTH, LLC", "url": "https://advisorcensus.com/firm/regimen-wealth-llc-atlanta-ga-309672", "city": "Atlanta", "state": "GA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315043, "name": "Reicon Wealth Advisors, LLC", "name_as_filed": "REICON WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/reicon-wealth-advisors-llc-atlanta-ga-315043", "city": "Atlanta", "state": "GA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 299575, "name": "Resurgent Advisors", "name_as_filed": "RESURGENT ADVISORS", "url": "https://advisorcensus.com/firm/resurgent-advisors-atlanta-ga-299575", "city": "Atlanta", "state": "GA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 296929, "name": "San Blas Advisory, Inc.", "name_as_filed": "SAN BLAS ADVISORY, INC.", "url": "https://advisorcensus.com/firm/san-blas-advisory-inc-atlanta-ga-296929", "city": "Atlanta", "state": "GA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 304563, "name": "Smartpath Advisors", "name_as_filed": "SMARTPATH ADVISORS", "url": "https://advisorcensus.com/firm/smartpath-advisors-atlanta-ga-304563", "city": "Atlanta", "state": "GA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 306075, "name": "Southbridge Advisors, LLC", "name_as_filed": "SOUTHBRIDGE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/southbridge-advisors-llc-marieta-ga-306075", "city": "Marieta", "state": "GA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168760, "name": "The Keystone Financial Alliance, LLC", "name_as_filed": "THE KEYSTONE FINANCIAL ALLIANCE, LLC", "url": "https://advisorcensus.com/firm/the-keystone-financial-alliance-llc-atlanta-ga-168760", "city": "Atlanta", "state": "GA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287997, "name": "True Square Financial LLC", "name_as_filed": "TRUE SQUARE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/true-square-financial-llc-atlanta-ga-287997", "city": "Atlanta", "state": "GA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 326056, "name": "Unified Investment Management", "name_as_filed": "UNIFIED INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/unified-investment-management-atlanta-ga-326056", "city": "Atlanta", 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