# Financial advisors with no account minimum in Atlanta, GA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ga/atlanta/no-account-minimum

## At a glance

- Investment advisory firms: 45
- Registration: SEC-registered investment adviser: 44, State-registered investment adviser: 1
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (33%); Percentage of assets 41 (91%); Hourly charges 20 (44%); Fixed fees 35 (78%); Performance-based fees 1 (2%); Other 6 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 2 (4%); $25 million to $100 million 1 (2%); $100 million to $500 million 33 (73%); $1 billion to $5 billion 5 (11%); Over $5 billion 2 (4%); Not reported 2 (4%)
- Years registered: Under 5 years 25 (56%); 5 to 9 years 13 (29%); 10 to 19 years 3 (7%); 20 years or more 4 (9%)

## Firms (page 1 of 1, 1 to 45 of 45, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [34 Financial, LLC](https://advisorcensus.com/firm/34-financial-llc-atlanta-ga-329383) ([md](https://advisorcensus.com/firm/34-financial-llc-atlanta-ga-329383.md)) | 329383 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [755 Financial](https://advisorcensus.com/firm/755-financial-woodstock-ga-342558) ([md](https://advisorcensus.com/firm/755-financial-woodstock-ga-342558.md)) | 342558 | Woodstock, GA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Adapt Wealth Advisors, LLC](https://advisorcensus.com/firm/adapt-wealth-advisors-llc-atlanta-ga-329448) ([md](https://advisorcensus.com/firm/adapt-wealth-advisors-llc-atlanta-ga-329448.md)) | 329448 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [American Wealth Advisors, LLC](https://advisorcensus.com/firm/american-wealth-advisors-llc-johns-creek-ga-145791) ([md](https://advisorcensus.com/firm/american-wealth-advisors-llc-johns-creek-ga-145791.md)) | 145791 | Johns Creek, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Baugh & Associates, LLC](https://advisorcensus.com/firm/baugh-and-associates-llc-atlanta-ga-136342) ([md](https://advisorcensus.com/firm/baugh-and-associates-llc-atlanta-ga-136342.md)) | 136342 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets |
| [Berkeley Advisors, Inc.](https://advisorcensus.com/firm/berkeley-advisors-inc-atlanta-ga-134455) ([md](https://advisorcensus.com/firm/berkeley-advisors-inc-atlanta-ga-134455.md)) | 134455 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % 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 |
| [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 |
| [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 |
| [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 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 |
| [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 |
| [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 |
| [DAI Wealth, LLC](https://advisorcensus.com/firm/dai-wealth-llc-atlanta-ga-138938) ([md](https://advisorcensus.com/firm/dai-wealth-llc-atlanta-ga-138938.md)) | 138938 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee, Other |
| [Financial Consultants Group Inc](https://advisorcensus.com/firm/financial-consultants-group-inc-cumming-ga-108062) ([md](https://advisorcensus.com/firm/financial-consultants-group-inc-cumming-ga-108062.md)) | 108062 | Cumming, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Generational Financial Partners, LLC](https://advisorcensus.com/firm/generational-financial-partners-llc-atlanta-ga-343503) ([md](https://advisorcensus.com/firm/generational-financial-partners-llc-atlanta-ga-343503.md)) | 343503 | Atlanta, GA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Georgia Wealth Partners, LLC](https://advisorcensus.com/firm/georgia-wealth-partners-llc-griffin-ga-314602) ([md](https://advisorcensus.com/firm/georgia-wealth-partners-llc-griffin-ga-314602.md)) | 314602 | Griffin, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Greenlight Investment Advisors](https://advisorcensus.com/firm/greenlight-investment-advisors-atlanta-ga-308546) ([md](https://advisorcensus.com/firm/greenlight-investment-advisors-atlanta-ga-308546.md)) | 308546 | Atlanta, GA | SEC-registered investment adviser | Not reported | 6 | Other |
| [Impact Partnership Wealth, LLC](https://advisorcensus.com/firm/impact-partnership-wealth-llc-marietta-ga-313928) ([md](https://advisorcensus.com/firm/impact-partnership-wealth-llc-marietta-ga-313928.md)) | 313928 | Marietta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Incompass Financial Partners, LLC](https://advisorcensus.com/firm/incompass-financial-partners-llc-alpharetta-ga-318227) ([md](https://advisorcensus.com/firm/incompass-financial-partners-llc-alpharetta-ga-318227.md)) | 318227 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Jayco Wealth Management](https://advisorcensus.com/firm/jayco-wealth-management-atlanta-ga-171884) ([md](https://advisorcensus.com/firm/jayco-wealth-management-atlanta-ga-171884.md)) | 171884 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [LCP Institutional, LLC](https://advisorcensus.com/firm/lcp-institutional-llc-atlanta-ga-325133) ([md](https://advisorcensus.com/firm/lcp-institutional-llc-atlanta-ga-325133.md)) | 325133 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Other |
| [Loftin Wealth Partners](https://advisorcensus.com/firm/loftin-wealth-partners-johns-creek-ga-305359) ([md](https://advisorcensus.com/firm/loftin-wealth-partners-johns-creek-ga-305359.md)) | 305359 | Johns Creek, GA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Longview Wealth Management](https://advisorcensus.com/firm/longview-wealth-management-atlanta-ga-136214) ([md](https://advisorcensus.com/firm/longview-wealth-management-atlanta-ga-136214.md)) | 136214 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee |
| [Maven Capital Partners, LLC](https://advisorcensus.com/firm/maven-capital-partners-llc-atlanta-ga-300626) ([md](https://advisorcensus.com/firm/maven-capital-partners-llc-atlanta-ga-300626.md)) | 300626 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Monterey Wealth](https://advisorcensus.com/firm/monterey-wealth-atlanta-ga-172577) ([md](https://advisorcensus.com/firm/monterey-wealth-atlanta-ga-172577.md)) | 172577 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [MRP Advisors, LLC](https://advisorcensus.com/firm/mrp-advisors-llc-milton-ga-340364) ([md](https://advisorcensus.com/firm/mrp-advisors-llc-milton-ga-340364.md)) | 340364 | Milton, GA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly |
| [Newcorp Wealth Management](https://advisorcensus.com/firm/newcorp-wealth-management-alpharetta-ga-297125) ([md](https://advisorcensus.com/firm/newcorp-wealth-management-alpharetta-ga-297125.md)) | 297125 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Openarc Corporate Advisory, LLC](https://advisorcensus.com/firm/openarc-corporate-advisory-llc-atlanta-ga-336837) ([md](https://advisorcensus.com/firm/openarc-corporate-advisory-llc-atlanta-ga-336837.md)) | 336837 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Peachcap Tax & Advisory, LLC](https://advisorcensus.com/firm/peachcap-tax-and-advisory-llc-atlanta-ga-158729) ([md](https://advisorcensus.com/firm/peachcap-tax-and-advisory-llc-atlanta-ga-158729.md)) | 158729 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee, Other |
| [Peachtree Wealth Advisors, Inc](https://advisorcensus.com/firm/peachtree-wealth-advisors-inc-atlanta-ga-139779) ([md](https://advisorcensus.com/firm/peachtree-wealth-advisors-inc-atlanta-ga-139779.md)) | 139779 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Pursue Wealth Partners, LLC](https://advisorcensus.com/firm/pursue-wealth-partners-llc-atlanta-ga-326348) ([md](https://advisorcensus.com/firm/pursue-wealth-partners-llc-atlanta-ga-326348.md)) | 326348 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Regimen Wealth, LLC](https://advisorcensus.com/firm/regimen-wealth-llc-atlanta-ga-309672) ([md](https://advisorcensus.com/firm/regimen-wealth-llc-atlanta-ga-309672.md)) | 309672 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Reicon Wealth Advisors, LLC](https://advisorcensus.com/firm/reicon-wealth-advisors-llc-atlanta-ga-315043) ([md](https://advisorcensus.com/firm/reicon-wealth-advisors-llc-atlanta-ga-315043.md)) | 315043 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Resurgent Advisors](https://advisorcensus.com/firm/resurgent-advisors-atlanta-ga-299575) ([md](https://advisorcensus.com/firm/resurgent-advisors-atlanta-ga-299575.md)) | 299575 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [San Blas Advisory, Inc.](https://advisorcensus.com/firm/san-blas-advisory-inc-atlanta-ga-296929) ([md](https://advisorcensus.com/firm/san-blas-advisory-inc-atlanta-ga-296929.md)) | 296929 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Sentara Capital](https://advisorcensus.com/firm/sentara-capital-marietta-ga-161132) ([md](https://advisorcensus.com/firm/sentara-capital-marietta-ga-161132.md)) | 161132 | Marietta, GA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Smartpath Advisors](https://advisorcensus.com/firm/smartpath-advisors-atlanta-ga-304563) ([md](https://advisorcensus.com/firm/smartpath-advisors-atlanta-ga-304563.md)) | 304563 | Atlanta, GA | SEC-registered investment adviser | Not reported | 5 | Fixed fee, Other |
| [Southbridge Advisors, LLC](https://advisorcensus.com/firm/southbridge-advisors-llc-marieta-ga-306075) ([md](https://advisorcensus.com/firm/southbridge-advisors-llc-marieta-ga-306075.md)) | 306075 | Marieta, GA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [The Keystone Financial Alliance, LLC](https://advisorcensus.com/firm/the-keystone-financial-alliance-llc-atlanta-ga-168760) ([md](https://advisorcensus.com/firm/the-keystone-financial-alliance-llc-atlanta-ga-168760.md)) | 168760 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [True Square Financial LLC](https://advisorcensus.com/firm/true-square-financial-llc-atlanta-ga-287997) ([md](https://advisorcensus.com/firm/true-square-financial-llc-atlanta-ga-287997.md)) | 287997 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee |
| [Unified Investment Management](https://advisorcensus.com/firm/unified-investment-management-atlanta-ga-326056) ([md](https://advisorcensus.com/firm/unified-investment-management-atlanta-ga-326056.md)) | 326056 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [VIP Wealth Advisors](https://advisorcensus.com/firm/vip-wealth-advisors-decatur-ga-335528) ([md](https://advisorcensus.com/firm/vip-wealth-advisors-decatur-ga-335528.md)) | 335528 | Decatur, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee |
| [Wealth With No Regrets®](https://advisorcensus.com/firm/wealth-with-no-regrets-alpharetta-ga-159201) ([md](https://advisorcensus.com/firm/wealth-with-no-regrets-alpharetta-ga-159201.md)) | 159201 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Wright Wealth LLC](https://advisorcensus.com/firm/wright-wealth-llc-atlanta-ga-321215) ([md](https://advisorcensus.com/firm/wright-wealth-llc-atlanta-ga-321215.md)) | 321215 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |

## Questions people ask

**Which financial advisors in Atlanta, GA have no account minimum?**
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.

**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 with no account minimum in Atlanta, GA: 45 firms from Form ADV filings as of October 2026.