# Financial advisors in Atlanta, GA

> AdvisorCensus lists 588 investment advisory firms with a principal office in the Atlanta metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ga/atlanta/page/12

## At a glance

- Investment advisory firms: 588
- Registration: SEC-registered investment adviser: 295, State-registered investment adviser: 251, Exempt reporting adviser: 42
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 200 (37%); Percentage of assets 503 (92%); Hourly charges 244 (45%); Subscription fees (newsletter or periodical) 4 (1%); Fixed fees 325 (60%); Commissions 6 (1%); Performance-based fees 84 (15%); Other 82 (15%); No compensation arrangements reported 42
- Regulatory assets under management (Item 5.F): Under $25 million 135 (23%); $25 million to $100 million 89 (15%); $100 million to $500 million 151 (26%); $500 million to $1 billion 44 (7%); $1 billion to $5 billion 55 (9%); Over $5 billion 32 (5%); Not reported 82 (14%)
- Years registered: Under 5 years 218 (37%); 5 to 9 years 156 (27%); 10 to 19 years 124 (21%); 20 years or more 87 (15%); Not reported 3 (1%)

## Firms (page 12 of 12, 551 to 588 of 588, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Veracity Capital LLC](https://advisorcensus.com/firm/veracity-capital-llc-atlanta-ga-304272) ([md](https://advisorcensus.com/firm/veracity-capital-llc-atlanta-ga-304272.md)) | 304272 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee |
| [Verisail Partners, LLC](https://advisorcensus.com/firm/verisail-partners-llc-chamblee-ga-153751) ([md](https://advisorcensus.com/firm/verisail-partners-llc-chamblee-ga-153751.md)) | 153751 | Chamblee, GA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Vetworth](https://advisorcensus.com/firm/vetworth-peachtree-city-ga-307007) ([md](https://advisorcensus.com/firm/vetworth-peachtree-city-ga-307007.md)) | 307007 | Peachtree City, GA | State-registered investment adviser | Under $25 million | 6 | Fixed fee |
| [Vickery Creek Capital Management](https://advisorcensus.com/firm/vickery-creek-capital-management-roswell-ga-149844) ([md](https://advisorcensus.com/firm/vickery-creek-capital-management-roswell-ga-149844.md)) | 149844 | Roswell, GA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly |
| [Vident Asset Management](https://advisorcensus.com/firm/vident-asset-management-alpharetta-ga-286622) ([md](https://advisorcensus.com/firm/vident-asset-management-alpharetta-ga-286622.md)) | 286622 | Alpharetta, GA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee, Other |
| [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 |
| [Voya Investment Management LLC](https://advisorcensus.com/firm/voya-investment-management-llc-atlanta-ga-108934) ([md](https://advisorcensus.com/firm/voya-investment-management-llc-atlanta-ga-108934.md)) | 108934 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Other |
| [Wakil Wealth Advisory LLC](https://advisorcensus.com/firm/wakil-wealth-advisory-llc-atlanta-ga-330852) ([md](https://advisorcensus.com/firm/wakil-wealth-advisory-llc-atlanta-ga-330852.md)) | 330852 | Atlanta, GA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Waypoint Wealth Counsel LLC](https://advisorcensus.com/firm/waypoint-wealth-counsel-llc-atlanta-ga-171822) ([md](https://advisorcensus.com/firm/waypoint-wealth-counsel-llc-atlanta-ga-171822.md)) | 171822 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Wealth 360, LLC](https://advisorcensus.com/firm/wealth-360-llc-buford-ga-141663) ([md](https://advisorcensus.com/firm/wealth-360-llc-buford-ga-141663.md)) | 141663 | Buford, GA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Wealth Engagement](https://advisorcensus.com/firm/wealth-engagement-atlanta-ga-310438) ([md](https://advisorcensus.com/firm/wealth-engagement-atlanta-ga-310438.md)) | 310438 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Wealth Intelligence, LLC](https://advisorcensus.com/firm/wealth-intelligence-llc-columbus-ga-333253) ([md](https://advisorcensus.com/firm/wealth-intelligence-llc-columbus-ga-333253.md)) | 333253 | Columbus, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Wealth MGT Group of Georgia](https://advisorcensus.com/firm/wealth-mgt-group-of-georgia-marietta-ga-309376) ([md](https://advisorcensus.com/firm/wealth-mgt-group-of-georgia-marietta-ga-309376.md)) | 309376 | Marietta, GA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wealth Science Advisors LLC](https://advisorcensus.com/firm/wealth-science-advisors-llc-alpharetta-ga-321031) ([md](https://advisorcensus.com/firm/wealth-science-advisors-llc-alpharetta-ga-321031.md)) | 321031 | Alpharetta, GA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, 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 |
| [Wealthcare Financial Group, Inc.](https://advisorcensus.com/firm/wealthcare-financial-group-inc-peachtree-city-ga-284650) ([md](https://advisorcensus.com/firm/wealthcare-financial-group-inc-peachtree-city-ga-284650.md)) | 284650 | Peachtree City, GA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [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 |
| [Welch Financial Investments, LLC](https://advisorcensus.com/firm/welch-financial-investments-llc-atlanta-ga-154359) ([md](https://advisorcensus.com/firm/welch-financial-investments-llc-atlanta-ga-154359.md)) | 154359 | Atlanta, GA | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Wellspring Planning Group LLC](https://advisorcensus.com/firm/wellspring-planning-group-llc-roswell-ga-283593) ([md](https://advisorcensus.com/firm/wellspring-planning-group-llc-roswell-ga-283593.md)) | 283593 | Roswell, GA | State-registered investment adviser | Not reported | 10 | Hourly, 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 ELK Capital, LLC](https://advisorcensus.com/firm/west-elk-capital-llc-atlanta-ga-292743) ([md](https://advisorcensus.com/firm/west-elk-capital-llc-atlanta-ga-292743.md)) | 292743 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [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 |
| [Westhollow Wealth Management](https://advisorcensus.com/firm/westhollow-wealth-management-milton-ga-332854) ([md](https://advisorcensus.com/firm/westhollow-wealth-management-milton-ga-332854.md)) | 332854 | Milton, GA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Wickham Financial & Insurance Services](https://advisorcensus.com/firm/wickham-financial-and-insurance-services-marietta-ga-307299) ([md](https://advisorcensus.com/firm/wickham-financial-and-insurance-services-marietta-ga-307299.md)) | 307299 | Marietta, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Williamson Advisory Services, Inc.](https://advisorcensus.com/firm/williamson-advisory-services-inc-marietta-ga-160102) ([md](https://advisorcensus.com/firm/williamson-advisory-services-inc-marietta-ga-160102.md)) | 160102 | Marietta, GA | State-registered investment adviser | $100 million to $500 million | 14 | % 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 |
| [Wolverine Investment Advisors, LLC](https://advisorcensus.com/firm/wolverine-investment-advisors-llc-atlanta-ga-307037) ([md](https://advisorcensus.com/firm/wolverine-investment-advisors-llc-atlanta-ga-307037.md)) | 307037 | Atlanta, GA | SEC-registered investment adviser | Under $25 million | 6 | % of assets |
| [Woodstock Wealth Management, Inc.](https://advisorcensus.com/firm/woodstock-wealth-management-inc-woodstock-ga-283472) ([md](https://advisorcensus.com/firm/woodstock-wealth-management-inc-woodstock-ga-283472.md)) | 283472 | Woodstock, GA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [Worthscape, LLC](https://advisorcensus.com/firm/worthscape-llc-atlanta-ga-139220) ([md](https://advisorcensus.com/firm/worthscape-llc-atlanta-ga-139220.md)) | 139220 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, 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 |
| [Xception Family Office](https://advisorcensus.com/firm/xception-family-office-atlanta-ga-338122) ([md](https://advisorcensus.com/firm/xception-family-office-atlanta-ga-338122.md)) | 338122 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Other |
| [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 |
| [Young Investment Advisors, Inc](https://advisorcensus.com/firm/young-investment-advisors-inc-atlanta-ga-117415) ([md](https://advisorcensus.com/firm/young-investment-advisors-inc-atlanta-ga-117415.md)) | 117415 | Atlanta, GA | State-registered investment adviser | Under $25 million | 24 | Hourly, Fixed fee |
| [Your Wealth Consultants LLC](https://advisorcensus.com/firm/your-wealth-consultants-llc-atlanta-ga-310328) ([md](https://advisorcensus.com/firm/your-wealth-consultants-llc-atlanta-ga-310328.md)) | 310328 | Atlanta, GA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Zero Gravity Financial, LLC](https://advisorcensus.com/firm/zero-gravity-financial-llc-atlanta-ga-169905) ([md](https://advisorcensus.com/firm/zero-gravity-financial-llc-atlanta-ga-169905.md)) | 169905 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 12 | Hourly, Fixed fee |
| [Zuma Capital Management, LLC](https://advisorcensus.com/firm/zuma-capital-management-llc-chamblee-ga-285162) ([md](https://advisorcensus.com/firm/zuma-capital-management-llc-chamblee-ga-285162.md)) | 285162 | Chamblee, GA | State-registered investment adviser | Under $25 million | 9 | % of assets, Performance fee |
| [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/page/11.md

## Questions people ask

**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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Every firm in this list as CSV: https://advisorcensus.com/advisors/ga/atlanta.csv

Cite as: AdvisorCensus. Financial advisors in Atlanta, GA: 588 firms from Form ADV filings as of October 2026.