{
  "path": "/advisors/ga/atlanta",
  "url": "https://advisorcensus.com/advisors/ga/atlanta/page/7",
  "page_type": "metro",
  "title": "Financial advisors in Atlanta, GA",
  "filters": {},
  "scope_total": 588,
  "faq": [
    {
      "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 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.",
  "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 in Atlanta, GA: 588 firms from Form ADV filings as of October 2026.",
  "total_firms": 588,
  "page": 7,
  "total_pages": 12,
  "sort": "name",
  "registration_types": {
    "sec": 295,
    "state": 251,
    "exempt": 42
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 200
    },
    {
      "code": "percentage_of_aum",
      "count": 503
    },
    {
      "code": "hourly",
      "count": 244
    },
    {
      "code": "subscription",
      "count": 4
    },
    {
      "code": "fixed",
      "count": 325
    },
    {
      "code": "commissions",
      "count": 6
    },
    {
      "code": "performance_based",
      "count": 84
    },
    {
      "code": "other",
      "count": 82
    },
    {
      "code": "not_reported",
      "count": 42
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 218
    },
    {
      "code": "5_to_9",
      "count": 156
    },
    {
      "code": "10_to_19",
      "count": 124
    },
    {
      "code": "20_plus",
      "count": 87
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 135
    },
    {
      "code": "25m_100m",
      "count": 89
    },
    {
      "code": "100m_500m",
      "count": 151
    },
    {
      "code": "500m_1b",
      "count": 44
    },
    {
      "code": "1b_5b",
      "count": 55
    },
    {
      "code": "over_5b",
      "count": 32
    },
    {
      "code": "not_reported",
      "count": 82
    }
  ],
  "firms": [
    {
      "crd_number": 126246,
      "name": "IRA Group, Inc.",
      "name_as_filed": "IRA GROUP, INC.",
      "url": "https://advisorcensus.com/firm/ira-group-inc-atlanta-ga-126246",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132022,
      "name": "IRC Wealth",
      "name_as_filed": "IRC WEALTH",
      "url": "https://advisorcensus.com/firm/irc-wealth-atlanta-ga-132022",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334012,
      "name": "Iref Capital Partners LLC",
      "name_as_filed": "IREF CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/iref-capital-partners-llc-atlanta-ga-334012",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 166050,
      "name": "J. P. Brinker UYS & Co., LLC",
      "name_as_filed": "J. P. BRINKER UYS & CO., LLC",
      "url": "https://advisorcensus.com/firm/j-p-brinker-uys-and-co-llc-atlanta-ga-166050",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 318262,
      "name": "Jahnis Investment Advisers, LLC",
      "name_as_filed": "JAHNIS INVESTMENT ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/jahnis-investment-advisers-llc-atlanta-ga-318262",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 324330,
      "name": "JAM Special Opportunity Ventures",
      "name_as_filed": "JAM SPECIAL OPPORTUNITY VENTURES",
      "url": "https://advisorcensus.com/firm/jam-special-opportunity-ventures-atlanta-ga-324330",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 158207,
      "name": "Jamestown, L.P.",
      "name_as_filed": "JAMESTOWN, L.P.",
      "url": "https://advisorcensus.com/firm/jamestown-l-p-atlanta-ga-158207",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109040,
      "name": "Jamison Private Wealth Management, Inc.",
      "name_as_filed": "JAMISON PRIVATE WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/jamison-private-wealth-management-inc-milton-ga-109040",
      "city": "Milton",
      "state": "GA",
      "years_registered": 26,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 139972,
      "name": "Joel Smith & Associates, LLC",
      "name_as_filed": "JOEL SMITH & ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/joel-smith-and-associates-llc-atlanta-ga-139972",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126151,
      "name": "John Masters, CPA, PC",
      "name_as_filed": "JOHN MASTERS, CPA, PC",
      "url": "https://advisorcensus.com/firm/john-masters-cpa-pc-atlanta-ga-126151",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 30,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149243,
      "name": "Jordan Capital AM, LLC",
      "name_as_filed": "JORDAN CAPITAL AM, LLC",
      "url": "https://advisorcensus.com/firm/jordan-capital-am-llc-atlanta-ga-149243",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290367,
      "name": "Journey Beyond Wealth",
      "name_as_filed": "JOURNEY BEYOND WEALTH",
      "url": "https://advisorcensus.com/firm/journey-beyond-wealth-roswell-ga-290367",
      "city": "Roswell",
      "state": "GA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 285233,
      "name": "Kanakaris and Associates",
      "name_as_filed": "KANAKARIS AND ASSOCIATES",
      "url": "https://advisorcensus.com/firm/kanakaris-and-associates-woodstock-ga-285233",
      "city": "Woodstock",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307182,
      "name": "KDHB V Capital Management, LLC",
      "name_as_filed": "KDHB V CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kdhb-v-capital-management-llc-atlanta-ga-307182",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 154405,
      "name": "Kiker Wealth Management, LLC",
      "name_as_filed": "KIKER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kiker-wealth-management-llc-jasper-ga-154405",
      "city": "Jasper",
      "state": "GA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148189,
      "name": "Kindzia Investments",
      "name_as_filed": "KINDZIA INVESTMENTS",
      "url": "https://advisorcensus.com/firm/kindzia-investments-johns-creek-ga-148189",
      "city": "Johns Creek",
      "state": "GA",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331950,
      "name": "Kinetic Pathways Company",
      "name_as_filed": "KINETIC PATHWAYS COMPANY",
      "url": "https://advisorcensus.com/firm/kinetic-pathways-company-atlanta-ga-331950",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322285,
      "name": "Knoll Ventures Management, LLC",
      "name_as_filed": "KNOLL VENTURES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/knoll-ventures-management-llc-atlanta-ga-322285",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 129301,
      "name": "Large and Gilbert Wealth Advisory",
      "name_as_filed": "LARGE AND GILBERT WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/large-and-gilbert-wealth-advisory-atlanta-ga-129301",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333819,
      "name": "Latitude Investment Group",
      "name_as_filed": "LATITUDE INVESTMENT GROUP",
      "url": "https://advisorcensus.com/firm/latitude-investment-group-alpharetta-ga-333819",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105971,
      "name": "LCG Associates, Inc.",
      "name_as_filed": "LCG ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/lcg-associates-inc-atlanta-ga-105971",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 44,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "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": 125133,
      "name": "Leechgary Asset Management LLC",
      "name_as_filed": "LEECHGARY ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/leechgary-asset-management-llc-atlanta-ga-125133",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311540,
      "name": "Legacitree Wealth Management, LLC",
      "name_as_filed": "LEGACITREE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/legacitree-wealth-management-llc-buford-ga-311540",
      "city": "Buford",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335418,
      "name": "Legacy Partner Group",
      "name_as_filed": "LEGACY PARTNER GROUP",
      "url": "https://advisorcensus.com/firm/legacy-partner-group-duluth-ga-335418",
      "city": "Duluth",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137025,
      "name": "Legacy Partners Financial Group, LLC",
      "name_as_filed": "LEGACY PARTNERS FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/legacy-partners-financial-group-llc-woodstock-ga-137025",
      "city": "Woodstock",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121289,
      "name": "Legacy Planning Advisors, LLC",
      "name_as_filed": "LEGACY PLANNING ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/legacy-planning-advisors-llc-suwanee-ga-121289",
      "city": "Suwanee",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159646,
      "name": "Legacy Wealth Advisors, LLC",
      "name_as_filed": "LEGACY WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-llc-tucker-ga-159646",
      "city": "Tucker",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304140,
      "name": "Level 5 Capital Partners, LLC",
      "name_as_filed": "LEVEL 5 CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/level-5-capital-partners-llc-sandy-springs-ga-304140",
      "city": "Sandy Springs",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152270,
      "name": "Life's Business, Inc.",
      "name_as_filed": "LIFE'S BUSINESS, INC.",
      "url": "https://advisorcensus.com/firm/life-s-business-inc-atlanta-ga-152270",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126348,
      "name": "Lifetime Strategies, LLC",
      "name_as_filed": "LIFETIME STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/lifetime-strategies-llc-griffin-ga-126348",
      "city": "Griffin",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307121,
      "name": "Lifewater Wealth Management",
      "name_as_filed": "LIFEWATER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lifewater-wealth-management-duluth-ga-307121",
      "city": "Duluth",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158646,
      "name": "Limitless Capital Management, Inc.",
      "name_as_filed": "LIMITLESS CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/limitless-capital-management-inc-atlanta-ga-158646",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 158607,
      "name": "Linx Partners, LLC",
      "name_as_filed": "LINX PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/linx-partners-llc-atlanta-ga-158607",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 14,
      "raum_band": "100m_500m",
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125543,
      "name": "Lipton Financial Corporation",
      "name_as_filed": "LIPTON FINANCIAL CORPORATION",
      "url": "https://advisorcensus.com/firm/lipton-financial-corporation-roswell-ga-125543",
      "city": "Roswell",
      "state": "GA",
      "years_registered": 37,
      "raum_band": "not_reported",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 170107,
      "name": "Liquid Strategies, LLC",
      "name_as_filed": "LIQUID STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/liquid-strategies-llc-atlanta-ga-170107",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 12,
      "raum_band": "1b_5b",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 333242,
      "name": "Lock Wealth Management",
      "name_as_filed": "LOCK WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lock-wealth-management-atlanta-ga-333242",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
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      ],
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    },
    {
      "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",
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        "hourly",
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      ],
      "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": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306282,
      "name": "Lynx Capital, LLC",
      "name_as_filed": "LYNX CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/lynx-capital-llc-atlanta-ga-306282",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328822,
      "name": "Maestria Partners LLC",
      "name_as_filed": "MAESTRIA PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/maestria-partners-llc-atlanta-ga-328822",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338739,
      "name": "Magellan Planning Group",
      "name_as_filed": "MAGELLAN PLANNING GROUP",
      "url": "https://advisorcensus.com/firm/magellan-planning-group-atlanta-ga-338739",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "100m_500m",
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334392,
      "name": "Main Street Financial Group LLC",
      "name_as_filed": "MAIN STREET FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/main-street-financial-group-llc-atlanta-ga-334392",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334299,
      "name": "Marbella Wealth Advisory Group, LLC",
      "name_as_filed": "MARBELLA WEALTH ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/marbella-wealth-advisory-group-llc-atlanta-ga-334299",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108170,
      "name": "Marco Investment Management LLC",
      "name_as_filed": "MARCO INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/marco-investment-management-llc-atlanta-ga-108170",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 28,
      "raum_band": "1b_5b",
      "compensation_types": [
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      ],
      "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": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338634,
      "name": "Martinwright Advisory, LLC",
      "name_as_filed": "MARTINWRIGHT ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/martinwright-advisory-llc-atlanta-ga-338634",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "other"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ga",
      "label": "Financial advisors in Georgia"
    },
    "metro": {
      "path": "/advisors/ga/atlanta",
      "label": "Financial advisors in Atlanta, GA"
    },
    "city_pages": [
      {
        "path": "/advisors/ga/atlanta/alpharetta",
        "label": "Financial advisors in Alpharetta, GA",
        "firm_count": 50
      },
      {
        "path": "/advisors/ga/atlanta/marietta",
        "label": "Financial advisors in Marietta, GA",
        "firm_count": 31
      },
      {
        "path": "/advisors/ga/atlanta/roswell",
        "label": "Financial advisors in Roswell, GA",
        "firm_count": 14
      },
      {
        "path": "/advisors/ga/atlanta/duluth",
        "label": "Financial advisors in Duluth, GA",
        "firm_count": 12
      },
      {
        "path": "/advisors/ga/atlanta/woodstock",
        "label": "Financial advisors in Woodstock, GA",
        "firm_count": 12
      },
      {
        "path": "/advisors/ga/atlanta/suwanee",
        "label": "Financial advisors in Suwanee, GA",
        "firm_count": 11
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ga/atlanta/fee-only",
        "label": "Fee-only financial advisors in Atlanta, GA",
        "firm_count": 200
      },
      {
        "path": "/advisors/ga/atlanta/flat-fee",
        "label": "Flat-fee financial advisors in Atlanta, GA",
        "firm_count": 325
      },
      {
        "path": "/advisors/ga/atlanta/hourly",
        "label": "Hourly financial advisors in Atlanta, GA",
        "firm_count": 244
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/ga/atlanta/for-high-net-worth-individuals",
        "firm_count": 366,
        "label": "Financial advisors for high-net-worth individuals in Atlanta, GA"
      },
      {
        "path": "/advisors/ga/atlanta/for-retirement-plans",
        "firm_count": 157,
        "label": "Financial advisors for retirement plans in Atlanta, GA"
      },
      {
        "path": "/advisors/ga/atlanta/for-businesses",
        "firm_count": 163,
        "label": "Financial advisors for businesses in Atlanta, GA"
      },
      {
        "path": "/advisors/ga/atlanta/for-charities",
        "firm_count": 160,
        "label": "Financial advisors for charitable organizations in Atlanta, GA"
      },
      {
        "path": "/advisors/ga/atlanta/no-account-minimum",
        "firm_count": 45,
        "label": "Financial advisors with no account minimum in Atlanta, GA"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ga/atlanta/business-owners",
        "firm_count": 1,
        "label": "Financial advisors for business owners in Atlanta, GA"
      },
      {
        "path": "/advisors/ga/atlanta/expats-and-americans-abroad",
        "firm_count": 1,
        "label": "Financial advisors for expats and Americans abroad in Atlanta, GA"
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/ga/atlanta.csv",
  "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"
  }
}