{
  "path": "/advisors/ga/atlanta",
  "url": "https://advisorcensus.com/advisors/ga/atlanta/page/9",
  "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": 9,
  "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": 330851,
      "name": "Open Opportunity Management, LLC",
      "name_as_filed": "OPEN OPPORTUNITY MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/open-opportunity-management-llc-atlanta-ga-330851",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 104983,
      "name": "Oppenheimerfunds Inc",
      "name_as_filed": "OPPENHEIMERFUNDS INC",
      "url": "https://advisorcensus.com/firm/oppenheimerfunds-inc-atlanta-ga-104983",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 54,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171070,
      "name": "Osaic Advisory Services, LLC",
      "name_as_filed": "OSAIC ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/osaic-advisory-services-llc-atlanta-ga-171070",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311721,
      "name": "Osborne Financial Planning LLC",
      "name_as_filed": "OSBORNE FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/osborne-financial-planning-llc-peachtree-city-ga-311721",
      "city": "Peachtree City",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324401,
      "name": "Overlay Management, LLC",
      "name_as_filed": "OVERLAY MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/overlay-management-llc-alpharetta-ga-324401",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125271,
      "name": "P. G. Earl Investment Advisers, L.L.C.",
      "name_as_filed": "P. G. EARL INVESTMENT ADVISERS, L.L.C.",
      "url": "https://advisorcensus.com/firm/p-g-earl-investment-advisers-l-l-c-atlanta-ga-125271",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 26,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300057,
      "name": "Paces Ferry Wealth Advisors, LLC",
      "name_as_filed": "PACES FERRY WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/paces-ferry-wealth-advisors-llc-atlanta-ga-300057",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146217,
      "name": "Paramount Investment Advisors",
      "name_as_filed": "PARAMOUNT INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/paramount-investment-advisors-buford-ga-146217",
      "city": "Buford",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332268,
      "name": "Park Square Financial Group LLC",
      "name_as_filed": "PARK SQUARE FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/park-square-financial-group-llc-roswell-ga-332268",
      "city": "Roswell",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172783,
      "name": "Parrish Capital, LLC",
      "name_as_filed": "PARRISH CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/parrish-capital-llc-kennesaw-ga-172783",
      "city": "Kennesaw",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110996,
      "name": "Paul Manners & Associates, Inc.",
      "name_as_filed": "PAUL MANNERS & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/paul-manners-and-associates-inc-marietta-ga-110996",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 47,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126418,
      "name": "Payne Financial Management, L.L.C.",
      "name_as_filed": "PAYNE FINANCIAL MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/payne-financial-management-l-l-c-kennesaw-ga-126418",
      "city": "Kennesaw",
      "state": "GA",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 334742,
      "name": "Peachtree Group",
      "name_as_filed": "PEACHTREE GROUP",
      "url": "https://advisorcensus.com/firm/peachtree-group-atlanta-ga-334742",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 128335,
      "name": "Persium Advisors, LLC",
      "name_as_filed": "PERSIUM ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/persium-advisors-llc-atlanta-ga-128335",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127347,
      "name": "Personal Financial Solutions, LLC",
      "name_as_filed": "PERSONAL FINANCIAL SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/personal-financial-solutions-llc-fayetteville-ga-127347",
      "city": "Fayetteville",
      "state": "GA",
      "years_registered": 22,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297517,
      "name": "PGI Wealth Management",
      "name_as_filed": "PGI WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pgi-wealth-management-alpharetta-ga-297517",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315116,
      "name": "Phase Line Capital, LLC",
      "name_as_filed": "PHASE LINE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/phase-line-capital-llc-atlanta-ga-315116",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285635,
      "name": "Phorcys Capital Partners, LLC",
      "name_as_filed": "PHORCYS CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/phorcys-capital-partners-llc-alpharetta-ga-285635",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107421,
      "name": "PIA, LLLP",
      "name_as_filed": "PIA, LLLP",
      "url": "https://advisorcensus.com/firm/pia-lllp-atlanta-ga-107421",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307247,
      "name": "Piece of Wealth Planning LLC",
      "name_as_filed": "PIECE OF WEALTH PLANNING LLC",
      "url": "https://advisorcensus.com/firm/piece-of-wealth-planning-llc-buford-ga-307247",
      "city": "Buford",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174402,
      "name": "Piedmont Private Equity",
      "name_as_filed": "PIEDMONT PRIVATE EQUITY",
      "url": "https://advisorcensus.com/firm/piedmont-private-equity-atlanta-ga-174402",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293206,
      "name": "Pierson Wealth Management",
      "name_as_filed": "PIERSON WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pierson-wealth-management-atlanta-ga-293206",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322084,
      "name": "Polaris Asset Management, LLC",
      "name_as_filed": "POLARIS ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/polaris-asset-management-llc-sugar-hill-ga-322084",
      "city": "Sugar Hill",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 294135,
      "name": "Porter Wealth Management, LLC",
      "name_as_filed": "PORTER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/porter-wealth-management-llc-atlanta-ga-294135",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315101,
      "name": "Power Wealth Management",
      "name_as_filed": "POWER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/power-wealth-management-alpharetta-ga-315101",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309595,
      "name": "PR Squared Wealth Management LLC",
      "name_as_filed": "PR SQUARED WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/pr-squared-wealth-management-llc-atlanta-ga-309595",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312533,
      "name": "Prce Management LLC",
      "name_as_filed": "PRCE MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/prce-management-llc-alpharetta-ga-312533",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125197,
      "name": "Premier Financial Advisory Services, LLC",
      "name_as_filed": "PREMIER FINANCIAL ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/premier-financial-advisory-services-llc-suwanee-ga-125197",
      "city": "Suwanee",
      "state": "GA",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283679,
      "name": "Premis Advisors, LLC",
      "name_as_filed": "PREMIS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/premis-advisors-llc-atlanta-ga-283679",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337580,
      "name": "Pria Strategies, LLC",
      "name_as_filed": "PRIA STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/pria-strategies-llc-atlanta-ga-337580",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 10111,
      "name": "Primerica Advisors",
      "name_as_filed": "PRIMERICA ADVISORS",
      "url": "https://advisorcensus.com/firm/primerica-advisors-duluth-ga-10111",
      "city": "Duluth",
      "state": "GA",
      "years_registered": 15,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156861,
      "name": "Primus Capital Partners, Inc.",
      "name_as_filed": "PRIMUS CAPITAL PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/primus-capital-partners-inc-atlanta-ga-156861",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 14,
      "raum_band": "1b_5b",
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325119,
      "name": "Private Family Wealth Advisors",
      "name_as_filed": "PRIVATE FAMILY WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/private-family-wealth-advisors-atlanta-ga-325119",
      "city": "Atlanta",
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    },
    {
      "crd_number": 339705,
      "name": "Prive Wealth Management",
      "name_as_filed": "PRIVE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/prive-wealth-management-grayson-ga-339705",
      "city": "Grayson",
      "state": "GA",
      "years_registered": 0,
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        "other"
      ],
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    },
    {
      "crd_number": 318872,
      "name": "Proactive Wealth Strategies, LLC",
      "name_as_filed": "PROACTIVE WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/proactive-wealth-strategies-llc-marietta-ga-318872",
      "city": "Marietta",
      "state": "GA",
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      "raum_band": "100m_500m",
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      ],
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    },
    {
      "crd_number": 311334,
      "name": "Provident Capital Group, L.P.",
      "name_as_filed": "PROVIDENT CAPITAL GROUP, L.P.",
      "url": "https://advisorcensus.com/firm/provident-capital-group-l-p-atlanta-ga-311334",
      "city": "Atlanta",
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    },
    {
      "crd_number": 325371,
      "name": "Psalm Capital",
      "name_as_filed": "PSALM CAPITAL",
      "url": "https://advisorcensus.com/firm/psalm-capital-atlanta-ga-325371",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 3,
      "raum_band": "under_25m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 331194,
      "name": "Purpose Financial Planning",
      "name_as_filed": "PURPOSE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/purpose-financial-planning-fayetteville-ga-331194",
      "city": "Fayetteville",
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      "years_registered": 2,
      "raum_band": "under_25m",
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        "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",
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      ],
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    },
    {
      "crd_number": 108546,
      "name": "Randall P Martin",
      "name_as_filed": "RANDALL P MARTIN",
      "url": "https://advisorcensus.com/firm/randall-p-martin-atlanta-ga-108546",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 15,
      "raum_band": "under_25m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 326456,
      "name": "Rangewater Investment Management, LLC",
      "name_as_filed": "RANGEWATER INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/rangewater-investment-management-llc-atlanta-ga-326456",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 284103,
      "name": "Reagan Financial Planning LLC",
      "name_as_filed": "REAGAN FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/reagan-financial-planning-llc-oxford-ga-284103",
      "city": "Oxford",
      "state": "GA",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298259,
      "name": "Regent Peak Wealth Advisors, LLC",
      "name_as_filed": "REGENT PEAK WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/regent-peak-wealth-advisors-llc-atlanta-ga-298259",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "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",
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143884,
      "name": "Register Financial Advisors, LLC",
      "name_as_filed": "REGISTER FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/register-financial-advisors-llc-atlanta-ga-143884",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 11,
      "raum_band": "100m_500m",
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      ],
      "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,
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      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160761,
      "name": "Reliastar Capital Management, Inc.",
      "name_as_filed": "RELIASTAR CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/reliastar-capital-management-inc-dawsonville-ga-160761",
      "city": "Dawsonville",
      "state": "GA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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"
  }
}