{ "path": "/advisors/ga", "url": "https://advisorcensus.com/advisors/ga/page/12", "page_type": "state", "title": "Financial advisors in Georgia", "filters": {}, "scope_total": 852, "faq": [ { "q": "How many financial advisory firms are there in Georgia?", "a": "AdvisorCensus lists 852 investment advisory firms with a principal office in Georgia, from Form ADV filings as of October 2026: 342 SEC-registered, 466 state-registered, and 44 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 Georgia?", "a": "327 of the 852 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 Georgia offer financial planning?", "a": "572 of the 808 firms in Georgia 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 Georgia 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 327 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 852 investment advisory firms with a principal office in Georgia, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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": null, "citation": "AdvisorCensus. Financial advisors in Georgia: 852 firms from Form ADV filings as of October 2026.", "total_firms": 852, "page": 12, "total_pages": 18, "sort": "name", "registration_types": { "sec": 342, "state": 466, "exempt": 44 }, "fee_model_mix": [ { "code": "fee-only", "count": 327 }, { "code": "percentage_of_aum", "count": 740 }, { "code": "hourly", "count": 385 }, { "code": "subscription", "count": 14 }, { "code": "fixed", "count": 477 }, { "code": "commissions", "count": 12 }, { "code": "performance_based", "count": 103 }, { "code": "other", "count": 113 }, { "code": "not_reported", "count": 44 } ], "years_registered_distribution": [ { "code": "under_5", "count": 306 }, { "code": "5_to_9", "count": 226 }, { "code": "10_to_19", "count": 191 }, { "code": "20_plus", "count": 126 }, { "code": "not_reported", "count": 3 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 251 }, { "code": "25m_100m", "count": 153 }, { "code": "100m_500m", "count": 178 }, { "code": "500m_1b", "count": 50 }, { "code": "1b_5b", "count": 67 }, { "code": "over_5b", "count": 33 }, { "code": "not_reported", "count": 120 } ], "firms": [ { "crd_number": 105756, "name": "Montag", "name_as_filed": "MONTAG", "url": "https://advisorcensus.com/firm/montag-atlanta-ga-105756", "city": "Atlanta", "state": "GA", "years_registered": 44, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172577, "name": "Monterey Wealth", "name_as_filed": "MONTEREY WEALTH", "url": "https://advisorcensus.com/firm/monterey-wealth-atlanta-ga-172577", "city": "Atlanta", "state": "GA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307004, "name": "Morgan Capital Group LLC", "name_as_filed": "MORGAN CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/morgan-capital-group-llc-alpharetta-ga-307004", "city": "Alpharetta", "state": "GA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317889, "name": "Motus Wealth", "name_as_filed": "MOTUS WEALTH", "url": "https://advisorcensus.com/firm/motus-wealth-atlanta-ga-317889", "city": "Atlanta", "state": "GA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169885, "name": "MPWM Advisory Solutions LLC", "name_as_filed": "MPWM ADVISORY SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/mpwm-advisory-solutions-llc-alpharetta-ga-169885", "city": "Alpharetta", "state": "GA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340364, "name": "MRP Advisors, LLC", "name_as_filed": "MRP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mrp-advisors-llc-milton-ga-340364", "city": "Milton", "state": "GA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 167256, "name": "MRP Capital Investments, LLC", "name_as_filed": "MRP CAPITAL INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/mrp-capital-investments-llc-alpharetta-ga-167256", "city": "Alpharetta", "state": "GA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157601, "name": "Msouth Equity Partners, LLC", "name_as_filed": "MSOUTH EQUITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/msouth-equity-partners-llc-atlanta-ga-157601", "city": "Atlanta", "state": "GA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155079, "name": "Munro Legacy Planners LLC", "name_as_filed": "MUNRO LEGACY PLANNERS LLC", "url": "https://advisorcensus.com/firm/munro-legacy-planners-llc-woodstock-ga-155079", "city": "Woodstock", "state": "GA", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 135958, "name": "Narwhal Capital Management", "name_as_filed": "NARWHAL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/narwhal-capital-management-marietta-ga-135958", "city": "Marietta", "state": "GA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 154794, "name": "National Christian Financial Advisors, Inc", "name_as_filed": "NATIONAL CHRISTIAN FINANCIAL ADVISORS, INC", "url": "https://advisorcensus.com/firm/national-christian-financial-advisors-inc-douglasville-ga-154794", "city": "Douglasville", "state": "GA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 126666, "name": "Networth Financial Services, LLC", "name_as_filed": "NETWORTH FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/networth-financial-services-llc-johns-creek-ga-126666", "city": "Johns Creek", "state": "GA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315832, "name": "New Voices Advisors, LLC", "name_as_filed": "NEW VOICES ADVISORS, LLC", "url": "https://advisorcensus.com/firm/new-voices-advisors-llc-atlanta-ga-315832", "city": "Atlanta", "state": "GA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297125, "name": "Newcorp Wealth Management", "name_as_filed": "NEWCORP WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/newcorp-wealth-management-alpharetta-ga-297125", "city": "Alpharetta", "state": "GA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144516, "name": "Nicholas Hoffman & Company, LLC", "name_as_filed": "NICHOLAS HOFFMAN & COMPANY, LLC", "url": "https://advisorcensus.com/firm/nicholas-hoffman-and-company-llc-atlanta-ga-144516", "city": "Atlanta", "state": "GA", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 282635, "name": "Nicholas Wealth Management", "name_as_filed": "NICHOLAS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/nicholas-wealth-management-marietta-ga-282635", "city": "Marietta", "state": "GA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 285098, "name": "Nora Wealth", "name_as_filed": "NORA WEALTH", "url": "https://advisorcensus.com/firm/nora-wealth-atlanta-ga-285098", "city": "Atlanta", "state": "GA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162877, "name": "Noro-Moseley Partners", "name_as_filed": "NORO-MOSELEY PARTNERS", "url": "https://advisorcensus.com/firm/noro-moseley-partners-atlanta-ga-162877", "city": "Atlanta", "state": "GA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 127432, "name": "Northstar Investment Partners", "name_as_filed": "NORTHSTAR INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-127432", "city": "Alpharetta", "state": "GA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340596, "name": "Northstar Investment Partners", "name_as_filed": "NORTHSTAR INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-340596", "city": "Alpharetta", "state": "GA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173663, "name": "Novapoint Capital LLC", "name_as_filed": "NOVAPOINT CAPITAL LLC", "url": "https://advisorcensus.com/firm/novapoint-capital-llc-atlanta-ga-173663", "city": "Atlanta", "state": "GA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172497, "name": "NPV Advisory Services, LLC", "name_as_filed": "NPV ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/npv-advisory-services-llc-cartersville-ga-172497", "city": "Cartersville", "state": "GA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328502, "name": "NRD Capital Management II, LLC", "name_as_filed": "NRD CAPITAL MANAGEMENT II, LLC", "url": "https://advisorcensus.com/firm/nrd-capital-management-ii-llc-atlanta-ga-328502", "city": "Atlanta", "state": "GA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328368, "name": "NRD of I Management Company, LLC", "name_as_filed": "NRD OF I MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/nrd-of-i-management-company-llc-atlanta-ga-328368", "city": "Atlanta", "state": "GA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 145063, "name": "Nvest Wise, LLC", "name_as_filed": "NVEST WISE, LLC", "url": "https://advisorcensus.com/firm/nvest-wise-llc-145063", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 344058, "name": "NWX Management LLC", "name_as_filed": "NWX MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/nwx-management-llc-marietta-ga-344058", "city": "Marietta", "state": "GA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328464, "name": "O15 Capital Partners, LLC", "name_as_filed": "O15 CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/o15-capital-partners-llc-atlanta-ga-328464", "city": "Atlanta", "state": "GA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 287483, "name": "OBN Wealth Advisors", "name_as_filed": "OBN WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/obn-wealth-advisors-stockbridge-ga-287483", "city": "Stockbridge", "state": "GA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326777, "name": "Oglesby Wealth Strategies, LLC", "name_as_filed": "OGLESBY WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/oglesby-wealth-strategies-llc-watkinsville-ga-326777", "city": "Watkinsville", "state": "GA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 287459, "name": "Omega Advisory LLC", "name_as_filed": "OMEGA ADVISORY LLC", "url": "https://advisorcensus.com/firm/omega-advisory-llc-cumming-ga-287459", "city": "Cumming", "state": "GA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 150312, "name": "One Source Advisory Services, LLC", "name_as_filed": "ONE SOURCE ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/one-source-advisory-services-llc-decatur-ga-150312", "city": "Decatur", "state": "GA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "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": 330399, "name": "Openhanded Wealth LLC", "name_as_filed": "OPENHANDED WEALTH LLC", "url": "https://advisorcensus.com/firm/openhanded-wealth-llc-330399", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "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": 299179, "name": "Opti Bloom Advisors LLC", "name_as_filed": "OPTI BLOOM ADVISORS LLC", "url": "https://advisorcensus.com/firm/opti-bloom-advisors-llc-299179", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132422, "name": "Optimum Wealth Management, LLC", "name_as_filed": "OPTIMUM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/optimum-wealth-management-llc-132422", "city": null, "state": null, "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 309755, "name": "Peachtree Creek Investments", "name_as_filed": "PEACHTREE CREEK INVESTMENTS", "url": "https://advisorcensus.com/firm/peachtree-creek-investments-309755", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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 } ], "states": [], "metros": [ { "path": "/advisors/ga/atlanta", "name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "state_code": "GA", "firm_count": 588 }, { "path": "/advisors/ga/athens", "name": "Athens", "msa_name": "Athens-Clarke County, GA", "state_code": "GA", "firm_count": 20 }, { "path": "/advisors/ga/savannah", "name": "Savannah", "msa_name": "Savannah, GA", "state_code": "GA", "firm_count": 18 }, { "path": "/advisors/ga/augusta", "name": "Augusta", "msa_name": "Augusta-Richmond County, GA-SC", "state_code": "GA", "firm_count": 17 }, { "path": "/advisors/ga/gainesville", "name": "Gainesville", "msa_name": "Gainesville, GA", "state_code": "GA", "firm_count": 9 }, { "path": "/advisors/ga/macon", "name": "Macon", "msa_name": "Macon-Bibb County, GA", "state_code": "GA", "firm_count": 9 }, { "path": "/advisors/ga/columbus", "name": "Columbus", "msa_name": "Columbus, GA-AL", "state_code": "GA", "firm_count": 6 }, { "path": "/advisors/ga/albany", "name": "Albany", "msa_name": "Albany, GA", "state_code": "GA", "firm_count": 4 }, { "path": "/advisors/ga/brunswick", "name": "Brunswick", "msa_name": "Brunswick-St. Simons, GA", "state_code": "GA", "firm_count": 4 }, { "path": "/advisors/ga/valdosta", "name": "Valdosta", "msa_name": "Valdosta, GA", "state_code": "GA", "firm_count": 3 }, { "path": "/advisors/ga/rome", "name": "Rome", "msa_name": "Rome, GA", "state_code": "GA", "firm_count": 2 }, { "path": "/advisors/ga/warner-robins", "name": "Warner Robins", "msa_name": "Warner Robins, GA", "state_code": "GA", "firm_count": 2 }, { "path": "/advisors/ga/dalton", "name": "Dalton", "msa_name": "Dalton, GA", "state_code": "GA", "firm_count": 1 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ga", "label": "Financial advisors in Georgia" }, "fee_pages": [ { "path": "/advisors/ga/fee-only", "label": "Fee-only financial advisors in Georgia", "firm_count": 327 }, { "path": "/advisors/ga/flat-fee", "label": "Flat-fee financial advisors in Georgia", "firm_count": 477 }, { "path": "/advisors/ga/hourly", "label": "Hourly financial advisors in Georgia", "firm_count": 385 } ] }, "csv": "https://advisorcensus.com/advisors/ga.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" } }