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Fastest Growing RIAs
in Georgia

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

CN Wealth Management, LLC
Alpharetta, 
GA
3 Year Grow Rate:
250%
AUM (MM):
$62

#

MB Advisors LLC
Atlanta, 
GA
3 Year Grow Rate:
240%
AUM (MM):
$55

#

Waypoint Wealth Counsel LLC
Atlanta, 
GA
3 Year Grow Rate:
220%
AUM (MM):
$485

#

Sunbeam Capital Management, LLC
Atlanta, 
GA
3 Year Grow Rate:
214%
AUM (MM):
$70

#

Evans Wealth Management
Duluth, 
GA
3 Year Grow Rate:
150%
AUM (MM):
$30

#

Red Tortoise
Atlanta, 
GA
3 Year Grow Rate:
149%
AUM (MM):
$198

#

Berman Capital Advisors, LLC
Atlanta, 
GA
3 Year Grow Rate:
136%
AUM (MM):
$2,719

#

Premis Advisors, LLC
Atlanta, 
GA
3 Year Grow Rate:
121%
AUM (MM):
$137

#

The Renn Wealth Management Group, Inc.
Atlanta, 
GA
3 Year Grow Rate:
98%
AUM (MM):
$96

#

Heinz Investments
Atlanta, 
GA
3 Year Grow Rate:
94%
AUM (MM):
$58

#

FWI Wealth Management LLC
Atlanta, 
GA
3 Year Grow Rate:
94%
AUM (MM):
$28

#

Marietta Wealth Management, LLC
Marietta, 
GA
3 Year Grow Rate:
80%
AUM (MM):
$639

#

Wealth Enhancement & Preservation
Alpharetta, 
GA
3 Year Grow Rate:
80%
AUM (MM):
$132

#

Aust Financial Advisory, LLC
Atlanta, 
GA
3 Year Grow Rate:
78%
AUM (MM):
$29

#

Candor Financial, LLC
Peachtree Corners, 
GA
3 Year Grow Rate:
76%
AUM (MM):
$19

#

1776 Wealth LLC
Atlanta, 
GA
3 Year Grow Rate:
70%
AUM (MM):
$177

#

BT Wealth Management, LLC
Atlanta, 
GA
3 Year Grow Rate:
65%
AUM (MM):
$1,026

#

Banyan Capital Management, Inc.
Atlanta, 
GA
3 Year Grow Rate:
59%
AUM (MM):
$138

#

Homrich Berg
Atlanta, 
GA
3 Year Grow Rate:
55%
AUM (MM):
$6,985

#

Boardwalk Capital Management, Inc.
Atlanta, 
GA
3 Year Grow Rate:
53%
AUM (MM):
$23

#

SignatureFD, LLC
Atlanta, 
GA
3 Year Grow Rate:
53%
AUM (MM):
$3,911

#

Mosaic Wealth Management, L.L.C.
Atlanta, 
GA
3 Year Grow Rate:
52%
AUM (MM):
$100

#

Oakbridge Partners, Ltd.
Atlanta, 
GA
3 Year Grow Rate:
50%
AUM (MM):
$886

#

Arkin Financial Advisors, LLC
Savannah, 
GA
3 Year Grow Rate:
50%
AUM (MM):
$40

#

Balentine
Atlanta, 
GA
3 Year Grow Rate:
50%
AUM (MM):
$2,770

#

West Paces Advisors, Inc.
Atlanta, 
GA
3 Year Grow Rate:
42%
AUM (MM):
$527

#

The Moorings Group, LLC
Atlanta, 
GA
3 Year Grow Rate:
31%
AUM (MM):
$542
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