AUM per client for Team firms serving clients in Georgia

Team firms active in Georgia 298 firms

Very Low $170K-$480K

Low $480K-$740K

Typical $740K-$1.2M

High $1.2M-$2.2M

Very High $2.2M-$4.1M

5th 20th 40th 60th 80th 95th

Median: $930K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Haese Financial Group Inc	—	—	—	—
Young Investment Advisors, Inc	Very Low $2.1K	$6.3K	3	0%
Maven Capital Partners, LLC	Very High $15M	$140M	9	56%
Barrington Asset Management, Inc.	Typical $1.2M	$52M	43	100%
Crescent Wealth Advisory, LLC	High $2M	$90M	46	52%
Paraklete Financial, Inc.	Very Low $0	$0	69	80%
Doyenne Wealth Advisors	Very High $15M	$2B	132	98%
Fairport Advisors, Inc.	Typical $880K	$55M	62	11%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Capitalwize, LLC	Very Low $2.7K	$270K	101	0%
Anchyra Partners LLC	Very High $17M	$690M	40	100%
Crescent Advisor Group, Inc.	Typical $940K	$210M	228	16%
AMC Wealth Management, LLC	Typical $740K	$75M	101	0%
Neil Jesani Wealth Management	High $2.1M	$150M	74	100%
North Capital	High $1.4M	$270M	170	27%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
MMA Asset Management LLC	Typical $1.2M	$330M	282	52%
Persium Advisors, LLC	Very High $2.5M	$390M	158	49%
Concordia Wealth Planning, LLC	Low $550K	$44M	80	19%
Values Added Financial	Very High $2.8M	$310M	112	66%
AWM Capital, LLC	Very High $3M	$1.4B	455	52%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Seabridge Investment Advisors LLC	Very High $2.7M	$510M	185	66%
QM Advisors LLC	Low $700K	$110M	154	41%
Palisades Hudson Asset Management, L.P.	Very High $8.8M	$1.2B	138	70%
Empirikal Partners LLC	Low $500K	$87M	175	75%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Naples Global Advisors	Very High $6.8M	$1.9B	286	88%
Starr-Mathews Financial, LLC	Typical $1.2M	$130M	108	50%
Tillman Hartley LLC	Very High $11M	$640M	57	81%
Morling Financial Advisors, LLC	Very High $2.8M	$930M	333	77%
LRI Investments	Very High $4M	$1.9B	477	45%
Family WMS, LLC	Very High $9.4M	$570M	61	64%
Dover Advisors, LLC	Very High $2.9M	$380M	128	57%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
WealthCare Financial Group, Inc.	Very Low $140K	$18M	130	0%
Enclave Advisors, LLC	Very High $15M	$1B	66	86%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Northwest Investment Advisors, Inc.	Very Low $390K	$45M	115	0%
Amuni Financial, Inc.	Low $680K	$190M	283	21%
Lifetime Wealth Management P.C.	High $1.8M	$220M	119	55%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
Hamel Associates, Inc.	Very High $4.3M	$520M	123	55%
Intercarolina Financial Services, Inc.	Very Low $320K	$85M	271	5%
CapSouth Wealth Management	High $1.3M	$440M	330	37%
Firstrust	High $1.9M	$240M	127	92%
Epic Advisory Services Corp	Typical $750K	$130M	178	21%
Eagle Rock Investment Company, LLC	Very High $7.2M	$560M	77	82%
Regent Peak Wealth Advisors, LLC	Very High $3.5M	$720M	206	68%
Global Investment Advisory	Very Low $390K	$72M	182	12%
Hendershott Wealth Management, LLC	High $1.9M	$300M	157	46%
Feltl Advisors	Very Low $390K	$160M	395	0%
Panoramic Capital Partners LLC	Very High $2.4M	$390M	159	64%
Oasis Wealth Planning Advisors	High $1.5M	$280M	186	74%
Lincoln Douglas Investments, LLC	Low $530K	$130M	246	0%
Narwhal Capital Management	Very High $2.9M	$960M	334	33%
Trust Advisory Group Ltd	Low $560K	$310M	562	12%
Citrine Capital	Very High $2.5M	$350M	141	53%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Money Advisors, Inc. DBA Century Investment Planning	Very Low $400K	$57M	144	12%
Register Financial Advisors, LLC	Typical $1.1M	$470M	433	31%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Wellington Shields & Co., LLC	Typical $860K	$500M	580	28%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
Coker & Palmer	Low $520K	$110M	213	19%
Meadow Creek Wealth Advisors, LLC	Very High $4.5M	$680M	153	52%
Stark Financial Advisers, Inc.	Low $510K	$95M	186	10%
Riverplace Capital Management Inc	High $1.5M	$230M	157	31%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Morris Financial Concepts, Inc.	High $1.8M	$530M	293	40%
Masonboro Advisors	Typical $900K	$210M	228	30%
Southbridge Advisors, LLC	Typical $1.2M	$240M	201	41%
Patton Albertson Miller Group, LLC	Very High $2.5M	$1.6B	611	60%
Wealth Science Advisors LLC	High $2M	$560M	273	51%
HC Advisors LLC	Very High $2.3M	$480M	206	50%
Capital Management Services, Inc.	Low $600K	$150M	242	11%
Colton Groome Financial Advisors, LLC	High $1.9M	$660M	346	52%
Unity Financial Planning Group LLC	Very Low $340K	$71M	208	13%
Sheets Smith Wealth Management	Very High $3.3M	$1.2B	382	46%
Plum Street Advisors, LLC	Very High $2.4M	$430M	175	37%
FCIG Wealth Management, LLC	Low $500K	$89M	179	13%
MPWM Advisory Solutions LLC	Low $540K	$310M	573	13%
Veracity Capital LLC	Very High $2.2M	$800M	359	61%
Smith & Howard Wealth Management, LLC	Very High $3.3M	$720M	217	64%
ARIA Wealth Management	Very Low $460K	$99M	218	13%
Cannon Financial Strategists, Inc.	High $1.4M	$1.4B	986	39%
Cardea Capital Advisors, LLC	Low $480K	$120M	256	10%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Elwood & Goetz	High $1.6M	$1.1B	682	51%
Asset Strategies, Inc	Very Low $310K	$59M	191	0%
Collective Wealth Partners, LLC	Very Low $290K	$57M	194	8%
Bluesky Wealth Advisors, LLC	Very High $2.9M	$1B	350	71%
Financial Consultants Group Inc	Typical $790K	$180M	235	27%
Arkos Global Advisors, LLC	Very High $2.4M	$1B	432	37%
Highbrook Capital Partners	Very High $2.5M	$400M	158	61%
Peachcap Tax & Advisory, LLC	Low $570K	$140M	237	25%
Keystone Financial Group, Inc.	Typical $850K	$230M	277	24%
Alterna Wealth Management, Inc.	Typical $860K	$990M	1,151	55%
Leigh Baldwin & Co., LLC	Very Low $390K	$260M	676	10%
Idle Hill Advisors LLC	Low $540K	$110M	200	29%
Lanier Financial Group LLC	Typical $920K	$220M	240	31%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
Greenwood Capital Associates, LLC	High $1.5M	$1B	660	12%
Haven Wealth Group	High $1.5M	$480M	332	42%
Riverstone Advisors, LLC	Very High $3.7M	$620M	167	50%
Pathway Financial Advisors, LLC	Very High $5.7M	$1.4B	253	79%
Power Wealth Management	High $1.7M	$430M	253	52%
Regimen Wealth, LLC	High $1.7M	$370M	216	60%
Strathmore Capital Advisors	High $1.6M	$770M	493	48%
Chicory Wealth	High $1.5M	$830M	539	42%
Singer Wealth Advisors LLC	Typical $840K	$750M	903	33%
Wealth with No Regrets®	Typical $840K	$190M	226	43%
3Chopt Investment Partners LLC	Very High $3.8M	$890M	235	61%
Ferguson Shapiro LLC	High $1.2M	$410M	332	42%
Cornerstone Wealth Partners, LLC	Very Low $340K	$150M	429	0%
The Fiduciary Group	Very High $2.3M	$1.4B	621	56%
Elevated Capital Advisors, LLC	Low $490K	$500M	1,006	13%
Allegiance Financial Advisors, Inc.	Low $520K	$170M	336	29%
Wright Wealth LLC	Typical $780K	$190M	240	20%
Ironview Capital Management, LLC	Very High $2.9M	$1.1B	386	80%
Financial Enhancement Group	Typical $760K	$960M	1,257	21%
MariPau Wealth Management LLC	Very Low $340K	$360M	1,064	6%
Wellspring Wealth Management LLC	Very High $2.3M	$540M	242	55%
Henrickson Nauta Wealth Advisors, Inc.	High $1.6M	$750M	486	49%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
Goodwin Investment Advisory	Typical $980K	$390M	397	30%
Marietta Wealth Management, LLC	Very High $2.4M	$1.1B	448	52%
Amerity Wealth Management, LLC	Very Low $450K	$330M	748	18%
Adapt Wealth Advisors, LLC	Typical $1M	$470M	456	33%
Oak Harvest Investment Services	Typical $1.1M	$1B	968	42%
Investors Asset Management of Georgia Inc	Typical $880K	$310M	357	38%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
Bellwether Investment Group, LLC	Low $490K	$150M	313	13%
Cahaba Wealth Management, Inc.	Very High $2.2M	$2B	888	49%
IRC Wealth	High $1.7M	$630M	366	41%
Verisail Partners, LLC	Typical $1.1M	$280M	262	0%
NovaPoint Capital LLC	High $1.3M	$280M	210	30%
Walser Wealth Management Company, A Limited Liability Company	Low $500K	$340M	685	13%
Montag	Very High $5.9M	$2.8B	477	79%
Marco Investment Management LLC	Very High $5.4M	$1.4B	266	70%
AP Wealth Management	Typical $1.2M	$330M	269	51%
Resurgent Advisors	Typical $920K	$350M	379	22%
AMB Wealth, LLC	Typical $1M	$870M	878	20%
CPC Advisors, LLC	High $1.6M	$1.5B	934	11%
Rodgers Brothers, Inc.	High $1.9M	$920M	495	46%
Trademark Capital Management Inc.	Very Low $390K	$130M	330	8%
Elevate Wealth Advisory, Inc.	Low $610K	$370M	613	17%
Atticus Wealth Management	High $1.3M	$510M	393	37%
Blue Ridge Wealth Planners	Very Low $450K	$360M	790	9%
Beck Bode LLC	Low $680K	$650M	968	18%
CAP Partners, LLC	Low $640K	$250M	399	15%
Godsey & Gibb Wealth Management	High $1.8M	$1.4B	747	59%
Builder Investment Group	Very High $5.2M	$900M	174	46%
Investor FAN	Typical $900K	$790M	874	27%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Thayer Partners LLC	High $1.2M	$440M	352	40%
Connors Investor Services Inc	High $1.5M	$870M	591	62%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
American Wealth Management, Inc.	Low $560K	$310M	550	30%
Optivise Advisory Services LLC	Very Low $230K	$290M	1,227	4%
SmartPath Advisors	—	—	369	0%
United Capital Management of Kansas, Inc.	Low $500K	$810M	1,602	20%
McDermott Investment Advisors, LLC	Very Low $330K	$200M	618	78%
BlueChip Wealth Advisors LLC	High $1.2M	$460M	372	45%
Pgi Wealth Management	High $1.8M	$890M	497	39%
West Paces Advisors, Inc.	Very High $4M	$1B	251	71%
Benedict Financial Advisors, Inc.	High $1.6M	$520M	315	51%
Fmsa	Very Low $140K	$180M	1,264	17%
Bangerter Financial Services, Inc.	Very Low $210K	$68M	317	11%
Arcus Capital Partners, LLC	Very High $4.1M	$1.8B	447	90%
Capital Square, LLC	Low $610K	$430M	704	17%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Buttonwood Financial Advisors, Inc.	High $1.5M	$480M	321	47%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Loftin Wealth Partners	Typical $890K	$340M	387	27%
Insight Folios	Very Low $270K	$330M	1,228	6%
Blueprint Financial Advisors	Low $500K	$930M	1,883	2%
Griffith & Werner, Inc.	Low $630K	$210M	332	10%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
Weaver Capital Management, LLC	Very High $2.4M	$490M	203	43%
Wellington Shields Capital Management, LLC	High $1.6M	$880M	544	50%
UAS Asset Management	Typical $900K	$310M	342	47%
Jt Stratford, LLC	Typical $770K	$960M	1,238	21%
Hunter Capital Management	High $1.5M	$750M	485	100%
Christy Capital Management, Inc.	Low $490K	$380M	765	11%
FEFA Financial	Very Low $260K	$430M	1,679	2%
Plan Group Financial, INC.	Low $570K	$690M	1,221	12%
Trustwell Financial Advisors, LLC	Low $720K	$260M	363	16%
Baron Silver Stevens Financial Advisors, LLC	High $2M	$1.2B	598	73%
Uptick Partners, LLC	Typical $930K	$1.1B	1,135	33%
Asset Advisors	Very High $3M	$1.3B	456	54%
Seven Hills Financial, LLC	Low $740K	$280M	381	19%
Inlight Wealth	Very High $3.7M	$840M	229	65%
Infinity Tax & Financial Planning	Very Low $220K	$83M	382	7%
Parallel Equity Advisors Ltd.	Very Low $120K	$45M	384	2%
Zuraw Financial Advisors, LLC	Very High $2.8M	$430M	154	42%
TBH Global Asset Management, LLC	High $1.4M	$1.4B	1,002	43%
Ables, Iannone, Moore & Associates, Inc.	Low $640K	$250M	395	21%
Diversified, LLC	High $1.3M	$2.7B	1,982	42%
Motiv8 Investments LLC	Very Low $300K	$220M	720	6%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Pekin Hardy Strauss, Inc.	High $2M	$1.5B	725	48%
Park Square Financial Group LLC	Low $520K	$210M	404	11%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
Sherrill & Hutchins Financial Advisory Inc	High $1.5M	$610M	409	50%
Bush Wealth Management	Low $500K	$250M	494	16%
Creative Money LLC	Very Low $0	$0	413	0%
Wellesley Asset Management, Inc.	Low $710K	$880M	1,246	23%
KingsMark Private Financial Advisors, LLC	Typical $930K	$390M	416	41%
LifeTyme Financial Advisors, LLC	—	—	502	0%
Sound View Wealth Advisors Group, LLC	Very High $2.4M	$2.2B	927	49%
George M. Hiller Companies, LLC	Very Low $430K	$180M	423	39%
Beam Wealth Advisors, Inc.	Low $630K	$1.4B	2,207	20%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Research Financial Strategies	Very Low $470K	$240M	511	18%
Waypoint Wealth Counsel LLC	Very High $3.1M	$800M	256	60%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Proactive Wealth Strategies, LLC	Low $710K	$310M	429	24%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Park Place Capital Corporation	Low $730K	$440M	607	6%
Platform Technology Partners	High $1.4M	$1.2B	871	39%
Curran Financial Partners, LLC	Low $500K	$650M	1,314	9%
Insight Financial Services	Low $480K	$210M	444	29%
Bay Colony Advisors	Low $530K	$1.4B	2,650	33%
Windsor Capital Management, LLC	High $1.4M	$620M	458	40%
MyTimeEquity	Very Low $330K	$150M	471	80%
WT Wealth Management, LLC	Very Low $360K	$410M	1,133	9%
ForthRight Wealth Management, LLC	High $1.3M	$760M	567	47%
Lebenthal Global Advisors, LLC	Very Low $360K	$860M	2,385	9%
Wilson Wealth Management Group, L. L. C.	Very Low $100K	$50M	480	3%
Longview Wealth Management	Typical $980K	$1.1B	1,173	25%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Rowland Miller + Partners LLC	Very High $3.1M	$620M	197	58%
Symphony Financial Services, Inc.	Low $560K	$330M	591	12%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Disciplined Equity Management, Inc.	Very High $2.5M	$490M	201	55%
Simplified Wealth Management	Very Low $310K	$220M	707	13%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Mitchell, Mcleod, Pugh & Williams, Inc.	High $1.9M	$1.7B	935	42%
Wiser Wealth Management, Inc	Typical $960K	$500M	521	30%
WMG Financial Advisors, LLC	Very Low $290K	$450M	1,589	7%
Rightoak Asset Management, LLC	Very Low $150K	$110M	742	1%
Sollinda Capital Management LLC	Very Low $290K	$500M	1,710	9%
TVAMP, LLC	Very Low $460K	$1.2B	2,516	14%
Collegiate Capital Management, Inc.	High $1.5M	$640M	438	47%
SLP Wealth	Very Low $38K	$64M	1,657	1%
Meld Financial, Inc.	Low $660K	$740M	1,114	26%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Firethorn Wealth Partners, LLC	Low $710K	$480M	679	44%
OneAscent Wealth Management	Low $500K	$460M	916	14%
EPG Wealth Management LLC	Very Low $460K	$530M	1,156	49%
Beacon Bridge Wealth Partners, LLC	Low $600K	$420M	698	11%
Sequoia Wealth Management, LLC	Very Low $370K	$600M	1,640	6%
CapWealth Advisors, LLC	High $1.4M	$2B	1,407	26%
Security Capital Management	Low $570K	$1.3B	2,357	26%
Jamison Private Wealth Management, Inc.	High $2M	$960M	472	40%
United Advisors America	Very Low $160K	$450M	2,809	2%
Compass Retirement Group LLC	Very Low $150K	$110M	766	1%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Center For Wealth Management Advisory	Very Low $350K	$230M	642	8%
Siler Wealth Management	Very Low $280K	$180M	655	8%
Carson Advisory Group	Typical $900K	$840M	933	41%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
Wealth Management Advisors, LLC	Typical $740K	$510M	698	29%
Greatmark Investment Partners, Inc.	Very High $2.4M	$1B	420	47%
Rollins Financial Advisors, LLC	High $1.6M	$1.5B	982	41%
Maple Capital Management, Inc.	High $1.5M	$2.4B	1,563	42%
Lighthouse Wealth Strategies, LLC	Typical $980K	$840M	866	25%
Global View Investment Advisors, LLC	Typical $950K	$550M	585	37%
Compass Financial Advisory Services, LLC	Low $510K	$530M	1,031	35%
LVZ, Inc.	Very Low $450K	$1.1B	2,438	5%
Academy Capital Management	Typical $1.2M	$1.1B	962	4%
Rogan & Associates	Very Low $480K	$710M	1,481	20%
SageGuard Financial Group, LLC	Very Low $310K	$760M	2,469	5%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Financial Innovations, LLC	High $1.5M	$510M	334	70%
The Lloyd Advisory Group	Very Low $350K	$430M	1,202	5%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Strategic Wealth Partners, Ltd.	Very Low $420K	$1.5B	3,646	28%
Berkeley Capital Partners, LLC	Low $490K	$760M	1,557	12%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Johnson Brunetti	Very Low $460K	$2.8B	6,038	12%
Chatterton & Associates	Typical $860K	$1.3B	1,542	26%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Traynor Capital Management	High $1.5M	$2.4B	1,590	26%
Richard Young Advisors	Low $610K	$1.2B	1,940	17%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Woodard & Co Asset Management Group Inc	Low $610K	$1.1B	1,806	18%
Weber Asset Management, Inc.	High $1.6M	$650M	405	42%
American Financial Advisors, LLC.	Typical $1.1M	$940M	816	37%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Sgroi Wealth Advisory Group LLC	Very Low $180K	$1.4B	7,647	2%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support