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

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