Dunwoody, GA Office

ARIA Wealth Management serves a mix of individual and institutional clients, including individuals, high-net-worth families, trusts and estates, corporations, pension and profit‑sharing plans, and charitable organizations. The firm offers investment supervisory services, financial planning, and third‑party manager selection and sub‑advisory arrangements.

ARIA’s advisers use an asset allocation framework informed by both fundamental and technical analysis and reference Modern Portfolio Theory when constructing portfolios; many of its investment adviser representatives operate as independent contractors and may employ differing strategies. The firm commonly manages discretionary accounts, develops investment policy statements for clients, and may allocate assets to third‑party managers or sub‑advisors with discretionary authority.

What is distinctive for a firm of this size is its multi‑office structure and institutional client mix: ARIA operates from five or more offices and accepts state or municipal government and pension plan business, relationships that are uncommon among similar team firms. The firm also highlights its use of third‑party managers and sub‑advisors, the prevalence of independent IARs with varied approaches, and custodial practices (including standing letter of authorization arrangements) that provide access to institutional custodial services.