DFX Intelligence
RIA Intelligence
Firms
SEC-registered investment advisers
One row per CRD, from the adviser’s latest Form ADV. The class is a rule over Item 5.D (where the RAUM sits) and Item 7.A (related broker-dealer or bank); the wirehouses and national broker-dealers are a short curated list. Advisors is the count of representatives IAPD registers through the firm today, which is not the same as the firm’s own Item 5.B answer.
| Firm | HQ | Class | RAUM | Private clients | Advisors | RAUM / advisor | Offices | Private funds |
|---|---|---|---|---|---|---|---|---|
| Infinite Giving Advisory Services, Inc. CRD 315935 | Atlanta, GA | institutional | $113M | 0.0% | 2 | $56.4M | 0 | 0 |
| Fully Financial CRD 326015 | Athens, GA | independent RIA | $111M | 97% | 2 | $55.6M | 0 | 0 |
| Evans Wealth Management CRD 151640 | Duluth, GA | independent RIA | $111M | 91% | 1 | $111M | 1 | 0 |
| A•••• F•••••••• M••••••••• I••• CRD 125800 | Savannah, GA | independent RIA | $109M | 100% | 4 | $27.3M | 2 | 0 |
| A••• P••••••• W••••• M••••••••• I••• CRD 123735 | Watkinsville, GA | independent RIA | $109M | 97% | 3 | $36.4M | 1 | 0 |
| S••••••• C•••••• A•••••••• L•• CRD 314979 | Atlanta, GA | asset manager | $109M | 0.0% | 0 | n/a | 0 | 0 |
| C•••••• E•••••••• G••••• I•• CRD 284793 | Alpharetta, GA | independent RIA | $109M | 100% | 2 | $54.4M | 1 | 0 |
| H•••• C••• P••••••• L•• CRD 172389 | Atlanta, GA | mixed wealth | $107M | 24% | 6 | $17.8M | 3 | 0 |
| W••••• E••••••••• CRD 310438 | Atlanta, GA | independent RIA | $105M | 90% | 2 | $52.5M | 0 | 0 |
| C•••••• T•••• • C••••••• I••• CRD 16365 | Atlanta, GA | independent RIA | $104M | 98% | 17 | $6.1M | 1 | 0 |
| 3• F••••••••• L•• CRD 329383 | Atlanta, GA | independent RIA | $101M | 100% | 4 | $25.2M | 1 | 0 |
| H•••••••• S••••• P••••••• CRD 337984 | Atlanta, GA | asset manager | $100M | 0.0% | 0 | n/a | 0 | 0 |
| G••••• I••••••••• A••••••• CRD 310305 | Mcdonough, GA | independent RIA | $71.8M | 100% | 7 | $10.3M | 0 | 0 |
| C••••••••• W••••• P•••••••• L•• CRD 317519 | Atlanta, GA | independent RIA | $59.9M | 95% | 3 | $20.0M | 2 | 0 |
| K••• V• C•••••• M••••••••• L•• CRD 307182 | Atlanta, GA | asset manager | $54.8M | 0.0% | 0 | n/a | 0 | 1 |
| I••••••• C••••• A•••••••• L•• CRD 331652 | Atlanta, GA | asset manager | $53.5M | 0.0% | 0 | n/a | 0 | 1 |
| C•••••• M••••••••• A••••••• I•• CRD 110447 | Marietta, GA | independent RIA | $52.0M | 81% | 0 | n/a | 0 | 0 |
| C•••••••• C•••••• A•••••••• L•• CRD 336424 | Atlanta, GA | asset manager | $36.1M | 0.0% | 1 | $36.1M | 1 | 0 |
| P••• M••••••••• L•• CRD 312533 | Alpharetta, GA | asset manager | $22.2M | 0.0% | 0 | n/a | 0 | 1 |
| W•••••••• I••••••••• A•••••••• L•• CRD 307037 | Atlanta, GA | independent RIA | $1.4M | 100% | 0 | n/a | 0 | 0 |
| O••••••••• I•• CRD 104983 | Atlanta, GA | asset manager | $827,684 | 0.0% | 0 | n/a | 1 | 1 |
| T••••••••• L•• CRD 170067 | Johns Creek, GA | institutional | $594,011 | 0.0% | 0 | n/a | 0 | 0 |
| G•••••••• I••••••••• A•••••••• L•• CRD 327470 | Atlanta, GA | independent RIA | $229,197 | 100% | 0 | n/a | 0 | 0 |
| C••••••••• C•••••• M••••••••• L•• CRD 285262 | Atlanta, GA | no RAUM | $0 | n/a | 0 | n/a | 0 | 0 |
| G••••••••• I••••••••• A••••••• CRD 308546 | Atlanta, GA | no RAUM | $0 | n/a | 0 | n/a | 0 | 0 |
| D••••••••• S••••••••• M••••••••• L• CRD 336716 | Atlanta, GA | no RAUM | $0 | n/a | 0 | n/a | 0 | 2 |
| C••••••••• A••••••• • I••••••••• C••• CRD 339959 | Atlanta, GA | no RAUM | $0 | n/a | 1 | n/a | 1 | 0 |
| 7•• F•••••••• CRD 342558 | Woodstock, GA | no RAUM | $0 | n/a | 4 | n/a | 1 | 0 |
| F•••••••• P•••••••• W••••• M••••••••• CRD 342728 | Gainesville, GA | no RAUM | $0 | n/a | 2 | n/a | 0 | 0 |
| G••••••••• F•••••••• P•••••••• L•• CRD 343503 | Atlanta, GA | no RAUM | $0 | n/a | 6 | n/a | 6 | 0 |
The firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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330 advisers match.