Clients per advisor for Independent firms serving clients in Georgia

In Georgia, independent financial advisors tend to serve slightly more clients per advisor than the national median for this category, with a state median of 27 clients compared to the national 25. This suggests that while many advisors in Georgia may still be in the early stages of building their practices, there is also a notable presence of advisors managing moderately larger client bases. With 318 independent firms operating in the state, clients can expect a mix of personalized, relationship-focused service from smaller practices and more scalable models from those with higher client loads. This diversity allows for a range of service experiences depending on client preferences.

Independent firms nationally 9,196 firms

Very Low 3-9 per advisor

Low 9-20

Typical 20-35

High 35-65

Very High 65-140

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

Median: 26

Firm	Client/advisor ratio	Clients	Advisors	Staff
Kingsmore Wealth Management, LLC	Very Low 1	1	1	1
Adam Capital	Very Low 1	1	1	1
Bickley Investments, LLC	Very Low 1	1	1	1
Hive Wealth Management LLC	Very Low 1	1	1	1
Greenway Financial Planning, LLC	Very Low 1	1	1	1
Core Capital Markets, LLC	Very Low 1	1	1	1
J Moss and Co	Very Low 1	1	1	1
Marbella Wealth Advisory Group, LLC	Very Low 1	1	1	1
Floyd Green Financial Services, Inc.	Very Low 1	1	1	1
Foresight Financial Planning	Very Low 1	1	1	1
Bowman Wealth Management	Very Low 2	0	1	1
DPM Wealth Management, Inc.	Very Low 2	2	1	1
BluePrism Wealth Management LLC	Very Low 2	2	1	1
The Lyttle Company, LLC	Very Low 3	3	1	1
Purpose Financial Planning	Very Low 3	3	1	1
Tree Line Strategy Group LLC	Very Low 3	3	1	1
Ensure Capital LLC	Very Low 3	0	1	1
Butler-Davis Financial Group, LLC	Very Low 3	3	1	1
Personal Econome, LLC	Very Low 4	4	1	1
Comprehensive Wealth Management	Very Low 4	4	1	1
Chattahoochee Wealth	Very Low 4	4	1	1
Integrity Dynamic Investments LLC	Very Low 4	4	1	1
Stardust Capital	Very Low 5	5	1	1
Rich & Company LLC	Very Low 5	5	1	2
Metcalf Investment Management, LLC	Very Low 5	5	1	1
The Green Group Finance, LLC	Very Low 5	5	1	2
Transformation Wealth Management, LLC	Very Low 5	5	1	1
Berone Capital LLC	Very Low 5	5	1	2
Life's Business, Inc.	Very Low 5	5	1	1
Lock Wealth Management	Very Low 6	6	1	1
Winslow Asset Group, LLC	Very Low 6	6	1	1
Wealth Partners, Inc.	Very Low 6	6	1	1
Aegis Capital Group	Very Low 6	6	1	2
Emerald Haven Investments Corp	Very Low 6	6	1	1
Rinzler Capital LLC	Very Low 6	6	1	1
Nvest Wise, LLC	Very Low 6	6	1	1
Synergy Capital Management, LLC	Very Low 6	6	1	1
Candor Financial, LLC	Very Low 6	6	1	1
McWilliams Financial Advisory Group LLC	Very Low 6	6	1	1
VDB Wealth	Very Low 7	7	1	1
MCC Wealth	Very Low 7	7	1	1
Waypoint Financial Planning, LLC	Very Low 7	7	1	1
Sarkor Financial Advisors	Very Low 7	7	1	1
CEI Financial Planning	Very Low 7	7	1	1
Psalm Capital	Very Low 7	7	1	1
Financial Planning Partners	Very Low 8	8	1	1
Compass Advisors LLC	Very Low 8	8	1	1
First Pitch Planning and Tax LLC	Very Low 8	8	1	1
Design Life's Journey, LLC	Very Low 8	8	1	1
HWM Wealth Management LLC	Very Low 8	8	1	1
Upland Capital Management, LLC	Very Low 8	8	1	1
Hughes & Company Investment Advisory, LLC	Very Low 8	8	1	1
Legacy Wealth Advisors, LLC	Very Low 8	8	1	1
Brentonian Capital Management LLC	Very Low 8	8	1	1
Randall P Martin	Very Low 8	8	1	1
Cresfund Advisors	Very Low 8	8	1	2
Archangel Investment Management	Very Low 9	9	1	1
Donnelly Investments Corporation	Very Low 9	9	1	1
Ridgeback Wealth Management	Very Low 9	9	1	1
Due West Wealth Advisors LLC	Very Low 9	9	1	2
Transition Planning & Guidance, LLC	Very Low 9	9	1	1
Quadram Capital LLC	Very Low 9	9	1	1
Plunkett & Associates, Inc.	Very Low 9	9	1	2
Four Pines Financial	Very Low 9	9	1	1
Strategic Capital Planning, Inc.	Low 10	10	1	1
Bates Financial Group, LLC.	Low 10	10	1	1
UCS Investment Co	Low 10	10	1	1
Fortress Capital	Low 10	10	1	1
NPV Advisory Services, LLC	Low 10	0	1	1
Atlanta Wealth Management, Inc.	Low 10	10	1	1
Soina Financial Group, LLC	Low 10	10	1	1
Kenwyck Capital	Low 10	10	1	1
Zuma Capital Management, LLC	Low 10	10	1	1
Brown Investors Wealth Management	Low 10	10	1	1
InvestmentPost Advisory	Low 10	10	1	2
Nichols Wealth Advisors	Low 11	11	1	1
Capital Wise Advisory	Low 11	11	1	1
Tidewater Wealth Advisors	Low 11	11	1	1
Capital Stewards, LLC	Low 11	11	1	1
FamilyRoot Wealth Advisors, LLC	Low 11	11	1	1
Joseph Jekyll Advisers LLC	Low 11	11	1	1
RL Wright & Associates, LLC	Low 11	11	1	2
Brucker Wealth	Low 11	11	1	1
MRB Capital	Low 12	12	1	2
LKL Advisors	Low 12	12	1	1
Versailles Financial, LLC	Low 13	13	1	1
Piece of Wealth Planning LLC	Low 13	13	1	2
Cochran Wealth LLC	Low 13	13	1	1
Attend Wealth	Low 13	13	1	1
Cubic Pye Capital Management, Inc.	Low 14	14	1	2
Kuber Capital Management, LLC	Low 14	14	1	1
Dubois Wealth Management, LLC	Low 14	14	1	1
KMR Financial Advisory, Inc.	Low 14	14	1	1
Openhanded Wealth LLC	Low 14	14	1	1
Long Faith Capital LLC	Low 15	15	1	1
Halley Hill Wealth Management LLC	Low 15	15	1	1
Integra Private Wealth Management, LLC	Low 15	15	1	1
Neyrey, Rene' J.	Low 15	15	1	1
Bunnen Financial Management LLC	Low 15	15	1	1
Stack Wealth Management, LLC	Low 15	15	1	1
Infinity Financial Wealth Management LLC	Low 15	15	1	1
Mike Sena Advisors, Inc.	Low 15	15	1	1
CAVE, INC.	Low 16	16	1	1
Blossom Balance LLC	Low 16	16	1	1
DB Asset Management,LLC.	Low 16	16	1	1
Andvari Associates LLC	Low 16	16	1	1
CSG Wealth Management	Low 17	17	1	1
Mason Wealth Strategies	Low 17	17	1	1
Prometheus Wealth Management, LLC	Low 17	17	1	1
S. Williams Capital, LLC	Low 17	17	1	1
FinAcura Advisory LLC	Low 17	17	1	1
Forty Two Wealth LLC	Low 17	17	1	2
Arkin Financial Advisors, LLC	Low 17	17	1	1
Fleming Wealth Management, LLC	Low 18	18	1	1
Grass Capital LLC	Low 18	18	1	1
Temperance Wealth Management	Low 18	18	1	2
DLC Wealth Management	Low 18	18	1	2
Vetworth	Low 18	18	1	1
Financial Guidance Group, LLC	Low 19	19	1	1
Great Bay Wealth Management	Low 19	19	1	1
Edward Wealth Partners	Low 19	19	1	1
8020 Capital LLC	Low 19	19	1	1
Purvis Investments, Inc.	Low 20	20	1	1
Stars & Stripes Financial Advisors	Low 20	20	1	1
Welch Financial Investments, LLC	Low 20	20	1	1
Inceptive Financial	Low 20	20	1	1
Brice Financial Advisors Inc	Low 20	20	1	1
Saunders Investment Management LLC	Low 20	20	1	1
Porter Wealth Management, LLC	Low 20	20	1	1
Meranti Capital Partners, INC.	Low 20	20	1	1
BAS Capital	Low 20	20	1	1
Financial Lab	Low 20	20	1	1
Farview Management, LLC	Low 20	20	1	1
John Masters, CPA, PC	Low 20	20	1	2
Fortunato Asset Management	Typical 21	21	1	1
Dental Retirement Strategies, Inc.	Typical 21	21	1	1
Walstad Investment Counsel, Inc.	Typical 21	21	1	1
Caliber Wealth Advisory	Typical 21	21	1	1
Samatva Wealth Management LLC	Typical 21	21	1	1
Deasil Wealth Management LLC	Typical 21	21	1	1
Financial Staples	Typical 21	21	1	1
Peachtree Creek Investments	Typical 21	21	1	1
Holcomb Financial	Typical 21	21	1	1
Mattix Wealth Management LLC	Typical 21	21	1	1
SHEPHERD Financial LLC	Typical 21	21	1	1
Provident Capital Group, L.P.	Typical 22	22	1	1
Horizon Investment Counsel LLC	Typical 22	22	1	1
Bluestone Wealth Planning, LLC	Typical 22	22	1	1
SRC Wealth Advisors LLC	Typical 22	22	1	1
Brown Capital Advisors, LLC	Typical 22	22	1	1
Personal Financial Solutions, LLC	Typical 22	22	1	1
ARCH Financial Planning, LLC	Typical 22	22	1	1
Infinity Wealthcare, LLC	Typical 23	23	1	1
Resources Asset Management LLC	Typical 23	23	1	1
Asset Accumulation, Protection, Preservation, and Transfer, LLC	Typical 23	23	1	1
Corners Financial Planning, LLC	Typical 23	23	1	1
FWI Wealth Management LLC	Typical 23	23	1	1
Baker Wealth Group LLC	Typical 23	23	1	1
David Gray Consulting LLC	Typical 24	24	1	1
Constant CashFlow, LLC	Typical 25	25	1	1
Steele Financial Studios	Typical 25	25	1	1
Opti Bloom Advisors LLC	Typical 25	25	1	1
Bradley Wealth Group, LLC	Typical 25	25	1	1
Oceanus Capital Partners, LLC	Typical 25	25	1	1
Black Lake Capital Corp.	Typical 25	25	1	1
Avere Wealth Management, LLC	Typical 25	25	1	1
Supporting Your Choices Inc.	Typical 25	25	1	2
Tax & Financial Management	Typical 25	25	1	1
Aust Financial Advisory, LLC	Typical 26	26	1	1
Elite Wealthcare LLC	Typical 26	26	1	1
Dividends & More	Typical 26	26	1	1
Palmetto Financial Planners LLC	Typical 26	26	1	1
AF Capital Management, LLC	Typical 26	26	1	1
MensaH Finance Group, LLC	Typical 26	26	1	1
E.A. Hendrich Financial Planning, LLC	Typical 26	26	1	1
Summit Private Wealth, LLC	Typical 27	27	1	1
Gaines Capital Management	Typical 27	27	1	1
Sonas Financial Planning	Typical 27	27	1	1
LifeWater Wealth Management	Typical 27	27	1	2
MoneyGrow.com®	Typical 27	27	1	1
Footlamp	Typical 27	27	1	1
Tricord Investment Advisors, Inc.	Typical 27	27	1	1
Westhollow Wealth Management	Typical 27	27	1	2
The Klausman Group	Typical 28	28	1	1
360 Aviation Advisors, LLC	Typical 28	28	1	1
Access Planning Partners, LLC	Typical 28	28	1	1
Covey Capital Advisors, LLC	Typical 28	28	1	1
Prana Wealth Management LLC	Typical 28	28	1	1
Trinity Capital Management, LLP	Typical 28	28	1	1
Worthscape, LLC	Typical 28	28	1	2
King Financial Investments Inc	Typical 28	28	1	2
Gustafsson Wealth Management, Inc.	Typical 28	28	1	1
Rock One Advisors, LLC	Typical 29	29	1	1
Brooke Forest Capital LLC	Typical 29	29	1	1
Capstone Global Advisors, LLC	Typical 29	29	1	1
Brighter Investing, PB LLC	Typical 29	29	1	2
Cedar Valley Capital LLC	Typical 29	29	1	1
Allegiance Wealth Management, Inc.	Typical 30	30	1	1
VIP Wealth Advisors	Typical 30	30	1	1
Comprehensive Financial Planning Inc	Typical 30	30	1	1
Attainment Asset Management LLC	Typical 30	30	1	1
Essential Wealth Management Group, LLC	Typical 30	30	1	1
Yongchang Company Inc	Typical 31	31	1	1
JPG Wealth Management, LLC	Typical 32	32	1	1
Pearson Investment Management, LLC	Typical 32	32	1	1
Reagan Financial Planning LLC	Typical 32	32	1	1
Arrowhead Investment Advisors, LLC	Typical 32	32	1	1
Wakil Wealth Advisory LLC	Typical 32	32	1	1
Lassiter Financial Advisors, LLC	Typical 32	32	1	1
Zero Gravity Financial, LLC	Typical 32	32	1	1
Jeffries Wealth Management	Typical 34	34	1	1
Tomas A. Blanno and Company, LLC	Typical 35	35	1	2
CN Wealth Management, LLC	Typical 35	35	1	1
Shadowbrook Private Wealth LLC	Typical 35	35	1	2
Lifepath Advisors, LLC	High 36	36	1	1
Keystone Financial Consultants, Inc.	High 36	36	1	2
Raymon Capital Advisors, LLC	High 37	37	1	1
Financial Decision Partners, LLC	High 37	37	1	2
Koi Portfolio Management, LLC	High 37	37	1	1
Asset Protection Group, LLC	High 37	37	1	1
Assetguard Financial Services Inc	High 37	37	1	1
Polaris Asset Management, LLC	High 38	38	1	1
Defining Legacy Advisors	High 38	38	1	1
Rora Wealth, Inc.	High 38	38	1	1
Nora Wealth	High 38	38	1	1
Apis Wealth, LLC	High 39	39	1	1
Windward Partners, L.L.C.	High 39	39	1	1
A.I.M. Financial Group, Inc.	High 39	39	1	2
Wilson Financial Group, LLC	High 39	39	1	2
Hankinson Wealth Advisors LLC	High 39	39	1	1
Headwaters Capital	High 40	40	1	1
Kindzia Investments	High 40	40	1	1
Joel Smith & Associates, LLC	High 41	41	1	1
Quigley Financial LLC	High 41	41	1	1
Kinetic Pathways Company	High 41	41	1	1
Swords Capital Management, LLC	High 41	41	1	1
OBN Wealth Advisors	High 42	42	1	1
Walker & Associates	High 42	42	1	1
LK Wealth Management, LLC	High 42	42	1	1
Windemere Advisors, LLC	High 42	42	1	1
AE Financial & Risk Management, Inc.	High 43	43	1	2
Stadium Financial LLC	High 43	43	1	1
Fordham Financial Services, Inc.	High 43	43	1	1
Wealthwise Financial Solutions, LLC	High 44	44	1	1
Perpetual Wealth Advisors, LLC	High 44	44	1	1
Contemporary Financial Planning	High 45	45	1	1
Dogwood Capital Management	High 45	45	1	1
2nd Half Capital, LLC	High 45	45	1	1
Blackthorn Asset Management LLC	High 45	45	1	1
Vision Financial Concepts	High 45	45	1	1
Collins/Moody Financial Services, L.L.C.	High 45	45	1	2
Advanced Financial Strategists Inc	High 47	47	1	1
Stanhouse Financial Planning and Management, LLC	High 48	48	1	1
Eight Ventures Private Wealth Management	High 48	48	1	2
Lifetime Strategies, LLC	High 49	49	1	1
Earn Into Wealth Strategies	High 49	49	1	2
Gutt Financial Management, LLC	High 49	49	1	2
Larsen Wealth Management, LLC	High 50	50	1	1
Royal Financial Investment Group	High 50	50	1	2
Third Act Retirement Planning, Inc.	High 50	50	1	2
Richie Capital Group	High 50	50	1	2
Covered Bridge Financial LLC	High 50	50	1	1
SAC Investment Management LLC	High 50	50	1	1
Acadia Wealth Advisors	High 50	50	1	1
VIVCAP LLC	High 52	52	1	1
Marathon Wealth Incorporated	High 53	53	1	1
Trestle Wealth Advisory, LLC	High 53	53	1	1
Littlefield Asset Management, Inc.	High 54	54	1	1
Cwpim	High 54	54	1	1
Boardwalk Capital Management, Inc.	High 54	54	1	2
ADS Wealth Management LLC	High 55	55	1	1
Datapoint Financial Planning, LLC	High 55	55	1	1
Adair Financial Private Client Group	High 56	56	1	2
Equatorial Advisors, LLC	High 56	56	1	1
Mars Capital Management LLC	High 57	57	1	1
Southern Incomes, LLC	High 58	58	1	1
Jayco Wealth Management	High 59	59	1	2
Joshi Capital Management, LLC	High 59	59	1	1
Opportunity Investment Group, LLC	High 60	60	1	1
Marathon Financial Strategies	High 60	60	1	1
BluePrint Private Wealth Management LLC	High 60	60	1	1
Cornerstone Investment Advisors, Inc.	High 61	61	1	1
Brookwood Wealth Advisors, LLC	High 61	61	1	1
Kanakaris and Associates	High 62	62	1	2
W.A. Griffin Financial Services Inc.	High 64	64	1	1
True Square Financial LLC	High 64	64	1	1
Chanakya Business Ventures LLC	High 64	64	1	1
National Christian Financial Advisors, Inc.	High 65	65	1	1
Riverwood Capital Advisors, LLC	High 65	65	1	1
KCG Investment Advisory Services LLC	High 65	65	1	1
Truvestor Wealth Management	High 65	65	1	1
Langley Wealth Management	High 66	66	1	2
Capital Asset Advisory, Inc.	Very High 67	67	1	1
ATI Wealth Partners, LLC	Very High 67	67	1	1
Yellow Dog Financial, Inc.	Very High 67	67	1	1
Glean Financial, Inc.	Very High 67	67	1	2
Centurion Wealth Management LLC	Very High 67	67	1	1
JLP Investments	Very High 68	68	1	2
St Bernard Asset Management, Inc.	Very High 69	69	1	1
Schumpert Investments, LLC	Very High 69	69	1	1
Lyles Wealth Management LLC	Very High 70	70	1	1
LegacITree Wealth Management, LLC	Very High 70	70	1	1
Island Asset Management, LLC	Very High 70	70	1	1
Oglesby Wealth Strategies, LLC	Very High 70	70	1	1
Remote Financial Planner, LLC	Very High 71	71	1	1
Horizon Advisors, LLC	Very High 72	72	1	1
Bailey Financial Services	Very High 72	72	1	1
Williams Wealth Management, Inc.	Very High 73	73	1	1
Harper Asset Management, LLC	Very High 73	73	1	1
DRW Financial	Very High 74	74	1	1
Paramount Investment Advisors	Very High 74	74	1	1
Evergreen Capital Management Inc	Very High 75	75	1	1
Smarr Financial Services Inc.	Very High 75	75	1	1
Avid Wealth Management Group, LLC	Very High 78	78	1	2
Safe Harbor Financial Planning & Investment Advisory, LLC	Very High 79	79	1	1
P. G. Earl Investment Advisers, L.L.C.	Very High 80	80	1	1
Confidant Financial Solutions, LLC	Very High 81	81	1	1
Evans Wealth Management	Very High 83	83	1	2
Pulse Wealth	Very High 84	84	1	1
Blueprint Financial Strategies, LLC	Very High 86	86	1	1
Lighthouse Investment Advisors, Inc.	Very High 86	86	1	1
RChristianFinancial Consultants, LLC "The Clients Fiduciary"	Very High 86	86	1	1
Kam-South, LLC	Very High 87	87	1	1
Bay Hill Capital Management USA, LLC	Very High 87	87	1	1
Bullseye Investment Group	Very High 89	89	1	1
GAMSG Financial Advisors LLC	Very High 90	90	1	1
J.A. Lawrence Wealth Management	Very High 92	92	1	2
Vickery Creek Capital Management	Very High 92	92	1	2
Hornsby Asset Management, LLC	Very High 93	93	1	1
Bridge Financial Planning, LLC	Very High 94	94	1	2
Corwin Company LLC	Very High 95	95	1	1
Lanier Asset Management, LLC	Very High 96	96	1	2
Claris Financial Advisors, Inc.	Very High 97	97	1	2
D.S. Brown Wealth Advisors, LLC	Very High 97	97	1	1
Two Twelve Planning, Inc.	Very High 97	97	1	1
One Source Advisory Services, LLC	Very High 98	98	1	1
Harper Financial Group	Very High 100	100	1	1
Focus Investments, LLC	Very High 100	100	1	1
Grove Investments, Inc.	Very High 100	100	1	1
TROIKA CAPITAL ADVISORS, LLC	Very High 100	100	1	1
Michael S. Carrier & Associates, Inc.	Very High 100	100	1	1
Larkins & Associates Financial Services, LLC	Very High 100	100	1	1
Legacy Partner Group	Very High 104	104	1	1
Brown Wealth Management, LLC	Very High 105	105	1	1
Cambria Wealth Management	Very High 105	105	1	2
Blueprint Wealth Management	Very High 106	106	1	1
Fluid Financial Planning, LLC	Very High 109	109	1	1
Peak Investment Advisors, Inc.	Very High 113	113	1	2
Associated Financial Partners, Inc.	Very High 113	113	1	1
Liberty Wealth Managers	Very High 114	114	1	2
Yandell Investments, LLC	Very High 115	115	1	2
Premier Financial Advisory Services, LLC	Very High 117	117	1	2
The Advisory Firm	Very High 118	118	1	1
Hurst Wealth Advisors, PC	Very High 118	118	1	1
Rich Dewitt Wealth Management LLC	Very High 123	123	1	1
Payne Financial Management, L.L.C.	Very High 127	127	1	2
Perfetta Capital, LLC	Very High 129	129	1	1
Lattice Wealth Advisors	Very High 130	130	1	1
Capital Benchmark Partners, LLC	Very High 130	130	1	1
Mann Financial Consulting Services	Very High 132	132	1	1
Nine30 Advisors LLC	Very High 140	140	1	2
Culbreth Wealth Management	Very High 141	141	1	2
Ronald A. Bartlett & Associates, Ltd.	Very High 143	143	1	2
Sutton Financial Group	Very High 149	149	1	1
Shealy Wealth Advisory LLC	Very High 153	153	1	2
Omega Advisory LLC	Very High 154	154	1	1
Neale Financial, LLC	Very High 165	165	1	1
MACC IV Group	Very High 170	170	1	1
Fitbux RIA LLC	Very High 180	180	1	1
Integra Wealth	Very High 183	183	1	2
Thoughtful Money LLC	Very High 187	187	1	1
Parco Wealth Management LLC	Very High 191	191	1	2
SunRift Capital Partners LLC	Very High 205	205	1	1
J. Franklin Financial LLC	Very High 222	222	1	1
Atlas Investment Advisory LLC	Very High 227	227	1	1
Investment Answers	Very High 251	251	1	2
Fuerst Financial Group, Inc.	Very High 259	259	1	1
DPCM	Very High 270	270	1	1
CFG Wealth Management, LLC	Very High 300	300	1	1
The W & W Group LLC	Very High 300	300	1	2
Barnard Financial Group, LLC	Very High 333	333	1	1
Worldwide Capital Advisors, LLC	Very High 380	380	1	2
Flight Line Financial, LLC	Very High 393	393	1	1
Skloff Financial Group	Very High 444	444	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2
Toams Financial	Very High 620	620	1	2

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