This article showcases our top picks for the best Atlanta based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Atlanta Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Atlantic Capital Bank
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Atlantic Capital Bank is a commercial bank that offers loan services for small and medium businesses.
Totum Risk
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Totum Risk is a multi-scoring, risk tolerance tool kit for financial institutions, financial advisors, 401ks, insurance, banks, and more.
SouthCrest Bank
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SouthCrest Bank is a company that provides consumer, electronic, and business services for commercial and private mid-market business bank.
JOYN
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JOYN is a financial services company that specializes in behavioral wealth management.
TrueWealth
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Provides advice that empowers clients to identify their personal financial priorities and make wise decisions about their money.
Domain Capital Advisors
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Domain Capital Advisors is an investment management company that identifies and evaluates investment opportunities.
ACG Wealth
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ACG Wealth is a company specialized in wealth management and fincial services.
Govic Capital
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Govic Capital specializes in wealth management with advice on tax-saving investments, wealth preservation and multi-generational planning.
CornerCap Wealth Advisors
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CornerCap Wealth Advisors provides customized investment management solutions, wealth management and proprietary investment research.
Lakeview Capital Partners
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Lakeview Capital Partners is a wealth management firm that offers financial services.
Advocacy Wealth Management
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Advocacy Wealth Management is a company that offers wealth management, retirement & financial plans.
Atlanta Financial Associates
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Atlanta Financial Associates main objective is to help the clients to achieve Financial Independence Together(FIT).
BIP Wealth
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BIP Wealth is a financial services firm that offers wealth creation and management solutions, retirement and other financial solutions.
Capital Directions
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Capital Directions specializes in providing wealth management services for employers, foundations, and endowments for non-profits.
PeachCap
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PeachCap is a financial company that offers tax, investments, and emotional intelligence to wealth management organizations.
Williamsville Sears Management
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Williamsville Sears Managemet is a diversified holding corporation that was formed by Mandla J. Gwadiso.
Nicholas Wealth Management
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Nicholas Wealth Management specializes in financial and retirement planning services.
Meridian Investment Partners
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Meridian Investment Partners is an investment advisory and wealth management firm.
ZWJ Investment Counsel
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ZWJ Investment Counsel helps organizations and institutions with financial strategies and services for economic well-being and progress.
Berman Capital Advisors
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Berman Capital Advisors provides taxation, estate planning, debt monitoring, risk management, business and investment advisory services.
Boardwalk Capital Management
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Boardwalk Capital Management provides custom solutions that helps investors to achieve both their financial and social objectives.
Waypoint Wealth Counsel
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Waypoint Wealth Counsel is a wealth management agency that offers investment management, retirement planning, tax and assets management.
Ty J. Young Wealth Management
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Ty J. Young Wealth Management provides wealth management, retirement protections, investment strategies services.
Peachtree Planning
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Peachtree Planning provides financial knowledge and strategies to individuals and business owners.
Montag Wealth Management
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Montag Wealth Management deals with investment management, insurance counseling & financial planning for families, individuals & companies.
BT Wealth Management
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BT Wealth Management specializes in investment management, consulting and financial planning services to clients.
McCormack Financial Planning
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McCormack Financial Planning is offering personal and business financial planning services.
Kays Financial Advisory
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Kays Financial Advisory provides full-time wealth management and comprehensive financial planning services to individuals and families.
Calandra Financial
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Calandra Financial is a RIA firm that provides clients with financial planning, portfolio creation, asset management, and income management.
Rollins Financial
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Rollins Financial provides wealth management, fiduciary, tax, retirement, accounting, investment and financial planning services.
Montag & Caldwell
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Montag & Caldwell is an investment advisory firm that provides proprietary and time-tested investment strategies.
Smith & Howard Wealth Management
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Smith & Howard Wealth Management, LLC is an investment advisory firm registered with the appropriate regulatory authority.
The Bowden Spratt Law Firm
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The Bowden Spratt Law Firm is providing exceptional service, finding precise solutions, and taking a holistic view of wealth management.
Legacy Capital Advisors
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Legacy Capital Advisors is an investment advisory firm that offers wealth management, estate planning & retirement income planning services.
Carlyle Wealth Management
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Carlyle Wealth Management renders investments, insurance, finance, retirement planning, asset allocation and succession planning services.
Haber Investment Counsel
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Haber Investment Counsel is a fee-based advisory firm that offers services in financial planning, investments and portfolio management.
Southeastern Advisory Services
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Southeastern Advisory Services provides performance measurement and related investment consulting services.
Premis Advisors
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Premis Advisors provides wealth management and financial services.
Cahaba Wealth Management
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Cahaba Wealth Management provides wealth management and investment management services.
iAllocate
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A creative investment planning resource that minimizes the cost, time and complexities of creating a personalized investment strategy.
Active Wealth Management
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Active Wealth Management is a wealth management firm that works for peoples like pre-retirees, retirees, and business owners.
Crescent Wealth Advisory
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Crescent Wealth Advisory offers insurance consulting, trust administration, wealth transfer and strategic philanthropic planning services.
LongView Wealth Management
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LongView Wealth Management is a fee-based personal wealth management firm.
Resource Planning Group
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Resource Planning Group provides wealth management and financial planning solutions.
Novapoint Capital
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Novapoint Capital is a Registered Investment Adviser firm with a disciplined approach to investment management by experienced professionals.
Regency Capital Group
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Regency Capital Group specializes in financial risk control, tax strategy, estate planning, asset protection and wealth management services.
Asset Preservation Advisors
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Asset Preservation Advisors expertise in providing portfolio management, municipal bonds, and municipal fixed income management services.
Eads & Heald Wealth Management
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Eads & Heald Wealth Management provides a range of financial planning, investment management and strategic wealth planning services.
Gleneagles Group
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Gleneagles Group offers wealth management and financial service.
McGowan Wealth Management
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McGowan Wealth Management offers investment and financial advice, retirement and estate plans for individuals and businesses.
American Wealth Management
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American Wealth Management provides financial planning, stock brokerage, and investment planning services.
McKinney Asset Management
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McKinney Asset Management is a financial consultancy that offers investment, wealth management and retirement planning services.
Capstone Financial
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Capstone Financial provides objective advice and creating comprehensive plans that a premier, single-source wealth management firm.
Pierson Wealth Management
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Pierson Wealth Management is a wealth management company that offers financial and investment solutions.
Marco Investments
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Marco offers the high net worth and institutional client peace of mind through discretionary portfolio management of individual securities.
