This article showcases our top picks for the best Georgia 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 Georgia Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Atlantic Capital Bank
Crunchbase Website Twitter Facebook Linkedin
Atlantic Capital Bank is a commercial bank that offers loan services for small and medium businesses.
Totum Risk
Crunchbase Website Twitter Facebook Linkedin
Totum Risk is a multi-scoring, risk tolerance tool kit for financial institutions, financial advisors, 401ks, insurance, banks, and more.
SouthCrest Bank
Crunchbase Website Twitter Facebook Linkedin
SouthCrest Bank is a company that provides consumer, electronic, and business services for commercial and private mid-market business bank.
HiddenLevers
Crunchbase Website Twitter Facebook Linkedin
HiddenLevers provides next-level risk technologies, aimed at portfolio managers, financial advisors, and wealth management executive teams.
JOYN
Crunchbase Website Twitter Facebook Linkedin
JOYN is a financial services company that specializes in behavioral wealth management.
World Financial Group
Crunchbase Website Twitter Facebook Linkedin
World Financial Group is involved in services ranging from retirement planning, financial strategies and college funding to insurance.
Merit Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness and financial planning.
TrueWealth
Crunchbase Website Twitter Facebook Linkedin
Provides advice that empowers clients to identify their personal financial priorities and make wise decisions about their money.
Chatham Capital Group
Crunchbase Website Twitter Facebook Linkedin
Chatham Capital Group provide professional, unbiased wealth management advice to individuals, families, and their related foundations.
Domain Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Domain Capital Advisors is an investment management company that identifies and evaluates investment opportunities.
ACG Wealth
Crunchbase Website Twitter Facebook Linkedin
ACG Wealth is a company specialized in wealth management and fincial services.
Govic Capital
Crunchbase Website Twitter Facebook Linkedin
Govic Capital specializes in wealth management with advice on tax-saving investments, wealth preservation and multi-generational planning.
CornerCap Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
CornerCap Wealth Advisors provides customized investment management solutions, wealth management and proprietary investment research.
Lakeview Capital Partners
Crunchbase Website Twitter Facebook Linkedin
Lakeview Capital Partners is a wealth management firm that offers financial services.
Advocacy Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Advocacy Wealth Management is a company that offers wealth management, retirement & financial plans.
Atlanta Financial Associates
Crunchbase Website Twitter Facebook Linkedin
Atlanta Financial Associates main objective is to help the clients to achieve Financial Independence Together(FIT).
BIP Wealth
Crunchbase Website Twitter Facebook Linkedin
BIP Wealth is a financial services firm that offers wealth creation and management solutions, retirement and other financial solutions.
Capital Directions
Crunchbase Website Twitter Facebook Linkedin
Capital Directions specializes in providing wealth management services for employers, foundations, and endowments for non-profits.
Yeomans Consulting Group
Crunchbase Website Twitter Facebook Linkedin
Yeomans Consulting Group is a financial advisory firm that specializes in the field of wealth management, retirement and business planning.
PeachCap
Crunchbase Website Twitter Facebook Linkedin
PeachCap is a financial company that offers tax, investments, and emotional intelligence to wealth management organizations.
Williamsville Sears Management
Crunchbase Website Twitter Facebook Linkedin
Williamsville Sears Managemet is a diversified holding corporation that was formed by Mandla J. Gwadiso.
Nicholas Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Nicholas Wealth Management specializes in financial and retirement planning services.
Meridian Investment Partners
Crunchbase Website Twitter Facebook Linkedin
Meridian Investment Partners is an investment advisory and wealth management firm.
ZWJ Investment Counsel
Crunchbase Website Twitter Facebook Linkedin
ZWJ Investment Counsel helps organizations and institutions with financial strategies and services for economic well-being and progress.
Family Wealth Management Group
Crunchbase Website Twitter Facebook Linkedin
Family Wealth Management Group renders financial planning, consulting, advice, wealth and asset management services.
Merlinos & Associates
Crunchbase Website Twitter Facebook Linkedin
Merlinos & Associates expertise in consulting services in insurance, risk management, regulatory, health, disability & employment benefits.
Howard Capital Management
Crunchbase Website Twitter Facebook Linkedin
Howard Capital Management offers wealth management, investment consulting, and financial advisory services.
Asset Advisors
Crunchbase Website Twitter Facebook Linkedin
Asset Advisors is an investment management firm that offers financial services.
Elliott & Associates Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Elliott & Associates Wealth Advisors mission is to deliver comprehensive wealth management to a select group of clients.
Berman Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Berman Capital Advisors provides taxation, estate planning, debt monitoring, risk management, business and investment advisory services.
Boardwalk Capital Management
Crunchbase Website Twitter Facebook Linkedin
Boardwalk Capital Management provides custom solutions that helps investors to achieve both their financial and social objectives.
Waypoint Wealth Counsel
Crunchbase Website Twitter Facebook Linkedin
Waypoint Wealth Counsel is a wealth management agency that offers investment management, retirement planning, tax and assets management.
NCFA
Crunchbase Website Twitter Facebook Linkedin
NCFA provides financial planning, retirement, wealth management, investment management, insurance, estate planning and treasury services.
Townsend Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Townsend Wealth Management is a company that provides excellent, independent financial advice and investment management services.
Ty J. Young Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Ty J. Young Wealth Management provides wealth management, retirement protections, investment strategies services.
Decatur Earthmover Credit Union
Crunchbase Website Twitter Facebook Linkedin
Decatur Earthmover Credit Union is a full service financial institution.
Peachtree Planning
Crunchbase Website Twitter Facebook Linkedin
Peachtree Planning provides financial knowledge and strategies to individuals and business owners.
Montag Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Montag Wealth Management deals with investment management, insurance counseling & financial planning for families, individuals & companies.
BT Wealth Management
Crunchbase Website Twitter Facebook Linkedin
BT Wealth Management specializes in investment management, consulting and financial planning services to clients.
McCormack Financial Planning
Crunchbase Website Twitter Facebook Linkedin
McCormack Financial Planning is offering personal and business financial planning services.
North Point Wealth Management
Crunchbase Website Twitter Facebook Linkedin
North Point Wealth Management provides financial and wealth management services.
Kays Financial Advisory
Crunchbase Website Twitter Facebook Linkedin
Kays Financial Advisory provides full-time wealth management and comprehensive financial planning services to individuals and families.
Calandra Financial
Crunchbase Website Twitter Facebook Linkedin
Calandra Financial is a RIA firm that provides clients with financial planning, portfolio creation, asset management, and income management.
RL Jennings & Associates
Crunchbase Website Twitter Facebook Linkedin
RL Jennings & Associates provides tax services, accounting, business advisory, litigation and financial planning.
Rollins Financial
Crunchbase Website Twitter Facebook Linkedin
Rollins Financial provides wealth management, fiduciary, tax, retirement, accounting, investment and financial planning services.
Montag & Caldwell
Crunchbase Website Twitter Facebook Linkedin
Montag & Caldwell is an investment advisory firm that provides proprietary and time-tested investment strategies.
Chicory Wealth
Crunchbase Website Twitter Facebook Linkedin
Chicory Wealth is an investment advisory firm that offers financial advice, retirement planning and wealth management services.
Proactive Wealth Strategies
Crunchbase Website Twitter Facebook Linkedin
Proactive Wealth Strategies offers tax planning, wealth management, risk management, investment management, and financial services.
Smith & Howard Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Smith & Howard Wealth Management, LLC is an investment advisory firm registered with the appropriate regulatory authority.
The Bowden Spratt Law Firm
Crunchbase Website Twitter Facebook Linkedin
The Bowden Spratt Law Firm is providing exceptional service, finding precise solutions, and taking a holistic view of wealth management.
Legacy Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Legacy Capital Advisors is an investment advisory firm that offers wealth management, estate planning & retirement income planning services.
Allgood Financial Advisory
Crunchbase Website Twitter Facebook Linkedin
Allgood Financial Advisory is a provider of wealth management and financial planning services.
Carlyle Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Carlyle Wealth Management renders investments, insurance, finance, retirement planning, asset allocation and succession planning services.
Haber Investment Counsel
Crunchbase Website Twitter Facebook Linkedin
Haber Investment Counsel is a fee-based advisory firm that offers services in financial planning, investments and portfolio management.
Southeastern Advisory Services
Crunchbase Website Twitter Facebook Linkedin
Southeastern Advisory Services provides performance measurement and related investment consulting services.
Citadel Professional Services
Crunchbase Website Twitter Facebook Linkedin
Citadel Professional Services is an accounting and personal wealth management firm that offers personal financial planning.
121G Consulting
Crunchbase Website Twitter Facebook Linkedin
121G Consulting is a capital investment, business advisory, and technology development company.
Premis Advisors
Crunchbase Website Twitter Facebook Linkedin
Premis Advisors provides wealth management and financial services.
Cahaba Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Cahaba Wealth Management provides wealth management and investment management services.
iAllocate
Crunchbase Website Twitter Facebook Linkedin
A creative investment planning resource that minimizes the cost, time and complexities of creating a personalized investment strategy.
Active Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Active Wealth Management is a wealth management firm that works for peoples like pre-retirees, retirees, and business owners.
Successful Retirement
Crunchbase Website Twitter Facebook Linkedin
Successful Retirement is an investment firm that provides asset management, wealth protection, insurance, retirement and estate planning.
Crescent Wealth Advisory
Crunchbase Website Twitter Facebook Linkedin
Crescent Wealth Advisory offers insurance consulting, trust administration, wealth transfer and strategic philanthropic planning services.
MMHP Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
MMHP Investment Advisors offers wealth management, investment and retirement plans.
LongView Wealth Management
Crunchbase Website Twitter Facebook Linkedin
LongView Wealth Management is a fee-based personal wealth management firm.
Herring CPA Group
Crunchbase Website Twitter Facebook Linkedin
Herring CPA Group offers accounting, audits, succession planning, bookkeeping, retirement planning, taxation and wealth management services.
Resource Planning Group
Crunchbase Website Twitter Facebook Linkedin
Resource Planning Group provides wealth management and financial planning solutions.
Novapoint Capital
Crunchbase Website Twitter Facebook Linkedin
Novapoint Capital is a Registered Investment Adviser firm with a disciplined approach to investment management by experienced professionals.
Regency Capital Group
Crunchbase Website Twitter Facebook Linkedin
Regency Capital Group specializes in financial risk control, tax strategy, estate planning, asset protection and wealth management services.
Highland Trust Partners
Crunchbase Website Twitter Facebook Linkedin
Highland Trust Partners provides wealth management, portfolio management, financial planning, business succession planning & trust services.
Asset Preservation Advisors
Crunchbase Website Twitter Facebook Linkedin
Asset Preservation Advisors expertise in providing portfolio management, municipal bonds, and municipal fixed income management services.
Eads & Heald Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Eads & Heald Wealth Management provides a range of financial planning, investment management and strategic wealth planning services.
Gleneagles Group
Crunchbase Website Twitter Facebook Linkedin
Gleneagles Group offers wealth management and financial service.
Your OneSource Solution
Crunchbase Website Twitter Facebook Linkedin
Your OneSource Solution renders financial consulting, wealth management, investments, retirement, employee benefits and compliance services.
Bales Financial Group
Crunchbase Website Twitter Facebook Linkedin
Bales Financial Group is financial planner that specializes in retirement planning, wealth management and tax preparation.
TandemGrowth
Crunchbase Website Twitter Facebook Linkedin
TandemGrowth provides financial services like wealth and risk management, asset planning, tax, retirement, and investment.
Garrett & Robinson
Crunchbase Website Twitter Facebook Linkedin
Garrett & Robinson is a financial service company that offers wealth, investment management, retirement and financial planning services.
Fricke & Associates
Crunchbase Website Twitter Facebook Linkedin
Fricke & Associates offers accounting, taxation, bookkeeping, consulting, quickbooks, auditing, litigation and wealth management services.
McGowan Wealth Management
Crunchbase Website Twitter Facebook Linkedin
McGowan Wealth Management offers investment and financial advice, retirement and estate plans for individuals and businesses.
American Wealth Management
Crunchbase Website Twitter Facebook Linkedin
American Wealth Management provides financial planning, stock brokerage, and investment planning services.
McKinney Asset Management
Crunchbase Website Twitter Facebook Linkedin
McKinney Asset Management is a financial consultancy that offers investment, wealth management and retirement planning services.
Capstone Financial
Crunchbase Website Twitter Facebook Linkedin
Capstone Financial provides objective advice and creating comprehensive plans that a premier, single-source wealth management firm.
Gator Capital Management
Crunchbase Website Twitter Facebook Linkedin
GCM is a boutique investment manager specializing in managing non-diversified, concentrated portfolios of high-quality growth stocks.
Ronald Blue Trust
Crunchbase Website Twitter Facebook Linkedin
Ronald Blue Trust specializes in investment management, financial advisory, tax, retirement, insurance and estate planning services.
Arch Partners Insurance
Crunchbase Website Twitter Facebook Linkedin
Arch Partners Insurance provides various insurance-related products with financial planning and wealth management advisory services.
Hankinson Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Hankinson Wealth Advisors provides wealth management services.
Advanced Financial Strategists
Crunchbase Website Twitter Facebook Linkedin
Advanced Financial Strategists is an investment consulting firm that offers financial planning, investment strategy and advisory services.
Quigley Financial
Crunchbase Website Twitter Facebook Linkedin
Quigley Financial provides wealth management services to individuals and small businesses.
Carper Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Carper Wealth Management is an independent fee-based wealth management and financial planning firm located in Alpharetta, Georgia.
Pierson Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Pierson Wealth Management is a wealth management company that offers financial and investment solutions.
Marco Investments
Crunchbase Website Twitter Facebook Linkedin
Marco offers the high net worth and institutional client peace of mind through discretionary portfolio management of individual securities.