NewRiaPulse: records in Georgia
25 newRiaPulse: records in Georgia are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-29 to 2026-09-30; the most frequent is Legacy Partners Financial Group, LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
25 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-29 to 2026-09-30. Most frequent: Legacy Partners Financial Group, LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Legacy Partners Financial Group, LLC (1)
- Stribling-Whalen Financial Group (1)
- Fulcrum Equity Partners, INC. (1)
- Highbrook Capital Partners (1)
- The Marin Group INC. (1)
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What are the top newRiaPulse: records in Georgia right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Legacy Partners Financial Group, LLC | $107,628,538 | 517 | Woodstock |
| Stribling-Whalen Financial Group | Gainesville | ||
| Fulcrum Equity Partners, INC. | $1,159,310,330 | 8 | Atlanta |
| Highbrook Capital Partners | $509,064,516 | 596 | Atlanta |
| The Marin Group INC. | $128,065,838 | 147 | Atlanta |
| Tcp Management LLC | $463,512,316 | 4 | Atlanta |
| Gridline | $332,137,394 | 44 | Atlanta |
| Wright Wealth LLC | $188,462,210 | 839 | Atlanta |
| J. L. Perkins Wealth Management, LLC | $142,180,370 | 691 | Macon |
| Overlay Management, LLC | $168,634,170 | 41 | Alpharetta |
| San Blas Advisory, INC. | $218,880,000 | 665 | Atlanta |
| American Wealth Advisors, LLC | $120,170,823 | 321 | Johns Creek |
| Alpha Financial Management, INC. | $109,376,177 | 543 | Savannah |
| Evans Wealth Management | $111,071,559 | 532 | Duluth |
| True Square Financial LLC | $178,846,896 | 330 | Atlanta |
| Arch Partners Wealth Management, INC. | 🔒 Unlock all 25 records → | ||
| 34 Financial, LLC | 🔒 Unlock all 25 records → | ||
| Magellan Planning Group | 🔒 Unlock all 25 records → | ||
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Frequently asked questions
How many newRiaPulse: records in Georgia are listed?
25 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-30.
Can I get alerts for Georgia?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records