- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - Georgia # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 25 newRiaPulse: records in Georgia (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=GA) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=GA&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=GA) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 25 Most frequent - 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) ## How do I get new newRiaPulse: records in Georgia by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=GA) [Watch this exact filter](/v/newriapulse?state=GA#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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. | Included in the full CSV with every column 🔒 Unlock all 25 records → | | 34 Financial, LLC | Included in the full CSV with every column 🔒 Unlock all 25 records → | | Magellan Planning Group | Included in the full CSV with every column 🔒 Unlock all 25 records → | Browse 10 more matching record reports - [Arch Partners Wealth Management, INC.](/report/newriapulse/arch-partners-wealth-management-inc-watkinsville-ga--ria-123735) - [34 Financial, LLC](/report/newriapulse/34-financial-llc-atlanta-ga--ria-329383) - [Magellan Planning Group](/report/newriapulse/magellan-planning-group-atlanta-ga--ria-338739) - [Infinite Giving Advisory Services, INC.](/report/newriapulse/infinite-giving-advisory-services-inc-atlanta-ga--ria-315935) - [Martinwright Advisory, LLC](/report/newriapulse/martinwright-advisory-llc-atlanta-ga--ria-338634) - [Tuttle Wealth Partners LLC](/report/newriapulse/tuttle-wealth-partners-llc-brookhaven-ga--ria-338406) - [Xception Family Office](/report/newriapulse/xception-family-office-atlanta-ga--ria-338122) - [Generational Financial Partners, LLC](/report/newriapulse/generational-financial-partners-llc-atlanta-ga--ria-343503) - [Financial Potential Wealth Management](/report/newriapulse/financial-potential-wealth-management-gainesville-ga--ria-342728) - [755 Financial](/report/newriapulse/755-financial-woodstock-ga--ria-342558) [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More Georgia public-record feeds [New SBA 7(a) & 504 Loan Approvals in Georgia](/hub/sbaloanpulse/state/ga) [New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in Georgia](/hub/deviceestablishmentpulse/state/ga) [Bank Branch Openings, Closings & Mergers by State in Georgia](/hub/bankbranchchangepulse/state/ga) [Excluded Health Care Business Search (OIG LEIE) in Georgia](/hub/samexclusionspulse/state/ga) [New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Georgia](/hub/erateproviderpulse/state/ga) [Newly Posted IRS Automatic Revocations of Tax Exemption in Georgia](/hub/nonprofitrevocationpulse/state/ga) [School & Library E-Rate Contracts Up for Rebid in Georgia](/hub/eratecontractrebidpulse/state/ga) [SEC 8-K Corporate Trigger Events in Georgia](/hub/sec8ktriggerpulse/state/ga) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)