Georgia RIA Landscape — 2025

A data-driven overview of SEC-registered wealth advisory firms headquartered in Georgia, including growth trends, succession risk analysis, and M&A opportunity signals.

Source: SEC Form ADV · Updated Q4 2024

Total Firms

425

Total AUM?

$513.4B

Median AUM

$301M

13F Filers

86

AUM Tier Distribution

Under $100M60

$100M–$500M224

$500M–$1B57

$1B–$5B61

$5B+23

State Snapshot

Total Firms425

Total AUM$513.4B

Median AUM$301M

13F Filers86

High Succession Risk47

Elevated Succession Risk34

Succession Risk Breakdown

High

47 firms (11%)

Elevated

34 firms (8%)

Moderate

130 firms (31%)

Lower

213 firms (50%)

Growth Leaders — Wealth Advisory Firms

Firm	City	AUM	3Y CAGR	Succession
IMPACT PARTNERSHIP WEALTH, LLC	MARIETTA	$1.7B	+130.6%	Lower
ANTARES WEALTH MANAGEMENT, LLC	ATLANTA	$202M	+119.9%	Lower
EMP MANAGEMENT LLC	ATLANTA	$409M	+95.2%	Lower
ALPHA CAPITAL MANAGEMENT, LLC	ATLANTA	$348M	+86.8%	Elevated
4612 GROUP, LLC	ATLANTA	$745M	+62.1%	Lower
PHILIP JAMES WEALTH MANAGEMENT, LLC	MILTON	$932M	+61.8%	Lower
CONSEQUENT CAPITAL MANAGEMENT, LLC	ATLANTA	$639M	+61.6%	Lower
GIBBS WEALTH MANAGEMENT, LLC	ALPHARETTA	$639M	+58.3%	Lower

M&A Opportunity Signals

🎯

77Acquisition candidates

Firms with elevated/high succession risk and AUM $100M–$5B

📈

36Growing but vulnerable

Positive 3Y CAGR with high succession risk — attractive for acquirers

📉

13Mid-market shrinking

AUM $100M–$1B with negative 3Y CAGR and elevated+ succession risk

🔒 Top 25 Acquisition Targets — Ranked by Composite Score

Rank	Firm	AUM	Score
1	BAUGH & ASSOCIATES, LLC	$264M	48.1
2	ALDER FINANCIAL GROUP INC	$206M	46.3
3	CORNERSTONE MANAGEMENT, INC.	$1.9B	45.5
4	BUILDER INVESTMENT GROUP INC	$838M	45
5	CHATHAM CAPITAL GROUP INC	$781M	41.9
6	TOWNSEND PERSONAL FINANCIAL PLANNING, LLC	$194M	41.7

🔒

Acquisition Target Rankings

Full ranked list of 25 acquisition targets with composite scores based on succession risk, growth trajectory, and peer benchmarking.

Methodology. This report covers SEC-registered investment advisers classified as wealth advisory firms (filter: is_wealth_advisory = true) headquartered in Georgia. AUM figures are drawn from the most recent Form ADV filing. Succession risk tiers are computed using a proprietary 5-pillar model incorporating founder tenure, ownership concentration, AUM dependency, team depth, and filing recency. Growth CAGR is calculated from the three most recent annual filings where available. Acquisition scores blend succession risk (40%), AUM growth trajectory (35%), and national peer rank (25%). Data sourced from SEC EDGAR. This page is for informational purposes only and does not constitute investment advice.