Top 10 fastest-growing RIAs in Georgia (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Merit Financial Advisors ALPHARETTA	$7.25B → $23.88B	3.29× 2.5× typical	117 → 229	+82	Organic or recruited	LPL Financial	97.5
2	Impact Partnership Wealth, LLC MARIETTA	$751.6M → $2.96B	3.94× 2.9× typical	50 → 89	+10	Organic	Schwab	97.0
3	Bison Wealth, LLC ATLANTA	$1.16B → $2.74B	2.36× 1.8× typical	33 → 65	+7	Organic or recruited	Fidelity	96.1
4	Hb Wealth ATLANTA	$15.2B → $30.16B	1.98× 1.5× typical	80 → 152	+14	Organic or recruited	Schwab	94.9
5	Gibbs Wealth Management, LLC ALPHARETTA	$391.4M → $1.06B	2.72× 2.0× typical	10 → 59	+1	Organic	Schwab	94.6
6	Bip Wealth, LLC ATLANTA	$2.83B → $5.29B	1.87× 1.4× typical	27 → 48	+5	Organic	Schwab	93.6
7	Aprio Wealth Management, LLC ATLANTA	$1.84B → $4.15B	2.26× 1.7× typical	23 → 32	+10	Organic or recruited	Schwab	93.2
8	Sage Mountain Advisors, LLC ATLANTA	$2.19B → $4.29B	1.96× 1.5× typical	12 → 20	+1	Organic	Fidelity	90.1
9	Arkadios Wealth Advisors ATLANTA	$2.68B → $8.79B	3.28× 2.4× typical	137 → 151	+22	Organic or recruited	Fidelity	89.6
10	Dai Wealth, LLC ATLANTA	$152.5M → $330M	2.16× 1.6× typical	28 → 40	+1	Organic	Fidelity	89.3

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Georgia.

How we ranked