Registered investment advisers in Georgia
2 SEC-registered advisers with at least one office in Georgia, listed by regulatory assets under management as reported on Form ADV.
The firms
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Mission WealthCRD 113057 | Santa Barbara, CA | $17.00B | 135 | 5,341 |
| Perigon Wealth ManagementCRD 131037 | San Francisco, CA | $11.29B | 92 | 5,664 |
- Headquarters
- Santa Barbara, CA
- Advisory staff
- 135
- Clients
- 5,341
- Headquarters
- San Francisco, CA
- Advisory staff
- 92
- Clients
- 5,664
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports an office in Georgia on Form ADV Part 1A, whether or not the state is its headquarters. An SEC-registered adviser doing business in a state also makes a notice filing there, which is why a firm can serve clients in Georgia from elsewhere.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation, and Simple Money is not affiliated with the firms on it.