<img alt="" src="https://secure.leadforensics.com/223530.png" style="display:none;">

Subscribe to the Dakota Blog

downtown Atlanta nighttime highway

Top 10 RIA Firms in the Atlanta Metro Area

By: Tim Dolan, Vice President, Institutional Sales

Originally posted on October 01, 2020
Last updated on April 27, 2022

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000 firms, which means that while there are plenty to choose from when looking for new clients, shrinking the list down to only those that allocate to outside managers is key. For example, here at Dakota, where we’ve raised over $6 billion from over 350 RIAs, and we qualify and curate our list to only RIAs that allocate to outside managers (which are the firms we sell for).

In an effort to help narrow down the sheer size of the market, we’ve put together a list of the top 10 RIAs in each major metro area across the country. To determine our list, we looked for three things:

  1. An AUM above $200 million
  2. A dedicated analyst team
  3. An RIA that actively allocates capital to outside investment management firms

We have qualified 35 RIAs with AUMs ranging from $6.5B to $100M in Atlanta that meet our criteria. We actively call on these RIAs, and all 35 are in our “shared CRM database,” Dakota Marketplace. Below are the top 10 RIAs from that list. However, this is by no means a “best of” list, as there are so many high quality RIAs in Atlanta and around the country. We just wanted to give you a place to start.

1. Diversified Trust Company
AUM: $6,500,000,000

2. Homrich Berg Wealth Management
AUM: $5,596,562,403

3. Callan IAG
AUM: $4,552,961,917

4. Edge Capital Partners
AUM: $4,000,000,000

5. Signature FD
AUM: $3,500,000,000

6. Brightworth
AUM: $3,335,519,000

7. Frontier Asset Management
AUM: $3,158,034,507

8. Lakeview Capital Partners
AUM: $2,936,278,725

9. Gratus Capital Management, LLC
AUM: $2,000,000,000

10. Arcus Capital Partners, LLC
AUM: $1,227,450,671

marketplace free trial

Keep Reading

The 15 Best CRMs for Investment Firms to Consider in 2022

If you’re in the process of researching a CRM for your investment firm, chances are you already...

Read Now

Institutional Investor Databases: What Do They Cost?

List of Top Institutional Investor Databases 2020 (with Estimated Pricing) The following is a list...

Read Now

The 44 Most Common ESG, D&I, and Pandemic RFP Questions

ESG, Diversity and Inclusion, and how your firm is handling operations during the current pandemic...

Read Now

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Learning Center

Dakota Live!