September 08, 2025
RIAs are one of the most dynamic and fast growing channels for investment firms to call on when fundraising. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”
Through dakota marketplace’s database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.
Below are a few RIAs in Atlanta that we thought you might like to know. For a more detailed list of RIAs in Atlanta, click here to see for free.
AUM: $65.00B
Blue Trust is an RIA specializing in wealth and trust management services based on biblical principles. Situated at 300 Colonial Center Parkway Suite 300, Atlanta, GA, the firm, formerly known as Ronald Blue Trust, rebranded to Blue Trust in late 2023. Their comprehensive services extend to institutional investments, sports and entertainment, business consulting, and a family office, with a nationwide presence of offices and advisors.
The firm manages an impressive AUM of $65B and incorporates biblical values into their investment and wealth management strategies. Blue Trust's Investment Strategy Group conducts due diligence on both public and private investment opportunities. With a focus on ethical and principled investing, the firm's approach underscores a commitment to aligning financial strategies with moral values.
2. Homrich Berg Wealth Management
AUM: $25.88B
Homrich Berg Wealth Management is an RIA specializing in Multi Family Office services. Situated at 3550 Lenox Road, NE, Suite 2700, Atlanta, GA, the firm operates within the Atlanta metro area. With a merger forming HB Wealth, the organization manages over $26 billion in assets, serving a diverse clientele nationwide, including high-net-worth individuals and family office clients.
Homrich Berg oversees an AUM of $25.88B and emphasizes a comprehensive suite of wealth management services. The firm's investment approach involves passive US equity management, active international market management, and significant use of alternative investments. Notably, HB Wealth excels in private markets, offering diversified exposure through commingled access vehicles. Their tailored approach extends to designing unique portfolio solutions at both client and account levels, ensuring precise alignment with individual objectives and constraints.
AUM: $13.20B
IRA Group is an RIA specializing in providing fiduciary advisory services to institutional and private wealth clients. Headquartered at 1230 Peachtree Street NE, Suite 3800, Atlanta, GA, the firm operates within the Atlanta metro area. Founded in 1992, IRA Group is known for its client-centric approach, offering research-driven strategies tailored to each client's financial goals.
IRA Group manages an AUM of $13.2B and integrates alternative investments into its portfolio to enhance diversification and returns. The firm delivers a comprehensive suite of services, including wealth management for private clients and fiduciary consulting for institutional organizations. With a focus on rigorous research and due diligence, IRA Group ensures that all recommendations align with clients' long-term objectives, reflecting its commitment to personalized and disciplined investment practices.
AUM: $10.58B
Merit Financial Advisors is an RIA specializing in guiding individuals through various life transitions, such as divorce, retirement, and widowhood. Situated at 2400 Lakeview Parkway, Suite 550, Alpharetta, GA, the firm recently expanded its portfolio through the acquisition of Planned Futures in Williamsport, PA, boasting $460M AUM (PE Backed) and a focus on state employee services. The investment team at Merit Financial Advisors manages a diversified strategy, featuring three fixed income sleeves and three equity sleeves, each tailored to distinct investment objectives. With a substantial AUM of $10.58B, the firm's commitment to personalized financial guidance and strategic acquisitions positions it as a key player in the Atlanta metro area.
5. Plan Sponsor ConsultantsAUM: $10.30B
Plan Sponsor Consultants, a Division of Hub International, operates as a RIA with a focus on DC Consultant services. The firm is located at 2300 Lakeview Parkway, Suite 700, Alpharetta, GA, and serves the Atlanta metro area. It is recognized as an independent retirement plan consulting firm, providing a comprehensive range of services tailored to various retirement plan types and sizes.
Plan Sponsor Consultants manages an AUM of $10.3B. The firm emphasizes fiduciary support, offering services such as fee benchmarking, fiduciary assessments, and investment policy statement reviews. Additionally, it assists in forming investment committees and provides participant education to enhance financial well-being, empowering employees to make informed financial decisions.
AUM: $8.62B
Advisory Services Network is an RIA specializing in Multi Family Office services. The firm is headquartered at 6600 Peachtree Dunwoody Road Suite 575, Atlanta, GA, and operates within the Atlanta metro area. Established in 2010, ASN is an SEC-registered investment adviser providing a turnkey platform for independent advisors, offering comprehensive support in operations, investments, compliance, and technology.
Advisory Services Network manages an AUM of $8.62B. The firm's open architecture investment platform provides access to a diverse range of asset classes, fund vehicles, and model portfolios encompassing both traditional and alternative investments. With a network of over 200 advisor representatives across the US, ASN facilitates access to alternative investments such as LPs and real estate investments.
AUM: $7.25B
Signature FD is an RIA with a focus on Multi Family Office services. The firm is headquartered at 1230 Peachtree Street Northeast Suite 1800, Atlanta, GA, with an additional office in Charlotte, North Carolina. Associated with Frazier and Dieter, an accounting firm, Signature FD employs an active/passive investment approach, emphasizing specialist boutique managers and allocating to mutual funds and ETFs in core models. The firm actively assesses private alternatives, including hedge funds, private equity, and direct deals/co-invest for qualified clients.
Managing AUM of $7.25B, Signature FD's investment team, led by Tom Clarke, supported by due diligence analysts, maintains expertise in various asset classes. The firm's exposure to private alternatives has been expanding, reflecting a strategic growth trajectory. With a core focus on particular asset classes, such as alternatives and fixed income, Signature FD serves over 1,800 families. The firm's presence in the Atlanta metro area underscores its commitment to personalized wealth management services.
AUM: $7.16B
Nicholas Hoffman is an RIA specializing in Multi Family Office services. Situated at 1355 Peachtree Street Suite 1450, Atlanta, GA, the firm operates within the Atlanta metro area. With a tailored approach, Nicholas Hoffman focuses on passive investments in US equities, complemented by active management in niche market segments like emerging markets and small cap. The firm has a significant emphasis on illiquid investments.
Nicholas Hoffman manages an AUM of $7.16B, offering customized investment portfolios diversified across public and private markets. The firm's investment strategy prioritizes passive US equity investments while also venturing into active management in specialized market segments. Notably, Nicholas Hoffman maintains a substantial allocation towards illiquid investments, providing clients with a unique investment approach.
AUM: $6.5B
Diversified Trust Company is an RIA with a focus on high net worth individuals and institutions. The organization, headquartered at 4401 Northside Parkway NW Suite 700, Atlanta, GA, manages assets totaling $6.5 billion and operates within the Atlanta metro area. Led by CIO Sam Fraundorf, the firm's investment strategy includes internal municipal bond management and due diligence on equity strategies. Neel Gammill oversees fixed income and credit spaces, while Jeff Buck leads the alternatives effort, actively engaging in private equity and real estate investments. The firm's approach involves creating commingled funds for clients and allocating to sub-advisors via separately managed accounts, enhancing opportunities for tailored investment solutions.
10. Capital Investment Advisors
AUM: $6.30B
Capital Investment Advisors (CIA) operates as a Registered Investment Advisor (RIA) specializing in income investing. The firm is headquartered at 10 Glenlake Pkwy NE, North Tower, Suite 1000, Atlanta, GA, and serves clients within the Atlanta metro area. Founded in 1996, CIA emphasizes a client-first approach through fee-only guidance, providing personalized financial advice and services aimed at helping families achieve their financial goals.
Capital Investment Advisors manages an AUM of $6.3B, focusing on a multi-asset class strategy for income generation. The firm offers a comprehensive suite of services, including retirement planning, custom growth portfolio management, and accounting and tax services. Its investment strategy incorporates blue-chip equities, bonds, REITs, MLPs, and preferred securities, designed to generate reliable income while preserving retirement savings.
To see a full list of RIAs in Atlanta or other metros, book a demo of dakota marketplace!
Morgan Holycross is a Marketing Manager at Dakota.
