The RIA market has grown roughly 5x over the past decade and is now one of the fastest-moving allocator segments in U.S. fundraising. The challenge for investment firms hasn't changed: which RIAs actually allocate to outside managers, and which ones run money in-house and won't take your meeting?
Dakota's database of RIAs is built and updated by fundraisers to answer exactly that. We track more than 17,000 RIAs across the U.S., including nearly 7,000 wealth manager firms, with new firms added every week. Every profile is curated by hand, so RIAs that don't allocate externally are filtered out.
That saves your sales team hours of cold research and keeps the rest of the channel out of outreach they don't want.
Below are the 10 largest RIAs in Atlanta by AUM. Most fall into the mid-market band where fund managers tend to find the best traction.
For the full Atlanta dataset with verified contacts, book a demo of Dakota Marketplace.
Top 10 RIAs in Atlanta
AUM: $65B
Blue Trust is an Atlanta-based RIA managing $65 billion in AUM, offering comprehensive wealth and trust management services grounded in biblical principles across institutional investments, sports and entertainment, business consulting, and family office services. The firm's Investment Strategy Group conducts due diligence across public and private opportunities, with a nationwide advisor presence and a rebranded identity following its transition from Ronald Blue Trust in late 2023.
AUM: $37.78B
Callan IAG is an Atlanta-based institutional RIA managing $37.78 billion in AUM, providing fiduciary investment advisory services to pension plans, defined contribution plans, endowments, and foundations through a comprehensive platform covering asset allocation, manager research, portfolio construction, and outsourced CIO services. The firm accesses alternatives through its PROTEUS platform spanning private equity, private credit, real estate, and hedge funds, and supports emerging and diverse managers through its Callan Connects program.
AUM: $30B
HB Wealth is an Atlanta-based multi-family office RIA managing $30.16 billion in AUM, serving over 3,500 family relationships across 48 states following its merger with WMS Partners, with a deeply customized approach spanning private equity, private debt, hedge funds, and direct real estate concentrated in the Southeast. The firm employs a rigorous due diligence process supported by Albourne and offers commingled access vehicles for private markets alongside direct investment opportunities for larger clients.
AUM: $23.875B
Merit Financial Advisors is an Alpharetta-based RIA managing $23.88 billion in AUM, specializing in wealth management for individuals navigating major life transitions including divorce, retirement, and widowhood. The firm runs a diversified investment platform built around three fixed income and three equity sleeves, and has grown through acquisitions including the 2023 purchase of Planned Futures, a PE-backed firm focused on serving state employees.
AUM: $15.4B
IRA Group is an Atlanta-based RIA founded in 1992, managing $15.42 billion in AUM across private wealth management and fiduciary consulting for institutional clients including retirement plan sponsors, foundations, and endowments. The firm's platform incorporates alternatives spanning private equity, hedge funds, real assets, and opportunistic strategies, supported by a disciplined, research-driven due diligence process.
See every Atlanta RIA, not just the top 10. Dakota Marketplace gives you verified decision-maker contacts, allocation history, and ticket sizes for the full Atlanta RIA list, plus filters for AUM, structure, and asset class preferences. Book a demo.
AUM: $10.3B
Plan Sponsor Consultants, a division of Hub International, is an Alpharetta-based RIA managing $10.3 billion in AUM, specializing in independent retirement plan consulting across fiduciary support, fee benchmarking, investment policy reviews, and investment committee formation. The firm serves a range of retirement plan types and sizes with an emphasis on participant education and financial well-being.
AUM: $10B
OpenArc Corporate Advisory is an Atlanta-based RIA managing $10.1 billion in AUM on an open-architecture, fiduciary platform supported by Dynasty and Charles Schwab, serving over 77 advisors, 95 corporate clients, and more than 10,000 individual and family relationships nationwide. The firm delivers integrated institutional consulting and private wealth services spanning equity compensation, retirement benefits, alternative investments, and comprehensive financial planning.
AUM: $9.68B
Signature FD is an Atlanta-based multi-family office RIA managing $9.68 billion in AUM across more than 1,800 families, affiliated with accounting firm Frazier and Dieter and led by investment head Tom Clarke. The firm employs an active/passive approach centered on specialist boutique managers, with growing exposure to private alternatives including hedge funds, private equity, and direct co-investments for qualified clients.
AUM: $8.6B
Advisory Services Network is an Atlanta-based RIA founded in 2010, managing $8.62 billion in AUM through a turnkey platform supporting over 200 independent advisor representatives across the US with operations, compliance, technology, and investment resources. The firm's open-architecture platform provides access to a broad range of traditional and alternative investments including LPs and real estate across diverse fund vehicles and model portfolios.
AUM: $8.26B
Nicholas Hoffman is an Atlanta-based multi-family office RIA managing $8.26 billion in AUM, offering customized portfolios diversified across public and private markets with a primarily passive approach to US equities and active allocations in niche segments like emerging markets and small cap. The firm maintains a significant weighting toward illiquid investments, with Carey Blakley serving as the primary contact for portfolio management and asset allocation.
Dakota Marketplace was built by fundraisers to solve the RIA channel's biggest problems: constant M&A, high decision-maker turnover, and figuring out which RIAs actually allocate to outside managers. We track more than 17,000 RIAs across the U.S., with deep coverage of Houston from Steward Global down to HUB Retirement and Wealth Management, every profile curated by hand with verified contacts, ticket sizes, and allocations.
For more, see our 5 key strategies to successfully raising money from RIAs or our piece on the most common objections fund managers raise.
Filter the Atlanta list by:
- Geography (metro, state, region)
- AUM and typical ticket size
- Allocator type (Multi-Family Office, Consultant, Trust Company, Endowment Model)
- Asset class preferences and current allocations
Build your Atlanta outreach list in minutes instead of weeks.
Book a demo of Dakota Marketplace to see our full Atlanta RIA coverage.
