New Advisers Weekly

Newly registered investment advisers in Georgia

2 adviser firms in Georgia had a first registration approved in the last 30 days, 12 in the last 90 and 70 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

VANTAGE LEGACY ADVISORS, LLC

Alpharetta · approved 2026-11-03

State-registered

IRONCLAD WEALTH MANAGEMENT LLC

Brookhaven · approved 2026-10-23

State-registered

The paid lists

The 2 above are the last 30 days in Georgia, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (68)

FirmCitySegmentApproved
HUNTER FINANCIAL PLANNING—State-registered2026-10-09
LEGACY PARTNERS FINANCIAL GROUP, LLCWoodstockSEC-registered2026-09-29
RETIRE WISE, LLCLawrencevilleState-registered2026-09-22
TITANIUM WEALTH MANAGEMENT LLC—State-registered2026-09-18
SHAY WEALTH PARTNERS—State-registered2026-09-16
INMAN PARK WEALTH MANAGEMENT—State-registered2026-09-11
GUARDIAN WEALTH ADVISORY SERVICES, LLCTyroneState-registered2026-08-31
TOM SMITH FINANCIAL ADVISOR—State-registered2026-08-31
SOVEREIGN CAPITAL ADVISERS—State-registered2026-08-27
TRACKSIDE WEALTH—State-registered2026-08-21
NWX MANAGEMENT LLCMariettaExempt reporting2026-08-12
THE MARIN GROUP INC.AtlantaSEC-registered2026-08-05
STEVENS INVESTMENT COUNSEL LLCNashvilleState-registered2026-07-23
THE ADVISORY FIRMAlpharettaSEC-registered2026-07-22
TCP MANAGEMENT LLCAtlantaSEC-registered2026-07-21
FINANCIAL POTENTIAL WEALTH MANAGEMENTGainesvilleSEC-registered2026-07-17
FULLY FINANCIALAthensSEC-registered2026-07-14
GRIDLINEAtlantaSEC-registered2026-07-10
SOUTHERN GEORGIA WEALTH ADVISORS—State-registered2026-07-06
YOUR WEALTH CONSULTANTS LLCAtlantaState-registered2026-07-06
WRIGHT WEALTH LLCAtlantaSEC-registered2026-06-04
J. L. PERKINS WEALTH MANAGEMENT, LLCMaconSEC-registered2026-05-26
GREEN ZONE CAPITAL MANAGEMENT LLCAtlantaExempt reporting2026-05-21
SERAPHIM WEALTH ADVISORS, INC.AtlantaState-registered2026-05-08
BLUE CHEESE INVESTMENTS LLC—Exempt reporting2026-05-07
INCOME FOCUS ADVISORS LLCMaconState-registered2026-05-05
NORTHSTAR INVESTMENT PARTNERSAlpharettaState-registered2026-05-01
OVERLAY MANAGEMENT, LLCAlpharettaSEC-registered2026-05-01
SAN BLAS ADVISORY, INC.AtlantaSEC-registered2026-04-27
AMERICAN WEALTH ADVISORS, LLCJohns CreekSEC-registered2026-04-24
VIP WEALTH ADVISORSDecaturSEC-registered2026-04-22
AKG CAPITAL MANAGEMENT LLCAtlantaExempt reporting2026-04-21
DEMOCRATIZE WEALTH—State-registered2026-04-17
BRANDENBURG FINANCIAL SERVICES, LLC—State-registered2026-04-15
CORNERSTONE FINANCIALAtlantaSEC-registered2026-04-10
FULCRUM EQUITY PARTNERS, INC.AtlantaSEC-registered2026-04-10
ALPHA FINANCIAL MANAGEMENT, INC.SavannahSEC-registered2026-04-08
ANDREWS INVESTMENT MANAGEMENTAugustaState-registered2026-04-07
BEST LIFE FINANCIAL PLANNING, LLC—State-registered2026-03-27
STACK WEALTH MANAGEMENT, LLC—State-registered2026-03-23
EVANS WEALTH MANAGEMENTDuluthSEC-registered2026-03-19
AGES LEGACY ADVISORS, LLC—State-registered2026-03-17
BLUE OTTER FINANCIAL PLANNING—State-registered2026-03-13
MINDFUL CAPITAL MANAGEMENTDecaturState-registered2026-03-13
TRUE SQUARE FINANCIAL LLCAtlantaSEC-registered2026-03-02
BENTON INNOVATION GROUPAtlantaState-registered2026-02-24
MARATHON FINANCIAL STRATEGIES—State-registered2026-02-24
ARCH PARTNERS WEALTH MANAGEMENT, INC.WatkinsvilleSEC-registered2026-02-18
FOXHOLM FINANCIAL—State-registered2026-02-13
34 FINANCIAL, LLCAtlantaSEC-registered2026-02-12
BLAKE FINANCIAL COUNSEL, LLCAtlantaState-registered2026-02-10
ENCOURAGE FINANCIAL LLC—State-registered2026-02-10
BROWN INVESTORS WEALTH MANAGEMENT—State-registered2026-01-28
SABERTOOTH CAPITALAtlantaExempt reporting2026-01-25
MH WEALTH MANAGEMENTAlpharettaState-registered2026-01-22
PRIVE WEALTH MANAGEMENTGraysonState-registered2026-01-16
MAGELLAN PLANNING GROUPAtlantaSEC-registered2026-01-05
E2E FINANCIALAtlantaState-registered2025-12-17
LEGACY PARTNER GROUPDuluthState-registered2025-12-17
INFINITE GIVING ADVISORY SERVICES, INC.AtlantaSEC-registered2025-12-04
HIGHBROOK CAPITAL PARTNERSAtlantaSEC-registered2025-12-03
BINNERINVESTMENTSForsythState-registered2025-12-02
SAPIENT ADVISORS, INC.AlpharettaState-registered2025-12-02
BLOSSOM BALANCE LLCGainesvilleState-registered2025-11-17
EXIT WEALTH ADVISORSAlpharettaSEC-registered2025-11-17
FOUR PINES FINANCIAL—State-registered2025-11-17
MARTINWRIGHT ADVISORY, LLCAtlantaSEC-registered2025-11-14
TUTTLE WEALTH PARTNERS LLCBrookhavenSEC-registered2025-11-14

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.