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Advisers / Georgia

New investment adviser firms in Georgia

In the four weeks to October 11, 2026, 7 adviser firms based in Georgia registered for the first time with the SEC or a state regulator.

2new firms a week
7registered advisers, 4 weeks
0exempt fund managers, 4 weeks

Per week

  1. 2Sep 14–Sep 20
  2. 2Sep 21–Sep 27
  3. 1Sep 28–Oct 4
  4. 2Oct 5–Oct 11

By type, 4 weeks

  • State-registered adviser5
  • SEC-registered adviser2

The latest firms

RegisteredFirmTypeCity
Oct 9Hunter Financial PlanningState RIA—
Oct 9Gina Han Wealth Advisory LLCState RIA—
Sep 30Stribling-Whalen Financial GroupSEC RIAGainesville
Sep 23BCM Fixed Income, LLCSEC RIA—
Sep 22Retire Wise, LLCState RIALawrenceville
Sep 18Titanium Wealth Management LLCState RIA—
Sep 16Shay Wealth PartnersState RIA—

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