Top Family Offices in Atlanta 2026

Key Facts About Atlanta Family Offices

• An estimated 20 or more family offices operate in the Atlanta metro area. These include single family offices (SFOs), multi-family offices (MFOs), and registered investment advisors (RIAs) with family office capabilities.
• Combined assets under management among the ten largest Atlanta-based offices exceed $155 billion. Blue Trust leads at $65 billion, followed by Homrich Berg at $25.88 billion.
• The market splits roughly between six or more SFOs focused on direct operating deals, six or more MFOs serving multiple ultra-high-net-worth families, and eight or more RIAs offering family office services.
• Buckhead's Lenox Road corridor, Midtown's Peachtree Street, and suburban Alpharetta host most of Atlanta's wealth management and family office activity.
• Atlanta SFOs actively target lower middle market companies with $1 million to $5 million EBITDA, deploying capital into Southeast operating businesses.
• MFO consolidation is reshaping the market. Cresset Capital's 2021 purchase of the Berman family office signals growing outside interest in Atlanta's wealth sector.
• Office types range from pure SFOs like Mongo Holdings (Bierenbaum family) to hybrid RIA/MFO platforms like Advisory Services Network. The latter provides open architecture access to over 200 advisor representatives.

Atlanta Family Office List: Landscape Overview

Atlanta's role as the Southeast's largest financial hub fuels a growing family office ecosystem. Sixteen Fortune 500 companies maintain headquarters in the metro area, including Coca-Cola, Delta Air Lines, and The Home Depot. Corporate exits and entrepreneurial wealth from these firms feed new family office formation. The city's lower cost of living compared to New York or San Francisco also draws wealth managers seeking operational efficiency.

The Atlanta family office list spans a wide range of structures and strategies. SFOs like Granite Holdings and Bridger Growth Partners operate as direct investors, acquiring and running businesses in sectors from B2B software to consumer brands. MFOs such as Homrich Berg and Signature FD serve multiple UHNW families with services covering investment management, estate planning, tax planning, and charitable giving.

A third category of RIA/MFO hybrids has emerged. Firms including Edge Capital Group and Balentine have added family office capabilities to their advisory platforms to serve wealthier clients.

Family offices cluster along Buckhead's Lenox Road and Peachtree corridors. Homrich Berg occupies offices at 3550 Lenox Road, and Signature FD operates from 1230 Peachtree Street NE. Alpharetta, roughly 30 miles north, hosts Merit Financial Advisors ($10.58 billion AUM) and other large RIAs.

Peachtree Dunwoody Road serves as another hub, with Advisory Services Network headquartered at 6600 Peachtree Dunwoody Road. This geographic spread gives families options ranging from urban Midtown towers to suburban campus settings.

Family Office Comparison at a Glance

The table below compares leading family offices in Atlanta by type, AUM, and focus area. Offices appear sorted by AUM where data is publicly available. Those without disclosed figures appear alphabetically at the bottom.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
Bessemer Trust (Atlanta)	MFO	$200B+ (global)	Public/private investments, trust and estate	Full family office, tax, HR, bill pay, charitable giving	Atlanta
Blue Trust	MFO/RIA	$65B	Faith-based wealth and trust management	Wealth, trust, institutional, sports/entertainment	Atlanta
Homrich Berg (HB Wealth)	MFO	$25.88B	Passive US equity, active international, alternatives	Financial planning, tax, estate, family office	Buckhead
IRA Group	RIA	$13.2B	Fiduciary advisory, alternatives	Wealth management, research-driven strategies	Midtown
Merit Financial Advisors	RIA	$10.58B	Fixed income, equities, life transitions	Financial planning, retirement, tax	Alpharetta
Advisory Services Network	MFO/RIA	$8.62B	Open architecture, alternatives, real estate	MFO services, operations, compliance, technology	Peachtree Dunwoody
Signature FD	MFO	$7.25B	Boutique managers, PE, hedge funds, co-invest	Wealth management, private alternatives access	Midtown
Nicholas Hoffman	MFO	$7.16B	Passive US equity, active EM/small cap, illiquids	Custom portfolio management	Midtown
Diversified Trust Company	RIA	$6.5B	Municipal bonds, PE, real estate	Commingled funds, managed accounts	Northside Parkway
Edge Capital Group	RIA/MFO	$4.96B	Outsourced CIO, private funds	Wealth management, credit, family office	Atlanta
Balentine	RIA/MFO	$4.02B	Global tactical allocation	Wealth, financial planning, sub-advisory	Atlanta
Granite Holdings	SFO	Undisclosed	B2B software, logistics, manufacturing, real estate	Direct operating investments	Atlanta
Bridger Growth Partners	SFO	Undisclosed	Consumer brands, operating investments	Investing and operating	Atlanta
TCO Capital	SFO	Undisclosed	Operating businesses, real estate, alternatives	Direct investments	Atlanta

Blue Trust's $65 billion in managed assets makes it the largest Atlanta-headquartered office by a wide margin. Bessemer Trust's Atlanta branch is part of a $200 billion global operation. Among independent Atlanta-native firms, Homrich Berg leads at $25.88 billion, with the next tier of offices clustering between $6 billion and $13 billion.

Top Picks by Strategy

• Largest AUM (Atlanta-Based): Blue Trust ($65B), the dominant wealth and trust platform in the Southeast, manages institutional and private client assets with faith-aligned strategies.
• Premier Independent MFO: Homrich Berg ($25.88B), blending passive US equities with active international management and deep private markets access through commingled vehicles.
• Best for Private Alternatives Access: Signature FD ($7.25B), specializing in hedge fund, private equity, and direct co-investment deal flow for qualified clients through boutique managers.
• Top SFO Exit Track Record: Granite Holdings, with two notable exits including selling GeoFields to Emerson in 2017 and Routematch to Uber in 2020.
• Strongest Global Platform: Bessemer Trust ($200B+ globally), delivering a 99% ten-year client retention rate with a 3-to-1 client-to-employee ratio.
• Leading Open Architecture Model: Advisory Services Network ($8.62B), providing alternative capital deployment options including LP interests and real estate through a flexible, tech-forward MFO platform.
• Most Active Consumer Brand Investor: Bridger Growth Partners, with six closed deals spanning Lyft, Malibu Mylk, Old Pal, and Square One Holdings.

Top Family Offices in Detail

Blue Trust

With $65 billion in AUM, Blue Trust is the largest Atlanta-based wealth management platform by assets. Formerly Ronald Blue Trust before rebranding in late 2023, the firm integrates biblical principles into its planning approach. Services stretch well beyond traditional wealth management into institutional allocations, sports and entertainment advisory, business consulting, and family office solutions.

The strategy group conducts due diligence on both public and private opportunities, applying values-based screens at every stage. Families seeking alignment between faith convictions and financial strategy will find few platforms of this scale offering that combination. Blue Trust operates from 300 Colonial Center Parkway with advisors nationwide.

Homrich Berg (HB Wealth)

Atlanta's largest independent multi-family office, Homrich Berg manages $25.88 billion through a distinctive blend of passive US equity, active international market management, and private market alternatives. The firm operates as a fee-only fiduciary, meaning it earns no commissions from product sales.

Its private markets program offers broad exposure through commingled access vehicles. Clients gain alternatives at an institutional level without requiring individual deal sourcing. Wealth preservation services span financial planning, tax strategy, estate planning, and full family office support. New Mountain Capital acquired a minority stake in 2021, adding growth capital while preserving independent oversight. Portfolio design is calibrated at both the account and household level.

Bessemer Trust (Atlanta Office)

Part of a 22-office global network, Bessemer Trust brings $200 billion in capital under supervision to local UHNW families from its Atlanta base. The firm maintains a 3-to-1 client-to-employee ratio, one of the lowest in the industry.

Its 99% ten-year client retention rate reflects the depth of its service model. Services cover portfolio management, trust and estate planning, bill pay, HR services, family governance, financial education, charitable giving advisory, and real estate advisory. Families managing multi-generational wealth with complex entity structures gain access to corporate trustee services, Delaware trust options, and donor-advised fund oversight. C. Oliver Iselin, Head of Wealth Advisory for the South Region, leads the Atlanta office.

Signature FD

The strongest choice for families wanting co-investment access without building their own sourcing team, Signature FD manages $7.25 billion and serves over 1,800 families from its Peachtree Street headquarters. The firm grew from its roots with Frazier and Dieter, an accounting firm, giving it unusual depth in tax-aware investing.

Its team, led by Tom Clarke, evaluates hedge funds, private equity, and direct co-investment opportunities for qualified clients. Core portfolio construction uses a mix of active boutique managers and passive ETF/mutual fund allocations. Private alternatives exposure has been expanding as more clients seek deal flow beyond public markets.

Advisory Services Network

A distinct model for families who value flexibility, Advisory Services Network manages $8.62 billion through an open architecture platform serving over 200 independent advisor representatives from its Peachtree Dunwoody Road headquarters. The SEC-registered firm provides a full MFO operation, including advisory, compliance, and technology support.

Its open architecture approach gives clients access to a diverse range of asset classes, fund vehicles, and model portfolios spanning traditional and alternative allocations. LP interests and real estate are available through the platform. Families wanting a tech-enabled wealth management experience without proprietary product constraints will find ASN's structure rare in the Atlanta market.

Edge Capital Group

Purpose-built for families needing an outsourced chief investment officer, Edge Capital Group manages $4.96 billion. The firm requires a $5 million minimum account, positioning it for high-net-worth and UHNW clients who want expert portfolio oversight without hiring a full internal team.

Services include wealth management, private fund access, ultra-short fixed income strategies, and credit and cash management. As a subsidiary of Focus Financial Partners, Edge benefits from broader research and operational resources. Its Riverwood Parkway office serves as a hub for families seeking fiduciary advisory with dedicated portfolio construction.

Granite Holdings

Two successful exits define Granite Holdings' reputation in Atlanta's SFO landscape. The firm sold GeoFields to Emerson in 2017 and Routematch to Uber in 2020, proving its ability to build and exit portfolio companies at scale.

Granite targets US-based companies with $5 million to $35 million in revenue and $500,000 or more in EBITDA. Its deal focus spans B2B software, logistics and supply chain, manufacturing, and real estate. The core strategy centers on founding, operating, and exiting businesses in the Southeast. This makes Granite a natural partner for sellers seeking patient capital paired with operational expertise.

Bridger Growth Partners

Consumer sector expertise sets Bridger Growth Partners apart from other Atlanta SFOs. Tom Long, former CEO of MillerCoors and a veteran Coca-Cola executive, launched the firm in 2015. Bridger has closed six deals, including Lyft (2017), Square One Holdings (2018), Old Pal (2019), and Malibu Mylk (2020).

Long brings decades of experience managing global consumer brands to each portfolio company. Families and founders seeking a partner with deep consumer knowledge and active involvement in operations will find Bridger's model distinct from passive capital sources.

TCO Capital

Backed by an Atlanta-based family office, TCO Capital targets operating businesses and real estate with a focus on companies generating less than $5 million in EBITDA. The firm takes both control and non-control positions, offering flexibility to sellers who want to retain partial ownership.

Its alternative asset approach spans direct operating deals and real estate, targeting growing, cash-flowing companies. For entrepreneurs running smaller businesses in the Southeast, TCO provides growth capital without the rigid structures of traditional private equity.

Investment Trends Shaping Atlanta's Family Office Market

Direct Capital Deployment in Lower Middle Market Companies

Atlanta SFOs are actively buying operating businesses with $1 million to $5 million EBITDA. TCO Capital and Granite Holdings both target this range, acquiring Southeast-based companies in manufacturing, logistics, and services. The preference for control and non-control positions gives sellers flexible exit options that differ from traditional private equity fund structures.

MFO Consolidation and Outside Capital

Cresset Capital's 2021 purchase of the Berman family office brought a national MFO brand into Atlanta. That same year, Homrich Berg sold a minority stake to a New Mountain Capital affiliate, adding outside backing. These deals signal that Atlanta's MFO market is maturing from a collection of independent firms into a hub attracting national capital.

Private Alternatives and Co-Investment Access

Signature FD has expanded its private alternatives allocation to include hedge funds, private equity, and direct co-investment for qualified clients. Nicholas Hoffman maintains a substantial illiquid allocation alongside passive US equities. Advisory Services Network provides LP and real estate access through its open architecture platform. This broad shift away from traditional stock-and-bond portfolios reflects UHNW client demand for varied private market exposure.

Blue-Collar Services and Niche Operating Businesses

Emerging offices like Strix are targeting recurring blue-collar service businesses, a sector that generates steady cash flow with limited technology disruption risk. Packard Capital has shifted from commercial real estate into home services and similar sectors. Atlanta's strong logistics and industrial base creates natural deal flow for these strategies.

Consumer Brands and Technology Exits

Bridger Growth Partners' portfolio of consumer deals, including Malibu Mylk and Old Pal, reflects Atlanta's access to consumer market distribution networks. Granite Holdings' sales of GeoFields to Emerson and Routematch to Uber show that Atlanta-based SFOs can build and exit technology companies at scale. B2B software remains a growing SFO target in the region.

How to Evaluate a Family Office in Atlanta

Atlanta's family office market serves two distinct wealth profiles. Corporate executives from Fortune 500 headquarters receive concentrated stock and deferred compensation. Entrepreneurs generate liquidity through business sales. Each profile requires different expertise.

A Delta Air Lines executive with complex equity compensation needs tax-optimized unwinding strategies. A business seller with $30 million in proceeds needs direct deal access and estate structuring. Matching your wealth source to an office's core competency matters more than AUM alone.

Fee structures in Atlanta range widely. Homrich Berg operates as a fee-only fiduciary with a $12,500 minimum annual fee, meaning it never earns commissions on product sales. Blue Trust bundles advisory services with trust management under one platform. Some RIAs charge asset-based fees that decline at higher tiers. Ask for a complete fee schedule, including alternative asset fees, before committing.

Client minimums create natural screening thresholds. Edge Capital Group requires $5 million, while Bessemer Trust targets UHNW families with substantially higher assets. Some RIA platforms accept clients at lower levels but may not provide the full range of services at those tiers. Verify what services are included at your asset level versus what requires additional fees.

Alternative asset due diligence separates strong offices from average ones in this market. Signature FD employs dedicated analysts for hedge fund and private equity evaluation. Advisory Services Network provides open architecture access to LP interests. If private markets are a priority, assess whether the office sources its own deals or relies entirely on third-party allocators. Bessemer Trust's 99% ten-year client retention rate serves as a useful benchmark for judging any office's long-term client satisfaction.

Which Family Office Fits Your Needs?

UHNW families managing $50 million or more should consider Bessemer Trust for full-service family office capabilities spanning portfolio management, trust administration, and family oversight. Homrich Berg offers a strong alternative for families who prefer an Atlanta-rooted independent MFO with fee-only fiduciary alignment and private market access. Both provide estate planning and wealth preservation services designed for multi-generational wealth transfer.

Business owners approaching or completing a liquidity event need offices with direct deal expertise and tax-efficient structuring. Signature FD provides co-investment and private equity access for reinvesting proceeds. Edge Capital Group's outsourced CIO model handles portfolio construction for families who lack internal staff. Entrepreneurs interested in acquiring operating businesses themselves should study the SFO models of Granite Holdings and TCO Capital for potential partnership structures.

Next-generation wealth holders and faith-aligned families face distinct choices. Blue Trust's $65 billion platform offers values-based wealth management with succession planning built into its service model. For families simply seeking a flexible, technology-enabled platform without proprietary product constraints, Advisory Services Network's open architecture model allows customization at each advisor level.

Methodology

This Atlanta family office list draws from industry directories, wealth databases, regulatory filings, and SEC disclosures. Offices qualified for inclusion if they maintain headquarters or significant operations in the Atlanta metro area and provide family office services or operate as family wealth vehicles.

AUM figures reflect publicly available data from firm disclosures and regulatory filings as of 2025. Where AUM was not publicly reported, it appears as undisclosed. Office classifications (SFO, MFO, RIA) follow each firm's self-description and regulatory registration. This list does not cover every office, as some SFOs operate with minimal public visibility by design. All data points may shift as firms grow, merge, or restructure.