Because of their self-governing nature, fiduciary value, and seasoned financial expertise, registered investment advisors (RIAs) are in a prominent position to serve high-net-worth families seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest registered investment advisors (RIAs) based in Georgia.
1. Invesco Advisers, Inc. = ~$702.5B+ in AUM
With roots tracing back to 1935, Invesco Advisers, Inc. is an Atlantic, Georgia-based global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. The firm's 13 distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in 25 countries, offer a wide range of single-country, regional and global capabilities across major equity, fixed income, and alternative asset classes, delivered through a diverse set of investment vehicles. Invesco focuses solely on investment management. Their comprehensive range of high-conviction investment capabilities helps to build portfolios in more precise and impactful ways.
- Founded: 1935
- Headquarters: Atlanta, GA
- Discretionary Assets: ~$698.7B+
- Non-Discretionary Assets: ~$3.8B+
- Total AUM: ~$702.5B+
- Specialties: Asset management, UITs, closed-end mutual funds, DC/DB, actively managed open-end mutual funds, ETFs, variable insurance funds, separate accounts (individual and institutional), collective trusts, private placements, and sub-advised accounts
2. Atlanta Capital Management Company, LLC = ~$28.9B+ in AUM
Founded in 1969, Atlanta Capital Management Company, LLC is an Atlantic, Georgia-based investment advisory firm that specializes in managing stock and bond portfolios on behalf of institutional and individual investors. Atlanta Capital has proudly stuck to its Georgia roots, operating with an entrepreneurial spirit to stay at the forefront of quality investing throughout its evolution as a company. The group remains dedicated to a single investment philosophy over a variety of market conditions. This philosophy is applied across a range of traditional equity and fixed income investment strategies. Atlanta Capital provides professional investment advisory services to a broad range of institutional and individual clients. Strategies are executed by a team of investment professionals whose collective experience and capabilities are the cornerstones of the organization. In 2021, Atlanta Capital became part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.
- Founded: 1969 (incorporated in 1971)
- Headquarters: Atlanta, GA
- Discretionary Assets: ~$28.9B+
- Non-Discretionary Assets: $0
- Total AUM: ~$28.9B+
- Specialties: Growth Equity, Core Equity, and Fixed Income
3. EARNEST Partners, LLC = ~$28.29B+ in AUM
Founded in 1998, EARNEST Partners, LLC is an Atlanta, Georgia-based employee-owned institutional investment management firm managing assets on behalf of public funds, Taft-Hartley plans, endowments, foundations, charitable organizations, corporations, and state and municipal government entities. The firm offers competitive active and passive equity strategies, in Non-U.S. and U.S. markets, across the market cap spectrum as well as fixed income products to match specific duration objectives. EARNEST Partners seeks to invest in businesses that support their community’s values while providing superior returns to their equity and debt holders. The firm invests in the public equity markets across the globe and fixed income markets of the United States. EARNEST Partners employs a fundamental and statistical analysis with a bottom-up stock picking approach to make its equity investments. For its fixed-income investments, it invests in U.S. Government agency debt, U.S. investment-grade debt, mortgage-backed securities, and asset-backed securities. The group employs a credit and a fundamental analysis to make its fixed-income investments. EARNEST has additional research operations in Brazil and China.
- Founded: 1998
- Headquarters: Atlanta, GA
- Discretionary Assets: ~$28.2B+
- Non-Discretionary Assets: ~$36.6M+
- Total AUM: ~$28.29B+
- Specialties: Equity, Fixed Income, and Structured
A registered investment advisor (RIA) is any firm advising or managing the wealth of high-net-worth individuals or institutions. Directly regulated by the Securities Exchange Commission (SEC), RIAs offer a wide range of financial services — from wealth and investment management to direct lending and personal finance education, etc. An important distinction regarding RIAs is the fiduciary obligation to always act in the best interest of their clients.
For more information on RIAs, check out our recent blog post: Exploring the Registered Investment Advisor (RIA) Channel, or visit the FINTRX Resource Library below.
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