Edge Capital Group
CLIENT ACCESS

Your Mission is Our Mission

We are invested in what matters most to you.

Investment
Management
Wealth
strategy
Family office
services

Edge is a different kind of wealth management firm.

We are fiduciaries first, which means we always put you first. At Edge, you’ll work with people whose sole focus is to align your higher purpose with your mission for your family, legacy, institution, and philanthropy. Each of our clients is paired with an advisory team that is individually selected to meet the complexities of their lives, providing comprehensive, customized solutions managed with integrity, accountability, and deep thinking. Our mission is to provide the continuity you seek across your full financial profile for generations to come.

ABOUT US
Investment
Management
Wealth
strategy
Family office
services

EDGE ACCOLADES

Top Women Wealth Advisors Best-In-State

2022 and 2024

Top RIA Firms

2022, 2023, and 2024

Best-In-State Wealth Advisors

2021, 2022, 2023, and 2024

See Important Disclosures About Our Awards.

OUR PROMISE TO YOU

When you choose Edge, you’re choosing to work with a team that’s committed to one goal: achieving your mission.

time
affluence

time
affluence

Our processes are designed to help you find more time to spend on the things that bring you the most joy.
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Unbundled
advice

Unbundled
advice

Our strategies are created in collaboration with your trusted financial partners to create customized holistic programs that meet all your needs.
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Your Personal
Advisory Council

Your Personal
Advisory Council

Our teams of independent thinkers are hand-selected to reflect your character because we believe that personal connections matter.
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Continuity

Continuity

We are committed to preserving your mission by providing future generations with guidance and support for the continuity you seek.
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Principles That Guide Us
0
Average Years Industry Experience
0 +
Assets Under Advisement
$ 0 B

estimated as of 7/11/24

message-from-partner

A Message From Our Managing Partner

TALK TO US

A Message From Our Managing Partner

message-from-partner
TALK TO US

RECENT INSIGHTS

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HOW CAN WE FURTHER YOUR MISSION?

We’d be honored to have a conversation with you about your life’s work and the legacy you’d like to build.

LET'S TALK

ATLANTA  |  CHARLOTTE  |  DALLAS  |  LEXINGTON  |  NASHVILLE  |  TAMPA

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Edge Capital Group

HEADQUARTERS

3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339

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  • © 2023 Edge Capital Group.
  • © 2023 Edge Capital Group.
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Important Disclosures About Our Awards

The Barron’s 2024 Top 100 RIA Firms list was released on September 13, 2024 on barrons.com and published on September 16, 2024 in Barron’s. Please visit barrons.com for more information on Barron’s methodology.  

The Forbes®  | Shook Top RIA Firms 2024 list was published on October 8, 2024 by Forbes®/SHOOK RESEARCH, and includes data as of March 31, 2024. The Forbes® Best-In-State Wealth Advisors 2024 list was published April 3, 2024 by Forbes®/SHOOK RESEARCH, and covers the period Jan. 1 – Dec. 31, 2023. The Forbes® America’s Top Women Wealth Advisors – Best in State 2024 list was published by Forbes®/SHOOK RESEARCH– data as of September 30, 2023. The Forbes® Best-In-State Wealth Advisors 2023 list was published April 4, 2023 by Forbes®/SHOOK RESEARCH, and covers the period Jan. 1 – Dec. 31, 2022. The Forbes® Best-In-State Wealth Advisors 2022 list was published by Forbes®/SHOOK RESEARCH and covers the period Jan. 1 – Dec. 31, 2021. The Forbes® Best-In-State Wealth Advisors 2021 list was published by Forbes®/SHOOK RESEARCH and covers the period Jan. 1 – Dec. 31, 2020. The Forbes® Top RIA Firms 2022 list was published by Forbes®/SHOOK RESEARCH and covers the period Jan. 1 – Dec. 31, 2021. The Forbes® Top RIA Firms 2023 list was published on October 10, 2023 by Forbes®/SHOOK RESEARCH, and covers the period Jan. 1 – Dec. 31, 2022. The Forbes® America’s Top Women Wealth Advisors – Best in State 2022 list was published by Forbes®/SHOOK RESEARCH– data as of 09/30/22.

The Forbes® rankings developed by SHOOK Research, are based on algorithms of qualitative data learned through surveys and interviews conducted in-person, by telephone and virtually to evaluate client impact, industry experience, best practices, level of service, investing process and compliance records. SHOOK also evaluates quantitative data, such as revenue trends and assets under management. Past performance is not an indication of future results. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Please visit www.shookresearch.com/a-methodology for more information on Shook’s methodology.  

SHOOK is a registered trademark of SHOOK Research, LLC. SHOOK is completely independent, objective and does not receive compensation in exchange for placement on its rankings. As the world’s only advisor research firm in the world with a specialty in quality. SHOOK performs deep due diligence as the basis for its rankings. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. For more information, please visit www.SHOOKresearch.com. 

Neither Forbes® nor SHOOK Research receive compensation in exchange for placement on the ranking. Edge Capital Group did not pay a fee for obtaining or marketing the awards listed above. 

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