How many financial advisors are in Cumming, Georgia?

Falists lists 6 registered investment advisers with a principal office or filing address in Cumming, Georgia, based on public SEC IAPD data.

How do financial advisors in Cumming charge fees?

Fee structures vary by firm. In Cumming, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Cumming?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Georgia · 6 advisers

Financial Advisors in Cumming, Georgia

Looking for a financial advisor in Cumming, Georgia? Falists indexes 6 SEC-registered and state-registered investment advisers in Cumming — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $421.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$421.7M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts5 Retirement2 Institutional2

Top advisors in Cumming

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

TRUFP

Cumming, GA

AUM

$421.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

770-205-4394

Full profile Visit site →

FINANCIAL CONSULTANTS GROUP INC

Cumming, GA

AUM

$188.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

770-627-2121

Full profile Visit site →

OMEGA ADVISORY LLC

Cumming, GA

AUM

$83.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

770-361-3034

Full profile Visit site →

FINACURA ADVISORY LLC

Cumming, GA

AUM

$7.6M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

813-505-0830

Full profile Visit site →

BEST CAPITAL MANAGEMENT, LLC

Cumming, GA

AUM

$6.0M

Institutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

770-722-8983

Full profile Visit site →

BALES FINANCIAL ADVISORS, INC

Cumming, GA

AUM

$51.1M

Financial PlanningWealth Mgmt

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM

678-807-7157

Full profileNo website

More cities in Georgia

Atlanta (320)Alpharetta (51)Marietta (26)Savannah (17)Roswell (13)Athens (12)Duluth (12)Woodstock (11)Suwanee (10)Augusta (9)Decatur (8)Johns Creek (8)

Common questions

How many financial advisors are in Cumming, Georgia?: 6 registered investment advisers are listed in our Cumming directory, sourced from public SEC filings.
What types of advisors are in Cumming?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Cumming?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.