How many financial advisors are in Milton, Georgia?

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

How do financial advisors in Milton charge fees?

Fee structures vary by firm. In Milton, 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 Milton?

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 Milton, Georgia

Looking for a financial advisor in Milton, Georgia? Falists indexes 6 SEC-registered and state-registered investment advisers in Milton — 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 $1.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.10B

Financial planning

Filter by specialty

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

All Wealth5 Planning5 Trusts5 Retirement3 Institutional3

Top advisors in Milton

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

View all 6 →

BERKELEY CAPITAL PARTNERS, LLC

Milton, GA

AUM

$1.10B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

678-690-8700

Full profile Visit site →

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Milton, GA

AUM

$1.05B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

Fees

Percentage of AUM; Hourly charges

678-323-3454

Full profile Visit site →

BLUECHIP WEALTH ADVISORS LLC

Milton, GA

AUM

$666.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

770-771-5812

Full profile Visit site →

WESTHOLLOW WEALTH MANAGEMENT

Milton, GA

AUM

$23.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

(770) 585-0260

Full profile Visit site →

RICH & COMPANY LLC

Milton, GA

AUM

$16.4M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

770-284-5684

Full profile Visit site →

DIRECT INVESTMENT ADVISOR LLC

Milton, GA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(201) 370-7888

Full profileNo website

More cities in Georgia

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Common questions

How many financial advisors are in Milton, Georgia?: 6 registered investment advisers are listed in our Milton directory, sourced from public SEC filings.
What types of advisors are in Milton?: 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 Milton?: 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.