Georgia · 2 advisers
Financial Advisors in Saint Simons Island, Georgia
Looking for a financial advisor in Saint Simons Island, Georgia? Falists indexes 2 SEC-registered and state-registered investment advisers in Saint Simons Island — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $79.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$79.8M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Saint Simons Island
Ranked by AUM · Fees, team & specialties at a glance
JAM CAPITAL PARTNERS
Saint Simons Island, GA
AUM
$64.9M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
912-996-3007
ISLAND ASSET MANAGEMENT, LLC
Saint Simons Island, GA
AUM
$79.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(912) 268-4343
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Common questions
- How many financial advisors are in Saint Simons Island, Georgia?
- 2 registered investment advisers are listed in our Saint Simons Island directory, sourced from public SEC filings.
- What types of advisors are in Saint Simons Island?
- 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 Saint Simons Island?
- 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.