Georgia · 479 firms
Trust & Estate Advisors in Georgia
Advisers working with trusts, estates, and charitable organizations. Browse 479 advisers in Georgia matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Georgia
INVESCO ADVISERS, INC.
Atlanta, GA
AUM
$749.52B
Team
713 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
404-892-0896
TRUIST ADVISORY SERVICES, INC.
Atlanta, GA
AUM
$77.39B
Team
2360 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
800-874-4770
EARNEST PARTNERS, LLC
Atlanta, GA
AUM
$42.61B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-815-8772
HB WEALTH
Atlanta, GA
AUM
$30.16B
Team
152 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
404-264-1400
ATLANTA CAPITAL
Atlanta, GA
AUM
$28.64B
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-876-9411
MERIT FINANCIAL ADVISORS
Alpharetta, GA
AUM
$23.88B
Team
229 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
678-867-7050
VIDENT ASSET MANAGEMENT
Alpharetta, GA
AUM
$22.02B
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
404-267-1501
PRIMERICA ADVISORS
Duluth, GA
AUM
$15.54B
Team
3959 advisors
Clients
—
Fees
Percentage of AUM
833-786-0550
OSAIC ADVISORY SERVICES, LLC
Atlanta, GA
AUM
$15.48B
Team
344 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-580-8219
IRA GROUP, INC.
Atlanta, GA
AUM
$15.42B
Team
18 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
404-760-3730
ATLANTA CONSULTING GROUP ADVISORS, LLC
Atlanta, GA
AUM
$14.70B
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
888-317-2810
ASSET PRESERVATION ADVISORS, LLC
Atlanta, GA
AUM
$11.05B
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
404-261-1333
ADVISORY SERVICES NETWORK
Atlanta, GA
AUM
$10.60B
Team
247 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
770-352-0449
OPENARC CORPORATE ADVISORY, LLC
Atlanta, GA
AUM
$10.09B
Team
80 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
844-648-6001
SIGNATUREFD, LLC
Atlanta, GA
AUM
$9.68B
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
404-253-7600
CRAWFORD INVESTMENT COUNSEL INC
Atlanta, GA
AUM
$9.14B
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
770-859-0045
ARKADIOS WEALTH ADVISORS
Atlanta, GA
AUM
$8.79B
Team
151 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
404-445-0035
SYNOVUS SECURITIES, INC.
Columbus, GA
AUM
$8.45B
Team
184 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
706-649-2327
NICHOLAS HOFFMAN & COMPANY, LLC
Atlanta, GA
AUM
$8.26B
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
404-815-5050
CAPITAL INVESTMENT ADVISORS, LLC
Atlanta, GA
AUM
$8.21B
Team
55 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
404-531-0018
HOWARD CAPITAL MANAGEMENT, LLC
Alpharetta, GA
AUM
$8.01B
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
770-642-4902
BUCKHEAD CAPITAL MANAGEMENT, LLC
Atlanta, GA
AUM
$5.76B
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
404-720-8800
BALENTINE
Atlanta, GA
AUM
$5.54B
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(404) 537-4800
BIP WEALTH, LLC
Atlanta, GA
AUM
$5.29B
Team
48 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
404-495-5230
675 total advisers in Georgia. Browse all Georgia advisors