Georgia · 3 advisers
Financial Advisors in Valdosta, Georgia
Looking for a financial advisor in Valdosta, Georgia? Falists indexes 3 SEC-registered and state-registered investment advisers in Valdosta — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $258.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$258.4M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Valdosta
Ranked by AUM · Fees, team & specialties at a glance
BUSH WEALTH MANAGEMENT
Valdosta, GA
AUM
$258.4M
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
229-247-1474
UL WEALTH LLC
Valdosta, GA
AUM
$49.4M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
229-262-1990
WINDEMERE ADVISORS, LLC
Valdosta, GA
AUM
$23.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(229) 241-0576
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Common questions
- How many financial advisors are in Valdosta, Georgia?
- 3 registered investment advisers are listed in our Valdosta directory, sourced from public SEC filings.
- What types of advisors are in Valdosta?
- 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 Valdosta?
- 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.