PHORCYS CAPITAL PARTNERS, LLC
Alpharetta, GA
AUM
$191.5M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
770-777-9373
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
51 advisers found
ELM3 FINANCIAL GROUP, LLC
Alpharetta, GA
AUM
$189.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
678-297-9500
ATLAS INVESTMENT ADVISORS
Alpharetta, GA
AUM
$184.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
770-336-6805
NEWCORP WEALTH MANAGEMENT
Alpharetta, GA
AUM
$177.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
404-996-6893
OVERLAY MANAGEMENT, LLC
Alpharetta, GA
AUM
$168.6M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
770-415-0596
FSAM LLC
Alpharetta, GA
AUM
$138.4M
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
0
Fees
Percentage of AUM
770-777-9373
GEORGIA ADVISORY GROUP LLC
Alpharetta, GA
AUM
$117.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
770-841-1713
THE ADVISORY FIRM
Alpharetta, GA
AUM
$113.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
678-566-3711
CAPITAL ENDURANCE GROUP, INC
Alpharetta, GA
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
470-375-6663
BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC
Alpharetta, GA
AUM
$94.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
678-202-0490
CIRCA CAPITAL, LLC
Alpharetta, GA
AUM
$83.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
770-500-0888
AE FINANCIAL & RISK MANAGEMENT, INC.
Alpharetta, GA
AUM
$40.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
678-338-4396
NORTHSTAR INVESTMENT PARTNERS
Alpharetta, GA
AUM
$37.5M
Financial PlanningWealth Mgmt
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
770-559-6220
BROOKE FOREST CAPITAL LLC
Alpharetta, GA
AUM
$26.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
678-646-6730
QUADRANT REAL ESTATE ADVISORS LLC
Alpharetta, GA
AUM
$24.9M
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
4045582011
CWPIM
Alpharetta, GA
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
770-596-2692
LATITUDE INVESTMENT GROUP
Alpharetta, GA
AUM
$6.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(248) 202-6081
SOINA FINANCIAL GROUP, LLC
Alpharetta, GA
AUM
$1.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
267-457-4644
MORGAN CAPITAL GROUP LLC
Alpharetta, GA
AUM
$100K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-333-9406
2ND HALF CAPITAL, LLC
Alpharetta, GA
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
678-381-0060
MH WEALTH MANAGEMENT
Alpharetta, GA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
404-400-2266
CN WEALTH MANAGEMENT, LLC
Alpharetta, GA
AUM
$52.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
678-242-5253
Full profileNo website
CG MATON ADVISORY, INC.
Alpharetta, GA
AUM
$45.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
678-297-1217
Full profileNo website