MERIT FINANCIAL ADVISORS
Alpharetta, GA
AUM
$23.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
229 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
678-867-7050
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in GA, ALPHARETTA
33 advisers found
CLEAR INVESTMENT RESEARCH, LLC
Alpharetta, GA
AUM
$4.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
678-293-8667
PGI WEALTH MANAGEMENT
Alpharetta, GA
AUM
$930.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(888) 493-9022
FORTHRIGHT WEALTH MANAGEMENT, LLC
Alpharetta, GA
AUM
$773.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
470-395-4749
WELLSPRING WEALTH MANAGEMENT LLC
Alpharetta, GA
AUM
$584.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
770-410-4088
WEALTH SCIENCE ADVISORS LLC
Alpharetta, GA
AUM
$558.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
678-480-2681
POWER WEALTH MANAGEMENT
Alpharetta, GA
AUM
$429.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
404-889-8919
MPWM ADVISORY SOLUTIONS LLC
Alpharetta, GA
AUM
$326.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
678-566-4001
AMERICAN WEALTH MANAGEMENT, INC.
Alpharetta, GA
AUM
$310.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
770-392-8741
TANDEMGROWTH FINANCIAL ADVISORS, LLC
Alpharetta, GA
AUM
$297.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
770-641-6360
INTEGRAS PARTNERS, LLC
Alpharetta, GA
AUM
$244.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
404-941-2800
EXIT WEALTH ADVISORS
Alpharetta, GA
AUM
$243.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-474-8513
MRP CAPITAL INVESTMENTS, LLC
Alpharetta, GA
AUM
$227.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
404-274-7851
WEALTH WITH NO REGRETS®
Alpharetta, GA
AUM
$214.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
678-278-9632
DANER WEALTH MANAGEMENT, LLC
Alpharetta, GA
AUM
$201.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
404-915-0128
INCOMPASS FINANCIAL PARTNERS, LLC
Alpharetta, GA
AUM
$192.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-971-9141
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
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
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