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 Institutional advisors in GA, ALPHARETTA
20 advisers found
VIDENT ASSET MANAGEMENT
Alpharetta, GA
AUM
$22.02B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
404-267-1501
HOWARD CAPITAL MANAGEMENT, LLC
Alpharetta, GA
AUM
$8.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
770-642-4902
ALBRITTON CAPITAL MANAGEMENT CO
Alpharetta, GA
AUM
$1.52B
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
770-753-6041
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
ADAPTIVE INVESTMENTS
Alpharetta, GA
AUM
$421.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
888.721.4588
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
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
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
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
FSAM LLC
Alpharetta, GA
AUM
$138.4M
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
0
Fees
Percentage of AUM
770-777-9373
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
QUADRANT REAL ESTATE ADVISORS LLC
Alpharetta, GA
AUM
$24.9M
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
4045582011
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