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.
51 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
ALLIANT RETIREMENT CONSULTING
Alpharetta, GA
AUM
$7.37B
Wealth MgmtRetirement
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(713) 470-4208
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
ALBRITTON CAPITAL MANAGEMENT CO
Alpharetta, GA
AUM
$1.52B
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
770-753-6041
GIBBS WEALTH MANAGEMENT, LLC
Alpharetta, GA
AUM
$1.06B
Wealth MgmtTrusts & Estates
Team
59 advisors
Clients
0
Fees
Percentage of AUM
678-694-8770
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
AVEGO MANAGEMENT, LLC
Alpharetta, GA
AUM
$917.5M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
646-844-0030
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
ADAPTIVE INVESTMENTS
Alpharetta, GA
AUM
$421.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
888.721.4588
AGVICTUS CAPITAL MANAGEMENT LLC
Alpharetta, GA
AUM
$384.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
678-387-1750
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
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