PORTER WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
540-270-7542
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
320 advisers found
STEELE FINANCIAL STUDIOS
Atlanta, GA
AUM
$10.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
404-850-4010
ABG FINANCIAL SERVICES, INC.
Atlanta, GA
AUM
$9.8M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
888-463-0440
WELCH FINANCIAL INVESTMENTS, LLC
Atlanta, GA
AUM
$9.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
404-591-6777
AEGIS CAPITAL GROUP
Atlanta, GA
AUM
$9.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-884-4734
BLUESTONE WEALTH PLANNING, LLC
Atlanta, GA
AUM
$8.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
4044411015
1180 MANAGER LLC
Atlanta, GA
AUM
$8.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
678-644-6764
GAINES CAPITAL MANAGEMENT
Atlanta, GA
AUM
$6.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-443-3834
JOHN MASTERS, CPA, PC
Atlanta, GA
AUM
$4.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
404-240-0048
MENSAH FINANCE GROUP, LLC
Atlanta, GA
AUM
$3.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
678-821-2950
METCALF INVESTMENT MANAGEMENT, LLC
Atlanta, GA
AUM
$2.6M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-606-3790
WOLVERINE INVESTMENT ADVISORS, LLC
Atlanta, GA
AUM
$1.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
866-504-0975
MCC WEALTH
Atlanta, GA
AUM
$865K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
404-446-4362
MERANTI CAPITAL PARTNERS, INC.
Atlanta, GA
AUM
$855K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
678-470-4241
CORE CAPITAL MARKETS, LLC
Atlanta, GA
AUM
$657K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
404-735-8851
TRANSFORMATION WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$512K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
770-874-9959
AVANT GARDE CAPITAL
Atlanta, GA
AUM
$472K
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
800-422-0469
CAPITALWIZE, LLC
Atlanta, GA
AUM
$272K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
800-835-0863
GREENWOOD INVESTMENT ADVISORS, LLC
Atlanta, GA
AUM
$229K
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Fixed fees
866-659-4458
FLOYD GREEN FINANCIAL SERVICES, INC.
Atlanta, GA
AUM
$15K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-457-2550
BENTON INNOVATION GROUP
Atlanta, GA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
404 402 0313
BUCKHEAD RESOURCES, INC.
Atlanta, GA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(404) 889-2540
AUM
$0
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-795-6468