BOONE CAPITAL MANAGEMENT LLC
Atlanta, GA
AUM
$963.2M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-891-9290
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
320 advisers found
BUILDER INVESTMENT GROUP
Atlanta, GA
AUM
$952.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
404-233-9341
PEACHTREE GROUP
Atlanta, GA
AUM
$940.8M
Wealth Mgmt
Team
69 advisors
Clients
0
Fees
Percentage of AUM
404-497-4111
TRAILS EDGE CAPITAL PARTNERS, LP
Atlanta, GA
AUM
$933.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(770) 600-9010
INLIGHT WEALTH
Atlanta, GA
AUM
$843.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-551-2808
EAGLE MERCHANT PARTNERS
Atlanta, GA
AUM
$840.6M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
404-974-2480
WAYPOINT WEALTH COUNSEL LLC
Atlanta, GA
AUM
$824.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
404-955-7481
MASTERS CAPITAL MANAGEMENT, L.L.C.
Atlanta, GA
AUM
$804.6M
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
404-364-2021
VERACITY CAPITAL LLC
Atlanta, GA
AUM
$799.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
844-508-7884
EAGLE ROCK INVESTMENT COMPANY, LLC
Atlanta, GA
AUM
$786.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(404) 480-8578
REGENT PEAK WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$785.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
470-867-3550
4612 GROUP, LLC
Atlanta, GA
AUM
$773.3M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(470)-688-4606
RETIREMENT FUND MANAGEMENT
Atlanta, GA
AUM
$769.7M
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
770-399-8803
BEACON GLOBAL ADVISOR NETWORK, LLC
Atlanta, GA
AUM
$745.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
61 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
888-679-6474
MEADOW CREEK WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$728.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
470-359-9270
SMITH & HOWARD WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$726.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
404-874-6244
ANCHYRA PARTNERS LLC
Atlanta, GA
AUM
$689.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-240-8799
IRC WEALTH
Atlanta, GA
AUM
$666.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
404-968-9348
CONSEQUENT CAPITAL MANAGEMENT, LLC
Atlanta, GA
AUM
$639.3M
Wealth MgmtRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(404) 883-2500
ROWLAND MILLER + PARTNERS LLC
Atlanta, GA
AUM
$635.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
404-816-5350
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
Atlanta, GA
AUM
$623.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-395-9797
ARCAPITA INVESTMENT MANAGEMENT US INC.
Atlanta, GA
AUM
$607.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(404) 920-9000
PERSIUM ADVISORS, LLC
Atlanta, GA
AUM
$583.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
678-322-3000
EPG WEALTH MANAGEMENT LLC
Atlanta, GA
AUM
$579.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
404-809-3680