SAN BLAS ADVISORY, INC.
Atlanta, GA
AUM
$218.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404.704.0406
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
320 advisers found
PREMIS ADVISORS, LLC
Atlanta, GA
AUM
$213.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
678-666-5380
MAGELLAN PLANNING GROUP
Atlanta, GA
AUM
$210.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-257-8811
PIERSON WEALTH MANAGEMENT
Atlanta, GA
AUM
$192.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
404-233-7272
XCEPTION FAMILY OFFICE
Atlanta, GA
AUM
$189.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
404-524-7900
WRIGHT WEALTH LLC
Atlanta, GA
AUM
$188.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
4703731044
ASH INVESTMENT PARTNERS, LLC
Atlanta, GA
AUM
$185.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(470) 795-5505
GEORGE M. HILLER COMPANIES, LLC
Atlanta, GA
AUM
$183.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-365-0222
TRUE SQUARE FINANCIAL LLC
Atlanta, GA
AUM
$178.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Fixed fees
404-975-2720
CHANCELLOR WEALTH MANAGEMENT, INC.
Atlanta, GA
AUM
$174.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
770-661-0283
THE KEYSTONE FINANCIAL ALLIANCE, LLC
Atlanta, GA
AUM
$164.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
404-260-0710
GUTT FINANCIAL MANAGEMENT, LLC
Atlanta, GA
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
404-237-4188
MARTINWRIGHT ADVISORY, LLC
Atlanta, GA
AUM
$160.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; CONSULTING
404-882-8756
LYNX CAPITAL, LLC
Atlanta, GA
AUM
$154.5M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
770-448-7047
MAVEN CAPITAL PARTNERS, LLC
Atlanta, GA
AUM
$152.9M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
404-798-7612
WEST ELK CAPITAL, LLC
Atlanta, GA
AUM
$152.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-551-3551
THE RENN WEALTH MANAGEMENT GROUP, INC.
Atlanta, GA
AUM
$151.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
404-467-9882
UNIFIED INVESTMENT MANAGEMENT
Atlanta, GA
AUM
$150.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(404) 920-4768
PEACHCAP TAX & ADVISORY, LLC
Atlanta, GA
AUM
$147.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
404-220-8958
CROWN MANAGEMENT ADVISORS, LLC
Atlanta, GA
AUM
$142.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
404-389-9045
LINX PARTNERS, LLC
Atlanta, GA
AUM
$131.4M
Wealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Performance-based fees +1 more
770-818-0335
BERKELEY ADVISORS, INC.
Atlanta, GA
AUM
$125.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
404-580-9560
THE MARIN GROUP INC.
Atlanta, GA
AUM
$119.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
404-607-8014
CMC FINANCIAL GROUP, LLC
Atlanta, GA
AUM
$119.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(678) 690-8800