FINANCIAL DISCOVERY
Atlanta, GA
AUM
$118.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
404-816-0160
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
320 advisers found
CORNERSTONE FINANCIAL
Atlanta, GA
AUM
$118.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404-874-3111
MCCORMACK FINANCIAL PLANNING INC.
Atlanta, GA
AUM
$115.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
404-236-7316
INFINITE GIVING ADVISORY SERVICES, INC.
Atlanta, GA
AUM
$112.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(888) 926-4483
SKYPOINT CAPITAL ADVISORS, LLC
Atlanta, GA
AUM
$109.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
844-385-1050
HORSE COVE PARTNERS LLC
Atlanta, GA
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
678-905-5723
WEALTH ENGAGEMENT
Atlanta, GA
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(917) 826-5955
CARTER, TERRY & COMPANY, INC.
Atlanta, GA
AUM
$104.0M
Wealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM
404-364-2070
34 FINANCIAL, LLC
Atlanta, GA
AUM
$101.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
404-383-2100
HARBINGER SPORTS PARTNERS
Atlanta, GA
AUM
$100.0M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
443-745-7813
CRESCENT WEALTH ADVISORY, LLC
Atlanta, GA
AUM
$99.0M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
770-431-1260
HEINZ INVESTMENTS
Atlanta, GA
AUM
$96.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-391-3910
AVID WEALTH MANAGEMENT GROUP, LLC
Atlanta, GA
AUM
$96.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; FEE SPLITS PURSUANT TO SOLICITATION AGREEMENTS
678.306.1209
WORTHSCAPE, LLC
Atlanta, GA
AUM
$88.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
404-419-7111
ARC ASSET MANAGEMENT LLC
Atlanta, GA
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-793-7553
MICHAEL L. BALL, CPA, LLC
Atlanta, GA
AUM
$86.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-479-7890
NORA WEALTH
Atlanta, GA
AUM
$83.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404-475-4870
PIA, LLLP
Atlanta, GA
AUM
$71.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
770-698-5500
D.S. BROWN WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$68.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
770-597-1459
COLLECTIVE WEALTH PARTNERS, LLC
Atlanta, GA
AUM
$59.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(404) 633-9952
CAPITAL BENCHMARK PARTNERS, LLC
Atlanta, GA
AUM
$56.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(770) 217-1202
TROIKA CAPITAL ADVISORS, LLC
Atlanta, GA
AUM
$56.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
770.617.3149
INFINITY CREDIT ADVISORY, LLC
Atlanta, GA
AUM
$53.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
404-458-4448
PHASE LINE CAPITAL, LLC
Atlanta, GA
AUM
$52.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
470-586-6566