TRUIST ADVISORY SERVICES, INC.
Atlanta, GA
AUM
$77.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2360 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
800-874-4770
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in GA, ATLANTA
164 advisers found
HB WEALTH
Atlanta, GA
AUM
$30.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
152 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
404-264-1400
OSAIC ADVISORY SERVICES, LLC
Atlanta, GA
AUM
$15.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
344 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-580-8219
IRA GROUP, INC.
Atlanta, GA
AUM
$15.42B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
404-760-3730
ATLANTA CONSULTING GROUP ADVISORS, LLC
Atlanta, GA
AUM
$14.70B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
888-317-2810
ADVISORY SERVICES NETWORK
Atlanta, GA
AUM
$10.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
247 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
770-352-0449
OPENARC CORPORATE ADVISORY, LLC
Atlanta, GA
AUM
$10.09B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
80 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
844-648-6001
SIGNATUREFD, LLC
Atlanta, GA
AUM
$9.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
404-253-7600
CRAWFORD INVESTMENT COUNSEL INC
Atlanta, GA
AUM
$9.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
770-859-0045
ARKADIOS WEALTH ADVISORS
Atlanta, GA
AUM
$8.79B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
151 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
404-445-0035
NICHOLAS HOFFMAN & COMPANY, LLC
Atlanta, GA
AUM
$8.26B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
404-815-5050
CAPITAL INVESTMENT ADVISORS, LLC
Atlanta, GA
AUM
$8.21B
Financial PlanningWealth MgmtTrusts & Estates
Team
55 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
404-531-0018
BUCKHEAD CAPITAL MANAGEMENT, LLC
Atlanta, GA
AUM
$5.76B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
404-720-8800
BALENTINE
Atlanta, GA
AUM
$5.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(404) 537-4800
BIP WEALTH, LLC
Atlanta, GA
AUM
$5.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
48 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
404-495-5230
FIDUCIARYVEST, LLC
Atlanta, GA
AUM
$4.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
404-446-1270
IFG ADVISORY, LLC
Atlanta, GA
AUM
$4.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
86 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
770-353-6400
SAGE MOUNTAIN ADVISORS, LLC
Atlanta, GA
AUM
$4.29B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(404) 795-8361
ZWJ INVESTMENT COUNSEL INC
Atlanta, GA
AUM
$4.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
404-873-2211
APRIO WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$4.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
404-892-9651
BT FAMILY OFFICE, LLC
Atlanta, GA
AUM
$4.00B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-341-5800
ADVOCACY WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$3.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM
404.836.7141
LCP INSTITUTIONAL, LLC
Atlanta, GA
AUM
$3.18B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; FINANCIAL PLANNING
470-326-7920
MONTAG
Atlanta, GA
AUM
$2.97B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404-522-5774
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