IMPACT PARTNERSHIP WEALTH, LLC
Marietta, GA
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
89 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-380-5040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in GA, MARIETTA
10 advisers found
NARWHAL CAPITAL MANAGEMENT
Marietta, GA
AUM
$2.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(770) 344-0172
MARIETTA WEALTH MANAGEMENT, LLC
Marietta, GA
AUM
$1.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
404-549-6930
AMERICAN FINANCIAL ADVISORS, LLC.
Marietta, GA
AUM
$950.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-977-2434
NICHOLAS WEALTH MANAGEMENT
Marietta, GA
AUM
$739.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
404-890-5606
PAUL MANNERS & ASSOCIATES, INC.
Marietta, GA
AUM
$349.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-231-8611
BAER WEALTH MANAGEMENT
Marietta, GA
AUM
$334.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
770-984-2312
PROACTIVE WEALTH STRATEGIES, LLC
Marietta, GA
AUM
$315.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-971-4142
SENTARA CAPITAL
Marietta, GA
AUM
$119.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(770) 509-5305
CAPITAL MANAGEMENT ADVISORS INC
Marietta, GA
AUM
$52.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-422-4606