AUM
$168.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
309-370-5577
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
THE MONITOR GROUP, INC.
Martinez, GA
AUM
$167.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
706-854-8040
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
DYCHE, RILEY, & SELMAN WEALTH MANAGEMENT
Fayetteville, GA
AUM
$162.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-461-8191
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
WIREGRASS ASSET MANAGEMENT
Thomasville, GA
AUM
$159.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(229) 226-0111
STARR-MATHEWS FINANCIAL, LLC
Calhoun, GA
AUM
$158.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
706 624 4080
GEORGIA WEALTH PARTNERS, LLC
Griffin, GA
AUM
$157.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-510-5280
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
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
TRADEMARK CAPITAL MANAGEMENT INC.
Watkinsville, GA
AUM
$150.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
706-534-2351
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
PARRISH CAPITAL, LLC
Kennesaw, GA
AUM
$150.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(800) 618-1940
SANDERS & SCOTT, CHFC
Watkinsville, GA
AUM
$148.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
770-760-8933
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
AUM
$143.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-736-1261
J. L. PERKINS WEALTH MANAGEMENT, LLC
Macon, GA
AUM
$142.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
478-254-3550
AUM
$140.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-965-3578
AUM
$139.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
912-634-8338
AUM
$138.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-367-6077
FSAM LLC
Alpharetta, GA
AUM
$138.4M
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
0
Fees
Percentage of AUM
770-777-9373
ST. JOHN & ASSOCIATES, INC.
Roswell, GA
AUM
$128.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-642-7631
NETWORTH FINANCIAL SERVICES, LLC
Johns Creek, GA
AUM
$128.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
678-319-0111