VIP WEALTH ADVISORS
Decatur, GA
AUM
$126.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
917-319-8281
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
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
T.R.U.E. COASTAL CAPITAL, LLC
Savannah, GA
AUM
$124.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
912-234-3657
AMERICAN WEALTH ADVISORS, LLC
Johns Creek, GA
AUM
$120.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-814-7236
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
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
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
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
GEORGIA ADVISORY GROUP LLC
Alpharetta, GA
AUM
$117.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
770-841-1713
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
AUM
$114.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
908-464-3060
THE ADVISORY FIRM
Alpharetta, GA
AUM
$113.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
678-566-3711
INFINITE GIVING ADVISORY SERVICES, INC.
Atlanta, GA
AUM
$112.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(888) 926-4483
AUM
$112.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(305) 791-3195
FULLY FINANCIAL
Athens, GA
AUM
$111.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(706) 389-8426
EVANS WEALTH MANAGEMENT
Duluth, GA
AUM
$111.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-828-8303
ALPHA FINANCIAL MANAGEMENT, INC.
Savannah, GA
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
912-353-9343
AUM
$109.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
615-482-1599
ARCH PARTNERS WEALTH MANAGEMENT, INC.
Watkinsville, GA
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
706-850-8877
BEACON FINANCIAL ADVISERS, INC.
Conyers, GA
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
678-750-1700
CAPITAL ENDURANCE GROUP, INC
Alpharetta, GA
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
470-375-6663
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