COMMONWEALTH FINANCIAL PLANNERS INC
Roswell, GA
AUM
$227.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
770-399-6644
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in GA
591 advisers found
MRP CAPITAL INVESTMENTS, LLC
Alpharetta, GA
AUM
$227.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
404-274-7851
ALDER FINANCIAL GROUP INC
Atlanta, GA
AUM
$224.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
770-563-8207
REICON WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$220.1M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-328-2120
SAN BLAS ADVISORY, INC.
Atlanta, GA
AUM
$218.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404.704.0406
GRIFFITH & WERNER, INC.
Canton, GA
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
678-901-4167
PARK SQUARE FINANCIAL GROUP LLC
Roswell, GA
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-641-1401
WEALTH WITH NO REGRETS®
Alpharetta, GA
AUM
$214.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
678-278-9632
PREMIS ADVISORS, LLC
Atlanta, GA
AUM
$213.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
678-666-5380
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
345-749-4505
MAGELLAN PLANNING GROUP
Atlanta, GA
AUM
$210.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-257-8811
AUM
$208.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
678-561-5462
DANER WEALTH MANAGEMENT, LLC
Alpharetta, GA
AUM
$201.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
404-915-0128
AUM
$200.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
8508934414
ASSET MANAGEMENT GROUP
Cartersville, GA
AUM
$200.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-792-5855
FINANCIAL ARCHITECTS, LLC
Woodstock, GA
AUM
$199.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-517-8160
TOWNSEND WEALTH MANAGEMENT
Columbus, GA
AUM
$194.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; FINANCIAL PLANNING FOR FIXED FEE
706-221-8200
CAPITAL AND PLANNING, LLC
Jonesboro, GA
AUM
$193.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
678-519-5733
WICKHAM FINANCIAL & INSURANCE SERVICES
Marietta, GA
AUM
$193.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
770-424-8711
INCOMPASS FINANCIAL PARTNERS, LLC
Alpharetta, GA
AUM
$192.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-971-9141
PIERSON WEALTH MANAGEMENT
Atlanta, GA
AUM
$192.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
404-233-7272
PHORCYS CAPITAL PARTNERS, LLC
Alpharetta, GA
AUM
$191.5M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
770-777-9373
XCEPTION FAMILY OFFICE
Atlanta, GA
AUM
$189.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
404-524-7900
CFS WEALTH MANAGEMENT
Macon, GA
AUM
$189.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
478 471-1875