AUM
$104.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
616-600-4517
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
EXECUTIVE MONEY MANAGERS, INC.
Social Circle, GA
AUM
$104.3M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
770-953-1135
CARTER, TERRY & COMPANY, INC.
Atlanta, GA
AUM
$104.0M
Wealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM
404-364-2070
34 FINANCIAL, LLC
Atlanta, GA
AUM
$101.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
404-383-2100
AUM
$100.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-933-2722
CRESCENT WEALTH ADVISORY, LLC
Atlanta, GA
AUM
$99.0M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
770-431-1260
MERSEREAU, LAZENBY & ROCKAS, L.L.C.
Suwanee, GA
AUM
$99.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
770-614-6800
BROWN WEALTH MANAGEMENT, LLC
Conyers, GA
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-918-0702
HEINZ INVESTMENTS
Atlanta, GA
AUM
$96.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-391-3910
AVID WEALTH MANAGEMENT GROUP, LLC
Atlanta, GA
AUM
$96.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; FEE SPLITS PURSUANT TO SOLICITATION AGREEMENTS
678.306.1209
VICKERY CREEK CAPITAL MANAGEMENT
Roswell, GA
AUM
$95.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
678-387-1820
LEGACY PARTNERS FINANCIAL GROUP, LLC
Woodstock, GA
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
678 388-2233
WEALTH 360, LLC
Buford, GA
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
678-392-1155
BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC
Alpharetta, GA
AUM
$94.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
678-202-0490
BARNARD FINANCIAL GROUP, LLC
Roswell, GA
AUM
$94.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
770-992-1119
TURNER WEALTH ADVISORY
Woodstock, GA
AUM
$90.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-751-9296
FLEMING WEALTH MANAGEMENT, LLC
Johns Creek, GA
AUM
$89.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
678-597-4254
WORTHSCAPE, LLC
Atlanta, GA
AUM
$88.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
404-419-7111
ARC ASSET MANAGEMENT LLC
Atlanta, GA
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-793-7553
MICHAEL L. BALL, CPA, LLC
Atlanta, GA
AUM
$86.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-479-7890
OMEGA ADVISORY LLC
Cumming, GA
AUM
$83.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
770-361-3034
NORA WEALTH
Atlanta, GA
AUM
$83.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404-475-4870
CIRCA CAPITAL, LLC
Alpharetta, GA
AUM
$83.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
770-500-0888
CENTURION ADVISORY GROUP, INC
Suwanee, GA
AUM
$78.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
770-817-0525