HOLLAND FINANCIAL SERVICES, INC.
Athens, GA
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
706-369-8888
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
CHRISTIAN VALUES INVESTING, INC.
Statesboro, GA
AUM
$75.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
912-764-4435
ARKIN FINANCIAL ADVISORS, LLC
Savannah, GA
AUM
$75.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
912-356-9222
AUM
$75.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 781-1219
CULBRETH WEALTH MANAGEMENT
Dacula, GA
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-979-1301
BELLA WEALTH MANAGEMENT, LLC
Roswell, GA
AUM
$73.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
770-545-8881
TRIMARAN CAPITAL
Savannah, GA
AUM
$71.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
912-344-4824
PIA, LLLP
Atlanta, GA
AUM
$71.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
770-698-5500
GLOBAL INVESTMENT ADVISORY
Mcdonough, GA
AUM
$71.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(678) 583-1120
DBA OLSON ASSOCIATES
Roswell, GA
AUM
$71.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
770-740-8744
UNITY FINANCIAL PLANNING GROUP LLC
Kennesaw, GA
AUM
$71.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
470-457-6385
D.S. BROWN WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$68.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
770-597-1459
FIDUCIARY CAPITAL, INC.
Gainesville, GA
AUM
$67.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-249-7424
MOMENTUM WEALTH MANAGEMENT
Columbus, GA
AUM
$64.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(706) 842-2400
AUM
$63.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
706-738-6899
CAPITAL RESEARCH ADVISORS, LLC
Suwanee, GA
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
770-925-1000
AUM
$61.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
912-489-1222
ACTIFY INVESTOR RETIREMENTS, LLC
Peachtree Corners, GA
AUM
$61.3M
Financial PlanningWealth MgmtRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
678-252-9741
COLLECTIVE WEALTH PARTNERS, LLC
Atlanta, GA
AUM
$59.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(404) 633-9952
WILSON WEALTH STEWARDSHIP
Macon, GA
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(470) 357-6900
HANKINSON WEALTH ADVISORS LLC
Greensboro, GA
AUM
$56.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
706-454-0790
REV CAPITAL, LLC
Marietta, GA
AUM
$56.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
678-456-5546
CAPITAL BENCHMARK PARTNERS, LLC
Atlanta, GA
AUM
$56.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(770) 217-1202
TROIKA CAPITAL ADVISORS, LLC
Atlanta, GA
AUM
$56.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
770.617.3149