CLARIS FINANCIAL ADVISORS, INC.
Atlanta, GA
AUM
$33.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-934-8686
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in GA
591 advisers found
RELIASTAR CAPITAL MANAGEMENT, INC.
Dawsonville, GA
AUM
$33.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
678-288-4520
AUM
$33.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404 538 0307
TRESTLE WEALTH ADVISORY, LLC
Duluth, GA
AUM
$33.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(404) 905-6576
AJAX CAPITAL ADVISORS, INC.
Atlanta, GA
AUM
$33.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-816-2860
JORDAN CAPITAL AM, LLC
Atlanta, GA
AUM
$31.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(706) 575-5262
LANGLEY WEALTH MANAGEMENT
Athens, GA
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(678) 898-4155
J. FRANKLIN FINANCIAL LLC
Metter, GA
AUM
$30.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
912-685-3556
THIRD ACT RETIREMENT PLANNING, INC.
Marietta, GA
AUM
$30.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-971-2888
LIFEWATER WEALTH MANAGEMENT
Duluth, GA
AUM
$30.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
770-800-8432
SONAS FINANCIAL PLANNING
Atlanta, GA
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404-545-5368
BUTLERJEFFREY, LLC
Atlanta, GA
AUM
$28.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(404) 369-0282
CERNER CAPITAL MANAGEMENT, LLC
Snellville, GA
AUM
$28.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(770) 490-9003
CLARK BROWN, LLC
Athens, GA
AUM
$27.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
706-410-1600
FORDHAM FINANCIAL SERVICES, INC.
Hoschton, GA
AUM
$26.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
770-736-6854
BROOKE FOREST CAPITAL LLC
Alpharetta, GA
AUM
$26.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
678-646-6730
WEALTHCARE FINANCIAL GROUP, INC.
Peachtree City, GA
AUM
$25.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(770) 683-3608
MOTUS WEALTH
Atlanta, GA
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
404-595-7692
KINDZIA INVESTMENTS
Johns Creek, GA
AUM
$25.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
678-597-3112
MARS CAPITAL MANAGEMENT LLC
Columbus, GA
AUM
$25.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
706-760-9586
AFS WEALTH MANAGEMENT LLC
Watkinsville, GA
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(770) 554-8344
WINDEMERE ADVISORS, LLC
Valdosta, GA
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(229) 241-0576
BLUEPRINT FINANCIAL STRATEGIES, LLC
Eatonton, GA
AUM
$23.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
706-927-6332
WESTHOLLOW WEALTH MANAGEMENT
Milton, GA
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(770) 585-0260