APRIO WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$4.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
404-892-9651
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in GA
446 advisers found
BT FAMILY OFFICE, LLC
Atlanta, GA
AUM
$4.00B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-341-5800
HENSSLER FINANCIAL
Kennesaw, GA
AUM
$3.81B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
770-429-9166
ADVOCACY WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$3.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM
404.836.7141
LCP INSTITUTIONAL, LLC
Atlanta, GA
AUM
$3.18B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; FINANCIAL PLANNING
470-326-7920
MONTAG
Atlanta, GA
AUM
$2.97B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404-522-5774
IMPACT PARTNERSHIP WEALTH, LLC
Marietta, GA
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
89 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-380-5040
BISON WEALTH, LLC
Atlanta, GA
AUM
$2.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
65 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-841-2224
STRATEGIC BLUEPRINT, LLC
Atlanta, GA
AUM
$2.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
51 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
678-954-4130
ARCUS CAPITAL PARTNERS, LLC
Atlanta, GA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
404-949-2111
CORNERSTONE MANAGEMENT, INC.
Duluth, GA
AUM
$2.29B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-449-7799
SOUND VIEW WEALTH ADVISORS GROUP, LLC
Savannah, GA
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
912-239-4630
NARWHAL CAPITAL MANAGEMENT
Marietta, GA
AUM
$2.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(770) 344-0172
CAHABA WEALTH MANAGEMENT, INC.
Atlanta, GA
AUM
$2.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
404-549-7678
THE FIDUCIARY GROUP
Savannah, GA
AUM
$1.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
912-303-9000
MARCO INVESTMENT MANAGEMENT LLC
Atlanta, GA
AUM
$1.77B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
404-504-8600
CPC ADVISORS, LLC
Atlanta, GA
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
404-879-3000
CANNON FINANCIAL STRATEGISTS, INC.
Athens, GA
AUM
$1.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
706-548-3422
ROLLINS FINANCIAL ADVISORS, LLC
Atlanta, GA
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
404-892-7967
ASSET ADVISORS
Augusta, GA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
706-650-9900
MARIETTA WEALTH MANAGEMENT, LLC
Marietta, GA
AUM
$1.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
404-549-6930
RICHARD YOUNG ADVISORS
Augusta, GA
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
706-739-0725
LONGVIEW WEALTH MANAGEMENT
Atlanta, GA
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-843-3100
GODWIN CAPITAL GROUP, LLC
Atlanta, GA
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
404-795-8300