BIP WEALTH, LLC
Atlanta, GA
AUM
$5.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
48 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
404-495-5230
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in GA
241 advisers found
FOREST INVESTMENT ASSOCIATES
Atlanta, GA
AUM
$5.24B
Wealth MgmtRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
404-829-8842
FIDUCIARYVEST, LLC
Atlanta, GA
AUM
$4.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
404-446-1270
IFG ADVISORY, LLC
Atlanta, GA
AUM
$4.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
86 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
770-353-6400
SAGE MOUNTAIN ADVISORS, LLC
Atlanta, GA
AUM
$4.29B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(404) 795-8361
ZWJ INVESTMENT COUNSEL INC
Atlanta, GA
AUM
$4.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
404-873-2211
WILLIS INVESTMENT COUNSEL INC
Gainesville, GA
AUM
$4.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
770-718-0706
SOUTHEAST ASSET ADVISORS, LLC
Thomasville, GA
AUM
$4.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
229-226-8839
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
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
HOLBROOK HOLDINGS, INC.
Atlanta, GA
AUM
$3.78B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
678-400-3980
EQUITY INVESTMENT CORP
Atlanta, GA
AUM
$3.51B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
27 advisors
Clients
0
Fees
Percentage of AUM
404-239-0111
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
SILVANT CAPITAL MANAGEMENT LLC
Atlanta, GA
AUM
$3.04B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-845-7640
GLOBALT INVESTMENTS
Atlanta, GA
AUM
$3.02B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
404-364-2188
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
STADION MONEY MANAGEMENT, LLC
Watkinsville, GA
AUM
$2.69B
Wealth MgmtInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM; MINIMUM ACCOUNT FEES IN CONJUNCTION WITH ASSET-BASED FEES
706-583-5144
CORNERSTONE INVESTMENT PARTNERS, LLC
Atlanta, GA
AUM
$2.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
404-751-3900
LCG ASSOCIATES, INC.
Atlanta, GA
AUM
$2.61B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
48 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(770) 644-0100
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