BRANNEN & LYLE INVESTMENT COMPANY
Bainbridge, GA
AUM
$12.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
229-246-1775
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in GA
591 advisers found
POLARIS ASSET MANAGEMENT, LLC
Sugar Hill, GA
AUM
$12.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(678) 333-5626
PORTER WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
540-270-7542
STEELE FINANCIAL STUDIOS
Atlanta, GA
AUM
$10.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
404-850-4010
ABG FINANCIAL SERVICES, INC.
Atlanta, GA
AUM
$9.8M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
888-463-0440
WELCH FINANCIAL INVESTMENTS, LLC
Atlanta, GA
AUM
$9.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
404-591-6777
VETWORTH
Peachtree City, GA
AUM
$9.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Fixed fees
404-907-0070
MASON WESTBRIDGE ASSET MANAGEMENT LLC
Peachtree Corners, GA
AUM
$9.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
404-754-3956
AEGIS CAPITAL GROUP
Atlanta, GA
AUM
$9.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-884-4734
ZUMA CAPITAL MANAGEMENT, LLC
Chamblee, GA
AUM
$8.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-989-6705
REAGAN FINANCIAL PLANNING LLC
Oxford, GA
AUM
$8.4M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; ASSET BASED FEE FOR INVESTMENT CONSULTING
770-784-1893
HORIZON ADVISORS, LLC
Rome, GA
AUM
$8.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
706-807-5250
BLUESTONE WEALTH PLANNING, LLC
Atlanta, GA
AUM
$8.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
4044411015
FINACURA ADVISORY LLC
Cumming, GA
AUM
$7.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
813-505-0830
JPG WEALTH MANAGEMENT, LLC
Marietta, GA
AUM
$7.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
470-531-1818
GAINES CAPITAL MANAGEMENT
Atlanta, GA
AUM
$6.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-443-3834
KENWYCK CAPITAL
Marietta, GA
AUM
$6.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-567-6001
LATITUDE INVESTMENT GROUP
Alpharetta, GA
AUM
$6.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(248) 202-6081
VISION FINANCIAL CONCEPTS
Athens, GA
AUM
$5.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
706-613-2474
BLOSSOM BALANCE LLC
Gainesville, GA
AUM
$5.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-408-1020
HOLCOMB FINANCIAL
Canton, GA
AUM
$5.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-268-0479
JOHN MASTERS, CPA, PC
Atlanta, GA
AUM
$4.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
404-240-0048
TARA FINANCIAL GROUP, INC.
Jonesboro, GA
AUM
$4.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
770-471-1099
MENSAH FINANCE GROUP, LLC
Atlanta, GA
AUM
$3.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
678-821-2950