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Filter by name, location, or specialty. All data from public SEC filings.

Showing Wealth Management advisors in GA

591 advisers found

BQS MANAGEMENT LLC

Atlanta, GA

AUM

$1.9M

Wealth MgmtInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

404-964-4646

Full profileNo website

THE GREEN GROUP FINANCE, LLC

Lawrenceville, GA

AUM

$727K

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

678-737-1513

Full profileNo website

CARLYLE WEALTH PLANNING

Atlanta, GA

AUM

—

Financial PlanningTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Hourly charges; Fixed fees

770-956-8775

Full profileNo website

PRIA STRATEGIES, LLC

Atlanta, GA

AUM

$0

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Subscription fees +1 more

(844) 774-2872

Full profileNo website
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