BERKELEY CAPITAL PARTNERS, LLC
Milton, GA
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
678-690-8700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in GA
446 advisers found
AMB WEALTH, LLC
Thomasville, GA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
866-277-1500
ELWOOD & GOETZ
Athens, GA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
706-548-1025
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Milton, GA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
678-323-3454
JT STRATFORD, LLC
Gainesville, GA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
770-534-6046
AMERICAN FINANCIAL ADVISORS, LLC.
Marietta, GA
AUM
$950.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-977-2434
PGI WEALTH MANAGEMENT
Alpharetta, GA
AUM
$930.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(888) 493-9022
CHATHAM CAPITAL GROUP INC
Savannah, GA
AUM
$878.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
912-691-2320
CARSON ADVISORY GROUP
Athens, GA
AUM
$864.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
706-543-6578
INLIGHT WEALTH
Atlanta, GA
AUM
$843.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-551-2808
WAYPOINT WEALTH COUNSEL LLC
Atlanta, GA
AUM
$824.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
404-955-7481
VERACITY CAPITAL LLC
Atlanta, GA
AUM
$799.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
844-508-7884
EAGLE ROCK INVESTMENT COMPANY, LLC
Atlanta, GA
AUM
$786.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(404) 480-8578
REGENT PEAK WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$785.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
470-867-3550
FORTHRIGHT WEALTH MANAGEMENT, LLC
Alpharetta, GA
AUM
$773.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
470-395-4749
BEACON GLOBAL ADVISOR NETWORK, LLC
Atlanta, GA
AUM
$745.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
61 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
888-679-6474
NICHOLAS WEALTH MANAGEMENT
Marietta, GA
AUM
$739.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
404-890-5606
MEADOW CREEK WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$728.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
470-359-9270
SMITH & HOWARD WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$726.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
404-874-6244
WOODSTOCK WEALTH MANAGEMENT, INC.
Woodstock, GA
AUM
$726.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-279-4468
ANCHYRA PARTNERS LLC
Atlanta, GA
AUM
$689.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-240-8799
FIRETHORN WEALTH PARTNERS, LLC
Augusta, GA
AUM
$671.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
706.426.4243
IRC WEALTH
Atlanta, GA
AUM
$666.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
404-968-9348
BLUECHIP WEALTH ADVISORS LLC
Milton, GA
AUM
$666.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-771-5812