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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
BLUE GROTTO CAPITAL, LLC
Atlanta, GA
AUM
$2.10B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404.381.1890
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
SHAPIRO CAPITAL MANAGEMENT LLC
Atlanta, GA
AUM
$1.97B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
404-842-9600
AUM
$1.82B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
404-229-4671
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
SOVEREIGN'S CAPITAL MANAGEMENT, LLC
Atlanta, GA
AUM
$1.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-260-2798
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
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
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
GIBBS WEALTH MANAGEMENT, LLC
Alpharetta, GA
AUM
$1.06B
Wealth MgmtTrusts & Estates
Team
59 advisors
Clients
0
Fees
Percentage of AUM
678-694-8770
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
GREATMARK INVESTMENT PARTNERS, INC.
Columbus, GA
AUM
$1.02B
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
706-327-2128
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