POWER WEALTH MANAGEMENT
Alpharetta, GA
AUM
$429.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
404-889-8919
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in GA
446 advisers found
TRUFP
Cumming, GA
AUM
$421.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-205-4394
FERGUSON SHAPIRO LLC
Decatur, GA
AUM
$415.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(404) 567-6771
AUM
$406.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
229-439-2348
SB ADVISORY, LLC
Atlanta, GA
AUM
$404.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
29 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-704-0406
AUM
$404.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
540-342-7102
GOODWIN INVESTMENT ADVISORY
Woodstock, GA
AUM
$397.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
678-741-2370
KIKER WEALTH MANAGEMENT, LLC
Jasper, GA
AUM
$395.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
706-253-7285
PRIVATE FAMILY WEALTH ADVISORS
Atlanta, GA
AUM
$393.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
404-848-0950
1776 WEALTH LLC
Sandy Springs, GA
AUM
$390.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
678-257-2730
ELEVATE WEALTH ADVISORY, INC.
Athens, GA
AUM
$385.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
706-353-2728
RED TORTOISE
Atlanta, GA
AUM
$382.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(833) 666-1200
THE STRATEGIC FINANCIAL ALLIANCE
Atlanta, GA
AUM
$382.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
41 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
678-954-4000
CHRISTY CAPITAL MANAGEMENT, INC.
Macon, GA
AUM
$376.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
478-314-2160
AUM
$375.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
804-750-3665
REGIMEN WEALTH, LLC
Atlanta, GA
AUM
$365.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
770-738-8200
RESURGENT ADVISORS
Atlanta, GA
AUM
$354.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
404-654-0531
SOUTHBRIDGE ADVISORS, LLC
Marieta, GA
AUM
$353.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
866-797-8693
LOFTIN WEALTH PARTNERS
Johns Creek, GA
AUM
$344.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(888) 556-3846
AP WEALTH MANAGEMENT
Augusta, GA
AUM
$339.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
706-364-4281
BAER WEALTH MANAGEMENT
Marietta, GA
AUM
$334.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
770-984-2312
DAI WEALTH, LLC
Atlanta, GA
AUM
$330.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
404-531-7080
MPWM ADVISORY SOLUTIONS LLC
Alpharetta, GA
AUM
$326.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
678-566-4001
AUM
$316.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
7045755349