WELLSPRING WEALTH MANAGEMENT LLC
Alpharetta, GA
AUM
$584.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
770-410-4088
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
PERSIUM ADVISORS, LLC
Atlanta, GA
AUM
$583.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
678-322-3000
EPG WEALTH MANAGEMENT LLC
Atlanta, GA
AUM
$579.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
404-809-3680
FAMILY WMS, LLC
Athens, GA
AUM
$571.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
404-961-1051
WEALTH SCIENCE ADVISORS LLC
Alpharetta, GA
AUM
$558.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
678-480-2681
WEAVER CAPITAL MANAGEMENT, LLC
Suwanee, GA
AUM
$537.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
678-341-1333
NOVAPOINT CAPITAL LLC
Atlanta, GA
AUM
$536.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(404) 445-7885
FINANCIAL INNOVATIONS, LLC
Atlanta, GA
AUM
$535.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-458-0065
BENEDICT FINANCIAL ADVISORS, INC.
Atlanta, GA
AUM
$529.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-671-8228
WISER WEALTH MANAGEMENT, INC
Marietta, GA
AUM
$513.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
678-905-4450
HIGHBROOK CAPITAL PARTNERS
Atlanta, GA
AUM
$509.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-850-2550
FIRST ADVISORS NATIONAL, LLC
Atlanta, GA
AUM
$505.9M
Financial PlanningWealth Mgmt
Team
64 advisors
Clients
11-25
Fees
Percentage of AUM; SOLICITOR/ENDORSEMENT FEES
1-855-326-7427
INVESTORS ASSET MANAGEMENT OF GEORGIA INC
Atlanta, GA
AUM
$502.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-394-5619
HC ADVISORS LLC
Sandy Springs, GA
AUM
$500.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-705-4593
PACES FERRY WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$491.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
404-480-5200
REGISTER FINANCIAL ADVISORS, LLC
Atlanta, GA
AUM
$488.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-364-2180
CAPE INVESTMENT ADVISORY, INC.
Mcdonough, GA
AUM
$473.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
0
Fees
Percentage of AUM
678-583-1120
ADAPT WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$469.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
404-594-5559
SARD WEALTH MANAGMENT GROUP, LLC
Atlanta, GA
AUM
$464.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
404-843-4483
ACCESS INVESTMENT MANAGEMENT, LLC
Atlanta, GA
AUM
$456.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(678) 429-4949
HOLCOMBE FINANCIAL, INC.
Atlanta, GA
AUM
$451.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
404-257-3317
HAMILTON CAPITAL PARTNERS, LLC
Atlanta, GA
AUM
$444.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-802-4974
AUM
$439.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
770-395-3366
THE LLOYD ADVISORY GROUP
Suwanee, GA
AUM
$437.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
770-932-0387