BAY POINT ADVISORS, LLC
Atlanta, GA
AUM
$1.03B
Wealth Mgmt
Team
29 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(404) 963-6031
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
675 advisers found
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
WEST PACES ADVISORS, INC.
Atlanta, GA
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(404) 478-3030
MSOUTH EQUITY PARTNERS, LLC
Atlanta, GA
AUM
$1.00B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-816-3255
BOONE CAPITAL MANAGEMENT LLC
Atlanta, GA
AUM
$963.2M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-891-9290
BUILDER INVESTMENT GROUP
Atlanta, GA
AUM
$952.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
404-233-9341
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
PEACHTREE GROUP
Atlanta, GA
AUM
$940.8M
Wealth Mgmt
Team
69 advisors
Clients
0
Fees
Percentage of AUM
404-497-4111
TRAILS EDGE CAPITAL PARTNERS, LP
Atlanta, GA
AUM
$933.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(770) 600-9010
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
AVEGO MANAGEMENT, LLC
Alpharetta, GA
AUM
$917.5M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
646-844-0030
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
EAGLE MERCHANT PARTNERS
Atlanta, GA
AUM
$840.6M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
404-974-2480
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
MASTERS CAPITAL MANAGEMENT, L.L.C.
Atlanta, GA
AUM
$804.6M
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
404-364-2021
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
4612 GROUP, LLC
Atlanta, GA
AUM
$773.3M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(470)-688-4606
RETIREMENT FUND MANAGEMENT
Atlanta, GA
AUM
$769.7M
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
770-399-8803