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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in GA
241 advisers found
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
PROACTIVE WEALTH STRATEGIES, LLC
Marietta, GA
AUM
$315.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-971-4142
AMERICAN WEALTH MANAGEMENT, INC.
Alpharetta, GA
AUM
$310.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
770-392-8741
MONTEREY WEALTH
Atlanta, GA
AUM
$300.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-201-2284
AUM
$284.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
478-474-7004
BANYAN CAPITAL MANAGEMENT, INC.
Atlanta, GA
AUM
$281.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
770-951-2129
BULL STREET ADVISORS
Savannah, GA
AUM
$271.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
912-441-5185
ABLES, IANNONE, MOORE & ASSOCIATES, INC.
Savannah, GA
AUM
$258.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
912-777-4128
BUSH WEALTH MANAGEMENT
Valdosta, GA
AUM
$258.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
229-247-1474
DECATUR CAPITAL MANAGEMENT, INC.
Decatur, GA
AUM
$253.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
404-270-9838
AURORA INVESTMENT COUNSEL
Atlanta, GA
AUM
$252.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
770.226.5323
CHECKS & BALANCES, INC.
Atlanta, GA
AUM
$251.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
404-233-0560
WEALTH INTELLIGENCE, LLC
Columbus, GA
AUM
$247.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
706-571-2100
KEYSTONE FINANCIAL GROUP, INC.
Atlanta, GA
AUM
$247.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
770-698-9816
INTEGRAS PARTNERS, LLC
Alpharetta, GA
AUM
$244.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
404-941-2800
EXIT WEALTH ADVISORS
Alpharetta, GA
AUM
$243.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-474-8513
ANSON ANALYTICS
Tyrone, GA
AUM
$242.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
678-216-0795
GREYBULL PARTNERS LLC
Atlanta, GA
AUM
$241.0M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-815-8772
AUM
$237.0M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-594-4015
RULE ONE PARTNERS, LLC
Moreland, GA
AUM
$236.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(855) 687-7853
AUM
$231.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-444-5122