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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in GA
233 advisers found
AUM
$238.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
404-405-8080
AUM
$237.0M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-594-4015
LANIER FINANCIAL GROUP LLC
Athens, GA
AUM
$236.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-882-2628
AUM
$231.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-444-5122
MRP CAPITAL INVESTMENTS, LLC
Alpharetta, GA
AUM
$227.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
404-274-7851
GRIFFITH & WERNER, INC.
Canton, GA
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
678-901-4167
PARK SQUARE FINANCIAL GROUP LLC
Roswell, GA
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-641-1401
WEALTH WITH NO REGRETS®
Alpharetta, GA
AUM
$214.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
678-278-9632
WICKHAM FINANCIAL & INSURANCE SERVICES
Marietta, GA
AUM
$193.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
770-424-8711
INCOMPASS FINANCIAL PARTNERS, LLC
Alpharetta, GA
AUM
$192.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-971-9141
WRIGHT WEALTH LLC
Atlanta, GA
AUM
$188.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
4703731044
FINANCIAL CONSULTANTS GROUP INC
Cumming, GA
AUM
$188.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
770-627-2121
RIDGE CAPITAL MANAGEMENT, LLC
John Creek, GA
AUM
$186.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
770-516-7747
BEY-DOUGLAS, LLC INVESTMENT COUNSEL
Marietta, GA
AUM
$179.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
770-858-0001
TRUE SQUARE FINANCIAL LLC
Atlanta, GA
AUM
$178.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Fixed fees
404-975-2720
NEWCORP WEALTH MANAGEMENT
Alpharetta, GA
AUM
$177.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
404-996-6893
AUM
$168.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
309-370-5577
DYCHE, RILEY, & SELMAN WEALTH MANAGEMENT
Fayetteville, GA
AUM
$162.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-461-8191
WIREGRASS ASSET MANAGEMENT
Thomasville, GA
AUM
$159.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(229) 226-0111
STARR-MATHEWS FINANCIAL, LLC
Calhoun, GA
AUM
$158.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
706 624 4080
THE RENN WEALTH MANAGEMENT GROUP, INC.
Atlanta, GA
AUM
$151.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
404-467-9882
TRADEMARK CAPITAL MANAGEMENT INC.
Watkinsville, GA
AUM
$150.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
706-534-2351
PARRISH CAPITAL, LLC
Kennesaw, GA
AUM
$150.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(800) 618-1940