INVESTMENT PERFORMANCE SERVICES LLC
Savannah, GA
AUM
$763.7M
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Fixed fees; PERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICE
912-352-2862
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
675 advisers found
BEACON GLOBAL ADVISOR NETWORK, LLC
Atlanta, GA
AUM
$745.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
61 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
888-679-6474
NICHOLAS WEALTH MANAGEMENT
Marietta, GA
AUM
$739.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
404-890-5606
MEADOW CREEK WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$728.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
470-359-9270
SMITH & HOWARD WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$726.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
404-874-6244
WOODSTOCK WEALTH MANAGEMENT, INC.
Woodstock, GA
AUM
$726.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-279-4468
ANCHYRA PARTNERS LLC
Atlanta, GA
AUM
$689.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-240-8799
FIRETHORN WEALTH PARTNERS, LLC
Augusta, GA
AUM
$671.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
706.426.4243
IRC WEALTH
Atlanta, GA
AUM
$666.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
404-968-9348
BLUECHIP WEALTH ADVISORS LLC
Milton, GA
AUM
$666.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-771-5812
CONSEQUENT CAPITAL MANAGEMENT, LLC
Atlanta, GA
AUM
$639.3M
Wealth MgmtRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(404) 883-2500
ROWLAND MILLER + PARTNERS LLC
Atlanta, GA
AUM
$635.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
404-816-5350
AUM
$633.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
9736656370
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
Atlanta, GA
AUM
$623.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-395-9797
ARCAPITA INVESTMENT MANAGEMENT US INC.
Atlanta, GA
AUM
$607.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(404) 920-9000
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
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
DOMAIN TIMBER ADVISORS, LLC
Atlanta, GA
AUM
$575.9M
Wealth Mgmt
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
770-628-0700
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