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 Trusts & Estates advisors in GA
479 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
WYNN CAPITAL
Augusta, GA
AUM
$320.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
706-869-3451
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
COMPASS WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$307.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
678-619-2364
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
TANDEMGROWTH FINANCIAL ADVISORS, LLC
Alpharetta, GA
AUM
$297.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
770-641-6360
AUM
$296.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
404-237-7794
ESTATE MANAGEMENT COUNSELORS,LLC
Atlanta, GA
AUM
$294.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404-250-9798
BAUGH & ASSOCIATES, LLC
Atlanta, GA
AUM
$294.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
404-256-0268
AUM
$284.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
478-474-7004
VERISAIL PARTNERS, LLC
Chamblee, GA
AUM
$283.6M
Financial PlanningWealth MgmtRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
404-220-7662
BANYAN CAPITAL MANAGEMENT, INC.
Atlanta, GA
AUM
$281.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
770-951-2129
CONSCIOUS WEALTH INVESTMENTS, LLC
Atlanta, GA
AUM
$272.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(404) 826.7747
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
THE JENKINS GROUP
Albany, GA
AUM
$270.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
229-883-8028
C.W. O'CONNER WEALTH ADVISORS, INC.
Duluth, GA
AUM
$264.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
770-368-9919
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