SARDIS GROUP, LLC
Atlanta, GA
AUM
$531.2M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(404) 282-5552
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in GA
591 advisers found
BENEDICT FINANCIAL ADVISORS, INC.
Atlanta, GA
AUM
$529.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-671-8228
ALTERA PRIVATE ACCESS, LLC
Atlanta, GA
AUM
$519.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
404-537-2759
WISER WEALTH MANAGEMENT, INC
Marietta, GA
AUM
$513.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
678-905-4450
HIGHBROOK CAPITAL PARTNERS
Atlanta, GA
AUM
$509.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-850-2550
FIRST ADVISORS NATIONAL, LLC
Atlanta, GA
AUM
$505.9M
Financial PlanningWealth Mgmt
Team
64 advisors
Clients
11-25
Fees
Percentage of AUM; SOLICITOR/ENDORSEMENT FEES
1-855-326-7427
INVESTORS ASSET MANAGEMENT OF GEORGIA INC
Atlanta, GA
AUM
$502.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-394-5619
HC ADVISORS LLC
Sandy Springs, GA
AUM
$500.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-705-4593
PACES FERRY WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$491.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
404-480-5200
REGISTER FINANCIAL ADVISORS, LLC
Atlanta, GA
AUM
$488.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-364-2180
SOURCE CAPITAL, LLC
Atlanta, GA
AUM
$475.4M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-844-5381
CAPE INVESTMENT ADVISORY, INC.
Mcdonough, GA
AUM
$473.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
0
Fees
Percentage of AUM
678-583-1120
ADAPT WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$469.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
404-594-5559
SARD WEALTH MANAGMENT GROUP, LLC
Atlanta, GA
AUM
$464.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
404-843-4483
ACCESS INVESTMENT MANAGEMENT, LLC
Atlanta, GA
AUM
$456.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(678) 429-4949
HOLCOMBE FINANCIAL, INC.
Atlanta, GA
AUM
$451.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
404-257-3317
HAMILTON CAPITAL PARTNERS, LLC
Atlanta, GA
AUM
$444.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-802-4974
AUM
$439.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
770-395-3366
THE LLOYD ADVISORY GROUP
Suwanee, GA
AUM
$437.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
770-932-0387
PEACHTREE WEALTH ADVISORS, INC
Atlanta, GA
AUM
$436.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-531-0965
MMHP INVESTMENT ADVISORS
Thomasville, GA
AUM
$435.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
229-228-1822
POWER WEALTH MANAGEMENT
Alpharetta, GA
AUM
$429.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
404-889-8919
FIRST CITY CAPITAL MANAGEMENT INC
Savannah, GA
AUM
$423.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(912) 233-5492
TRUFP
Cumming, GA
AUM
$421.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-205-4394