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.
675 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