ST. JOHN & ASSOCIATES, INC.
Roswell, GA
AUM
$128.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-642-7631
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in GA
241 advisers found
NETWORTH FINANCIAL SERVICES, LLC
Johns Creek, GA
AUM
$128.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
678-319-0111
AMERICAN WEALTH ADVISORS, LLC
Johns Creek, GA
AUM
$120.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-814-7236
SENTARA CAPITAL
Marietta, GA
AUM
$119.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(770) 509-5305
INFINITE GIVING ADVISORY SERVICES, INC.
Atlanta, GA
AUM
$112.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(888) 926-4483
AUM
$112.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(305) 791-3195
EVANS WEALTH MANAGEMENT
Duluth, GA
AUM
$111.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-828-8303
ARCH PARTNERS WEALTH MANAGEMENT, INC.
Watkinsville, GA
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
706-850-8877
SKYPOINT CAPITAL ADVISORS, LLC
Atlanta, GA
AUM
$109.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
844-385-1050
HORSE COVE PARTNERS LLC
Atlanta, GA
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
678-905-5723
EXECUTIVE MONEY MANAGERS, INC.
Social Circle, GA
AUM
$104.3M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
770-953-1135
CARTER, TERRY & COMPANY, INC.
Atlanta, GA
AUM
$104.0M
Wealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM
404-364-2070
CRESCENT WEALTH ADVISORY, LLC
Atlanta, GA
AUM
$99.0M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
770-431-1260
BROWN WEALTH MANAGEMENT, LLC
Conyers, GA
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-918-0702
AVID WEALTH MANAGEMENT GROUP, LLC
Atlanta, GA
AUM
$96.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; FEE SPLITS PURSUANT TO SOLICITATION AGREEMENTS
678.306.1209
LEGACY PARTNERS FINANCIAL GROUP, LLC
Woodstock, GA
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
678 388-2233
WEALTH 360, LLC
Buford, GA
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
678-392-1155
CIRCA CAPITAL, LLC
Alpharetta, GA
AUM
$83.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
770-500-0888
CHRISTIAN VALUES INVESTING, INC.
Statesboro, GA
AUM
$75.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
912-764-4435
AUM
$75.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 781-1219
CULBRETH WEALTH MANAGEMENT
Dacula, GA
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-979-1301
TRIMARAN CAPITAL
Savannah, GA
AUM
$71.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
912-344-4824
GLOBAL INVESTMENT ADVISORY
Mcdonough, GA
AUM
$71.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(678) 583-1120
JAM CAPITAL PARTNERS
Saint Simons Island, GA
AUM
$64.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
912-996-3007