CAPITAL RESEARCH ADVISORS, LLC
Suwanee, GA
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
770-925-1000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in GA
233 advisers found
AUM
$61.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
912-489-1222
ACTIFY INVESTOR RETIREMENTS, LLC
Peachtree Corners, GA
AUM
$61.3M
Financial PlanningWealth MgmtRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
678-252-9741
CAPITAL BENCHMARK PARTNERS, LLC
Atlanta, GA
AUM
$56.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(770) 217-1202
TROIKA CAPITAL ADVISORS, LLC
Atlanta, GA
AUM
$56.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
770.617.3149
CAPITAL MANAGEMENT ADVISORS INC
Marietta, GA
AUM
$52.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-422-4606
E2E FINANCIAL
Atlanta, GA
AUM
$50.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
678-664-9745
WILSON FINANCIAL GROUP, LLC
Suwanee, GA
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(770) 447-9426
UL WEALTH LLC
Valdosta, GA
AUM
$49.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
229-262-1990
HURST WEALTH ADVISORS, PC
Douglas, GA
AUM
$46.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
912-384-3322
CEDAR VALLEY CAPITAL LLC
Roswell, GA
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-905-5204
PARAMOUNT INVESTMENT ADVISORS
Buford, GA
AUM
$42.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(678) 865-4227
CIGX, LLC
Atlanta, GA
AUM
$42.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
770-374-3146
LYLES WEALTH MANAGEMENT LLC
Calhoun, GA
AUM
$41.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-630-9259
AE FINANCIAL & RISK MANAGEMENT, INC.
Alpharetta, GA
AUM
$40.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
678-338-4396
MCKINNEY ASSET MANAGEMENT INC.
Atlanta, GA
AUM
$38.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
404-567-5026
NORTHSTAR INVESTMENT PARTNERS
Alpharetta, GA
AUM
$37.5M
Financial PlanningWealth Mgmt
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
770-559-6220
RELIASTAR CAPITAL MANAGEMENT, INC.
Dawsonville, GA
AUM
$33.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
678-288-4520
LANGLEY WEALTH MANAGEMENT
Athens, GA
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(678) 898-4155
SONAS FINANCIAL PLANNING
Atlanta, GA
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404-545-5368
CLARK BROWN, LLC
Athens, GA
AUM
$27.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
706-410-1600
WEALTHCARE FINANCIAL GROUP, INC.
Peachtree City, GA
AUM
$25.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(770) 683-3608
AFS WEALTH MANAGEMENT LLC
Watkinsville, GA
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(770) 554-8344
BLUEPRINT FINANCIAL STRATEGIES, LLC
Eatonton, GA
AUM
$23.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
706-927-6332