ADAPTIVE INVESTMENTS
Alpharetta, GA
AUM
$421.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
888.721.4588
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in GA
591 advisers found
FERGUSON SHAPIRO LLC
Decatur, GA
AUM
$415.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(404) 567-6771
AUM
$406.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
229-439-2348
SB ADVISORY, LLC
Atlanta, GA
AUM
$404.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
29 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-704-0406
AUM
$404.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
540-342-7102
GOODWIN INVESTMENT ADVISORY
Woodstock, GA
AUM
$397.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
678-741-2370
KIKER WEALTH MANAGEMENT, LLC
Jasper, GA
AUM
$395.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
706-253-7285
PRIVATE FAMILY WEALTH ADVISORS
Atlanta, GA
AUM
$393.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
404-848-0950
1776 WEALTH LLC
Sandy Springs, GA
AUM
$390.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
678-257-2730
ELEVATE WEALTH ADVISORY, INC.
Athens, GA
AUM
$385.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
706-353-2728
AGVICTUS CAPITAL MANAGEMENT LLC
Alpharetta, GA
AUM
$384.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
678-387-1750
RED TORTOISE
Atlanta, GA
AUM
$382.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(833) 666-1200
THE STRATEGIC FINANCIAL ALLIANCE
Atlanta, GA
AUM
$382.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
41 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
678-954-4000
CHRISTY CAPITAL MANAGEMENT, INC.
Macon, GA
AUM
$376.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
478-314-2160
AUM
$375.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
804-750-3665
REGIMEN WEALTH, LLC
Atlanta, GA
AUM
$365.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
770-738-8200
RESURGENT ADVISORS
Atlanta, GA
AUM
$354.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
404-654-0531
CORE ALTERNATIVE CAPITAL, LLC
Peachtree Corners, GA
AUM
$354.0M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
770-841-1893
SOUTHBRIDGE ADVISORS, LLC
Marieta, GA
AUM
$353.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
866-797-8693
MAESTRIA PARTNERS LLC
Atlanta, GA
AUM
$350.4M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
317-460-2929
PAUL MANNERS & ASSOCIATES, INC.
Marietta, GA
AUM
$349.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-231-8611
BIP CAPITAL MANAGEMENT SERVICES, LLC
Atlanta, GA
AUM
$345.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-410-6476
LOFTIN WEALTH PARTNERS
Johns Creek, GA
AUM
$344.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(888) 556-3846
AP WEALTH MANAGEMENT
Augusta, GA
AUM
$339.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
706-364-4281