AUM
$63.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
706-738-6899
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in GA
241 advisers found
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
COLLECTIVE WEALTH PARTNERS, LLC
Atlanta, GA
AUM
$59.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(404) 633-9952
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
KCG INVESTMENT ADVISORY SERVICES LLC
Savannah, GA
AUM
$52.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
912-335-8071
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
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
COLLINS/MOODY FINANCIAL SERVICES, L.L.C.
Athens, GA
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
706-543-3493
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
CONCOURSE CAPITAL ADVISORS, LLC
Atlanta, GA
AUM
$36.1M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
404-751-0100
AJAX CAPITAL ADVISORS, INC.
Atlanta, GA
AUM
$33.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-816-2860
LIFEWATER WEALTH MANAGEMENT
Duluth, GA
AUM
$30.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
770-800-8432
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
QUADRANT REAL ESTATE ADVISORS LLC
Alpharetta, GA
AUM
$24.9M
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
4045582011
BEALL FINANCIAL PLANNING, INC.
Macon, GA
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
478-743-9023
TWO TWELVE PLANNING, INC.
Senoia, GA
AUM
$22.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-840-9595
RICH & COMPANY LLC
Milton, GA
AUM
$16.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-284-5684
MASON WESTBRIDGE ASSET MANAGEMENT LLC
Peachtree Corners, GA
AUM
$9.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
404-754-3956
FINACURA ADVISORY LLC
Cumming, GA
AUM
$7.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
813-505-0830
BEST CAPITAL MANAGEMENT, LLC
Cumming, GA
AUM
$6.0M
Institutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
770-722-8983