SEC-registered financial advisors in Georgia
This page lists 253 advisory firms with a main office in Georgia that are registered with the SEC and report individual clients. It is not every advisor in Georgia. Firms registered with Georgia's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Georgia
Showing 24 of 253
- 1776 Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- 34 Financial, LLC$100M to $500MSEC recordPercentage of assets
- Ables, Iannone, Moore & Associates, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Access Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Adapt Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Advisory Services Network$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Advocacy Wealth Management, LLC$1B or moreSEC recordPercentage of assets
- Alder Financial Group Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Alpha Financial Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Amb Wealth, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- American Financial Advisors, LLC.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- American Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- American Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Anchyra Partners LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Anson Analytics$100M to $500MSEC recordPercentage of assetsHourly
- Ap Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Aprio Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Arch Partners Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Arcus Capital Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Arkadios Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Asset Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Asset Management Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Asset Preservation Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Atlanta Capital$1B or moreSEC recordPercentage of assetsPerformance-based
- Atlanta Consulting Group Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Atlas Investment Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Aurora Investment Counsel$100M to $500MSEC recordPercentage of assets
- Baer Wealth Management$100M to $500MSEC recordPercentage of assets
- Balentine$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Banyan Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- Baugh & Associates, LLC$100M to $500MSEC recordPercentage of assets
- Beacon Global Advisor Network, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Benedict Financial Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Berkeley Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Berkeley Capital Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Bey-Douglas, LLC Investment Counsel$100M to $500MSEC recordPercentage of assets
- Bip Wealth, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Bison Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bluechip Wealth Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- BT Family Office, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Buckhead Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Builder Investment Group$500M to $1BSEC recordPercentage of assets
- Bull Street Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bush Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- C.W. O'Conner Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cahaba Wealth Management, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Cannon Financial Strategists, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cape Investment Advisory, Inc.$100M to $500MSEC recordPercentage of assets
- Capital and Planning, LLC$100M to $500MSEC recordPercentage of assets
- Capital Endurance Group, Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Capital Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Capital Management Advisors Inc$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Carson Advisory Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Carter, Terry & Company, Inc.$100M to $500MSEC recordPercentage of assets
- Caymus Equity Partners, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- CFS Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Chancellor Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Chatham Capital Group Inc$500M to $1BSEC recordPercentage of assetsHourly
- Checks & Balances, Inc.$100M to $500MSEC recordPercentage of assets
- Christy Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Clear Investment Research, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- CMC Financial Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Collective Wealth Partners, LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Commonwealth Financial Planners Inc$100M to $500MSEC recordPercentage of assetsHourly
- Conscious Wealth Investments, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cornerstone Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cornerstone Investment Partners, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Cornerstone Management, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Covey Capital Advisors, LLC$100M to $500MSEC recordPercentage of assets
- CPC Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Crawford Investment Counsel Inc$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cygnus Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Dai Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Daner Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Decatur Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- Dyche, Riley, & Selman Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Eads & Heald Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Eagle Rock Investment Company, LLC$500M to $1BSEC recordPercentage of assets
- Earnest Partners, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Elevate Wealth Advisory, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Elm3 Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Elwood & Goetz$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Epg Wealth Management LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Equity Investment Corp$1B or moreSEC recordPercentage of assets
- Estate Management Counselors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Evans Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Exit Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Family WMS, LLC$500M to $1BSEC recordPercentage of assets
- Ferguson Shapiro LLC$100M to $500MSEC recordPercentage of assetsHourly
- Fiduciaryvest, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Financial Architects, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Consultants Group Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Discovery$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Financial Innovations, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Firethorn Wealth Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- First Advisors National, LLC$500M to $1BSEC recordPercentage of assetsOther
- First City Capital Management Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Forest Investment Associates$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Forthright Wealth Management, LLC$500M to $1BSEC recordPercentage of assets
- Fsam LLC$100M to $500MSEC recordPercentage of assets
- Fully Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Galleria Financial Advisors, LLC$100M to $500MSEC recordPercentage of assets
- George M. Hiller Companies, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Georgia Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gibbs Wealth Management, LLC$1B or moreSEC recordPercentage of assets
- Gleneagles Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Global Investment Advisory$25M to $100MSEC recordPercentage of assets
- Globalt Investments$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Godwin Capital Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Goodwin Investment Advisory$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Greatmark Investment Partners, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Greenwood Investment Advisors, LLCUnder $25MSEC recordFixed or flat fee
- Griffith & Werner, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gutt Financial Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Hamilton Capital Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- HB Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- HC Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Henssler Financial$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Highbrook Capital Partners$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Holcombe Financial, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Horse Cove Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Howard Capital Management, LLC$1B or moreSEC recordPercentage of assetsNewsletter subscriptions
- Ifg Advisory, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Impact Partnership Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Incompass Financial Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Inlight Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Integras Partners, LLC$100M to $500MSEC recordPercentage of assets
- Invesco Advisers, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Investors Asset Management of Georgia Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- IRA Group, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Irc Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- J. L. Perkins Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Jamison Private Wealth Management, Inc.$1B or moreSEC recordPercentage of assetsHourly
- Journey Beyond Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- JT Stratford, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- KDHB V Capital Management, LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Kiker Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kingsmark Private Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lanier Financial Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Large and Gilbert Wealth Advisory$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- LCG Associates, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- LCP Institutional, LLC$1B or moreSEC recordPercentage of assetsOther
- Legacy Planning Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Loftin Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Longview Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Magellan Planning Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Marco Investment Management LLC$1B or moreSEC recordPercentage of assets
- Marietta Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Martinwright Advisory, LLC$100M to $500MSEC recordPercentage of assetsOther
- Maven Capital Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- McCormack Financial Planning Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Meadow Creek Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Merit Financial Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Minerva Planning Group$100M to $500MSEC recordPercentage of assetsHourly
- MMHP Investment Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Montag$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Monterey Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- MPWM Advisory Solutions LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- MRP Capital Investments, LLC$100M to $500MSEC recordPercentage of assets
- Narwhal Capital Management$1B or moreSEC recordPercentage of assetsHourly
- Networth Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Newcorp Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Nicholas Hoffman & Company, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Nicholas Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Novapoint Capital LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Openarc Corporate Advisory, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Osaic Advisory Services, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Overlay Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- Paces Ferry Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Park Square Financial Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Parrish Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Paul Manners & Associates, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Peachcap Tax & Advisory, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Peachtree Wealth Advisors, Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Persium Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Pgi Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Pierson Wealth Management$100M to $500MSEC recordPercentage of assets
- Power Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Premis Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Primerica Advisors$1B or moreSEC recordPercentage of assets
- Private Family Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Proactive Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Regent Peak Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Regimen Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Register Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Reicon Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Resurgent Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Richard Young Advisors$1B or moreSEC recordPercentage of assets
- Ridge Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Rollins Financial Advisors, LLC$1B or moreSEC recordPercentage of assets
- Rowland Miller + Partners LLC$500M to $1BSEC recordPercentage of assets
- Sage Mountain Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- San Blas Advisory, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sanders & Scott, CHFC$100M to $500MSEC recordPercentage of assets
- Sard Wealth Managment Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- SB Advisory, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Sentara Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Shapiro Capital Management LLC$1B or moreSEC recordPercentage of assets
- Sherrill & Hutchins Financial Advisory Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Signaturefd, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Silvant Capital Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Smith, Brown & Groover Inc. d/b/a SBG Wealth Management$100M to $500MSEC recordPercentage of assets
- Smith & Howard Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Sound View Wealth Advisors Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Southbridge Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Southeast Asset Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- St. John & Associates, Inc.$100M to $500MSEC recordPercentage of assetsHourlyOther
- Stadion Money Management, LLC$1B or moreSEC recordPercentage of assetsOther
- Starr-Mathews Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Strategic Blueprint, LLC$1B or moreSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feeOther
- Strickland Davis Advisors LLC$100M to $500MSEC recordPercentage of assets
- Synovus Securities, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- T.R.U.E. Coastal Capital, LLC$100M to $500MSEC recordPercentage of assets
- Tandemgrowth Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Advisory Firm$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Fiduciary Group$1B or moreSEC recordPercentage of assetsFixed or flat fee
- The Jenkins Group$100M to $500MSEC recordPercentage of assetsHourly
- The Keystone Financial Alliance, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Lloyd Advisory Group$100M to $500MSEC recordPercentage of assets
- The Marin Group Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Monitor Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Renn Wealth Management Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- The Strategic Financial Alliance$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Townsend Wealth Management$100M to $500MSEC recordPercentage of assetsOther
- Trademark Capital Management Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- True Square Financial LLC$100M to $500MSEC recordFixed or flat fee
- Trufp$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Truist Advisory Services, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Tuttle Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Unified Investment Management$100M to $500MSEC recordPercentage of assets
- Veracity Capital LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Verisail Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Vident Asset Management$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Vip Wealth Advisors$100M to $500MSEC recordHourlyFixed or flat fee
- Wassaw Sound Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Waypoint Wealth Counsel LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Wealth Engagement$100M to $500MSEC recordPercentage of assets
- Wealth Intelligence, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth Science Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth With No Regrets®$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Weaver Capital Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Wellspring Wealth Management LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- West Paces Advisors, Inc.$1B or moreSEC recordPercentage of assets
- Wickham Financial & Insurance Services$100M to $500MSEC recordPercentage of assets
- Willis Investment Counsel Inc$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Wiregrass Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wiser Wealth Management, Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Wolverine Investment Advisors, LLCUnder $25MSEC recordPercentage of assets
- Woodstock Wealth Management, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Wright Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wynn Capital$100M to $500MSEC recordPercentage of assets
- Xception Family Office$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- ZWJ Investment Counsel Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.