Fiduciary advisors in Atlanta, GA

182 registered advisers

A logistics and media hub with a growing fintech sector, Atlanta generates wealth across industries from Coca-Cola to Delta Air Lines to film production. 182 fiduciary advisory firms hold SEC registration in the metro, and 173 operate fee-only. The city's relatively low cost of living compared to coastal markets means advisory fee thresholds tend to be more accessible to mid-career professionals building wealth.

34 FINANCIAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #329383
Typical Fee--
AUM$101M
Minimum--
Clients93

4612 GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #287619
Typical Fee--
AUM$745M
Minimum--
Clients12

ACCESS INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #322491
Typical Fee--
AUM$456M
Minimum--
Clients85

ADAPT WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #329448
Typical Fee--
AUM$469M
Minimum--
Clients1,473

ADVISORY SERVICES NETWORK

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #146051
Typical Fee--
AUM$8.6B
Minimum--
Clients27,513

ADVOCACY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #141943
Typical Fee1.00%
AUM$2.1B
Minimum--
Clients1,917

AFF FUND MANAGER, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #281296
Typical Fee--
AUM$1.9B
Minimum--
Clients15

ALDER FINANCIAL GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #108837
Typical Fee--
AUM$206M
Minimum--
Clients249

ALTERA PRIVATE ACCESS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #287467
Typical Fee--
AUM$479M
Minimum--
Clients48

ANCHYRA PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #335467
Typical Fee--
AUM$265M
Minimum--
Clients322

ANGEL OAK CAPITAL ADVISORS, LLC

Fee-Only, No Conflicts
Atlanta, GeorgiaCRD #151090
Typical Fee--
AUM$10.2B
Minimum--
Clients39

APRIO WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #127333
Typical Fee--
AUM$2.6B
Minimum--
Clients2,269

ARCAPITA INVESTMENT MANAGEMENT US INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #168148
Typical Fee--
AUM$491M
Minimum--
Clients7

ARCUS CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #147346
Typical Fee1.50%
AUM$2.1B
Minimum--
Clients1,566

ARGONNE CAPITAL GROUP, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #291254
Typical Fee--
AUM$1.6B
Minimum--
Clients22

ARKADIOS WEALTH ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #288863
Typical Fee--
AUM$3.9B
Minimum--
Clients12,091

ASH INVESTMENT PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #322109
Typical Fee--
AUM$192M
Minimum--
Clients1

ASSET PRESERVATION ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #106741
Typical Fee--
AUM$10.7B
Minimum--
Clients2,954

ATLANTA CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #116719
Typical Fee--
AUM$36.3B
Minimum--
Clients11,959

ATLANTA CONSULTING GROUP ADVISORS, LLC

Clean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #288169
Typical Fee--
AUM$13.6B
Minimum--
Clients1,836

AURORA INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #107460
Typical Fee--
AUM$237M
Minimum--
Clients65

BALENTINE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #152511
Typical Fee--
AUM$5.3B
Minimum--
Clients3,796

BANYAN CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #108123
Typical Fee--
AUM$282M
Minimum--
Clients334

BATTLE INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #283292
Typical Fee--
AUM$279M
Minimum--
Clients3

BAUGH & ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #136342
Typical Fee--
AUM$264M
Minimum--
Clients432

BAY POINT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #286050
Typical Fee--
AUM$882M
Minimum--
Clients6

BEACON GLOBAL ADVISOR NETWORK, LLC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #288833
Typical Fee--
AUM$397M
Minimum--
Clients1,089

BENEDICT FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #116690
Typical Fee--
AUM$475M
Minimum--
Clients729

BERKELEY ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #134455
Typical Fee1.00%
AUM$125M
Minimum--
Clients314

BIP CAPITAL

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #292983
Typical Fee--
AUM$1.1B
Minimum--
Clients54

BIP CAPITAL MANAGEMENT SERVICES, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #300757
Typical Fee--
AUM$338M
Minimum--
Clients18

BIP WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #143208
Typical Fee--
AUM$4.5B
Minimum--
Clients11,697

BISON WEALTH, LLC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #299805
Typical Fee--
AUM$2.8B
Minimum--
Clients9,112

BLUE GROTTO CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #299869
Typical Fee--
AUM$1.2B
Minimum--
Clients5

BLUEARC CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #167233
Typical Fee--
AUM$2.4B
Minimum--
Clients51

BOONE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #316230
Typical Fee--
AUM$633M
Minimum--
Clients3

BT FAMILY OFFICE, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #305713
Typical Fee--
AUM$3.0B
Minimum--
Clients231

BUCKHEAD CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #110707
Typical Fee--
AUM$5.2B
Minimum--
Clients339

BUILDER INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #107671
Typical Fee--
AUM$838M
Minimum--
Clients573

CAHABA WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #151675
Typical Fee--
AUM$1.6B
Minimum--
Clients850

CAPITAL INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #158055
Typical Fee1.00%
AUM$6.3B
Minimum--
Clients13,529

CARTER, TERRY & COMPANY, INC.

Clean RecordAlso Compensated via Brokerage
Atlanta, GeorgiaCRD #16365
Typical Fee--
AUM$111M
Minimum--
Clients185

CAYMUS EQUITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #322999
Typical Fee--
AUM$222M
Minimum--
Clients12

CHANCELLOR WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #112918
Typical Fee--
AUM$148M
Minimum--
Clients368

CHATHAM CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #160961
Typical Fee--
AUM$303M
Minimum--
Clients6

CHECKS & BALANCES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #112145
Typical Fee--
AUM$251M
Minimum--
Clients28

CHI-RHO FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #138947
Typical Fee--
AUM$1.2B
Minimum--
Clients6

CMC FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #292413
Typical Fee--
AUM$110M
Minimum--
Clients383

COLLECTIVE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #317519
Typical Fee--
AUM$42M
Minimum--
Clients409

COMPASS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #156482
Typical Fee--
AUM$308M
Minimum--
Clients773

CONCOURSE CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #336424
Typical Fee--
AUM$35M
Minimum--
Clients1

CONSCIOUS WEALTH INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #319143
Typical Fee--
AUM$273M
Minimum--
Clients475

CONSEQUENT CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #285262
Typical Fee--
AUM$639M
Minimum--
Clients4

CORNERCAP INVESTMENT COUNSEL INC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #107852
Typical Fee--
AUM$199M
Minimum--
Clients1

CORNERSTONE INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #111753
Typical Fee--
AUM$2.1B
Minimum--
Clients450

CORTLAND INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #299369
Typical Fee--
AUM$5.4B
Minimum--
Clients6

COVEY CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #151978
Typical Fee--
AUM$156M
Minimum--
Clients36

CPC ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #111025
Typical Fee--
AUM$2.1B
Minimum--
Clients3,696

CRAWFORD INVESTMENT COUNSEL INC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #110271
Typical Fee--
AUM$8.5B
Minimum--
Clients4,043

CROWN MANAGEMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #326369
Typical Fee--
AUM$137M
Minimum--
Clients1

CYGNUS CAPITAL ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #323041
Typical Fee--
AUM$101M
Minimum--
Clients4

DAI WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #138938
Typical Fee--
AUM$267M
Minimum--
Clients1,821

DISCIPLINE STRATEGIES MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #336716
Typical Fee--
AUM--
Minimum--
Clients--

DOMAIN CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #110663
Typical Fee--
AUM$6.1B
Minimum--
Clients36

DOMAIN TIMBER ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #287750
Typical Fee--
AUM$598M
Minimum--
Clients6

EADS & HEALD WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #105524
Typical Fee--
AUM$237M
Minimum--
Clients225

EAGLE MERCHANT PARTNERS

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #285104
Typical Fee--
AUM$409M
Minimum--
Clients13

EAGLE ROCK INVESTMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #313832
Typical Fee--
AUM$787M
Minimum--
Clients174

EARNEST PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #107926
Typical Fee--
AUM$38.3B
Minimum--
Clients8,075

EPG WEALTH MANAGEMENT LLC

Clean RecordAlso Compensated via Brokerage
Atlanta, GeorgiaCRD #302075
Typical Fee--
AUM$495M
Minimum--
Clients1,114

EQUITY INVESTMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #283930
Typical Fee--
AUM$3.1B
Minimum--
Clients6,039

ESTATE MANAGEMENT COUNSELORS,LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #126624
Typical Fee--
AUM$246M
Minimum--
Clients941

FALCONS I, LLC

Fee-Only, No Conflicts
Atlanta, GeorgiaCRD #294460
Typical Fee--
AUM$2.3B
Minimum--
Clients1

FIDUCIARYVEST, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #134351
Typical Fee--
AUM$4.4B
Minimum--
Clients59

FINANCIAL DISCOVERY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #125383
Typical Fee--
AUM$106M
Minimum--
Clients350

FINANCIAL INNOVATIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #142769
Typical Fee--
AUM$400M
Minimum--
Clients680

FIRST ADVISORS NATIONAL, LLC

Clean RecordAlso Compensated via Brokerage
Atlanta, GeorgiaCRD #166212
Typical Fee--
AUM$501M
Minimum--
Clients5,207

FOREST INVESTMENT ASSOCIATES

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #110163
Typical Fee--
AUM$5.2B
Minimum--
Clients23

GALLERIA FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #133673
Typical Fee--
AUM$239M
Minimum--
Clients140

GEORGE M. HILLER COMPANIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #112409
Typical Fee--
AUM$170M
Minimum--
Clients433

GID MULTIFAMILY INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #329225
Typical Fee--
AUM$4.6B
Minimum--
Clients10

GLENEAGLES INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #312306
Typical Fee--
AUM$2.7B
Minimum--
Clients52

GLOBALT INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #328039
Typical Fee--
AUM$2.8B
Minimum--
Clients3,521

GMT CAPITAL CORP.

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #160404
Typical Fee--
AUM$5.6B
Minimum--
Clients6

GODWIN CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #316592
Typical Fee--
AUM$1.1B
Minimum--
Clients136

GREENLIGHT INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #308546
Typical Fee--
AUM--
Minimum--
Clients--

GREENWOOD INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #327470
Typical Fee--
AUM$159K
Minimum--
Clients2,099

GREYBULL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #128390
Typical Fee--
AUM$217M
Minimum--
Clients2

GROVE MOUNTAIN PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #322303
Typical Fee--
AUM$224M
Minimum--
Clients3

GUTT FINANCIAL MANAGEMENT, LLC

Fee-Only, No Conflicts
Atlanta, GeorgiaCRD #109270
Typical Fee--
AUM$162M
Minimum--
Clients189

HAMILTON CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #314344
Typical Fee--
AUM$301M
Minimum--
Clients345

HARBINGER SPORTS PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #337984
Typical Fee--
AUM$100M
Minimum--
Clients1

HAVEN GLOBAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #289472
Typical Fee--
AUM$1.4B
Minimum--
Clients26

HB WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #316731
Typical Fee--
AUM$25.9B
Minimum--
Clients24,625

HIGHBROOK CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #338408
Typical Fee--
AUM$236M
Minimum--
Clients206

HOLBROOK HOLDINGS, INC.

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #283258
Typical Fee--
AUM$3.8B
Minimum--
Clients3

HOLCOMBE FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #142238
Typical Fee0.90%
AUM$379M
Minimum--
Clients694

HORSE COVE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #172389
Typical Fee--
AUM$102M
Minimum--
Clients42

IFG ADVISORY, LLC

Clean RecordAlso Compensated via Brokerage
Atlanta, GeorgiaCRD #168012
Typical Fee--
AUM$4.0B
Minimum--
Clients13,464

INFINITE GIVING ADVISORY SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #315935
Typical Fee--
AUM$100M
Minimum--
Clients175

INFINITY CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #159852
Typical Fee--
AUM$1.4B
Minimum--
Clients49

INFINITY CREDIT ADVISORY, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #331652
Typical Fee--
AUM--
Minimum--
Clients--

INLIGHT WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #289908
Typical Fee--
AUM$452M
Minimum--
Clients945

INVESCO ADVISERS, INC.

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #105360
Typical Fee--
AUM$756.9B
Minimum--
Clients61,236

INVESTORS ASSET MANAGEMENT OF GEORGIA INC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #106796
Typical Fee--
AUM$401M
Minimum--
Clients683

IRA GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #126246
Typical Fee--
AUM$13.2B
Minimum--
Clients630

IRC WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #132022
Typical Fee--
AUM$667M
Minimum--
Clients1,076

JAMESTOWN, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #158207
Typical Fee--
AUM$7.2B
Minimum--
Clients18

KDHB V CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #307182
Typical Fee--
AUM$40M
Minimum--
Clients1

KEYSTONE FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #129301
Typical Fee--
AUM$247M
Minimum--
Clients630

LCG ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #105971
Typical Fee--
AUM$2.4B
Minimum--
Clients17

LCP INSTITUTIONAL, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #325133
Typical Fee--
AUM$2.0B
Minimum--
Clients448

LEVEL 5 CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #304140
Typical Fee--
AUM$405M
Minimum--
Clients25

LINX PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #158607
Typical Fee--
AUM$124M
Minimum--
Clients7

LIQUID STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #170107
Typical Fee--
AUM$950M
Minimum--
Clients24

LONGVIEW WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Atlanta, GeorgiaCRD #136214
Typical Fee--
AUM$1.2B
Minimum--
Clients3,002

LYNX CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #306282
Typical Fee--
AUM$196M
Minimum--
Clients6

MAESTRIA PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #328822
Typical Fee--
AUM$350M
Minimum--
Clients1

MARCO INVESTMENT MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #108170
Typical Fee--
AUM$1.7B
Minimum--
Clients698

MASTERS CAPITAL MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #137605
Typical Fee--
AUM$687M
Minimum--
Clients5

MAVEN CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #300626
Typical Fee--
AUM$135M
Minimum--
Clients24

MCCORMACK FINANCIAL PLANNING INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #136857
Typical Fee--
AUM$116M
Minimum--
Clients549

MCP ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #328391
Typical Fee--
AUM$400M
Minimum--
Clients1

MEADOW CREEK WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #297796
Typical Fee--
AUM$728M
Minimum--
Clients595

MONTAG

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #105756
Typical Fee--
AUM$2.7B
Minimum--
Clients1,299

MONTEREY WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #172577
Typical Fee--
AUM$300M
Minimum--
Clients340

MSOUTH EQUITY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #157601
Typical Fee--
AUM$1.2B
Minimum--
Clients2

NICHOLAS HOFFMAN & COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #144516
Typical Fee--
AUM$8.3B
Minimum--
Clients2,233

NOVAPOINT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #173663
Typical Fee--
AUM$437M
Minimum--
Clients695

O15 CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #328464
Typical Fee--
AUM$242M
Minimum--
Clients2

OPENARC CORPORATE ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #336837
Typical Fee--
AUM$444M
Minimum--
Clients492

OSAIC ADVISORY SERVICES, LLC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #171070
Typical Fee--
AUM$12.5B
Minimum--
Clients47,032

PACES FERRY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #300057
Typical Fee--
AUM$430M
Minimum--
Clients648

PEACHCAP TAX & ADVISORY, LLC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #158729
Typical Fee--
AUM$147M
Minimum--
Clients598

PEACHTREE GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #334742
Typical Fee--
AUM$156M
Minimum--
Clients3

PEACHTREE WEALTH ADVISORS, INC

Clean RecordAlso Compensated via Brokerage
Atlanta, GeorgiaCRD #139779
Typical Fee--
AUM$347M
Minimum--
Clients1,274

PERSIUM ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #128335
Typical Fee--
AUM$456M
Minimum--
Clients421

PIERSON WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #293206
Typical Fee--
AUM$362M
Minimum--
Clients1,500

PREMIS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #283679
Typical Fee--
AUM$187M
Minimum--
Clients155

PRIMUS CAPITAL PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #156861
Typical Fee--
AUM$1.7B
Minimum--
Clients7

PRIVATE FAMILY WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #325119
Typical Fee--
AUM$393M
Minimum--
Clients371

RED TORTOISE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #282509
Typical Fee--
AUM$323M
Minimum--
Clients298

REGENT PEAK WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #298259
Typical Fee--
AUM$706M
Minimum--
Clients1,542

REGIMEN WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #309672
Typical Fee--
AUM$331M
Minimum--
Clients729

REGISTER FINANCIAL ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #143884
Typical Fee--
AUM$488M
Minimum--
Clients850

REICON WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #315043
Typical Fee--
AUM$190M
Minimum--
Clients60

RESURGENS TECHNOLOGY ADVISORS, L.P.

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #293042
Typical Fee--
AUM$2.1B
Minimum--
Clients9

RESURGENT ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #299575
Typical Fee--
AUM$326M
Minimum--
Clients925

RETIREMENT FUND MANAGEMENT

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #126573
Typical Fee--
AUM$712M
Minimum--
Clients10

ROARK CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #160368
Typical Fee--
AUM$32.6B
Minimum--
Clients16

ROLLINS FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #312921
Typical Fee--
AUM$1.4B
Minimum--
Clients1,011

ROWLAND MILLER + PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #226629
Typical Fee--
AUM$564M
Minimum--
Clients571

SAGE MOUNTAIN ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #298593
Typical Fee--
AUM$3.4B
Minimum--
Clients174

SARD WEALTH MANAGMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #123457
Typical Fee--
AUM$464M
Minimum--
Clients1,127

SARDIS GROUP, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #333854
Typical Fee--
AUM$198M
Minimum--
Clients8

SB ADVISORY, LLC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #154680
Typical Fee--
AUM$405M
Minimum--
Clients1,540

SHAPIRO CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #105581
Typical Fee--
AUM$2.9B
Minimum--
Clients551

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #105302
Typical Fee0.45%
AUM$566M
Minimum--
Clients1,316

SIGNATUREFD, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #112758
Typical Fee--
AUM$8.3B
Minimum--
Clients10,558

SILVANT CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #146025
Typical Fee--
AUM$2.5B
Minimum--
Clients15

SKYPOINT CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #314979
Typical Fee--
AUM$112M
Minimum--
Clients1

SMITH & HOWARD WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #109540
Typical Fee--
AUM$727M
Minimum--
Clients750

SOURCE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #325758
Typical Fee--
AUM$436M
Minimum--
Clients16

SOVEREIGN'S CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #301879
Typical Fee--
AUM$1.1B
Minimum--
Clients28

STRATEGIC BLUEPRINT, LLC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #284840
Typical Fee1.50%
AUM$2.7B
Minimum--
Clients9,067

THE KEYSTONE FINANCIAL ALLIANCE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #168760
Typical Fee--
AUM$154M
Minimum--
Clients427

THE MOORINGS GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #129403
Typical Fee--
AUM$470M
Minimum--
Clients223

THE RENN WEALTH MANAGEMENT GROUP, INC.

Clean RecordAlso Compensated via Brokerage
Atlanta, GeorgiaCRD #117500
Typical Fee--
AUM$152M
Minimum--
Clients229

THE STRATEGIC FINANCIAL ALLIANCE

Also Compensated via Brokerage
Atlanta, GeorgiaCRD #126514
Typical Fee--
AUM$471M
Minimum--
Clients1,394

TIMBERLAND INVESTMENT RESOURCES, LLC

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #129663
Typical Fee--
AUM$2.0B
Minimum--
Clients14

TRAILS EDGE CAPITAL PARTNERS, LP

Fee-Only, No ConflictsClean Record
Atlanta, GeorgiaCRD #335659
Typical Fee--
AUM$389M
Minimum--
Clients3

TRUIST ADVISORY SERVICES, INC.

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #283390
Typical Fee2.09%
AUM$67.7B
Minimum--
Clients124,363

UNIFIED INVESTMENT MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #326056
Typical Fee--
AUM$151M
Minimum--
Clients263

VERACITY CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #304272
Typical Fee--
AUM$695M
Minimum--
Clients1,744

VOYA INVESTMENT MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #108934
Typical Fee--
AUM$32.5B
Minimum--
Clients40

WAYPOINT WEALTH COUNSEL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #171822
Typical Fee--
AUM$664M
Minimum--
Clients878

WEALTH ENGAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #310438
Typical Fee--
AUM$105M
Minimum--
Clients104

WEST ELK CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #292743
Typical Fee--
AUM$132M
Minimum--
Clients1

WEST PACES ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #175512
Typical Fee--
AUM$1.0B
Minimum--
Clients831

WOLVERINE INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #307037
Typical Fee--
AUM$1M
Minimum--
Clients9

XCEPTION FAMILY OFFICE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #338122
Typical Fee--
AUM$139M
Minimum--
Clients165

ZWJ INVESTMENT COUNSEL INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Atlanta, GeorgiaCRD #110397
Typical Fee--
AUM$3.9B
Minimum--
Clients2,293
Fiduciary Advisors in Atlanta, Georgia | FiduciaryListings