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 SalesTypical Fee--
AUM$101M
Minimum--
Clients93
4612 GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$745M
Minimum--
Clients12
ACCESS INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$456M
Minimum--
Clients85
ADAPT WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$469M
Minimum--
Clients1,473
ADVISORY SERVICES NETWORK
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$8.6B
Minimum--
Clients27,513
ADVOCACY WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$2.1B
Minimum--
Clients1,917
AFF FUND MANAGER, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.9B
Minimum--
Clients15
ALDER FINANCIAL GROUP INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$206M
Minimum--
Clients249
ALTERA PRIVATE ACCESS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$479M
Minimum--
Clients48
ANCHYRA PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$265M
Minimum--
Clients322
ANGEL OAK CAPITAL ADVISORS, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$10.2B
Minimum--
Clients39
APRIO WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.6B
Minimum--
Clients2,269
ARCAPITA INVESTMENT MANAGEMENT US INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$491M
Minimum--
Clients7
ARCUS CAPITAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.50%
AUM$2.1B
Minimum--
Clients1,566
ARGONNE CAPITAL GROUP, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.6B
Minimum--
Clients22
ARKADIOS WEALTH ADVISORS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$3.9B
Minimum--
Clients12,091
ASH INVESTMENT PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$192M
Minimum--
Clients1
ASSET PRESERVATION ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$10.7B
Minimum--
Clients2,954
ATLANTA CAPITAL
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$36.3B
Minimum--
Clients11,959
ATLANTA CONSULTING GROUP ADVISORS, LLC
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$13.6B
Minimum--
Clients1,836
AURORA INVESTMENT COUNSEL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$237M
Minimum--
Clients65
BALENTINE
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.3B
Minimum--
Clients3,796
BANYAN CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$282M
Minimum--
Clients334
BATTLE INVESTMENT GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$279M
Minimum--
Clients3
BAUGH & ASSOCIATES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$264M
Minimum--
Clients432
BAY POINT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$882M
Minimum--
Clients6
BEACON GLOBAL ADVISOR NETWORK, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$397M
Minimum--
Clients1,089
BENEDICT FINANCIAL ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$475M
Minimum--
Clients729
BERKELEY ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$125M
Minimum--
Clients314
BIP CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients54
BIP CAPITAL MANAGEMENT SERVICES, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$338M
Minimum--
Clients18
BIP WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.5B
Minimum--
Clients11,697
BISON WEALTH, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$2.8B
Minimum--
Clients9,112
BLUE GROTTO CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients5
BLUEARC CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.4B
Minimum--
Clients51
BOONE CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$633M
Minimum--
Clients3
BT FAMILY OFFICE, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.0B
Minimum--
Clients231
BUCKHEAD CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.2B
Minimum--
Clients339
BUILDER INVESTMENT GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$838M
Minimum--
Clients573
CAHABA WEALTH MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.6B
Minimum--
Clients850
CAPITAL INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$6.3B
Minimum--
Clients13,529
CARTER, TERRY & COMPANY, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$111M
Minimum--
Clients185
CAYMUS EQUITY PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$222M
Minimum--
Clients12
CHANCELLOR WEALTH MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$148M
Minimum--
Clients368
CHATHAM CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$303M
Minimum--
Clients6
CHECKS & BALANCES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$251M
Minimum--
Clients28
CHI-RHO FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients6
CMC FINANCIAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$110M
Minimum--
Clients383
COLLECTIVE WEALTH PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$42M
Minimum--
Clients409
COMPASS WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$308M
Minimum--
Clients773
CONCOURSE CAPITAL ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$35M
Minimum--
Clients1
CONSCIOUS WEALTH INVESTMENTS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$273M
Minimum--
Clients475
CONSEQUENT CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$639M
Minimum--
Clients4
CORNERCAP INVESTMENT COUNSEL INC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$199M
Minimum--
Clients1
CORNERSTONE INVESTMENT PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients450
CORTLAND INVESTMENT MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$5.4B
Minimum--
Clients6
COVEY CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$156M
Minimum--
Clients36
CPC ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients3,696
CRAWFORD INVESTMENT COUNSEL INC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$8.5B
Minimum--
Clients4,043
CROWN MANAGEMENT ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$137M
Minimum--
Clients1
CYGNUS CAPITAL ADVISERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$101M
Minimum--
Clients4
DAI WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$267M
Minimum--
Clients1,821
DISCIPLINE STRATEGIES MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
DOMAIN CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.1B
Minimum--
Clients36
DOMAIN TIMBER ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$598M
Minimum--
Clients6
EADS & HEALD WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$237M
Minimum--
Clients225
EAGLE MERCHANT PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$409M
Minimum--
Clients13
EAGLE ROCK INVESTMENT COMPANY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$787M
Minimum--
Clients174
EARNEST PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$38.3B
Minimum--
Clients8,075
EPG WEALTH MANAGEMENT LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$495M
Minimum--
Clients1,114
EQUITY INVESTMENT CORP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.1B
Minimum--
Clients6,039
ESTATE MANAGEMENT COUNSELORS,LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$246M
Minimum--
Clients941
FALCONS I, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$2.3B
Minimum--
Clients1
FIDUCIARYVEST, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.4B
Minimum--
Clients59
FINANCIAL DISCOVERY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$106M
Minimum--
Clients350
FINANCIAL INNOVATIONS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$400M
Minimum--
Clients680
FIRST ADVISORS NATIONAL, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$501M
Minimum--
Clients5,207
FOREST INVESTMENT ASSOCIATES
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$5.2B
Minimum--
Clients23
GALLERIA FINANCIAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$239M
Minimum--
Clients140
GEORGE M. HILLER COMPANIES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$170M
Minimum--
Clients433
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.6B
Minimum--
Clients10
GLENEAGLES INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.7B
Minimum--
Clients52
GLOBALT INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.8B
Minimum--
Clients3,521
GMT CAPITAL CORP.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$5.6B
Minimum--
Clients6
GODWIN CAPITAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients136
GREENLIGHT INVESTMENT ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
GREENWOOD INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$159K
Minimum--
Clients2,099
GREYBULL PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$217M
Minimum--
Clients2
GROVE MOUNTAIN PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$224M
Minimum--
Clients3
GUTT FINANCIAL MANAGEMENT, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$162M
Minimum--
Clients189
HAMILTON CAPITAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$301M
Minimum--
Clients345
HARBINGER SPORTS PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$100M
Minimum--
Clients1
HAVEN GLOBAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients26
HB WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$25.9B
Minimum--
Clients24,625
HIGHBROOK CAPITAL PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$236M
Minimum--
Clients206
HOLBROOK HOLDINGS, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.8B
Minimum--
Clients3
HOLCOMBE FINANCIAL, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.90%
AUM$379M
Minimum--
Clients694
HORSE COVE PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$102M
Minimum--
Clients42
IFG ADVISORY, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$4.0B
Minimum--
Clients13,464
INFINITE GIVING ADVISORY SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$100M
Minimum--
Clients175
INFINITY CAPITAL ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.4B
Minimum--
Clients49
INFINITY CREDIT ADVISORY, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
INLIGHT WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$452M
Minimum--
Clients945
INVESCO ADVISERS, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$756.9B
Minimum--
Clients61,236
INVESTORS ASSET MANAGEMENT OF GEORGIA INC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$401M
Minimum--
Clients683
IRA GROUP, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$13.2B
Minimum--
Clients630
IRC WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$667M
Minimum--
Clients1,076
JAMESTOWN, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$7.2B
Minimum--
Clients18
KDHB V CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$40M
Minimum--
Clients1
KEYSTONE FINANCIAL GROUP, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$247M
Minimum--
Clients630
LCG ASSOCIATES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.4B
Minimum--
Clients17
LCP INSTITUTIONAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.0B
Minimum--
Clients448
LEVEL 5 CAPITAL PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$405M
Minimum--
Clients25
LINX PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$124M
Minimum--
Clients7
LIQUID STRATEGIES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$950M
Minimum--
Clients24
LONGVIEW WEALTH MANAGEMENT
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$1.2B
Minimum--
Clients3,002
LYNX CAPITAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$196M
Minimum--
Clients6
MAESTRIA PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$350M
Minimum--
Clients1
MARCO INVESTMENT MANAGEMENT LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients698
MASTERS CAPITAL MANAGEMENT, L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$687M
Minimum--
Clients5
MAVEN CAPITAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$135M
Minimum--
Clients24
MCCORMACK FINANCIAL PLANNING INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$116M
Minimum--
Clients549
MCP ADVISERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$400M
Minimum--
Clients1
MEADOW CREEK WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$728M
Minimum--
Clients595
MONTAG
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.7B
Minimum--
Clients1,299
MONTEREY WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$300M
Minimum--
Clients340
MSOUTH EQUITY PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.2B
Minimum--
Clients2
NICHOLAS HOFFMAN & COMPANY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.3B
Minimum--
Clients2,233
NOVAPOINT CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$437M
Minimum--
Clients695
O15 CAPITAL PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$242M
Minimum--
Clients2
OPENARC CORPORATE ADVISORY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$444M
Minimum--
Clients492
OSAIC ADVISORY SERVICES, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$12.5B
Minimum--
Clients47,032
PACES FERRY WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$430M
Minimum--
Clients648
PEACHCAP TAX & ADVISORY, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$147M
Minimum--
Clients598
PEACHTREE GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$156M
Minimum--
Clients3
PEACHTREE WEALTH ADVISORS, INC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$347M
Minimum--
Clients1,274
PERSIUM ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$456M
Minimum--
Clients421
PIERSON WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$362M
Minimum--
Clients1,500
PREMIS ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$187M
Minimum--
Clients155
PRIMUS CAPITAL PARTNERS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients7
PRIVATE FAMILY WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$393M
Minimum--
Clients371
RED TORTOISE
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$323M
Minimum--
Clients298
REGENT PEAK WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$706M
Minimum--
Clients1,542
REGIMEN WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$331M
Minimum--
Clients729
REGISTER FINANCIAL ADVISORS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$488M
Minimum--
Clients850
REICON WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$190M
Minimum--
Clients60
RESURGENS TECHNOLOGY ADVISORS, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.1B
Minimum--
Clients9
RESURGENT ADVISORS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$326M
Minimum--
Clients925
RETIREMENT FUND MANAGEMENT
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$712M
Minimum--
Clients10
ROARK CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$32.6B
Minimum--
Clients16
ROLLINS FINANCIAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients1,011
ROWLAND MILLER + PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$564M
Minimum--
Clients571
SAGE MOUNTAIN ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.4B
Minimum--
Clients174
SARD WEALTH MANAGMENT GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$464M
Minimum--
Clients1,127
SARDIS GROUP, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$198M
Minimum--
Clients8
SB ADVISORY, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$405M
Minimum--
Clients1,540
SHAPIRO CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.9B
Minimum--
Clients551
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.45%
AUM$566M
Minimum--
Clients1,316
SIGNATUREFD, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.3B
Minimum--
Clients10,558
SILVANT CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.5B
Minimum--
Clients15
SKYPOINT CAPITAL ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$112M
Minimum--
Clients1
SMITH & HOWARD WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$727M
Minimum--
Clients750
SOURCE CAPITAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$436M
Minimum--
Clients16
SOVEREIGN'S CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients28
STRATEGIC BLUEPRINT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee1.50%
AUM$2.7B
Minimum--
Clients9,067
THE KEYSTONE FINANCIAL ALLIANCE, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$154M
Minimum--
Clients427
THE MOORINGS GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$470M
Minimum--
Clients223
THE RENN WEALTH MANAGEMENT GROUP, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$152M
Minimum--
Clients229
THE STRATEGIC FINANCIAL ALLIANCE
Also Compensated via BrokerageTypical Fee--
AUM$471M
Minimum--
Clients1,394
TIMBERLAND INVESTMENT RESOURCES, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.0B
Minimum--
Clients14
TRAILS EDGE CAPITAL PARTNERS, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$389M
Minimum--
Clients3
TRUIST ADVISORY SERVICES, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee2.09%
AUM$67.7B
Minimum--
Clients124,363
UNIFIED INVESTMENT MANAGEMENT
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$151M
Minimum--
Clients263
VERACITY CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$695M
Minimum--
Clients1,744
VOYA INVESTMENT MANAGEMENT LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$32.5B
Minimum--
Clients40
WAYPOINT WEALTH COUNSEL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$664M
Minimum--
Clients878
WEALTH ENGAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$105M
Minimum--
Clients104
WEST ELK CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$132M
Minimum--
Clients1
WEST PACES ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients831
WOLVERINE INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1M
Minimum--
Clients9
XCEPTION FAMILY OFFICE
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$139M
Minimum--
Clients165
ZWJ INVESTMENT COUNSEL INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.9B
Minimum--
Clients2,293