Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.
Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Georgia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and 286 non-vetted financial advisors in Georgia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Georgia have an average of 26 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309 | 105360 | $746,325,416,693 | 38517 | A percentage of AUM, Performance Based |
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303 | 283390 | $61,369,856,545 | 124201 | A percentage of AUM, Fixed fees |
EARNEST PARTNERS, LLC 1180 Peachtree Street, Ne, Suite 2300 Atlanta, GA, 30309 | 107926 | $35,289,452,223 | 7542 | A percentage of AUM, Performance Based |
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349 | 108934 | $33,827,869,628 | 39 | A percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.) |
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912 | 116719 | $33,178,196,876 | 12286 | A percentage of AUM, Performance Based |
ROARK CAPITAL MANAGEMENT, LLC 1180 Peachtree Street Ne, Suite 2500 Atlanta, GA, 30309-3521 | 160368 | $31,927,560,154 | 14 | A percentage of AUM, Performance Based |
ATLANTA CONSULTING GROUP ADVISORS, LLC 5600 Glenridge Drive Ne, Suite 230 - East Atlanta, GA, 30342 | 288169 | $13,598,587,500 | 410 | A percentage of AUM, Fixed fees, Commission Based |
IRA GROUP, INC. 1230 Peachtree Street Ne, Suite 3800 Atlanta, GA, 30309 | 126246 | $13,197,612,044 | 630 | A percentage of AUM, Fixed fees, Other (PROJECT FLAT FEES) |
ANGEL OAK CAPITAL ADVISORS, LLC 3344 Peachtree Road, Suite 1725 Atlanta, GA, 30326 | 151090 | $10,374,449,774 | 49 | A percentage of AUM, Fixed fees, Performance Based |
VIDENT ASSET MANAGEMENT 1125 Sanctuary Pkwy, Suite 515 Alpharetta, GA, 30009 | 286622 | $8,989,806,701 | 938 | A percentage of AUM, Fixed fees, Other (QUARTERLY ASSET-BASED LICENSING FEE) |
CRAWFORD INVESTMENT COUNSEL INC 600 Galleria Parkway, Se, Suite 1650 Atlanta, GA, 30339 | 110271 | $7,729,583,314 | 4070 | A percentage of AUM, Fixed fees, Performance Based |
SIGNATUREFD, LLC 1230 Peachtree Street, Ne, Suite 1800 Atlanta, GA, 30309 | 112758 | $7,245,750,124 | 9871 | A percentage of AUM, Hourly charges, Fixed fees |
JAMESTOWN, L.P. 675 Ponce De Leon Ave. Ne, 7th Floor Atlanta, GA, 30308 | 158207 | $7,076,357,188 | 18 | A percentage of AUM, Fixed fees, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
ASSET PRESERVATION ADVISORS, LLC 3344 Peachtree Road, Ne, Suite 2050 Atlanta, GA, 30326 | 106741 | $6,927,938,831 | 2149 | A percentage of AUM, Fixed fees |
NICHOLAS HOFFMAN & COMPANY, LLC 1355 Peachtree St.,Ste 1450, Atlanta, GA, 30309 | 144516 | $6,681,567,764 | 2124 | A percentage of AUM, Fixed fees |
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