Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
MERIT FINANCIAL ADVISORS 2400 Lakeview Parkway,
Suite 550 Alpharetta, GA 30009 |
142457 |
$3,681,709,925 |
10460 |
A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES) |
ALLIANT RETIREMENT CONSULTING 1125 Sanctuary Parkway,
Suite 300 Alpharetta, GA 30009 |
167970 |
$928,000,000 |
57 |
A percentage of AUM, Fixed fees, Other (ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT) |
LUMATURE WEALTH PARTNERS, LLC 2325 Lakeview Parkway,
Suite 175 Alpharetta, GA 30009 |
309049 |
$563,006,607 |
2393 |
A percentage of AUM, Fixed fees |
FORTHRIGHT WEALTH MANAGEMENT, LLC 5755 North Point Pkwy, Suite 47,
Alpharetta, GA 30022 |
220515 |
$488,173,467 |
1436 |
A percentage of AUM, Hourly charges, Fixed fees |
WELLSPRING WEALTH MANAGEMENT LLC 11720 Amber Park Drive,
Suite 150 Alpharetta, GA 30009-2276 |
134834 |
$407,180,359 |
466 |
A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN FEE CHARGED BY SUB-ADVISER.) |
PRCE MANAGEMENT LLC 1720 Windward Concourse,
Suite 115 Alpharetta, GA 30005 |
312533 |
$297,181,000 |
1 |
Performance Based, Other (FILING ADVISER WILL CHARGE AN EXPENSE PASS THROUGH EXPENSE) |
KALOS MANAGEMENT 11525 Park Woods Circle,
Suite 280 Alpharetta, GA 30005 |
133025 |
$297,034,995 |
1845 |
A percentage of AUM, Hourly charges, Fixed fees |
TANDEMGROWTH FINANCIAL ADVISORS, LLC 3820 Mansell Road,
Suite T30 Alpharetta, GA 30022 |
125490 |
$225,351,403 |
646 |
A percentage of AUM, Fixed fees |
WEALTH ENHANCEMENT & PRESERVATION 5755 North Point Pkwy,
Suite 232 Alpharetta, GA 30022 |
172788 |
$206,000,000 |
1270 |
A percentage of AUM, Hourly charges, Fixed fees |
MRP CAPITAL INVESTMENTS, LLC 8440 Holcomb Bridge Road,
Suite 520 Alpharetta, GA 30022 |
167256 |
$174,889,850 |
337 |
A percentage of AUM |
RIDGE CAPITAL MANAGEMENT, LLC 5900 Windward Parkway,
Suite 120 Alpharetta, GA 30005 |
127200 |
$138,037,281 |
190 |
A percentage of AUM |
ELM3 FINANCIAL GROUP, LLC 5755 North Point Pkwy,
Suite 92 Alpharetta, GA 30022-1145 |
140594 |
$135,379,323 |
559 |
A percentage of AUM, Hourly charges, Fixed fees |
FSAM LLC 1720 Windward Concourse,
Suite 115 Alpharetta, GA 30005 |
287851 |
$44,343,583 |
106 |
A percentage of AUM |
STONE CREEK CAPITAL MANAGEMENT LLC 2400 Lakeview Parkway,
Suite 550 Alpharetta, GA 30009 |
284775 |
$0 |
0 |
Hourly charges, Fixed fees, Other (CONSULTING AND RESEARCH) |
WEALTH SCIENCE ADVISORS LLC 55 Roswell Street,
Suite 210 Alpharetta, GA 30009 |
321031 |
$0 |
0 |
A percentage of AUM, Fixed fees |