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Advisers in Atlanta, GA

190 advisers in Atlanta — 190 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (144)Hourly fees (84)Flat / fixed fees (138)% of assets managed (181)Retirement plan consulting (54)

All advisers

34 Financial, LLC2827 Peachtree Rd, Suite 620 · Atlanta, GA 30305 · (404) 383-2100 · % of assets managedCRD 329383 · % of assets · $101.0 million AUMSEC registeredNo commissions reportedAbg Financial Services, INC.3043 Riverstone Trail, Suite 100 · Atlanta, GA 30339 · (888) 463-0440 · Financial planningCRD 170225 · Hourly charges, Fixed fees, Other · $9.8 million AUMState registeredNo commissions reportedAccess Investment Management, LLC3715 Northside Parkway, Building 400, Suite 210 · Atlanta, GA 30327 · (678) 429-4949 · % of assets managedCRD 322491 · % of assets · $456.4 million AUMSEC registeredNo commissions reportedAdapt Wealth Advisors, LLC6285 Barfield Rd., Suite 250 · Atlanta, GA 30328 · (404) 594-5559 · Financial planningCRD 329448 · % of assets, Hourly charges, Fixed fees · $469.2 million AUMSEC registeredNo commissions reportedAdvisory Services Network900 Ashwood Parkway, Suite 500 · Atlanta, GA 30338 · (770) 352-0449 · Financial planningCRD 146051 · % of assets, Hourly charges, Fixed fees · $10.6 billion AUMSEC registeredNo commissions reportedAdvocacy Wealth Management, LLC3455 Peachtree Road Ne, Suite 1500 · Atlanta, GA 30326 · (404) 836-7146 · Financial planningCRD 141943 · % of assets · $3.2 billion AUMSEC registeredNo commissions reportedAegis Capital Group260 Peachtree Street Nw · Atlanta, GA 30303 · (404) 884-4734 · Financial planningCRD 336467 · % of assets, Hourly charges, Fixed fees · $9.0 million AUMState registeredNo commissions reportedAjax Capital Advisors, INC.1 Concourse Parkway Ne · Atlanta, GA 30328 · (404) 816-2860 · Financial planningCRD 150229 · % of assets, Fixed fees · $33.1 million AUMState registeredNo commissions reportedAlder Financial Group INC300 Galleria Pkwy, Suite 600 · Atlanta, GA 30339 · (770) 563-8207 · Financial planningCRD 108837 · % of assets, Fixed fees · $224.1 million AUMSEC registeredNo commissions reportedAnchyra Partners LLC3050 Peachtree Rd Nw, Suite 425 · Atlanta, GA 30305 · (404) 240-8799 · Financial planningCRD 335467 · % of assets, Hourly charges, Fixed fees · $689.2 million AUMSEC registeredNo commissions reported
Aprio Wealth Management, LLC2002 Summit Boulevard, Suite 120 · Atlanta, GA 30319 · (404) 892-9651 · Financial planningCRD 127333 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedArc Asset Management LLC900 Circle 75 Parkway, Suite 1430 · Atlanta, GA 30339 · (404) 793-7553 · Financial planningCRD 329460 · % of assets, Fixed fees · $86.8 million AUMState registeredNo commissions reportedArcus Capital Partners, LLC3060 Peachtree Road N.w., Suite 1880 · Atlanta, GA 30305 · (404) 949-2111 · Financial planningCRD 147346 · % of assets, Fixed fees, Performance-based fees · $2.5 billion AUMSEC registeredNo commissions reportedArkadios Wealth Advisors2827 Peachtree Rd Ne, Suite 510 · Atlanta, GA 30305 · (404) 445-0035 · Financial planningCRD 288863 · % of assets, Hourly charges, Fixed fees · $8.8 billion AUMSEC registeredNo commissions reportedAsset Preservation Advisors, LLC3344 Peachtree Road, Ne, Suite 2050 · Atlanta, GA 30326 · (404) 261-1333 · Flat / fixed feesCRD 106741 · % of assets, Fixed fees · $11.1 billion AUMSEC registeredNo commissions reportedAtlanta Capital1075 Peachtree Street Ne, Suite 2100 · Atlanta, GA 30309 · (404) 876-9411 · % of assets managedCRD 116719 · % of assets, Performance-based fees · $28.6 billion AUMSEC registeredNo commissions reportedAttend Wealth999 Peachtree, #418 · Atlanta, GA 30309 · (281) 541-4808 · Financial planningCRD 335194 · % of assets, Fixed fees · $2.3 million AUMState registeredNo commissions reportedAurora Investment Counsel3350 Riverwood Parkway, Suite #2205 · Atlanta, GA 30339 · (770) 226-5323 · Financial planningCRD 107460 · % of assets · $252.7 million AUMSEC registeredNo commissions reportedAvant Garde Capital3455 Peach Tree Road 5th Floor · Atlanta, GA 30326 · (800) 422-0469 · Hourly feesCRD 154529 · % of assets, Hourly charges, Fixed fees · $471,669 AUMState registeredNo commissions reportedAvere Wealth Management, LLC3372 Peachtree Road, Suite 115 · Atlanta, GA 30326 · (470) 231-1299 · Financial planningCRD 316472 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reportedAvid Wealth Management Group, LLC3330 Cumberland Blvd, Suite 1000 · Atlanta, GA 30339 · (678) 306-1209 · % of assets managedCRD 125810 · % of assets, Other · $96.4 million AUMState registeredNo commissions reportedBalentine3344 Peachtree Road Ne, Suite 2200 · Atlanta, GA 30326 · (404) 537-4800 · Financial planningCRD 152511 · % of assets, Fixed fees, Other · $5.5 billion AUMSEC registeredNo commissions reportedBanyan Capital Management, INC.2100 Riveredge Parkway, Suite 1030 · Atlanta, GA 30328 · (770) 951-2129 · % of assets managedCRD 108123 · % of assets · $281.7 million AUMSEC registeredNo commissions reportedBaugh & Associates, LLC6065 Roswell Rd, Suite 980 · Atlanta, GA 30328 · (404) 256-0268 · Financial planningCRD 136342 · % of assets · $294.2 million AUMSEC registeredNo commissions reportedBeacon Global Advisor Network, LLCOne Glenlake Parkway, Suite 650 · Atlanta, GA 30328 · (888) 679-6474 · Financial planningCRD 288833 · % of assets, Hourly charges, Fixed fees · $745.1 million AUMSEC registeredNo commissions reportedBenedict Financial Advisors, INC.6000 Lake Forrest Drive, Suite 550 · Atlanta, GA 30328 · (770) 671-8228 · Financial planningCRD 116690 · % of assets, Hourly charges, Fixed fees · $529.4 million AUMSEC registeredNo commissions reportedBerkeley Advisors, INC.9 Lenox Pointe, N.e., Suite B · Atlanta, GA 30324 · (404) 580-9560 · Financial planningCRD 134455 · % of assets, Fixed fees · $125.3 million AUMSEC registeredNo commissions reportedBip Wealth, LLC3575 Piedmont Rd, Ne, Bldg 15, Suite 730 · Atlanta, GA 30305 · (404) 495-5230 · Financial planningCRD 143208 · % of assets, Fixed fees · $5.3 billion AUMSEC registeredNo commissions reportedBison Wealth, LLC3550 Lenox Road Ne, Suite 2550 · Atlanta, GA 30326 · (404) 841-2224 · Financial planningCRD 299805 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedBlake Financial Counsel, LLC7000 Central Parkway, Suite 1100 · Atlanta, GA 30328 · (404) 667-3494 · Financial planningCRD 305157 · % of assets, Fixed fees · $44.7 million AUMState registeredNo commissions reportedBluestone Wealth Planning, LLC3350 Riverwood Pkwy, Nw, Suite 1900 · Atlanta, GA 30339 · (404) 441-1015 · Financial planningCRD 169555 · % of assets, Hourly charges, Fixed fees · $8.1 million AUMState registeredNo commissions reportedBrighter Investing, Pb LLC3550 Lenox Rd. Ne, 21st Floor · Atlanta, GA 30326 · (404) 410-0645 · Financial planningCRD 299367 · % of assets, Fixed fees · $38.7 million AUMState registeredNo commissions reportedBt Family Office, LLC3300 Riverwood Parkway, Suite 700 · Atlanta, GA 30339 · (404) 341-5800 · Financial planningCRD 305713 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reportedBuckhead Capital Management, LLC900 Circle 75 Pkwy Se, Suite 900 · Atlanta, GA 30339 · (404) 720-8800 · Financial planningCRD 110707 · % of assets, Fixed fees, Performance-based fees · $5.8 billion AUMSEC registeredNo commissions reportedBuilder Investment Group4401 Northside Pkwy Nw, Suite 520 · Atlanta, GA 30327 · (404) 233-9341 · % of assets managedCRD 107671 · % of assets · $952.5 million AUMSEC registeredNo commissions reportedButlerjeffrey, LLC6400 Powers Ferry Rd Nw, Suite 374 · Atlanta, GA 30339 · (404) 369-0282 · Financial planningCRD 290388 · % of assets, Fixed fees · $28.1 million AUMState registeredNo commissions reportedCahaba Wealth Management, INC.1200 Peachtree Street Ne, Suite 610 · Atlanta, GA 30309 · (404) 549-7678 · Financial planningCRD 151675 · % of assets, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedCapital Benchmark Partners, LLC2342 Perimeter Park Dr, Suite 200 · Atlanta, GA 30341 · (770) 217-1202 · Financial planningCRD 175099 · % of assets, Hourly charges, Fixed fees · $56.3 million AUMState registeredNo commissions reportedCapital Investment Advisors, LLC10 Glenlake Parkway, North Tower, Suite 1000 · Atlanta, GA 30328 · (404) 531-0018 · Financial planningCRD 158055 · % of assets, Fixed fees, Other · $8.2 billion AUMSEC registeredNo commissions reportedCapitalwize, LLC1100 Peachtree St. Ne, Ste. 200 · Atlanta, GA 30309 · (800) 835-0863 · Financial planningCRD 288124 · % of assets, Hourly charges, Fixed fees · $272,099 AUMState registeredNo commissions reportedCarlyle Wealth PlanningFive Concourse Parkway, Suite 3000 · Atlanta, GA 30328 · (770) 956-8775 · Financial planningCRD 126298 · Hourly charges, Fixed feesState registeredNo commissions reportedCarter, Terry & Company, INC.3340 Peachtree Rd Ne, Suite 1400 · Atlanta, GA 30326 · (404) 364-2070 · % of assets managedCRD 16365 · % of assets · $104.0 million AUMSEC registeredNo commissions reportedCaymus Equity Partners, LLCOne Paces West, 2727 Paces Ferry Road Se,, Suite 1-1650 · Atlanta, GA 30339 · (404) 995-8300 · % of assets managedCRD 322999 · % of assets, Performance-based fees · $241.6 million AUMSEC registeredNo commissions reportedChancellor Wealth Management, INC.100 Galleria Parkway Se, Suite 995 · Atlanta, GA 30339 · (770) 661-0283 · Financial planningCRD 112918 · % of assets, Hourly charges, Fixed fees · $174.0 million AUMSEC registeredNo commissions reportedChecks & Balances, INC.2675 Paces Ferry Road, Se, Suite 150 · Atlanta, GA 30339 · (404) 233-0560 · Financial planningCRD 112145 · % of assets · $251.1 million AUMSEC registeredNo commissions reportedCigx, LLC3350 Riverwood Pkwy., Ste.1900 · Atlanta, GA 30339 · (770) 374-3146 · Financial planningCRD 149934 · % of assets, Hourly charges · $42.0 million AUMState registeredNo commissions reportedClaris Financial Advisors, INC.2295 Parklake Drive, Suite 456 · Atlanta, GA 30345 · (770) 934-8686 · Financial planningCRD 128660 · % of assets, Hourly charges, Fixed fees · $33.6 million AUMState registeredNo commissions reportedCmc Financial Group, LLC7000 Central Parkway, Suite 225 · Atlanta, GA 30328 · (678) 690-8800 · Financial planningCRD 292413 · % of assets, Fixed fees · $119.3 million AUMSEC registeredNo commissions reportedCollective Wealth Partners, LLC1100 Peachtree Street Ne, Suite 250 · Atlanta, GA 30309 · (404) 633-9952 · Financial planningCRD 317519 · % of assets, Hourly charges, Fixed fees · $59.9 million AUMSEC registeredNo commissions reportedCompass Wealth Management, LLC115 Perimeter Center Pl, Suite 870 · Atlanta, GA 30346 · (678) 619-2364 · Financial planningCRD 156482 · % of assets · $307.7 million AUMSEC registeredNo commissions reportedConscious Wealth Investments, LLC901 Bernina, Apt 2 · Atlanta, GA 30307 · (404) 826-7747 · Financial planningCRD 319143 · % of assets, Hourly charges, Fixed fees · $272.8 million AUMSEC registeredNo commissions reportedConsequent Capital Management, LLC3344 Peachtree Road, Suite 800 · Atlanta, GA 30326 · (404) 883-2500 · Flat / fixed feesCRD 285262 · Fixed feesSEC registeredNo commissions reportedCore Capital Markets, LLC3060 Peachtree Road, Suite 1890 · Atlanta, GA 30305 · (404) 735-8851 · % of assets managedCRD 150225 · % of assets · $657,190 AUMState registeredNo commissions reportedCornerstone Financial275 14th Street Nw · Atlanta, GA 30318 · (404) 874-3111 · Financial planningCRD 125494 · % of assets, Hourly charges, Fixed fees · $118.0 million AUMSEC registeredNo commissions reportedCornerstone Investment Partners, LLC3438 Peachtree Rd. Ne., Suite 900 · Atlanta, GA 30326 · (404) 751-3900 · % of assets managedCRD 111753 · % of assets, Performance-based fees, Other · $2.7 billion AUMSEC registeredNo commissions reportedCovey Capital Advisors, LLC2915 Piedmont Rd, Ne, Suite B · Atlanta, GA 30305 · (404) 442-2772 · % of assets managedCRD 151978 · % of assets · $156.5 million AUMSEC registeredNo commissions reportedCpc Advisors, LLC1475 Peachtree St. Ne, Suite 750 · Atlanta, GA 30309 · (404) 879-3000 · Financial planningCRD 111025 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedCrawford Investment Counsel INC600 Galleria Parkway, Se, Suite 1650 · Atlanta, GA 30339 · (770) 859-0045 · Financial planningCRD 110271 · % of assets, Fixed fees, Performance-based fees · $9.1 billion AUMSEC registeredNo commissions reportedCrescent Wealth Advisory, LLC200 Galleria Parkway Se, Suite 1880 · Atlanta, GA 30339 · (770) 431-1260 · % of assets managedCRD 151156 · % of assets · $99.0 million AUMState registeredNo commissions reportedCygnus Capital Advisors, LLC3060 Peachtree Road Nw, Suite 1080 · Atlanta, GA 30305 · (404) 443-4762 · Flat / fixed feesCRD 323041 · % of assets, Fixed fees, Performance-based fees · $229.7 million AUMSEC registeredNo commissions reportedD.s. Brown Wealth Advisors, LLCTwo Ballpark Center, 800 Battery Avenue Se,, Suite 300 · Atlanta, GA 30339 · (770) 597-1459 · Financial planningCRD 307362 · % of assets, Hourly charges, Fixed fees · $68.5 million AUMState registeredNo commissions reportedDai Wealth, LLC2800 Century Parkway Ne, Suite 650 · Atlanta, GA 30345 · (404) 531-7080 · Financial planningCRD 138938 · % of assets, Hourly charges, Fixed fees · $330.0 million AUMSEC registeredNo commissions reportedDiscipline Strategies Management, LP2800 Century Parkway Ne Suite 650 · Atlanta, GA 30345 · (404) 531-7103 · % of assets managedCRD 336716 · % of assets, Performance-based feesSEC registeredNo commissions reportedE2e Financial5555 Glenridge Connector,, Suite 200 · Atlanta, GA 30342 · (678) 664-9745 · Financial planningCRD 338290 · % of assets, Hourly charges, Fixed fees · $50.7 million AUMState registeredNo commissions reportedEads & Heald Wealth Management2100 Riveredge Pkwy N.w. Ste 760 · Atlanta, GA 30328 · (770) 988-9556 · Financial planningCRD 105524 · % of assets, Fixed fees · $240.5 million AUMSEC registeredNo commissions reportedEagle Rock Investment Company, LLC1201 Peachtree Street Ne, Ste 200 · Atlanta, GA 30361 · (404) 480-8578 · Financial planningCRD 313832 · % of assets · $786.7 million AUMSEC registeredNo commissions reportedEarn Into Wealth Strategies4279 Roswell Road, Suite 208 · Atlanta, GA 30342 · (646) 494-6220 · Financial planningCRD 281923 · % of assets, Hourly charges, Fixed fees · $34.5 million AUMState registeredNo commissions reportedEarnest Partners, LLC1180 Peachtree Street, Ne, Suite 2300 · Atlanta, GA 30309 · (404) 815-8772 · % of assets managedCRD 107926 · % of assets, Performance-based fees · $42.6 billion AUMSEC registeredNo commissions reportedEll Wess Advisors1201 West Peachtree St. Nw, Suite 2300 · Atlanta, GA 30309 · (770) 280-9915 · Financial planningCRD 330466 · % of assets, Fixed fees · $5.9 million AUMState registeredNo commissions reportedEpg Wealth Management LLC309 East Paces Ferry Rd Ne, Ste 900 · Atlanta, GA 30305 · (404) 809-3680 · Financial planningCRD 302075 · % of assets, Hourly charges, Fixed fees · $579.1 million AUMSEC registeredNo commissions reportedEquity Investment Corp1776 Peachtree Street Nw, Suite 600s · Atlanta, GA 30309 · (404) 239-0111 · % of assets managedCRD 283930 · % of assets · $3.5 billion AUMSEC registeredNo commissions reportedEstate Management Counselors,llc5064 Roswell Road, Suite C-300 · Atlanta, GA 30342 · (404) 250-9798 · Financial planningCRD 126624 · % of assets, Hourly charges, Fixed fees · $294.3 million AUMSEC registeredNo commissions reportedFelton & Peel Wealth Management, INC.2 Ballpark Center, 800 Battery Avenue Se, Suite 300 · Atlanta, GA 30339 · (404) 424-9570 · Financial planningCRD 298495 · % of assets, Hourly charges, Fixed fees · $34.5 million AUMState registeredNo commissions reportedFiduciaryvest, LLC5600 Roswell Road, Building C · Atlanta, GA 30342 · (404) 446-1270 · Financial planningCRD 134351 · % of assets, Hourly charges, Fixed fees · $4.9 billion AUMSEC registeredNo commissions reportedFinancial Discovery200 Ashford Center North, Suite 130 · Atlanta, GA 30338 · (404) 816-0160 · Financial planningCRD 125383 · % of assets, Fixed fees · $118.3 million AUMSEC registeredNo commissions reportedFinancial Innovations, LLC6111 Peachtree Dunwoody Road, Suite F101 · Atlanta, GA 30328 · (404) 458-0065 · Financial planningCRD 142769 · % of assets, Hourly charges, Fixed fees · $535.2 million AUMSEC registeredNo commissions reportedFirst Advisors National, LLC1372 Peachtree Street Ne · Atlanta, GA 30309 · (855) 326-7427 · Financial planningCRD 166212 · % of assets, Other · $505.9 million AUMSEC registeredNo commissions reportedFloyd Green Financial Services, INC.3114 Mercer University Drive, Suite 200 · Atlanta, GA 30341 · (770) 457-2550 · Financial planningCRD 125912 · % of assets, Hourly charges, Fixed fees · $15,411 AUMState registeredNo commissions reportedFootlamp3715 Northside Parkway, Bldg 100 Suite 500 · Atlanta, GA 30327 · (404) 476-2236 · Financial planningCRD 265788 · % of assets, Hourly charges, Fixed fees · $23.1 million AUMState registeredNo commissions reportedForest Investment Associates15 Piedmont Center, Suite 1250 · Atlanta, GA 30305 · (404) 829-8842 · Flat / fixed feesCRD 110163 · % of assets, Fixed fees, Performance-based fees · $5.2 billion AUMSEC registeredNo commissions reportedGaines Capital Management900 Circle 75 Parkway, Suite 740 · Atlanta, GA 30339 · (404) 443-3834 · Financial planningCRD 335414 · % of assets, Hourly charges, Fixed fees · $6.8 million AUMState registeredNo commissions reportedGalleria Financial Advisors, LLC3300 Riverwood Parkway, Suite 700 · Atlanta, GA 30339 · (770) 790-3714 · % of assets managedCRD 133673 · % of assets · $239.2 million AUMSEC registeredNo commissions reportedGeorge M. Hiller Companies, LLC3414 Peachtree Rd Ne, Suite 1110 · Atlanta, GA 30326 · (404) 365-0222 · Financial planningCRD 112409 · % of assets, Hourly charges, Fixed fees · $183.0 million AUMSEC registeredNo commissions reportedGilbert Rich & Associates1830 Suite D, Independence Square · Atlanta, GA 30338 · (404) 775-5700 · % of assets managedCRD 125539 · % of assets · $41.5 million AUMState registeredNo commissions reportedGleneagles Investment Advisors, LLC3715 Northside Parkway,, Northcreek 200, Suite 600 · Atlanta, GA 30327 · (678) 904-0594 · Hourly feesCRD 312306 · % of assets, Hourly charges, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedGlobalt Investments3200 Windy Hill Road, Se, Suite 1550e · Atlanta, GA 30339 · (404) 364-2188 · Flat / fixed feesCRD 328039 · % of assets, Fixed fees, Other · $3.0 billion AUMSEC registeredNo commissions reportedGodwin Capital Group, LLC3715 Northside Parkway Nw, Bldg 400, Suite 205 · Atlanta, GA 30327 · (404) 795-8300 · Financial planningCRD 316592 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reportedGreenwood Investment Advisors, LLC3280 Peachtree Road · Atlanta, GA 30305 · (866) 659-4458 · Flat / fixed feesCRD 327470 · Fixed fees · $229,197 AUMSEC registeredNo commissions reportedGutt Financial Management, LLC3414 Peachtree Rd Ne, 103 Monarch Plaza · Atlanta, GA 30326 · (404) 237-4188 · Financial planningCRD 109270 · % of assets, Fixed fees · $162.1 million AUMSEC registeredNo commissions reportedHamilton Capital Partners, LLC3400 Peachtree Road, Ne, North Tower, Suite 125 · Atlanta, GA 30326 · (678) 802-4974 · Financial planningCRD 314344 · % of assets, Hourly charges, Fixed fees · $444.0 million AUMSEC registeredNo commissions reportedHb Wealth3550 Lenox Rd Ne, Suite 2700 · Atlanta, GA 30326 · (404) 264-1400 · Financial planningCRD 316731 · % of assets, Hourly charges, Fixed fees · $30.2 billion AUMSEC registeredNo commissions reportedHeinz Investments3825 Paces Walk Se, Suite 200 · Atlanta, GA 30339 · (678) 391-3910 · Hourly feesCRD 127460 · % of assets, Hourly charges, Other · $96.8 million AUMState registeredNo commissions reportedHfa Investments, LLC3340 Peachtree Road Ne, Suite 350 · Atlanta, GA 30326 · (404) 229-0057 · Flat / fixed feesCRD 334904 · Fixed fees · $100 AUMState registeredNo commissions reportedHighbrook Capital Partners3490 Piedmont Road, Suite 650 · Atlanta, GA 30305 · (404) 850-2550 · Financial planningCRD 338408 · % of assets, Hourly charges, Fixed fees · $509.1 million AUMSEC registeredNo commissions reportedHolcombe Financial, INC.4151 Ashford Dunwoody Road, Suite 165 · Atlanta, GA 30319 · (404) 257-3317 · Financial planningCRD 142238 · % of assets, Hourly charges, Fixed fees · $451.6 million AUMSEC registeredNo commissions reportedHorse Cove Partners LLC1899 Powers Ferry Rd Se, Suite 120 · Atlanta, GA 30339 · (678) 905-5723 · Financial planningCRD 172389 · % of assets, Fixed fees · $106.6 million AUMSEC registeredNo commissions reportedHwm Wealth Management LLC1050 Crowne Point Parkway, #500 · Atlanta, GA 30338 · (404) 796-9018 · Financial planningCRD 333763 · % of assets, Fixed fees · $18.7 million AUMState registeredNo commissions reportedIfg Advisory, LLC200 Ashford Center North, Suite 400 · Atlanta, GA 30338 · (770) 353-6400 · Financial planningCRD 168012 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedInceptive Financial2080 Dekalb Ave Ne · Atlanta, GA 30307 · (803) 414-7643 · Financial planningCRD 313360 · Fixed feesState registeredNo commissions reportedInlight Wealth1 Glenlake Parkway, Suite 975 · Atlanta, GA 30328 · (404) 551-2808 · Financial planningCRD 289908 · % of assets, Fixed fees · $843.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Atlanta? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.