Financial advisers in Athens, GA
6 registered investment adviser firms in Athens managing $4.8B in assets, based on public SEC Form ADV filings.
Cannon Financial Strategists, INC.
Athens, GA · Est. 2014
Local
- AUM
- $1.7B
- Per adviser
- $62M
- Advisers
- 27
No reported disclosures
Elwood & Goetz
Athens, GA · Est. 2017
Regional
- AUM
- $1.1B
- Per adviser
- $41M
- Advisers
- 26
No reported disclosures
Carson Advisory Group
Athens, GA · Est. 2006
LocalInternational
- AUM
- $865M
- Per adviser
- $124M
- Advisers
- 7
No reported disclosures
Family Wms, LLC
Athens, GA · Est. 2003
Local
- AUM
- $572M
- Per adviser
- $191M
- Advisers
- 3
No reported disclosures
Elevate Wealth Advisory, INC.
Athens, GA · Est. 2013
Local
- AUM
- $386M
- Per adviser
- $39M
- Advisers
- 10
No reported disclosures
Lanier Financial Group LLC
Athens, GA · Est. 2024
Local
- AUM
- $236M
- Per adviser
- $39M
- Advisers
- 6
No reported disclosures