AdvisorGrade

Financial advisers in Macon, GA

4 registered investment adviser firms in Macon managing $992M in assets, based on public SEC Form ADV filings.

Christy Capital Management, INC.

Macon, GA · Est. 2018

Local
Fee-based
AUM
$376M
Per adviser
$34M
Advisers
11

No reported disclosures

Smith, Brown & Groover INC. D/B/A Sbg Wealth Management

Macon, GA · Est. 2019

Local
Fee-only
AUM
$284M
Per adviser
$57M
Advisers
5

No reported disclosures

Cfs Wealth Management

Macon, GA · Est. 2024

Local
Fee-based
AUM
$189M
Per adviser
$63M
Advisers
3

No reported disclosures

J. L. Perkins Wealth Management, LLC

Macon, GA · Est. 2026

Local
Fee-only
AUM
$142M
Per adviser
$71M
Advisers
2

No reported disclosures