Top Financial Advisors in Athens, Georgia
Finding the right financial advisor in Athens is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Athens, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Athens, GA.
Find the Best Financial Advisor Firms in Athens:
CANNON FINANCIAL STRATEGISTS, INC.
CRD#: 133509
Address: 649-8 South Milledge Ave, Athens, GA 30605
Clients: 500
Average Clients per Advisor: 17
AUM: $ 1.4B
ELWOOD & GOETZ
CRD#: 154839
Address: 687 S Milledge Ave, Athens, GA 30605
Clients: 335
Average Clients per Advisor: 12
AUM: $ 813M
CARSON ADVISORY GROUP
CRD#: 117410
Address: 470 Hill St., Athens, GA 30601
Clients: 573
Average Clients per Advisor: 71
AUM: $ 772M
FAMILY WMS, LLC
CRD#: 126456
Address: 490 N. Milledge Ave, Athens, GA 30601
Clients: 17
Average Clients per Advisor: 5
AUM: $ 581M
ELEVATE WEALTH ADVISORY, INC.
CRD#: 149713
Address: 2500 Daniells Bridge Rd Building 200, Suite 2b, Athens, GA 30606
Clients: 468
Average Clients per Advisor: 66
AUM: $ 338M
LANIER FINANCIAL GROUP LLC
CRD#: 152945
Address: 490 N. Milledge Avenue, Athens, GA 30601
Clients: 181
Average Clients per Advisor: 22
AUM: $ 208M
How We Chose the Top Financial Advisors in Athens, Georgia
To create this list of top financial advisor firms in Athens, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Athens has to offer.
Search Financial Advisors in Athens, Georgia
Thomas Kevin Foster
Robert Hancock Watkins JR
Marcus Thompson
Teresa Wooten Doster
Ronald James Seib
Roderick Clayton Trahan
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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