{ "path": "/advisors/ga/atlanta", "url": "https://advisorcensus.com/advisors/ga/atlanta/page/3", "page_type": "metro", "title": "Financial advisors in Atlanta, GA", "filters": {}, "scope_total": 588, "faq": [ { "q": "How many financial advisory firms are there in Atlanta, GA?", "a": "AdvisorCensus lists 588 investment advisory firms with a principal office in the Atlanta metro area, from Form ADV filings as of October 2026: 295 SEC-registered, 251 state-registered, and 42 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Atlanta, GA?", "a": "200 of the 588 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Atlanta, GA offer financial planning?", "a": "374 of the 546 firms in Atlanta, GA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Atlanta, GA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 200 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 588 investment advisory firms with a principal office in the Atlanta metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Atlanta has 588 investment advisory firms with a principal office in the metro area as of October 2026: 295 SEC-registered, 251 state-registered, and 42 exempt reporting advisers. 200 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 224 report under $100 million in regulatory assets under management. The metro area has 2,313,055 households, 359,837 of them with income of $200,000 or more, or 612 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Atlanta, GA: 588 firms from Form ADV filings as of October 2026.", "total_firms": 588, "page": 3, "total_pages": 12, "sort": "name", "registration_types": { "sec": 295, "state": 251, "exempt": 42 }, "fee_model_mix": [ { "code": "fee-only", "count": 200 }, { "code": "percentage_of_aum", "count": 503 }, { "code": "hourly", "count": 244 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 325 }, { "code": "commissions", "count": 6 }, { "code": "performance_based", "count": 84 }, { "code": "other", "count": 82 }, { "code": "not_reported", "count": 42 } ], "years_registered_distribution": [ { "code": "under_5", "count": 218 }, { "code": "5_to_9", "count": 156 }, { "code": "10_to_19", "count": 124 }, { "code": "20_plus", "count": 87 }, { "code": "not_reported", "count": 3 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 135 }, { "code": "25m_100m", "count": 89 }, { "code": "100m_500m", "count": 151 }, { "code": "500m_1b", "count": 44 }, { "code": "1b_5b", "count": 55 }, { "code": "over_5b", "count": 32 }, { "code": "not_reported", "count": 82 } ], "firms": [ { "crd_number": 305713, "name": "BT Family Office, LLC", "name_as_filed": "BT FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/bt-family-office-llc-atlanta-ga-305713", "city": "Atlanta", "state": "GA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322709, "name": "BT Financial Services LLC", "name_as_filed": "BT FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/bt-financial-services-llc-atlanta-ga-322709", "city": "Atlanta", "state": "GA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 110707, "name": "Buckhead Capital Management, LLC", "name_as_filed": "BUCKHEAD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/buckhead-capital-management-llc-atlanta-ga-110707", "city": "Atlanta", "state": "GA", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 305995, "name": "Buckhead Resources, Inc.", "name_as_filed": "BUCKHEAD RESOURCES, INC.", "url": "https://advisorcensus.com/firm/buckhead-resources-inc-atlanta-ga-305995", "city": "Atlanta", "state": "GA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107671, "name": "Builder Investment Group", "name_as_filed": "BUILDER INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/builder-investment-group-atlanta-ga-107671", "city": "Atlanta", "state": "GA", "years_registered": 43, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 320825, "name": "Butler-Davis Financial Group, LLC", "name_as_filed": "BUTLER-DAVIS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/butler-davis-financial-group-llc-covington-ga-320825", "city": "Covington", "state": "GA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 290388, "name": "Butlerjeffrey, LLC", "name_as_filed": "BUTLERJEFFREY, LLC", "url": "https://advisorcensus.com/firm/butlerjeffrey-llc-atlanta-ga-290388", "city": "Atlanta", "state": "GA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125646, "name": "C.W. O'Conner Wealth Advisors, Inc.", "name_as_filed": "C.W. O'CONNER WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/c-w-o-conner-wealth-advisors-inc-duluth-ga-125646", "city": "Duluth", "state": "GA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151675, "name": "Cahaba Wealth Management, Inc.", "name_as_filed": "CAHABA WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cahaba-wealth-management-inc-atlanta-ga-151675", "city": "Atlanta", "state": "GA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146384, "name": "Cape Investment Advisory, Inc.", "name_as_filed": "CAPE INVESTMENT ADVISORY, INC.", "url": "https://advisorcensus.com/firm/cape-investment-advisory-inc-mcdonough-ga-146384", "city": "McDonough", "state": "GA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321104, "name": "Capital and Planning, LLC", "name_as_filed": "CAPITAL AND PLANNING, LLC", "url": "https://advisorcensus.com/firm/capital-and-planning-llc-jonesboro-ga-321104", "city": "Jonesboro", "state": "GA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175099, "name": "Capital Benchmark Partners, LLC", "name_as_filed": "CAPITAL BENCHMARK PARTNERS, LLC", "url": "https://advisorcensus.com/firm/capital-benchmark-partners-llc-atlanta-ga-175099", "city": "Atlanta", "state": "GA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 284793, "name": "Capital Endurance Group, Inc", "name_as_filed": "CAPITAL ENDURANCE GROUP, INC", "url": "https://advisorcensus.com/firm/capital-endurance-group-inc-alpharetta-ga-284793", "city": "Alpharetta", "state": "GA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158055, "name": "Capital Investment Advisors, LLC", "name_as_filed": "CAPITAL INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/capital-investment-advisors-llc-atlanta-ga-158055", "city": "Atlanta", "state": "GA", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 110447, "name": "Capital Management Advisors Inc", "name_as_filed": "CAPITAL MANAGEMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/capital-management-advisors-inc-marietta-ga-110447", "city": "Marietta", "state": "GA", "years_registered": 34, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125621, "name": "Capital Research Advisors, LLC", "name_as_filed": "CAPITAL RESEARCH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/capital-research-advisors-llc-suwanee-ga-125621", "city": "Suwanee", "state": "GA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 288124, "name": "Capitalwize, LLC", "name_as_filed": "CAPITALWIZE, LLC", "url": "https://advisorcensus.com/firm/capitalwize-llc-atlanta-ga-288124", "city": "Atlanta", "state": "GA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126298, "name": "Carlyle Wealth Planning", "name_as_filed": "CARLYLE WEALTH PLANNING", "url": "https://advisorcensus.com/firm/carlyle-wealth-planning-atlanta-ga-126298", "city": "Atlanta", "state": "GA", "years_registered": 34, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 16365, "name": "Carter, Terry & Company, Inc.", "name_as_filed": "CARTER, TERRY & COMPANY, INC.", "url": "https://advisorcensus.com/firm/carter-terry-and-company-inc-atlanta-ga-16365", "city": "Atlanta", "state": "GA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337642, "name": "Cash Flow Fund 2 Manager, LLC", "name_as_filed": "CASH FLOW FUND 2 MANAGER, LLC", "url": "https://advisorcensus.com/firm/cash-flow-fund-2-manager-llc-atlanta-ga-337642", "city": "Atlanta", "state": "GA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 296899, "name": "Cassius Family Management LLC", "name_as_filed": "CASSIUS FAMILY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cassius-family-management-llc-atlanta-ga-296899", "city": "Atlanta", "state": "GA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322999, "name": "Caymus Equity Partners, LLC", "name_as_filed": "CAYMUS EQUITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/caymus-equity-partners-llc-atlanta-ga-322999", "city": "Atlanta", "state": "GA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306303, "name": "Cedar Valley Capital LLC", "name_as_filed": "CEDAR VALLEY CAPITAL LLC", "url": "https://advisorcensus.com/firm/cedar-valley-capital-llc-roswell-ga-306303", "city": "Roswell", "state": "GA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140605, "name": "Centurion Advisory Group, Inc", "name_as_filed": "CENTURION ADVISORY GROUP, INC", "url": "https://advisorcensus.com/firm/centurion-advisory-group-inc-suwanee-ga-140605", "city": "Suwanee", "state": "GA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 327991, "name": "Centurion Wealth Management LLC", "name_as_filed": "CENTURION WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/centurion-wealth-management-llc-suwanee-ga-327991", "city": "Suwanee", "state": "GA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 141872, "name": "Cereli Inc.", "name_as_filed": "CERELI INC.", "url": "https://advisorcensus.com/firm/cereli-inc-conyers-ga-141872", "city": "Conyers", "state": "GA", "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125160, "name": "Cerner Capital Management, LLC", "name_as_filed": "CERNER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cerner-capital-management-llc-snellville-ga-125160", "city": "Snellville", "state": "GA", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127277, "name": "CG Maton Advisory, Inc.", "name_as_filed": "CG MATON ADVISORY, INC.", "url": "https://advisorcensus.com/firm/cg-maton-advisory-inc-alpharetta-ga-127277", "city": "Alpharetta", "state": "GA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 112918, "name": "Chancellor Wealth Management, Inc.", "name_as_filed": "CHANCELLOR WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/chancellor-wealth-management-inc-atlanta-ga-112918", "city": "Atlanta", "state": "GA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 137962, "name": "Chappell Financial Group", "name_as_filed": "CHAPPELL FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/chappell-financial-group-atlanta-ga-137962", "city": "Atlanta", "state": "GA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285551, "name": "Chastain Wealth Management", "name_as_filed": "CHASTAIN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/chastain-wealth-management-sandy-springs-ga-285551", "city": "Sandy Springs", "state": "GA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160961, "name": "Chatham Capital", "name_as_filed": "CHATHAM CAPITAL", "url": "https://advisorcensus.com/firm/chatham-capital-atlanta-ga-160961", "city": "Atlanta", "state": "GA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336778, "name": "Chattahoochee Wealth", "name_as_filed": "CHATTAHOOCHEE WEALTH", "url": "https://advisorcensus.com/firm/chattahoochee-wealth-cumming-ga-336778", "city": "Cumming", "state": "GA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 112145, "name": "Checks & Balances, Inc.", "name_as_filed": "CHECKS & BALANCES, INC.", "url": "https://advisorcensus.com/firm/checks-and-balances-inc-atlanta-ga-112145", "city": "Atlanta", "state": "GA", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 138947, "name": "CHI-RHO Financial, LLC", "name_as_filed": "CHI-RHO FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/chi-rho-financial-llc-atlanta-ga-138947", "city": "Atlanta", "state": "GA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290887, "name": "Chicory Wealth", "name_as_filed": "CHICORY WEALTH", "url": "https://advisorcensus.com/firm/chicory-wealth-decatur-ga-290887", "city": "Decatur", "state": "GA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166471, "name": "Choice Wealth Management, LLC", "name_as_filed": "CHOICE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/choice-wealth-management-llc-johns-creek-ga-166471", "city": "Johns Creek", "state": "GA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 149934, "name": "Cigx, LLC", "name_as_filed": "CIGX, LLC", "url": "https://advisorcensus.com/firm/cigx-llc-atlanta-ga-149934", "city": "Atlanta", "state": "GA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 158694, "name": "Circa Capital, LLC", "name_as_filed": "CIRCA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/circa-capital-llc-alpharetta-ga-158694", "city": "Alpharetta", "state": "GA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128660, "name": "Claris Financial Advisors, Inc.", "name_as_filed": "CLARIS FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/claris-financial-advisors-inc-atlanta-ga-128660", "city": "Atlanta", "state": "GA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321105, "name": "Clarity Wealth Solutions LLC", "name_as_filed": "CLARITY WEALTH SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/clarity-wealth-solutions-llc-atlanta-ga-321105", "city": "Atlanta", "state": "GA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172685, "name": "Clear Investment Research, LLC", "name_as_filed": "CLEAR INVESTMENT RESEARCH, LLC", "url": "https://advisorcensus.com/firm/clear-investment-research-llc-alpharetta-ga-172685", "city": "Alpharetta", "state": "GA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292413, "name": "CMC Financial Group, LLC", "name_as_filed": "CMC FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/cmc-financial-group-llc-atlanta-ga-292413", "city": "Atlanta", "state": "GA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150469, "name": "CN Wealth Management, LLC", "name_as_filed": "CN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cn-wealth-management-llc-alpharetta-ga-150469", "city": "Alpharetta", "state": "GA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316573, "name": "Collab Capital, LLC", "name_as_filed": "COLLAB CAPITAL, LLC", "url": "https://advisorcensus.com/firm/collab-capital-llc-atlanta-ga-316573", "city": "Atlanta", "state": "GA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317519, "name": "Collective Wealth Partners, LLC", "name_as_filed": "COLLECTIVE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/collective-wealth-partners-llc-atlanta-ga-317519", "city": "Atlanta", "state": "GA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106831, "name": "Commonwealth Financial Planners Inc", "name_as_filed": "COMMONWEALTH FINANCIAL PLANNERS INC", "url": "https://advisorcensus.com/firm/commonwealth-financial-planners-inc-roswell-ga-106831", "city": "Roswell", "state": "GA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 126400, "name": "Compass Advisors LLC", "name_as_filed": "COMPASS ADVISORS LLC", "url": "https://advisorcensus.com/firm/compass-advisors-llc-big-canoe-ga-126400", "city": "Big Canoe", "state": "GA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 156482, "name": "Compass Wealth Management, LLC", "name_as_filed": "COMPASS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/compass-wealth-management-llc-atlanta-ga-156482", "city": "Atlanta", "state": "GA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { 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