{ "path": "/advisors/ga", "url": "https://advisorcensus.com/advisors/ga/page/5", "page_type": "state", "title": "Financial advisors in Georgia", "filters": {}, "scope_total": 852, "faq": [ { "q": "How many financial advisory firms are there in Georgia?", "a": "AdvisorCensus lists 852 investment advisory firms with a principal office in Georgia, from Form ADV filings as of October 2026: 342 SEC-registered, 466 state-registered, and 44 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 Georgia?", "a": "327 of the 852 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 Georgia offer financial planning?", "a": "572 of the 808 firms in Georgia 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 Georgia 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 327 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 852 investment advisory firms with a principal office in Georgia, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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": null, "citation": "AdvisorCensus. Financial advisors in Georgia: 852 firms from Form ADV filings as of October 2026.", "total_firms": 852, "page": 5, "total_pages": 18, "sort": "name", "registration_types": { "sec": 342, "state": 466, "exempt": 44 }, "fee_model_mix": [ { "code": "fee-only", "count": 327 }, { "code": "percentage_of_aum", "count": 740 }, { "code": "hourly", "count": 385 }, { "code": "subscription", "count": 14 }, { "code": "fixed", "count": 477 }, { "code": "commissions", "count": 12 }, { "code": "performance_based", "count": 103 }, { "code": "other", "count": 113 }, { "code": "not_reported", "count": 44 } ], "years_registered_distribution": [ { "code": "under_5", "count": 306 }, { "code": "5_to_9", "count": 226 }, { "code": "10_to_19", "count": 191 }, { "code": "20_plus", "count": 126 }, { "code": "not_reported", "count": 3 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 251 }, { "code": "25m_100m", "count": 153 }, { "code": "100m_500m", "count": 178 }, { "code": "500m_1b", "count": 50 }, { "code": "1b_5b", "count": 67 }, { "code": "over_5b", "count": 33 }, { "code": "not_reported", "count": 120 } ], "firms": [ { "crd_number": 149313, "name": "Christy Capital Management, Inc.", "name_as_filed": "CHRISTY CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/christy-capital-management-inc-macon-ga-149313", "city": "Macon", "state": "GA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "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": 323011, "name": "Clark Brown, LLC", "name_as_filed": "CLARK BROWN, LLC", "url": "https://advisorcensus.com/firm/clark-brown-llc-athens-ga-323011", "city": "Athens", "state": "GA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 283847, "name": "CMA Financial Services", "name_as_filed": "CMA FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/cma-financial-services-283847", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "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": 271034, "name": "Cochran Wealth LLC", "name_as_filed": "COCHRAN WEALTH LLC", "url": "https://advisorcensus.com/firm/cochran-wealth-llc-271034", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 120746, "name": "COLLINS/MOODY Financial Services, L.L.C.", "name_as_filed": "COLLINS/MOODY FINANCIAL SERVICES, L.L.C.", "url": "https://advisorcensus.com/firm/collins-moody-financial-services-l-l-c-athens-ga-120746", "city": "Athens", "state": "GA", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "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 }, { "crd_number": 144891, "name": "Comprehensive Wealth Management", "name_as_filed": "COMPREHENSIVE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/comprehensive-wealth-management-144891", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336424, "name": "Concourse Capital Advisors, LLC", "name_as_filed": "CONCOURSE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/concourse-capital-advisors-llc-atlanta-ga-336424", "city": "Atlanta", "state": "GA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281048, "name": "Confidant Financial Solutions, LLC", "name_as_filed": "CONFIDANT FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/confidant-financial-solutions-llc-281048", "city": null, "state": null, "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 319143, "name": "Conscious Wealth Investments, LLC", "name_as_filed": "CONSCIOUS WEALTH INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/conscious-wealth-investments-llc-atlanta-ga-319143", "city": "Atlanta", "state": "GA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293351, "name": "Consequent Capital Investments, LLC", "name_as_filed": "CONSEQUENT CAPITAL INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/consequent-capital-investments-llc-atlanta-ga-293351", "city": "Atlanta", "state": "GA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285262, "name": "Consequent Capital Management, LLC", "name_as_filed": "CONSEQUENT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/consequent-capital-management-llc-atlanta-ga-285262", "city": "Atlanta", "state": "GA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 338659, "name": "Constant Cashflow, LLC", "name_as_filed": "CONSTANT CASHFLOW, LLC", "url": "https://advisorcensus.com/firm/constant-cashflow-llc-338659", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323536, "name": "COR3 Investment Partners, LLC", "name_as_filed": "COR3 INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cor3-investment-partners-llc-atlanta-ga-323536", "city": "Atlanta", "state": "GA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 302011, "name": "Core Alternative Capital, LLC", "name_as_filed": "CORE ALTERNATIVE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/core-alternative-capital-llc-peachtree-corners-ga-302011", "city": "Peachtree Corners", "state": "GA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150225, "name": "Core Capital Markets, LLC", "name_as_filed": "CORE CAPITAL MARKETS, LLC", "url": "https://advisorcensus.com/firm/core-capital-markets-llc-atlanta-ga-150225", "city": "Atlanta", "state": "GA", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298700, "name": "Corners Financial Planning, LLC", "name_as_filed": "CORNERS FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/corners-financial-planning-llc-peachtree-corners-ga-298700", "city": "Peachtree Corners", "state": "GA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125494, "name": "Cornerstone Financial", "name_as_filed": "CORNERSTONE FINANCIAL", "url": "https://advisorcensus.com/firm/cornerstone-financial-atlanta-ga-125494", "city": "Atlanta", "state": "GA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125611, "name": "Cornerstone Investment Advisors, Inc.", "name_as_filed": "CORNERSTONE INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cornerstone-investment-advisors-inc-alpharetta-ga-125611", "city": "Alpharetta", "state": "GA", "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111753, "name": "Cornerstone Investment Partners, LLC", "name_as_filed": "CORNERSTONE INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cornerstone-investment-partners-llc-atlanta-ga-111753", "city": "Atlanta", "state": "GA", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 125828, "name": "Cornerstone Management, Inc.", "name_as_filed": "CORNERSTONE MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cornerstone-management-inc-duluth-ga-125828", "city": "Duluth", "state": "GA", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299369, "name": "Cortland Investment Management, LLC", "name_as_filed": "CORTLAND INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cortland-investment-management-llc-atlanta-ga-299369", "city": "Atlanta", "state": "GA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 142492, "name": "Covered Bridge Financial LLC", "name_as_filed": "COVERED BRIDGE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/covered-bridge-financial-llc-142492", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 151978, "name": "Covey Capital Advisors, LLC", "name_as_filed": "COVEY CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/covey-capital-advisors-llc-atlanta-ga-151978", "city": "Atlanta", "state": "GA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286120, "name": "CPA Allies, LLC", "name_as_filed": "CPA ALLIES, LLC", "url": "https://advisorcensus.com/firm/cpa-allies-llc-atlanta-ga-286120", "city": "Atlanta", "state": "GA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 170129, "name": "CPA Wealth Advisors, LLC", "name_as_filed": "CPA WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cpa-wealth-advisors-llc-atlanta-ga-170129", "city": "Atlanta", "state": "GA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 111025, "name": "CPC Advisors, LLC", "name_as_filed": "CPC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cpc-advisors-llc-atlanta-ga-111025", "city": "Atlanta", "state": "GA", "years_registered": 50, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 110271, "name": "Crawford Investment Counsel Inc", "name_as_filed": "CRAWFORD INVESTMENT COUNSEL INC", "url": "https://advisorcensus.com/firm/crawford-investment-counsel-inc-atlanta-ga-110271", "city": "Atlanta", "state": "GA", "years_registered": 45, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 307502, "name": "Creative Financial Partners", "name_as_filed": "CREATIVE FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/creative-financial-partners-atlanta-ga-307502", "city": "Atlanta", "state": "GA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157397, "name": "Crescendo Capital Management, LLC", "name_as_filed": "CRESCENDO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/crescendo-capital-management-llc-157397", "city": null, "state": null, "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151156, "name": "Crescent Wealth Advisory, LLC", "name_as_filed": "CRESCENT WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/crescent-wealth-advisory-llc-atlanta-ga-151156", "city": "Atlanta", "state": "GA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337933, "name": "Cresfund Advisors", "name_as_filed": "CRESFUND ADVISORS", "url": "https://advisorcensus.com/firm/cresfund-advisors-dunwoody-ga-337933", "city": "Dunwoody", "state": "GA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299551, "name": "Crest Cap Advisors, Inc", "name_as_filed": "CREST CAP ADVISORS, INC", "url": "https://advisorcensus.com/firm/crest-cap-advisors-inc-atlanta-ga-299551", "city": "Atlanta", "state": "GA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 46680, "name": "Croft & Bender, LP", "name_as_filed": "CROFT & BENDER, LP", "url": "https://advisorcensus.com/firm/croft-and-bender-lp-atlanta-ga-46680", "city": "Atlanta", "state": "GA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317536, "name": "Crosspoint One Capital LLC", "name_as_filed": "CROSSPOINT ONE CAPITAL LLC", "url": "https://advisorcensus.com/firm/crosspoint-one-capital-llc-powder-springs-ga-317536", "city": "Powder Springs", "state": "GA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326369, "name": "Crown Management Advisors, LLC", "name_as_filed": "CROWN MANAGEMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/crown-management-advisors-llc-atlanta-ga-326369", "city": "Atlanta", "state": "GA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153482, "name": "CSG Wealth Management", "name_as_filed": "CSG WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/csg-wealth-management-153482", "city": null, "state": null, "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130212, "name": "Cubic PYE Capital Management, Inc.", "name_as_filed": "CUBIC PYE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cubic-pye-capital-management-inc-atlanta-ga-130212", "city": "Atlanta", "state": "GA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 325196, "name": "Culbreth Wealth Management", "name_as_filed": "CULBRETH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/culbreth-wealth-management-dacula-ga-325196", "city": "Dacula", "state": "GA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/ga/atlanta", "name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "state_code": "GA", "firm_count": 588 }, { "path": "/advisors/ga/athens", "name": "Athens", "msa_name": "Athens-Clarke County, GA", "state_code": "GA", "firm_count": 20 }, { "path": "/advisors/ga/savannah", "name": "Savannah", "msa_name": "Savannah, GA", "state_code": "GA", "firm_count": 18 }, { "path": "/advisors/ga/augusta", "name": "Augusta", "msa_name": "Augusta-Richmond County, GA-SC", "state_code": "GA", "firm_count": 17 }, { "path": "/advisors/ga/gainesville", "name": "Gainesville", "msa_name": "Gainesville, GA", "state_code": "GA", "firm_count": 9 }, { "path": "/advisors/ga/macon", "name": "Macon", "msa_name": "Macon-Bibb County, GA", "state_code": "GA", "firm_count": 9 }, { "path": "/advisors/ga/columbus", "name": "Columbus", "msa_name": "Columbus, GA-AL", "state_code": "GA", "firm_count": 6 }, { "path": "/advisors/ga/albany", "name": "Albany", "msa_name": "Albany, GA", "state_code": "GA", "firm_count": 4 }, { "path": "/advisors/ga/brunswick", "name": "Brunswick", "msa_name": "Brunswick-St. Simons, GA", "state_code": "GA", "firm_count": 4 }, { "path": "/advisors/ga/valdosta", "name": "Valdosta", "msa_name": "Valdosta, GA", "state_code": "GA", "firm_count": 3 }, { "path": "/advisors/ga/rome", "name": "Rome", "msa_name": "Rome, GA", "state_code": "GA", "firm_count": 2 }, { "path": "/advisors/ga/warner-robins", "name": "Warner Robins", "msa_name": "Warner Robins, GA", "state_code": "GA", "firm_count": 2 }, { "path": "/advisors/ga/dalton", "name": "Dalton", "msa_name": "Dalton, GA", "state_code": "GA", "firm_count": 1 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ga", "label": "Financial advisors in Georgia" }, "fee_pages": [ { "path": "/advisors/ga/fee-only", "label": "Fee-only financial advisors in Georgia", "firm_count": 327 }, { "path": "/advisors/ga/flat-fee", "label": "Flat-fee financial advisors in Georgia", "firm_count": 477 }, { "path": "/advisors/ga/hourly", "label": "Hourly financial advisors in Georgia", "firm_count": 385 } ] }, "csv": "https://advisorcensus.com/advisors/ga.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }