TOP 30 Asset management firm in Atlanta, Georgia

40 results found

The Advisory Firm, LLC is a finance institution located at 12600 Deerfield Parkway in Alpharetta, Georgia, United States. Specializing in fee-only fiduciary financial planning, investment management, and tax strategies, we focus on building personalized financial architectures to help clients reach their goals without the pressure of product selling. Our team actively manages ETF portfolios tailored to today's markets and offers retirement planning services to ensure a comfortable future. With a focus on risk management and long-term trends, we provide tactical portfolio management that is responsive to change. Our MyVizer account aggregation app allows clients to track their progress in building wealth and manage their financial life more effectively. Contact us at (678) 566-3711 for more information on how we can help you achieve your financial goals. Please note that investing involves risk and there are no guarantees regarding returns. The Advisory Firm, LLC is a Certified Financial Planner Board of Standards Inc. recognized practice serving clients in metro Atlanta and North Georgia.

Avere Wealth Management is an independent Registered Investment Advisory (RIA) firm located in Atlanta, Georgia. We specialize in providing personalized and actionable financial advice for corporate executives and entrepreneurs looking to build, maximize, and transfer generational wealth. Our team serves clients nationally, utilizing technology to make financial expertise more accessible. During your busiest years in corporate America or while scaling your own business, Avere Wealth Management can alleviate your financial concerns so you can focus on your personal and career goals. We act as your Personal CFO, managing all aspects of your financial life and working towards your financial freedom together.

Wicker Park Capital Management, LLC is a privately-held real estate investment firm located at 7 East Congress Street in Savannah, Georgia, with additional offices in Birmingham and Atlanta. Specializing in multi-family, retail, office, and mixed-use properties in the Southern United States, WPCM focuses on secondary and tertiary markets in the Southeast to maximize investment returns. With a strategic approach to targeting middle market assets and leveraging their relationships and experience, WPCM sets itself apart from other regional property owners. As an affiliate, Crawford Square Real Estate Advisors offers full-service real estate solutions from their base in Birmingham, AL. Contact WPCM at (912) 999-3000 in Savannah, (205) 421-9500 in Birmingham, and visit their Atlanta location at 1175 Peachtree St. NE, Suite 1000.

Carson Hulett Management LLC is a finance institution located at 1441 Woodmont Lane Northwest in Atlanta, Georgia, United States. Specializing in financial management services, Carson Hulett Management LLC offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial strategies tailored to each client's unique needs. Trust Carson Hulett Management LLC to help you navigate the complexities of finance and secure a prosperous future.

The Kent Law Firm is a reputable finance and legal institution located at 3355 Lenox Road Northeast in Atlanta, Georgia, United States. With a team of experienced lawyers specializing in various areas of finance law, including banking, securities, and corporate finance, The Kent Law Firm offers expert legal representation and counsel to clients in need of financial legal services. Whether you are a business owner, investor, or individual seeking legal advice on financial matters, The Kent Law Firm is dedicated to providing top-notch legal assistance tailored to your specific needs. Contact us today to schedule a consultation and learn more about how we can help you navigate the complexities of finance law.

Pro Bono Partnership of Atlanta is a nonprofit organization located at 999 Peachtree Street Northeast in Atlanta, Georgia, United States. Our mission is to strengthen the community by connecting volunteer attorneys with nonprofits in need of business legal services. We match our nonprofit clients with experienced corporate attorneys who assist with a range of legal needs, from contracts to corporate governance, intellectual property, and employment law. Our attorneys provide valuable guidance and support to help our clients thrive. Additionally, we are a proud member of Exponentum, a national network of business law pro bono providers. Visit us to learn more about how we can help your nonprofit organization succeed.

Linea Private Wealth Management is a finance institution located in Atlanta, Georgia, United States. Specializing in overseeing family wealth management needs, Linea offers personalized and evolving advice to help clients navigate their financial journey. The team at Linea excels at coordinating opportunities for a successful multi-generational plan, using the Linea Roadmap® process to consult and collaborate on strategies designed to protect assets, simplify finances, and foster family harmony. With a focus on lineage and linear progression, Linea aims to empower clients to travel the roads of opportunity that will benefit them and their loved ones most. Securities are offered through LPL Financial, with advisory services provided by IFG Advisory, LLC. Linea Private Wealth Management, Integrated Financial Group, and IFG Advisory, LLC are separate entities from LPL Financial. Residents of select states can discuss and transact securities business with the registered representatives associated with Linea Private Wealth Management.

Letson Investment Management, Inc. is an independent fee-only investment management firm located in Atlanta, Georgia. Our experienced asset investment advisors provide strategic wealth management services for individuals, corporations, trusts, estates, and retirement plans. We focus on quality investments, risk management, and diversification through tailored asset allocation to optimize security and growth for your future. As a privately held firm with no outside affiliations, we offer unbiased expertise and the highest level of service to our clients. With over 25 years of experience, our team of expert advisors at Letson Investment Management is dedicated to helping high net worth clients in Atlanta achieve their investment goals. Contact us today to learn more about our personalized investment solutions.

Smith Howard Wealth Management is a leading financial institution located in the heart of Atlanta, Georgia. With a prime location at 271 17th Street Northwest, this firm offers top-notch wealth management services to individuals and businesses alike. Their team of experienced professionals provides personalized financial planning, investment strategies, and retirement solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Smith Howard Wealth Management is dedicated to providing expert guidance and exceptional service.

Morningside Asset Management is a boutique finance firm located in Atlanta, Georgia. Founded in 2015, MAM is an employee-owned Registered Investment Advisor committed to a "client first" approach. With a team of experienced investment professionals, Morningside focuses on value-oriented asset management, utilizing fundamental analysis for stock selection and portfolio management. CEO Mr. Myers leads the firm's operations, compliance, investments, and business development, while CIO Jawanza Hughes and co-portfolio manager Mr. Gaskin bring years of industry expertise to the team. Morningside's dedication to client communication and adding alpha sets them apart in the finance industry.

Atticus Asset Management is a finance institution located at 1175 Peachtree Street Northeast in Atlanta, Georgia, United States. With additional offices in Colorado, Florida, and North Carolina, Atticus Wealth Management is a fee-only private client and institutional wealth management firm serving clients nationwide. Our team of investment managers and financial planners is dedicated to providing an exceptional investment experience tailored to each client's needs. Whether you're a high-net-worth individual, business owner, or trustee, Atticus Wealth Management offers customized, comprehensive wealth management services. We utilize modern technology and a team of experienced professionals to analyze investment opportunities, address concerns, and achieve financial objectives. Our client-focused approach includes a concierge service to build lasting relationships. As a registered investment advisor, Atticus Wealth Management offers a wide range of investment capabilities and market data access 24/7. Our Active Investor Services provide competitive interest rates on cash balances and advanced order routing systems for stocks and options. We also offer bond trading services with access to a team of institutional fixed-income traders. For clients interested in philanthropy, we assist in creating tax-efficient strategies to support charities and nonprofits. We work with attorneys, accountants, and other professionals to reduce estate and income taxes while providing charitable support.

FWI Wealth Management is a leading finance institution located at 741 Monroe Drive Northeast in Atlanta, Georgia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships and providing exceptional customer service, FWI Wealth Management is committed to helping clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Day and Mullis Wealth Management - UBS Financial Services Inc. is a premier financial institution located in Atlanta, Georgia. With a focus on providing top-notch wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet each client's individual needs. Visit us at 600 Northpark Town Center to learn how we can help you secure your financial future.

Principal Financial Group is a finance and insurance agency located at 3625 Cumberland Boulevard Southeast in Atlanta, Georgia, United States. As part of the nationwide affiliated group of financial professionals, we help individuals, businesses, and employees build, protect, and advance their financial well-being. Our team approach offers a range of services to provide more benefits to our clients, and we are dedicated to helping you protect what matters most. Our licensed Financial Professionals can offer insurance products, life insurance, annuities, securities, and investment advisory services. If you are looking for an opportunity to make a difference in the financial well-being of your community, we are here to help. Let's talk and see how we can work together to solve problems and achieve financial success.

Advisory Services Ltd is a leading finance institution located at 1818 Independence Square in Atlanta, Georgia, United States. Our team of experienced financial advisors provides personalized and comprehensive financial guidance to help clients achieve their goals. Whether you are looking to invest for the future, plan for retirement, or manage your assets, Advisory Services Ltd is here to assist you every step of the way. With a focus on strategic planning and risk management, we are dedicated to helping clients make informed decisions and secure their financial future. Contact us today to schedule a consultation and see how Advisory Services Ltd can help you reach your financial goals.

The Financial Group is a leading financial institution located at 260 West Peachtree Street Northwest in Atlanta, Georgia. With a commitment to providing top-notch financial services to individuals and businesses, we offer a wide range of products including savings accounts, investment opportunities, loans, and insurance options. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Visit us today to learn more about how The Financial Group can help you manage and grow your finances.

Homrich Berg is a finance institution located at 3740 Executive Center Drive in Augusta, Georgia, United States. Since 1989, Homrich Berg has been dedicated to helping families protect, grow, and manage their wealth. As a fiduciary, comprehensive, and personal wealth management firm, Homrich Berg delivers services with the HB Difference, ensuring that clients' best interests are always the top priority. The majority of client service professionals at Homrich Berg hold or are seeking the CFP® and/or CFA designations, providing clients with real knowledge and expertise. The firm's investment experts carefully analyze private alternative investments to target improved long-term performance in combination with traditional investments.

VA Insurance Group Inc is a leading accounting and finance institution located in Doraville, Georgia. Our team of experienced professionals is dedicated to providing top-notch insurance services to our clients. We specialize in helping individuals and businesses navigate the complex world of insurance, ensuring that they have the coverage they need to protect their assets and loved ones. Visit us at 5715 Buford Highway Northeast to learn more about how we can help you secure your financial future.

Berry & Associates is a finance and lawyer institution located at 519 Broad Street, Rome, Georgia, United States. Specializing in providing Chapter 7 and Chapter 13 help in Atlanta and throughout the state, Berry & Associates has over 30 years of experience helping individuals and families find the fresh start they need and deserve. With a team of 11 experienced bankruptcy lawyers, they are well-equipped to handle every step of the bankruptcy process, from filing to plan confirmation to discharge. Their goal is to help clients protect their assets and ensure a bright financial future. Testimonials from satisfied clients praise the attorneys and staff at Berry & Associates for their professionalism and support during difficult times. With additional locations in Jonesboro and Gainesville, Georgia, Berry & Associates is ready to assist clients in need of financial guidance and legal expertise.

Albert A Mitchell & Associates is a reputable institution located at 3079 Campbellton Road Southwest in Atlanta, Georgia. This institution is known for providing top-notch financial and insurance services to individuals and businesses in the United States. With a team of experienced professionals, Albert A Mitchell & Associates is dedicated to helping their clients achieve their financial goals and secure their future. Whether you need assistance with retirement planning, investment management, or insurance coverage, this institution is committed to providing personalized solutions to meet your needs. Visit Albert A Mitchell & Associates today to learn more about how they can help you secure your financial future.

Schuyler Elliott & Associates, Inc. is a reputable law firm located at 2024 Beaver Ruin Road, Norcross, Georgia, United States. Specializing in foreclosure cases, our team is led by Schuyler Elliott, who has over 25 years of legal experience and has helped thousands of clients. Our dedicated Atlanta foreclosure lawyer is available 24/7 to provide personalized counsel and immediate assistance, even on weekends or right before a foreclosure sale. In Georgia, claiming surplus funds after a foreclosure is time-sensitive, with a maximum of 5 years before the funds are paid to the state. Our team at Schuyler Elliott & Associates, Inc. is committed to keeping our clients informed throughout the surplus funds recovery process, offering transparent communication and regular updates. We understand the importance of acting promptly to secure the funds you're owed and avoid losing the opportunity altogether.

Peach State Probate is a reputable law firm located in Atlanta, Georgia, specializing in probate services. Our experienced lawyers provide expert guidance and support to clients navigating the complexities of probate proceedings. From estate administration to will contests, our team is dedicated to helping individuals and families through the legal processes involved in managing and distributing assets after a loved one passes away. Trust Peach State Probate to provide personalized and efficient legal solutions for all your probate needs.

Graham Estate Planning, located at 5447 Roswell Road in Atlanta, Georgia, is dedicated to helping individuals plan for the future and protect their assets for their loved ones. Led by Attorney Stephanie P. Graham, the firm specializes in all aspects of estate planning, from creating a Last Will and Testament to handling estate administration, probate, and litigation. Clients of Graham Estate Planning include family-oriented individuals, business owners, and retired corporate executives who understand the importance of planning ahead. Attorney Graham's commitment to her clients has earned her the prestigious role of Fulton County Probate Court Administrator, ensuring that estates are handled efficiently and fairly.

AddyHart P.C. is a premier intellectual property law firm located at 10 Glenlake Parkway Northeast in Atlanta, Georgia. Led by founders Meredith Martin Addy and Robert P. Hart, our team of experienced attorneys specializes in protecting innovations such as patents, trade secrets, trademarks, and other forms of intellectual property. We have a proven track record of success in handling cases before various courts and boards, including the USPTO’s Patent Trial and Appeal Board and the U.S. Court of Appeals for the Federal Circuit. Our attorneys have extensive experience in representing clients in multi-million dollar patent disputes across a wide range of sectors, including software, avionics, automotive, pharmaceuticals, bioengineering, and entertainment.

Flipside Capital is a premier finance institution located at 1170 Peachtree Street Northeast in Atlanta, Georgia, United States. Specializing in providing innovative financial solutions, Flipside Capital offers a wide range of services including investment management, wealth planning, and strategic financial consulting. With a team of experienced professionals, Flipside Capital is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Flipside Capital is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact us today to learn more about how Flipside Capital can help you achieve financial success.

High Ground Company, LLC is a boutique wealth and insurance consultancy located at 6120 Powers Ferry Road Northwest in Atlanta, Georgia. Specializing in financial planning and insurance strategies for high-wealth individuals and families, High Ground offers personalized services to help clients achieve meaningful success and protect their assets. With a focus on legacy planning, estate distribution, business transfer preparation, and property & casualty insurance, High Ground takes a comprehensive approach to wealth management. Unlike other firms driven solely by price, High Ground prioritizes building relationships and finding innovative solutions to complex financial issues.

Argent Trust Company, located at 4932 Lakeland Drive, Marietta, Georgia, is a leading independent client asset services firm offering trust administration, estate planning, investment management, and other fiduciary services. Operating under a Tennessee-domiciled trust charter, clients benefit from Tennessee's advantageous trust laws. With over 30 years of experience, Argent Trust Company is known for its professional trust management, wealth management, investment management, employee stock ownership plans, retirement plan administration, and more. With multiple locations across the United States, including Atlanta, Dallas, Nashville, and New Orleans, Argent Trust Company provides personalized financial services to individuals, families, businesses, and institutions. Contact an Argent professional today to begin a discussion about safeguarding your legacy and wealth.

CapitalCrest Advisor Network, LLC is a prestigious finance institution located in Atlanta, Georgia, United States. With a prime location at 3621 Vinings Slope Southeast, this institution offers top-tier financial advisory services to individuals and businesses alike. Their team of experienced professionals provides expert guidance and strategic financial planning to help clients reach their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, CapitalCrest Advisor Network, LLC is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise to secure your financial future.

KPMG is a global finance institution located in Atlanta, Georgia, United States. We are dedicated to creating a caring, inclusive, Purpose-led, and Values-driven culture. Our team works with asset management firms, banks, fintech companies, and insurers to help them navigate the challenges of the industry and prepare for the future. We also work with the energy sector, public sector, and biotechnology, pharmaceutical, and medical device corporations to address complex issues and drive transformation. Our goal is to provide objective assurance and help businesses make a greater impact, create lasting value, and achieve responsible growth. Entrepreneurs can benefit from our expertise at every stage of their business. Sign up today to access personalized content and insights from KPMG leaders and experts worldwide. Please note that KPMG International Limited is a separate legal entity and does not provide services to clients. Visit our website for more information on our structure and governance.

AllianceBernstein is a finance institution located at 3560 Lenox Road Northeast, Atlanta, Georgia, United States. At AB, the focus is on delivering better outcomes for clients through a diverse, connected, and collaborative culture that encourages different ways of thinking and innovative insights. The institution is the Founding Member of the Corporate Affiliate Program at the Columbia Climate School and has partnered with Columbia University’s Earth Institute to develop a Climate Science and Investing curriculum. AB offers a range of investment strategies, investment planning, and risk-management services for global clients, from individual investors to the world’s largest institutions. The firm embraces diversity of perspectives and talents to bring clarity, insights, and solutions to investors in a rapidly changing market environment.