Firms by city
Registered investment advisers in Athens, GA
7 SEC-registered advisers headquartered in Athens, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Cannon Financial Strategists | Athens, GA | $1.67B |
| Elwood & Goetz Wealth Advisory Group | Athens, GA | $1.07B |
| Carson Advisory | Athens, GA | $865M |
| Family WMS | Athens, GA | $572M |
| Elevate Wealth Advisory | Athens, GA | $386M |
| Lanier Financial Group | Athens, GA | $236M |
| Fully Financial | Athens, GA | $111M |
- Headquarters
- Athens, GA
- Regulatory AUM
- $1.67B
- Headquarters
- Athens, GA
- Regulatory AUM
- $1.07B
- Headquarters
- Athens, GA
- Regulatory AUM
- $865M
- Headquarters
- Athens, GA
- Regulatory AUM
- $572M
- Headquarters
- Athens, GA
- Regulatory AUM
- $386M
- Headquarters
- Athens, GA
- Regulatory AUM
- $236M
- Headquarters
- Athens, GA
- Regulatory AUM
- $111M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Athens on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Georgia.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.