SEC-registered investment advisers in Savannah
10 SEC-registered investment advisers are headquartered in Savannah, GA, with $7.2B in combined regulatory assets under management. 9 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 10
- Investment advisers
- $7.2B
- Combined regulatory AUM
- 9
- Financial advisor firms
All 10 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Sound View Wealth Advisors Group | RIA | $2.28B |
| The Fiduciary Group | RIA | $1.97B |
| Chatham Capital Group | RIA | $878M |
| Investment Performance Services | Consultant | $764M |
| First City Capital Management | RIA | $424M |
| Bull Street Advisors | RIA | $272M |
| Ables, Iannone, Moore & Associates | RIA | $259M |
| T.r.u.e. Coastal Capital | RIA | $124M |
| Wassaw Sound Management | RIA | $123M |
| Alpha Financial Management | RIA | $109M |
- Type
- RIA
The Fiduciary Group$1.97B
- Type
- RIA
- Type
- RIA
- Type
- Consultant
- Type
- RIA
Bull Street Advisors$272M
- Type
- RIA
- Type
- RIA
- Type
- RIA
- Type
- RIA
- Type
- RIA
Savannah at a glance
Advisers headquartered here, by type
10
advisers
- Financial advisor firms (RIAs)$6.44B regulatory AUM9 (90%)
- Institutional managers$764M regulatory AUM1 (10%)
Other cities in Georgia
- Atlanta178
- Alpharetta31
- Marietta13
- Athens7
- Augusta5
- Columbus4
- Decatur4
- Duluth4
- Macon4
- Roswell4
- Thomasville4
- Watkinsville4