Top 7 financial advisor firms in Athens

7 SEC-registered financial advisor firms are headquartered in Athens, GA, with $4.91B in combined regulatory assets under management. The largest by assets are Cannon Financial Strategists ($1.67B), Elwood & Goetz Wealth Advisory Group ($1.07B) and Carson Advisory ($865M).

7
Financial advisor firms: $4.91B
Their combined AUM: $572M
Median firm AUM: 3,721
Clients of the top 7

The 7 largest by assets

1
Cannon Financial Strategists
RIA
$1.67B
0.25% to 1.00% a year
2
Elwood & Goetz Wealth Advisory Group
RIA
$1.07B
0.25% to 1.00% a year
3
Carson Advisory
RIA
$865M
0.50% to 1.50% a year
4
Family WMS
RIA
$572M
0.50% to 1.00% a year
5
Elevate Wealth Advisory
RIA
$386M
1.05% to 1.65%
6
Lanier Financial Group
RIA
$236M
Regulatory AUM
7
Fully Financial
RIA
$111M
0.25% to 1.00% a year

Profiles of the top 7

No. 1 · RIA

Cannon Financial Strategists

Cannon Financial Strategists is an investment adviser based in Athens, GA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.67 billion, as filed on 23 March 2026.

Cannon Financial Strategists charges 0.25%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $1.67B
Clients: 1,015
Advisory staff: 27
Founded: 1983
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab, Tiaa-Cref Individual & Institutional Services
Headquarters: 649-8 South Milledge Ave, Athens, GA 30605
Phone: 706-548-3422
Website: cannonfinancialstrategists.com

No. 2 · RIA

Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group is an investment adviser based in Athens, GA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.07 billion, as filed on 25 August 2026.

Elwood & Goetz Wealth Advisory Group charges 0.25%–1.00% a year for its Investment Supervisory Fees.

Regulatory AUM: $1.07B
Clients: 686
Advisory staff: 26
Founded: 2006
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 687 S Milledge Ave, Athens, GA 30605
Phone: 706-548-1025
Website: elwoodgoetz.com

No. 3 · RIA

Carson Advisory

Carson Advisory is an investment adviser based in Athens, GA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $865 million, as filed on 24 April 2026.

Carson Advisory charges 0.50%–1.50% a year for its Advisory Services.

Regulatory AUM: $865M
Clients: 957
Advisory staff: 7
Founded: 1959
Fee schedule: 0.50% to 1.50% a year
Custodians: Raymond James, Raymond James
Headquarters: 470 Hill St., Athens, GA 30601
Phone: 706-543-6578

No. 4 · RIA

Family WMS

Family WMS is an investment adviser based in Athens, GA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $572 million, as filed on 18 February 2026.

Family WMS charges 0.50%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $572M
Clients: 61
Advisory staff: 3
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 490 N. Milledge Ave, Athens, GA 30601
Phone: 404-961-1051
Website: familywms.com

No. 5 · RIA

Elevate Wealth Advisory

Elevate Wealth Advisory is an investment adviser based in Athens, GA, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $386 million, as filed on 19 March 2026.

Elevate Wealth Advisory charges 1.05%–1.65% for its Investment Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $386M
Clients: 635
Advisory staff: 10
Fee schedule: 1.05% to 1.65%
Custodians: Charles Schwab
Headquarters: 2500 Daniells Bridge RD, Building 200, Suite 2b, Athens, GA 30606
Phone: 706-353-2728
Website: elevate-wealth.com

No. 6 · RIA

Lanier Financial Group

Lanier Financial Group is an investment adviser based in Athens, GA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $236 million, as filed on 16 March 2026.

Regulatory AUM: $236M
Clients: 240
Advisory staff: 6
Founded: 2010
Custodians: Interactive Brokers, Charles Schwab
Headquarters: 490 N. Milledge Avenue, Athens, GA 30601
Phone: 404-882-2628
Website: lanierfinancialgroup.com

No. 7 · RIA

Fully Financial

Fully Financial is an investment adviser based in Athens, GA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $111 million, as filed on 2 July 2026.

Fully Financial charges 0.25%–1.00% a year for its Investment Management and Financial Planning Services.

Regulatory AUM: $111M
Clients: 127
Advisory staff: 2
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 295 W Clayton St, Suite 100-B, Athens, GA 30601
Phone: 706-389-8426
Website: fullyfin.com

Questions about financial advisors in Athens

How many financial advisor firms are headquartered in Athens?

7 SEC-registered financial advisor firms report their principal office in Athens, GA, managing $4.91B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Athens?

Cannon Financial Strategists, with $1.67B in regulatory assets under management on its latest Form ADV. The next largest are Elwood & Goetz Wealth Advisory Group ($1.07B) and Carson Advisory ($865M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Athens?

The median firm manages $572M in regulatory assets. That is the midpoint of the 7 firms headquartered in Athens.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Athens charge?

Of the 7 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.65% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Athens?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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