Top 9 financial advisor firms in Savannah

9 SEC-registered financial advisor firms are headquartered in Savannah, GA, with $6.44B in combined regulatory assets under management. The largest by assets are Sound View Wealth Advisors Group ($2.28B), The Fiduciary Group ($1.97B) and Chatham Capital Group ($878M).

9
Financial advisor firms: $6.44B
Their combined AUM: $272M
Median firm AUM: 2,951
Clients of the top 9

The 9 largest by assets

1
Sound View Wealth Advisors Group
RIA
$2.28B
0.40% to 1.50% a year
2
The Fiduciary Group
RIA
$1.97B
0.20% to 1.00% a year
3
Chatham Capital Group
RIA
$878M
0.50% to 1.00% a year
4
First City Capital Management
RIA
$424M
0.50% to 1.00% a year
5
Bull Street Advisors
RIA
$272M
0.40% to 1.00% a year
6
Ables, Iannone, Moore & Associates
RIA
$259M
0.75% to 2.00% a year
7
T.r.u.e. Coastal Capital
RIA
$124M
0.90% to 1.15% a year
8
Wassaw Sound Management
RIA
$123M
0.10% to 1.25% a year
9
Alpha Financial Management
RIA
$109M
0.25% to 1.00% a year

Profiles of the top 9

No. 1 · RIA

Sound View Wealth Advisors Group

Sound View Wealth Advisors Group is an investment adviser based in Savannah, GA, registered with the SEC since 2019. 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 $2.28 billion, as filed on 29 March 2026.

Sound View Wealth Advisors Group charges 0.40%–1.50% a year for its Advisory Fee Schedule.

Regulatory AUM: $2.28B
Clients: 950
Advisory staff: 11
Fee schedule: 0.40% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1 Skidaway Village Walk, Suite 201, Savannah, GA 31411
Phone: 912-239-4630
Website: svadvice.com

No. 2 · RIA

The Fiduciary Group

The Fiduciary Group is an investment adviser based in Savannah, GA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $1.97 billion, as filed on 31 March 2026.

The Fiduciary Group charges 0.20%–1.00% a year for its Investment management.

Regulatory AUM: $1.97B
Clients: 702
Advisory staff: 11
Fee schedule: 0.20% to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab, Fidelity
Headquarters: 310 Commercial Drive, Savannah, GA 31406-3682
Phone: 912-303-9000
Website: tfginvest.com

No. 3 · RIA

Chatham Capital Group

Chatham Capital Group is an investment adviser based in Savannah, GA, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and pooled investment vehicles. Its regulatory assets under management total $878 million, as filed on 19 May 2026.

Chatham Capital Group charges 0.50%–1.00% a year for its Separately-managed portfolios.

Regulatory AUM: $878M
Clients: 250
Advisory staff: 5
Founded: 1996
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 6602 Abercorn Street, Suite 100, Savannah, GA 31405
Phone: 912-691-2320
Website: chathamcapitalgroup.com

No. 4 · RIA

First City Capital Management

First City Capital Management is an investment adviser based in Savannah, GA, registered with the SEC since 1979. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $424 million, as filed on 31 March 2026.

First City Capital Management charges 0.50%–1.00% a year for its Investment management fee.

Regulatory AUM: $424M
Clients: 251
Advisory staff: 4
Founded: 1979
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 136 Habersham St, Savannah, GA 31401
Phone: 912-233-5492
Website: fccm.us

No. 5 · RIA

Bull Street Advisors

Bull Street Advisors is an investment adviser based in Savannah, GA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $272 million, as filed on 9 March 2026.

Bull Street Advisors charges 0.40%–1.00% a year for its Investment Advisory Fees.

Regulatory AUM: $272M
Clients: 109
Advisory staff: 1
Founded: 2019
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab, Morgan Stanley, Suntrust Capital Markets, Stifel, Nicolaus & Company
Headquarters: 500 Commercial Court, Suite 4, Savannah, GA 31406
Phone: 912-441-5185
Website: bullstreetadvisors.com

No. 6 · RIA

Ables, Iannone, Moore & Associates

Ables, Iannone, Moore & Associates is an investment adviser based in Savannah, GA, registered with the SEC since 2017. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $259 million, as filed on 15 January 2026.

Ables, Iannone, Moore & Associates charges 0.75%–2.00% a year for its Investment Management Fee.

Regulatory AUM: $259M
Clients: 409
Advisory staff: 3
Fee schedule: 0.75% to 2.00% a year
Custodians: Pershing
Headquarters: 419 Montgomery Street, Savannah, GA 31401
Phone: 912-777-4128
Website: aimainc.com

No. 7 · RIA

T.r.u.e. Coastal Capital

T.r.u.e. Coastal Capital is an investment adviser based in Savannah, GA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $124 million, as filed on 25 March 2026.

T.r.u.e. Coastal Capital charges 0.90%–1.15% a year for its Portfolio Management Services.

Regulatory AUM: $124M
Clients: 156
Advisory staff: 2
Fee schedule: 0.90% to 1.15% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 21 East York Street, Savannah, GA 31401
Phone: 912-234-3657

No. 8 · RIA

Wassaw Sound Management

Wassaw Sound Management is an investment adviser based in Savannah, GA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and charitable organizations. Its regulatory assets under management total $123 million, as filed on 11 March 2026.

Wassaw Sound Management charges 0.10%–1.25% a year for its Asset Management.

Regulatory AUM: $123M
Clients: 9
Advisory staff: 1
Fee schedule: 0.10% to 1.25% a year
Custodians: Fidelity
Headquarters: 15 Lake Street, Suite 260, Savannah, GA 31411
Phone: 404-831-5109

No. 9 · RIA

Alpha Financial Management

Alpha Financial Management is an investment adviser based in Savannah, GA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $109 million, as filed on 16 April 2026.

Alpha Financial Management charges 0.25%–1.00% a year for its Annual Management Fee.

Regulatory AUM: $109M
Clients: 115
Advisory staff: 3
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 7505 Waters Avenue, Suite E-1, Savannah, GA 31406-3631
Phone: 912-353-9343
Website: alpha-sav.com

Questions about financial advisors in Savannah

How many financial advisor firms are headquartered in Savannah?

9 SEC-registered financial advisor firms report their principal office in Savannah, GA, managing $6.44B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Savannah?

Sound View Wealth Advisors Group, with $2.28B in regulatory assets under management on its latest Form ADV. The next largest are The Fiduciary Group ($1.97B) and Chatham Capital Group ($878M).

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

How large is a typical financial advisor firm in Savannah?

The median firm manages $272M in regulatory assets. That is the midpoint of the 9 firms headquartered in Savannah.

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

How much do financial advisors in Savannah charge?

Of the 9 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% 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 Savannah?

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

Savannah has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Savannah

Top financial advisor firms in other Georgia cities