Georgia · 3 advisers
Financial Advisors in Albany, Georgia
Looking for a financial advisor in Albany, Georgia? Falists indexes 3 SEC-registered and state-registered investment advisers in Albany — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $406.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$406.5M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Albany
Ranked by AUM · Fees, team & specialties at a glance
AUM
$406.5M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
229-439-2348
THE JENKINS GROUP
Albany, GA
AUM
$270.1M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
229-883-8028
CEDRIC DEON BEAN ENTERPRISES LLC
Albany, GA
AUM
—
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +5 more
229-894-7555
More cities in Georgia
Common questions
- How many financial advisors are in Albany, Georgia?
- 3 registered investment advisers are listed in our Albany directory, sourced from public SEC filings.
- What types of advisors are in Albany?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Albany?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.