How many financial advisors are in Athens, Georgia?

Falists lists 12 registered investment advisers with a principal office or filing address in Athens, Georgia, based on public SEC IAPD data.

How do financial advisors in Athens charge fees?

Fee structures vary by firm. In Athens, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Athens?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Georgia · 12 advisers

Financial Advisors in Athens, Georgia

Looking for a financial advisor in Athens, Georgia? Falists indexes 12 SEC-registered and state-registered investment advisers in Athens — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $1.67B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.67B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth12 Planning12 Trusts12 Retirement9 Institutional5

Top advisors in Athens

Ranked by AUM · Fees, team & specialties at a glance

View all 12 →

CANNON FINANCIAL STRATEGISTS, INC.

Athens, GA

AUM

$1.67B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

27 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

706-548-3422

Full profile Visit site →

ELWOOD & GOETZ

Athens, GA

AUM

$1.07B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

26 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

706-548-1025

Full profile Visit site →

Athens, GA

AUM

$41.8M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM

706-543-3493

Full profile Visit site →

LANGLEY WEALTH MANAGEMENT

Athens, GA

AUM

$31.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(678) 898-4155

Full profile Visit site →

CLARK BROWN, LLC

Athens, GA

AUM

$27.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

706-410-1600

Full profile Visit site →

VISION FINANCIAL CONCEPTS

Athens, GA

AUM

$5.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

706-613-2474

Full profile Visit site →

More cities in Georgia

Atlanta (320)Alpharetta (51)Marietta (26)Savannah (17)Roswell (13)Duluth (12)Woodstock (11)Suwanee (10)Augusta (9)Decatur (8)Johns Creek (8)Macon (8)

Common questions

How many financial advisors are in Athens, Georgia?: 12 registered investment advisers are listed in our Athens directory, sourced from public SEC filings.
What types of advisors are in Athens?: 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 Athens?: 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.