How many financial advisors are in Gainesville, Georgia?

Falists lists 6 registered investment advisers with a principal office or filing address in Gainesville, Georgia, based on public SEC IAPD data.

How do financial advisors in Gainesville charge fees?

Fee structures vary by firm. In Gainesville, 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 Gainesville?

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 · 6 advisers

Financial Advisors in Gainesville, Georgia

Looking for a financial advisor in Gainesville, Georgia? Falists indexes 6 SEC-registered and state-registered investment advisers in Gainesville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $4.23B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$4.23B

Financial planning

Filter by specialty

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

All Wealth6 Planning4 Trusts5 Retirement2 Institutional2

Top advisors in Gainesville

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

View all 6 →

WILLIS INVESTMENT COUNSEL INC

Gainesville, GA

AUM

$4.23B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

770-718-0706

Full profile Visit site →

JT STRATFORD, LLC

Gainesville, GA

AUM

$1.01B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

18 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

770-534-6046

Full profile Visit site →

FIDUCIARY CAPITAL, INC.

Gainesville, GA

AUM

$67.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

770-249-7424

Full profile Visit site →

BLOSSOM BALANCE LLC

Gainesville, GA

AUM

$5.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

678-408-1020

Full profile Visit site →

ANDERSON ADVISORS, INC.

Gainesville, GA

AUM

—

Wealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM

(770) 531-0333

Full profile Visit site →

CAPITAL INVESTMENT PARTNERS LLC

Gainesville, GA

AUM

$49.4M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM

678-622-1676

Full profileNo website

More cities in Georgia

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

Common questions

How many financial advisors are in Gainesville, Georgia?: 6 registered investment advisers are listed in our Gainesville directory, sourced from public SEC filings.
What types of advisors are in Gainesville?: 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 Gainesville?: 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.