Falists

Georgia · 11 advisers

Financial Advisors in Woodstock, Georgia

Looking for a financial advisor in Woodstock, Georgia? Falists indexes 11 SEC-registered and state-registered investment advisers in Woodstock — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $726.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

11

With website

10

Largest AUM

$726.6M

Financial planning

11

Filter by specialty

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

AllWealth9Planning11Trusts9Retirement3Institutional4

Top advisors in Woodstock

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

View all 11 →

KANAKARIS AND ASSOCIATES

Woodstock, GA

AUM

$7.5M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

678-456-5400

Full profileNo website

More cities in Georgia

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

Common questions

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