Investment advisers in Athens, GA
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Cannon Financial Strategists, Inc. | $1.67 billion | 33 | 0 |
| Elwood & Goetz | $1.07 billion | 29 | 0 |
| Carson Advisory Group | $864.9 million | 7 | 0 |
| Family Wms, LLC | $571.6 million | 8 | 0 |
| Elevate Wealth Advisory, Inc. | $385.5 million | 13 | 0 |
| Lanier Financial Group LLC | $236.2 million | 6 | 0 |
| Fully Financial | $111.1 million | 3 | 0 |