Best Financial Advisors in ATHENS, Georgia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$865M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in ATHENS
#1
100
FAMILY WMS, LLC
ATHENS, GA · Since 2003
$572M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
CANNON FINANCIAL STRATEGISTS, INC.
ATHENS, GA · Since 2014
$1.7B AUM27 clientsFee: 0%
FiduciaryFee-Only
#3
100
ELEVATE WEALTH ADVISORY, INC.
ATHENS, GA · Since 2013
$386M AUM10 clientsFee: 0%
FiduciaryFee-Only
#4
95
CARSON ADVISORY GROUP
ATHENS, GA · Since 2006
$865M AUM7 clientsFee: 0%
FiduciaryFee-Only
#5
95
LANIER FINANCIAL GROUP LLC
ATHENS, GA · Since 2024
$236M AUM6 clientsFee: 0%
FiduciaryFee-Only
#6
95
ELWOOD & GOETZ
ATHENS, GA · Since 2017
$1.1B AUM26 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ATHENS?
The median advisory fee in ATHENS, GA is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.