Top financial advisors in Canton, GA
We’ve curated a list of the best financial advisors in Canton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$130,512,742
Number of advisors
3 advisors
| $130,512,742 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Canton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Canton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Griffith & Werner, Inc.
Griffith & Werner, Inc. is a registered investment advisor specializing in personalized portfolio management and financial planning services. Established in March 1983, the firm aims to assist clients in achieving financial stability and independence. Their investment strategies focus on designing portfolio allocations using a mix of equity, fixed-income, mutual funds, and ETFs tailored to clients' risk tolerance and investment objectives. For portfolio management, Griffith & Werner charges an asset-based fee not exceeding 1.5% annually, with a minimum initial investment of $500,000. The firm offers discretionary trading authority on managed accounts, allowing them to execute transactions without prior client consent. Clients have the option to impose restrictions on securities trading. The firm also provides investment consulting services, financial planning, and portfolio monitoring through third-party money managers. Griffith & Werner does not engage in class action lawsuits on behalf of clients and does not vote client proxies. The firm's advisors are licensed insurance agents, potentially earning commissions from insurance product sales. Overall, Griffith & Werner emphasizes a disciplined approach to wealth management, focusing on long-term goals and risk management while acting in the best interests of their clients.
$130,512,742 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Canton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Canton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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