Top financial advisors in Cartersville, GA
We've curated a list of the best financial advisors in Cartersville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $99,327,705 Number of advisors 4 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.
Get matched with an advisorMethodology
To find the top financial advisors in Cartersville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Asset Management Group
AMG Asset Management Group Inc., also known as Asset Management Group Inc., is an SEC-registered investment adviser based in Cartersville, GA. Established in 2022, the firm offers investment advisory services, specializing in financial planning, portfolio management, and investment analysis. The firm's principal owner is Andrew J. Nida. AMG provides financial planning services covering cash flow analysis, tax planning, retirement analysis, portfolio analysis, insurance analysis, education savings analysis, and estate analysis. The firm offers discretionary portfolio management services, allowing them to make investment decisions on behalf of clients without prior approval. AMG manages $155,678,906 in client assets on a discretionary basis as of December 31, 2024. For financial planning services, fees range from $2,500 to $20,000, payable upon execution of the financial planning agreement. Portfolio management fees are up to 1.85% of assets under management, payable monthly. AMG does not accept performance-based fees and manages accounts for individuals, pension plans, trusts, estates, and other entities with a minimum requirement of $250,000. The firm does not vote proxies and does not have physical custody of client funds. AMG has implemented a privacy policy to safeguard client information and complies with regulations regarding the privacy of consumer financial information. Clients are encouraged to provide updated information to ensure accuracy in their files.
$99,327,705 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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.
Get matched with an advisorMethodology
To find the top financial advisors in Cartersville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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