Top financial advisors in Gainesville, GA
We've curated a list of the best financial advisors in Gainesville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $510,272,809 Number of advisors 13 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 Gainesville, 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.
Jt Stratford, LLC
JT Stratford, LLC is an SEC-registered investment adviser established in 2010 and transitioned to SEC registration in 2015. With over $883 million in assets under management, the firm offers investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. Services include continuous investment advisory on a discretionary or non-discretionary basis, financial planning, insurance, estate planning, education planning, and business planning. The firm may recommend third-party advisors for managing client assets, and compensation arrangements for client referrals are disclosed. Investment strategies include long-term buy and hold, short sales, margin transactions, and option strategies. Clients have the option for fee-based advisor-managed accounts with fees ranging from 0.68% to 1.35% based on portfolio value. The firm does not charge performance-based fees and operates under a Code of Ethics to ensure fair and ethical conduct. Clients have the choice of discretionary or non-discretionary asset management. JT Stratford does not have custody of client funds or securities and offers both discretionary and non-discretionary asset management services. The firm does not accept authorization to vote client securities.
$510,272,809 under management
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Consulting Agreement
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 Gainesville, 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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