Top financial advisors in Peachtree City, GA
We've curated a list of the best financial advisors in Peachtree City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $191,297,055 Number of advisors 6 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 Peachtree City, 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.
Derbend Asset Management
DERBEND ASSET MANAGEMENT, based in Peachtree City, Georgia, is a Registered Investment Adviser established in 2002. The firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients may grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. Non-discretionary services require client approval before transactions. DERBEND may use sub-advisers to manage portions of client accounts and may offer model portfolios for varying risk tolerances. The firm also provides pension consulting services to employee benefit plans, including plan reviews, fund selection advice, and educational seminars. Fees for portfolio management are asset-based, ranging from 0.125% to 0.25% quarterly. The firm participates in TD Ameritrade's Institutional Customer Program, offering benefits such as research tools and aggregated trading. DERBEND does not vote proxies on behalf of clients and does not engage in directed brokerage. Clients are responsible for voting rights and may participate in class action lawsuits independently. The firm does not have any disciplinary history or financial impairments.
$191,297,055 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
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 Peachtree City, 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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