Top financial advisors in Sandy Springs, GA
We’ve curated a list of the best financial advisors in Sandy Springs, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$390,154,062
Number of advisors
8 advisors
| $390,154,062 | 8 advisors | |
| 2 |
Assets under management
$235,277,396
Number of advisors
3 advisors
| $235,277,396 | 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 Sandy Springs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sandy Springs. 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.
Hc Advisors LLC
HC Advisors LLC is an investment management firm based in Sandy Springs, GA, established in 2012. The firm offers personalized investment advisory services, including portfolio management, financial planning, and consulting services. Clients can open discretionary or non-discretionary accounts with a minimum initial investment of $250,000 or a minimum annual fee of $3,750. HC Advisors acts as a fiduciary, putting clients' interests first. The firm's investment strategies include long-term purchases, short-term purchases, trading, balance strategy, long-term buy and hold, and Modern Portfolio Theory. Clients have the option to use third-party money managers for their accounts, with fees billed according to the manager's fee structure. HC Advisors charges fees for portfolio management services based on a maximum of 0.375% per quarter of assets under management or a negotiated flat fee. The firm does not accept performance-based fees and does not engage in side-by-side management. Clients receive quarterly account statements from the custodian, detailing account performance and holdings. HC Advisors does not have custody of client funds and securities, and clients have the right to vote on proxies for securities held in their accounts. The firm has policies in place to protect clients' privacy and address trade errors promptly.
$390,154,062 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD PARTY ADVISORY FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersGeneral Consulting Services1776 Wealth LLC
1776 Wealth LLC is a registered investment adviser founded in 2017 by Sean O'Toole and Deanna Suarez, headquartered in Sandy Springs, Georgia. The firm specializes in serving entrepreneurs, executives, and their families, offering tailored wealth management and financial services to a select clientele. Operating as an independent fiduciary, 1776 Wealth acts in the best interests of clients. The firm provides financial planning services, creating personalized financial plans based on clients' needs and goals. Investment strategies include charting analysis, technical analysis, fundamental analysis, cyclical analysis, and modern portfolio theory. The firm offers discretionary and non-discretionary portfolio management services, allowing clients to grant investment discretion. The minimum initial investment is generally $1,000,000, but this requirement may be waived at the firm's discretion. Fees for portfolio management services range from 0.70% to 2.50% annually, billed quarterly. The firm does not accept performance-based fees or engage in side-by-side management. Clients receive regular portfolio reviews and financial plan updates, and the firm does not vote proxies on behalf of clients. 1776 Wealth does not have any disciplinary disclosures or financial impairments that would affect its ability to meet client commitments.
$235,277,396 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersSub-advisory, Advisory Consulting, & Family Office 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.
Methodology
To generate our top financial advisors list in Sandy Springs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sandy Springs. 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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