Top Financial Advisors in Savannah, Georgia
Finding the right financial advisor in Savannah is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Savannah, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Savannah, GA.
Find the Best Financial Advisor Firms in Savannah:
SOUND VIEW WEALTH ADVISORS GROUP, LLC
CRD#: 300927
Address: 1 Skidaway Village Walk Suite 201, Savannah, GA 31411
Clients: 420
Average Clients per Advisor: 42
AUM: $ 1.9B
THE FIDUCIARY GROUP
CRD#: 221530
Address: 310 Commercial Drive, Savannah, GA 31406-3682
Clients: 271
Average Clients per Advisor: 24
AUM: $ 1.7B
CHATHAM CAPITAL GROUP INC
CRD#: 106174
Address: 6602 Abercorn Street Suite 100, Savannah, GA 31405
Clients: 69
Average Clients per Advisor: 17
AUM: $ 781M
BULL STREET ADVISORS
CRD#: 304058
Address: 500 Commercial Court Suite 4, Savannah, GA 31406
Clients: 44
Average Clients per Advisor: 44
AUM: $ 256M
WASSAW SOUND MANAGEMENT, LLC
CRD#: 299164
Address: 15 Lake Street Suite 260, Savannah, GA 31411
AUM: $ 112M
T.R.U.E. COASTAL CAPITAL, LLC
CRD#: 281556
Address: 21 East York Street, Savannah, GA 31401
Clients: 120
Average Clients per Advisor: 60
AUM: $ 109M
How We Chose the Top Financial Advisors in Savannah, Georgia
To create this list of top financial advisor firms in Savannah, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Savannah has to offer.
Search Financial Advisors in Savannah, Georgia
Laura Ellen Evans
Registered Affiliation(s):EDWARD JONES
Patrick Jeffrey Brooks
Registered Affiliation(s):LPL FINANCIAL LLC
Kelly Ann Newberry
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jack Samuel Levine
Registered Affiliation(s):MORGAN STANLEY
Michael Kenneth Brotsky
Registered Affiliation(s):FSC SECURITIES CORPORATION
John Emerson Porter
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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