Retirement Plan Advisors in Barrow County, GA
The top-ranked retirement plan advisors serving Barrow County, GA are Trademark Capital Management Inc., Elevate Wealth Advisory, Inc. and Carson Advisory Group. We list 13 retirement plan advisors serving Barrow County, GA. 13 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Barrow County, GA. 13 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Barrow County
- TRADEMARK CAPITAL MANAGEMENT INC.Serves this area from GA
#2Elevate Wealth Advisory, Inc.
ELEVATE WEALTH ADVISORY, INC.Serves this area from GA#3Carson Advisory Group
CARSON ADVISORY, INC.Serves this area from Athens-Clarke County unified government (balance), GA (19 mi)#4Lanier Financial Group LLC
LANIER FINANCIAL GROUP LLCServes this area from Athens-Clarke County unified government (balance), GA (19 mi)#5Cannon Financial Strategists, Inc.
CANNON FINANCIAL STRATEGISTS, INC.Serves this area from Athens-Clarke County unified government (balance), GA (19 mi)#6Elwood & Goetz
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLCServes this area from Athens-Clarke County unified government (balance), GA (19 mi)#7Fully Financial
FULLY FINANCIAL, LLCServes this area from Athens-Clarke County unified government (balance), GA (19 mi)#8The Lloyd Advisory Group
LLOYD ADVISORY SERVICES, LLCServes this area from Suwanee, GA (20 mi)#9Weaver Capital Management, LLC
WEAVER CAPITAL MANAGEMENT, LLCServes this area from Suwanee, GA (22 mi)#10Willis Investment Counsel Inc
WILLIS INVESTMENT COUNSEL INCServes this area from Gainesville, GA (23 mi)
3 more providers serving this area
- Jt Stratford, LLC, Gainesville, GA (23 mi)
- Cornerstone Management, Inc., GA
- C.w. O'conner Wealth Advisors, Inc., GA
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Frequently asked questions
How many retirement plan advisors serve Barrow County?
We list 13 retirement plan advisors serving Barrow County, GA: 0 based there and 13 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Barrow County?
The top-ranked retirement plan advisors serving Barrow County, GA are Trademark Capital Management Inc., Elevate Wealth Advisory, Inc., Carson Advisory Group, Lanier Financial Group LLC and Cannon Financial Strategists, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Barrow County are verified against official records?
10 of the top 10 match an active official record: Trademark Capital Management Inc. (U.S. Securities and Exchange Commission), Elevate Wealth Advisory, Inc. (U.S. Securities and Exchange Commission), Carson Advisory Group (U.S. Securities and Exchange Commission), Lanier Financial Group LLC (U.S. Securities and Exchange Commission) and Cannon Financial Strategists, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Winder, Auburn, Statham, Russell, Bethlehem, Carl