#1Jt Stratford, LLC
JT STRATFORD, LLC
Based in Gainesville, GA
Retirement Plan Advisors in Hall County, GA
The top-ranked retirement plan advisors serving Hall County, GA are Jt Stratford, LLC, Willis Investment Counsel Inc and Trufp. We list 7 retirement plan advisors serving Hall County, GA. 7 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 Hall County, GA. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Hall County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Jt Stratford, LLC | SEC-registered investment adviser (CRD)#155629 | Gainesville, GA | (770) 534-6046 |
| 2 | Willis Investment Counsel Inc | SEC-registered investment adviser (CRD)#111042 | Gainesville, GA | (770) 718-0706 |
| 3 | Trufp | SEC-registered investment adviser (CRD)#299212 | GA | (770) 205-4394 |
| 4 | The Lloyd Advisory Group | SEC-registered investment adviser (CRD)#150582 | Suwanee, GA (23 mi) | (770) 932-0387 |
| 5 | Weaver Capital Management, LLC | SEC-registered investment adviser (CRD)#135037 | Suwanee, GA (24 mi) | (678) 341-1333 |
| 6 | Cornerstone Management, Inc. | SEC-registered investment adviser (CRD)#125828 | GA | (770) 449-7799 |
| 7 | C.w. O'conner Wealth Advisors, Inc. | SEC-registered investment adviser (CRD)#125646 | GA | (770) 368-9919 |
#2Willis Investment Counsel Inc
WILLIS INVESTMENT COUNSEL INCBased in Gainesville, GA#3Trufp
INVESTMENT PLANNING ADVISORSServes this area from GA#4The Lloyd Advisory Group
LLOYD ADVISORY SERVICES, LLCServes this area from Suwanee, GA (23 mi)#5Weaver Capital Management, LLC
WEAVER CAPITAL MANAGEMENT, LLCServes this area from Suwanee, GA (24 mi)#6Cornerstone Management, Inc.
CORNERSTONE MANAGEMENT, INC.Serves this area from GA#7C.w. O'conner Wealth Advisors, Inc.
C.W. O'CONNER WEALTH ADVISORS, INC.Serves this area from GA
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Frequently asked questions
How many retirement plan advisors serve Hall County?
We list 7 retirement plan advisors serving Hall County, GA: 2 based there and 5 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Hall County?
The top-ranked retirement plan advisors serving Hall County, GA are Jt Stratford, LLC, Willis Investment Counsel Inc, Trufp, The Lloyd Advisory Group and Weaver Capital Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Hall County are verified against official records?
7 of the top 7 match an active official record: Jt Stratford, LLC (U.S. Securities and Exchange Commission), Willis Investment Counsel Inc (U.S. Securities and Exchange Commission), Trufp (U.S. Securities and Exchange Commission), The Lloyd Advisory Group (U.S. Securities and Exchange Commission) and Weaver Capital Management, LLC (U.S. Securities and Exchange Commission), and 2 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 .
Cities in Hall County
Communities served
Flowery Branch, Oakwood, Lula, Clermont, Gillsville, Rest Haven