Arkadios Wealth Advisors

Arkadios Wealth Advisors (CRD# 288863) is a financial advisory firm headquartered in Atlanta, GA. They manage $812,840,671 in 3,667 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    813
    MILLION
  • Total Number of Accounts
    3,667
    ACCOUNTS
  • Average Account Value
    $221,664
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, DE, FL, GA, ID, IL, LA, MD, MN, MO, MT, NC, NJ, OH, OR, PA, PR, SC, TN, TX, UT, WA, WI, WY

Financial Advisors at Arkadios Wealth Advisors
Showing 1 - 10 of 65 top financial advisors.
1
Blayne A. Andersen
CRD#: 5727397
810 Pancheri Dr, Idaho Falls, ID 83402

Blayne Andersen (CRD# 5727397) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Idaho Falls, ID and has over 12 years of experience in the finance industry. Blayne Andersen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Douglas W. Aumont
CRD#: 6435395
8400 East Crescent Parkway, 6th Floor, Greenwood Village, CO 80111

Douglas Aumont (CRD# 6435395) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Greenwood Village, CO and has over 7 years of experience in the finance industry. Douglas Aumont has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Randolph B. Autrey
CRD#: 2065079
10316 Feldfarm Ln, Suite 300, Charlotte, NC 28210

Randolph Autrey (CRD# 2065079) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Charlotte, NC and has over 31 years of experience in the finance industry.

4
Benjamin C. Bateman
CRD#: 6454257
37156 Rehoboth Ave Ext., Suite 8, Rehoboth Beach, DE 19971

Benjamin Bateman (CRD# 6454257) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Rehoboth Beach, DE and has over 6 years of experience in the finance industry.

5
Michael W. Belote
CRD#: 5642403
309 East Paces Ferry Road,, Suite 1000, Atlanta, GA 30305

Michael Belote (CRD# 5642403) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Atlanta, GA and has over 12 years of experience in the finance industry.

6
Alan S. Berger
CRD#: 702838
4814 Outlook Drive, Suite 104, Wall Township, NJ 07753

Alan Berger (CRD# 702838) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Wall Township, NJ and has over 10 years of experience in the finance industry.

7
Richard S. Berger
CRD#: 702839
4814 Outlook Drive, Suite 104, Wall Township, NJ 07753

Richard Berger (CRD# 702839) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Wall Township, NJ and has over 22 years of experience in the finance industry.

8
Matthew B. Brozik
CRD#: 5963665
100 Warren St, Mankato, MN 56063

Matthew Brozik (CRD# 5963665) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Mankato, MN and has over 10 years of experience in the finance industry.

9
Patrick Carpenter
CRD#: 5034102
309 East Paces Ferry Road,, Suite 1000, Atlanta, GA 30305

Patrick Carpenter (CRD# 5034102) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Atlanta, GA and has over 16 years of experience in the finance industry.

10
German M. Chaves
CRD#: 5549151
322 De Diego Suite 202, San Juan, PR 00920

German Chaves (CRD# 5549151) is an Investment Advisor Representative working at Arkadios Wealth Advisors in San Juan, PR and has over 3 years of experience in the finance industry.

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