Edge Advisors, LLC

Edge Advisors, LLC (CRD# 142261) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,691,368,635 in 222 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,691
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $12,123,282
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, AZ, CA, CO, CT, FL, GA, HI, KS, KY, LA, MO, MS, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA

Financial Advisors at Edge Advisors, LLC
Showing 1 - 10 of 27 top financial advisors.
1
Kendrick W. Mattox
CRD#: 2779141
1380 West Paces Ferry Rd., Suite 1000, Atlanta, GA 30327
96
Wealthminder
score

Kendrick Mattox (CRD# 2779141) is an Investment Advisor Representative working at Edge Advisors, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

2
Richard B. Pearce
CRD#: 5938077
200 S College St, Suite 1520, Charlotte, NC 28202
96
Wealthminder
score

Richard Pearce (CRD# 5938077) is an Investment Advisor Representative working at Edge Advisors, LLC in Charlotte, NC and has over 5 years of experience in the finance industry. Richard Pearce 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
Dennis J. Sabo
CRD#: 5025372
1380 West Paces Ferry Rd., Suite 1000, Atlanta, GA 30327
96
Wealthminder
score

Dennis Sabo (CRD# 5025372) is an Investment Advisor Representative working at Edge Advisors, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

4
William C. Skeean
CRD#: 4568103
1380 West Paces Ferry Rd., Suite 1000, Atlanta, GA 30327
96
Wealthminder
score

William Skeean (CRD# 4568103) is an Investment Advisor Representative working at Edge Advisors, LLC in Atlanta, GA and has over 15 years of experience in the finance industry.

5
Noel M. Barnes
CRD#: 1984435
1380 West Paces Ferry Rd., Suite 1000, Atlanta, GA 30327
93
Wealthminder
score

Noel Barnes (CRD# 1984435) is an Investment Advisor Representative working at Edge Advisors, LLC in Atlanta, GA and has over 28 years of experience in the finance industry.

6
Lamar W. Davis
CRD#: 3247104
1380 West Paces Ferry Rd., Suite 1000, Atlanta, GA 30327
93
Wealthminder
score

Lamar Davis (CRD# 3247104) is an Investment Advisor Representative working at Edge Advisors, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

7
William J. Debutts
CRD#: 2473998
1380 West Paces Ferry Rd., Suite 1000, Atlanta, GA 30327
93
Wealthminder
score

William Debutts (CRD# 2473998) is an Investment Advisor Representative working at Edge Advisors, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

8
Ginger G. Dorsett
CRD#: 2059588
1380 West Paces Ferry Rd., Suite 1000, Atlanta, GA 30327
93
Wealthminder
score

Ginger Dorsett (CRD# 2059588) is an Investment Advisor Representative working at Edge Advisors, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

9
Richard J. Floress
CRD#: 2612025
1380 West Paces Ferry Rd., Suite 1000, Atlanta, GA 30327
93
Wealthminder
score

Richard Floress (CRD# 2612025) is an Investment Advisor Representative working at Edge Advisors, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

10
Julius P. Garlington
CRD#: 1579714
1380 West Paces Ferry Rd., Suite 1000, Atlanta, GA 30327
93
Wealthminder
score

Julius Garlington (CRD# 1579714) is an Investment Advisor Representative working at Edge Advisors, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.

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