Edge Advisors, LLC

Edge Advisors, LLC (CRD# 142261) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,348,702,650 in 1,562 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,349
    MILLION
  • Total Number of Accounts
    1,562
    ACCOUNTS
  • Average Account Value
    $1,503,651
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.

AK, AZ, CO, FL, GA, HI, KS, KY, LA, MO, MS, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA

Financial Advisors at Edge Advisors, LLC
Showing 1 - 10 of 20 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 15 years of experience in the finance industry.

2
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 14 years of experience in the finance industry.

3
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 27 years of experience in the finance industry.

4
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 17 years of experience in the finance industry.

5
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 22 years of experience in the finance industry.

6
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 22 years of experience in the finance industry.

7
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 21 years of experience in the finance industry.

8
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 29 years of experience in the finance industry.

9
Gordon H. Harper
CRD#: 5460504
1380 West Paces Ferry Rd., Suite 1000, Atlanta, GA 30327
93
Wealthminder
score

Gordon Harper (CRD# 5460504) is an Investment Advisor Representative working at Edge Advisors, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

10
Anna K. Hendrix
CRD#: 2478716
1380 West Paces Ferry Rd., Suite 1000, Atlanta, GA 30327
93
Wealthminder
score

Anna Hendrix (CRD# 2478716) is an Investment Advisor Representative working at Edge Advisors, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

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