RIA Intel›Advisers›Georgia›E2E FINANCIAL, LLC

E2E FINANCIAL, LLC

Advisory

ATLANTA, GA

Data as of May 21, 2026 · Source: SEC Form ADV

Rank in GA

#591

of 607 advisers by AUM

Average account

$456K

across 111 accounts

AUM per adviser

$51M

1 adviser

Source: SEC Form ADV. Figures as filed May 21, 2026.

Total AUM

$51M

Discretionary %

100%

Clients

59

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees3

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

BALES FINANCIAL ADVISORS, INC

CUMMING, GA

$51M

PARKWAY WEALTH MANAGEMENT, LLC

THOMASVILLE, GA

$51M

ARROWHEAD INVESTMENT ADVISORS, LLC

$50M

WILSON FINANCIAL GROUP, LLC

SUWANEE, GA

$50M

WEALTHWISE FINANCIAL SOLUTIONS, LLC

$50M

UL WEALTH LLC

VALDOSTA, GA

$49M

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