RIA Intel›Advisers›Georgia›JANSSON FINANCIAL SERVICES, INC.

JANSSON FINANCIAL SERVICES, INC.

Advisory

WARNER ROBINS, GA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in GA

#528

of 607 advisers by AUM

Average account

$357K

across 207 accounts

AUM per adviser

$25M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$74M

Discretionary %

100%

Clients

207

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$74M

Discretionary AUM$74M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients207

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

207 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.

VIVAAN LLC

$74M

SUNGLOW WEALTH ADVISORY LLC

SNELLVILLE, GA

$74M

BELLA WEALTH MANAGEMENT, LLC

ROSWELL, GA

$74M

FIG PARTNERS, LLC

ATLANTA, GA

$73M

-20.0% 1Y

CULBRETH WEALTH MANAGEMENT, LLC

DACULA, GA

$75M

PEF ADVISORS, LLC

ROSWELL, GA

$75M

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