RIA Intel›Advisers›Georgia›WILLIAMSON ADVISORY SERVICES, INC.

WILLIAMSON ADVISORY SERVICES, INC.

Advisory

MARIETTA, GA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in GA
#471
of 607 advisers by AUM
Average account
$1M
across 93 accounts
AUM per adviser
$54M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$108M
Discretionary %
100%
Clients
66
Employees
2

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$108M
Discretionary AUM$108M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients66
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

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

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BEACON FINANCIAL ADVISERS, INC.
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+23.6% 1Y
SKYPOINT CAPITAL ADVISORS, LLC
ATLANTA, GA
$109M
-3.0% 1Y
LEGACY PARTNERS FINANCIAL GROUP, LLC
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$108M
ARCH PARTNERS WEALTH MANAGEMENT, INC.
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$109M

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