City
Wealth management firms in St. Simons Island, Georgia
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in St. Simons Island, Georgia reported $285.1 million in regulatory assets under management; the largest by assets was Legacy Financial Advisors, with $139.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $285.1 million
- Average per firm
- $40.7 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Legacy Financial Advisors | SEC | $139.2 million | 522 |
| 2 | Island Asset Management, LLC | State | $98.4 million | 78 |
| 3 | Grove Investments, Inc. | State | $41.6 million | 78 |
| 4 | Dubois Wealth Management, LLC | State | $5.9 million | 44 |
| 5 | Podlin International Realty, Ltd. | State | $0 | 0 |
| 6 | Roger Budd Investment Management, LLC | State | $0 | 0 |
| 7 | Stalnaker Investment Group, Inc. | State | $0 | 0 |
Wealth management firms in Georgia, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.