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The Advisor, LLP (Woodstock)


The Advisor, LLP is a large advisory firm based in Woodstock. It manages $195.78 million of regulatory assets for 1,578 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Arizona, California, and 25 other states.

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The Advisor provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Advisor: assets under management

The assets under management (AUM) of The Advisor, LLP is $195.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $195.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.07 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Advisor, LLP for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Woodstock

The principal office where The Advisor, LLP performs its advisory services is located at 302 Creekstone Ridge, Woodstock, GA 30188, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-517-6411. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.delta401k.com.


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