20. Asset Advisors in Southeast

20. Asset Advisors in Southeast
20. Asset Advisors in Southeast

Southeast Asset Advisors, a financial advisory firm located in Thomasville, Georgia, has been ranked No. 20 on the 2024 CNBC Financial Advisor 100 list. The company also made an appearance on the FA 100 list in the previous year.

Total AUM: $3.7B (AccuPoint Solutions)

Years in Business: 31 (AccuPoint Solutions)

Accounts Under Management: 1,345 (AccuPoint Solutions)

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Principals:

Bernard Lanigan, Chairman & Chief Executive Officer

Charles Jackson, President & Chief Compliance Officer

Contact:

314 Gordon Avenue, Thomasville, GA 31792

(229) 226-8839

by CNBC.com staff

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