Atlanta, GA 1827 Powers Ferry Rd. Office

Team
Updated today
Arkadios Wealth Advisors logo

Arkadios Wealth Advisors

Multi-team

Firm-wide stats for Arkadios Wealth Advisors

Total advisors

216

Across 103 offices

Clients per advisor

66 High

Avg AUM per client

$516,266 Typical

HNW client ratio

5% Very Low

About

Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm that serves individuals (both non-high-net-worth and high-net-worth), trusts, businesses, corporations, and retirement plans. Its offerings include discretionary and non‑discretionary portfolio management, wrap-fee and third‑party manager programs, ERISA retirement plan consulting, financial planning, and reporting/data aggregation services.

The firm builds customized investment plans based on client risk profiles and deploys them through internally supported Advisor Managed “Crest” accounts, the firm’s Arkadios Managed Solutions (AMS) model portfolios, wrap “Peak” accounts, or selected third‑party managers. Investment analysis combines fundamental, technical, and cyclical methods, allows client‑imposed restrictions, and may incorporate alternative or non‑correlated assets and consolidated reporting that can include assets held away from direct management.

Arkadios operates a large network of dually registered investment adviser representatives who market under many separate legal business names and are affiliated with Arkadios Capital, its broker‑dealer, which receives transaction‑related, sweep and syndicate compensation and may participate in revenue‑sharing arrangements; the firm discloses processes (including NFS business credits and quarterly 12b‑1 fee reviews) intended to address these conflicts. The brochure also notes recent updates disclosing disciplinary information concerning an affiliate and that some advisors devote substantial time to other brokerage or insurance activities, factors clients may consider when evaluating their relationship.

Based on Arkadios Wealth Advisors

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Based on Arkadios Wealth Advisors

Occupation focus

Founder/Business Owner Retired

Based on Arkadios Wealth Advisors

Location

1827 Powers Ferry Rd. Bldg 14, Suite 100

Atlanta GA 30339

Advisors at this office

4

Advisors at this office

user avatar

Derek R

Series 63, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Derek Ruiz is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 designations and 17 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Kestra Advisory and Foresters Financial Services. Outside of his advisory role, he is a partner at Strive Financial Solutions LLC, where he develops and maintains financial strategies and insurance services. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisory programs and portfolio reporting services. The firm combines advisor-managed accounts with support from an internal portfolio team and employs fundamental, technical, and cyclical analysis within a multi-team, integrated operating model.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Stephen N

Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

Stephen Nelson is an advisor at Arkadios Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Advisory and Foresters Financial Services. Nelson is also a partner at Strive Financial Solutions, where he manages office operations and client financial plans. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions. The firm integrates a large network of advisors, an affiliated broker-dealer, and an internal portfolio team that provides strategies and trade execution across multiple asset classes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Blake F

Series 63, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Blake Floyd is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Kestra Advisory and Foresters Financial Services. He also works with Strive Financial Solutions, where he advises clients on financial planning strategies and asset allocation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans based on client risk profiles using a combination of fundamental, technical, and cyclical analysis across various managed account solutions.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Matthew J

CFP®, Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

Matthew Jones is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Arkadios Wealth Advisors in Atlanta, GA. Prior to joining Arkadios in 2023, he worked at Kestra Advisory and Kestra Investment Services from 2018 to 2023, and previously held roles at Dyncore Inc and Foresters Advisory Services. Outside of his advisory work, he is a partner at Strive Financial Solutions, where he is involved in client acquisition and servicing. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money manager access, and financial planning. The firm employs a discretionary management approach supported by an internal portfolio team and integrates fundamental, technical, and cyclical analysis in its investment process.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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