Insights

Growing M&A Activity Anthony Smith Advisors recently merged with Patton Albertson & Miller, indicating active consolidation within the regional wealth management space, which may open opportunities for strategic partnerships or service expansion.

Target Market Focus The firm specializes in long-term personal financial guidance for high-net-worth individuals in the southeastern United States, presenting potential for tailored high-value service offerings or premium financial products.

Technology Usage Utilizing modern tools like Squarespace and cloud-based APIs demonstrates a solid digital presence and openness to innovative solutions, suggesting opportunities for advanced fintech integrations or digital marketing collaborations.

Growth Potential With revenue under 1 million and a small team, there is significant room for growth and scalability, making it appealing for firms offering growth capital, advisory services, or technology solutions that support expansion.

Competitive Landscape Operating in a market dominated by large firms like Charles Schwab and Fidelity, Anthony Smith Advisors can benefit from targeted marketing strategies emphasizing personalized service and regional expertise to differentiate itself.

Anthony Smith Advisors Tech Stack

Anthony Smith Advisors uses 5 technology products and services including Squarespace, Webpack, Google Fonts API, and more. Explore Anthony Smith Advisors's tech stack below.

  • Squarespace
    Content Management System
  • Webpack
    Development
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Adobe Fonts
    Web Fonts

Anthony Smith Advisors's Email Address Formats

Anthony Smith Advisors uses at least 1 format(s):
Anthony Smith Advisors Email FormatsExamplePercentage
FLast@anthonysmithadvisors.comJDoe@anthonysmithadvisors.com
67%
First@anthonysmithadvisors.comJohn@anthonysmithadvisors.com
16%
LFirst@anthonysmithadvisors.comDJohn@anthonysmithadvisors.com
17%

Frequently Asked Questions

Where is Anthony Smith Advisors's headquarters located?

Minus sign iconPlus sign icon
Anthony Smith Advisors's main headquarters is located at Atlanta, Georgia United States. The company has employees across 1 continents, including North America.

What is Anthony Smith Advisors's phone number?

Minus sign iconPlus sign icon
You can contact Anthony Smith Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Anthony Smith Advisors's official website and social media links?

Minus sign iconPlus sign icon
Anthony Smith Advisors's official website is anthonysmithadvisors.com and has social profiles on LinkedIn.

What is Anthony Smith Advisors's NAICS code?

Minus sign iconPlus sign icon
Anthony Smith Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Anthony Smith Advisors have currently?

Minus sign iconPlus sign icon
As of February 2026, Anthony Smith Advisors has approximately 8 employees across 1 continents, including North America. Key team members include President: A. S.President: F. R.Client Services Director: W. B.. Explore Anthony Smith Advisors's employee directory with LeadIQ.

What industry does Anthony Smith Advisors belong to?

Minus sign iconPlus sign icon
Anthony Smith Advisors operates in the Financial Services industry.

What technology does Anthony Smith Advisors use?

Minus sign iconPlus sign icon
Anthony Smith Advisors's tech stack includes SquarespaceWebpackGoogle Fonts APIModernizrAdobe Fonts.

What is Anthony Smith Advisors's email format?

Minus sign iconPlus sign icon
Anthony Smith Advisors's email format typically follows the pattern of FLast@anthonysmithadvisors.com. Find more Anthony Smith Advisors email formats with LeadIQ.

Anthony Smith Advisors

Financial ServicesGeorgia, United States2-10 Employees

For over 20 years, Anthony Smith Advisors has been creating long-term relationships with individuals and families.  We are a fee-only, financial planning and investment advisory firm, serving individuals in the southeast.  Our objective is to provide long term, personal guidance to those seeking financial counsel in various stages of their financial lives.  We strive to create an atmosphere that provides a secure and confident experience for our clients.

Section iconCompany Overview

Headquarters
Atlanta, Georgia United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M

    Anthony Smith Advisors's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Anthony Smith Advisors's revenue is estimated to be in the range of $1M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

ยฉ LeadIQ, Inc. All rights reserved.