Angela
Chaney

Aprio Wealth Management, LLC

CRD#7735573
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Angela Chaney is a financial advisor based in Atlanta, Georgia, working with Aprio Wealth Management, LLC. Angela has previously worked at Aprio Wealth Management, LLC, Aprio Advisory Group, Aronson LLC, and Cohnreznick LLP. Angela has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Angela is currently part of Aprio Wealth Management, LLC, which operates out of Atlanta, Georgia. The firm has 13 offices and 37 employees. Aprio Wealth Management, LLC manages $2.6 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Aprio Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2002 Summit Boulevard Suite 120
Atlanta, GA 30319

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Aprio Wealth Management, LLC Brokerage Details

Total Assets Under Management

$2,635,136,991

GA Average: $3,570,121,308
Total Number of Employees

37

GA Average: 58
Total Number of Accounts

2,269

GA Average: 1,608
Average Account Size

$1,161,365

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Angela Chaney Work History

2023 - Present (2 years)

Aprio Wealth Management, LLC

2017 - Present (8 years)

Aprio Advisory Group

2017 - 2022 (5 years)

Aronson LLC

2014 - 2017 (3 years)

Cohnreznick Llp

Disclosures

Please visit the SEC profile of Angela Chaney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aprio Wealth Management, LLC

William Whittaker Jr.
Atlanta, GA
Noah Marell
Minneapolis, MN
Matthew Miller
Atlanta, GA
Caroline Dougher
Atlanta, GA
Madeleine Batson
Atlanta, GA
Marci Kerr
Atlanta, GA
Mary Beford
Atlanta, GA
Angela Chaney
Atlanta, GA

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started