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Fidelon
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Market Standing · 2026
The most transparent firms in Savannah.
27 scored firmsTop 3 recognizedfidelon.com/markets/savannah-ga
1
M3 Advisors
CRD 170248
IA-only—89.3Arank within Top 3; below the 80 standard
2IA-only$20.5M88.9ARecognized · Top 3
3IA-only$14.8M88.7ARecognized · Top 3
4IA-only$29.8M88.2A—
5IA-only$40.2M88.2A—
6IA-only$272M87.9B+—
7IA-only$5.2M87.9B+—
8
Vdb Wealth
CRD 334639
IA-only$9.7M87.9B+—
9IA-only$2.9M87.9B+—
10IA-only$9.5M87.8B+—
11IA-only$75.2M87.8B+—
12IA-only$71.9M87.7B+—
13IA-only$259M87.5B+—
14IA-only$424M87.4B+—
15IA-only$3.5M87.4B+—
16IA-only$109M87.1B+—
17IA-only$52.5M86.6B+—
18IA-only$1.2M85.6B+—
19IA-only$123M84.6B+—
20IA-only$878M84.2B+—
21IA-only$764M82.7B+—
22IA-only$311M79.5B—
23IA-only—77.5B—
24
Dale Tiongson
CRD 338149
IA-only—77.5B—
25IA-only$2B77B—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.