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Best financial advisors in Alpharetta, GA

Registered advisers within 25 miles of Alpharetta, GA.

Offices
1,658
Firms
650
Combined AUM
$23.3T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,394,494 clients when Item 5C has a number
Avg / client
$6.85M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTH WITH NO REGRETS®
ADAPTIVE INVESTMENTS
THE ADVISORY FIRM
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE WEALTH ADVISORS, LLC
STRATEGIC WEALTH PARTNERS, LTD.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FSAM LLC
PHORCYS CAPITAL PARTNERS, LLC
PRCE MANAGEMENT LLC
PARK AVENUE SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
BLUECHIP WEALTH ADVISORS LLC
BERKELEY CAPITAL PARTNERS, LLC

Investors

Andrew James Lightle
BARRY HUDSON SPENCER
ANDREA K SOULE
Mason Ware
SCOTT M NOBLE
Christopher James Doran
JAMES ADAM DANIEL
Doris Wynnette Cheek
David James Houck
Gerald Koehler
SCOTT ALAN REFFETT
ROBERT LINCOLN DUPREE
Thomas Andrew Dortch
Noah Brand
Christopher Edward Sloan
Karen Schuman Lee
Rodney Ephriam Hill
KRISTIN HOERNER PINYAN
MARK JEFFREY ORR
TIMOTHY MICHAEL MCGANNON
Philip Downing
Jeremy Stafford
George Chui
DAVID WEBSTER CHAMBLEE
VASILEIOS ALEXIOS SFYRIS
Brandon Warres
Edward Scott Hebditch
WILLIAM HEATH HAWK
MADHULIKA NEMANI
ANDREW C MATTHIESON
Brendan Anderson
GARRETT DAVID SCHAFER
STEVEN B GOLDSTEIN
WILLIAM J. THOMPSON
KILE EUGENE LEWIS
CLAYTON DREW POND
KEVIN MARK SAYLOR
Steven Francis Petcovic
EVAN HARBOT
KEVIN LAMAR RAINWATER
DAVID MITCHEL SMITH
BEAU HUNTER DAVIS
MARCUS ALAN ASHWORTH
JESSICA RENEE VICKERY
John Cronin
MICHAEL DEWAYNE BROWN
ANTHONY FRANCIS PALAZZO
CHRISTOPHER MARTIN EDDY
JEFFERY STEVEN PIERCE
DANIEL BLAKE NEWBERG
STUART JAMES BLEWETT
CHARLES PATRICK BARRY
MICHAEL CROOKS EDDY
MATTHEW RYAN STUCKE

Within 25 miles of Alpharetta, GA, Best Investors lists 650 registered investment advisory firms with 1,658 offices nearby, managing about $23.3T in combined regulatory AUM across 3,394,494 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Alpharetta

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM