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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

NORTHSTAR INVESTMENT PARTNERS
NORTHSTAR INVESTMENT PARTNERS
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
ELEVATION POINT WEALTH PARTNERS, LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BROOKSTONE WEALTH ADVISORS, LLC
INTEGRAS PARTNERS, LLC
MH WEALTH MANAGEMENT
SOAR FINANCIAL LLC
SYNOVUS SECURITIES, INC.
FIFTH THIRD SECURITIES, INC.
CLEAR INVESTMENT RESEARCH, LLC
BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

DAVID ANDREW THOMPSON
Alexander Stoehr
Nicholas Meyer
TERRY BURTON PRILLAMAN
DAVID MURRAY MCINNIS
ROBERT MARION STRICKLAND
TRACEY LORRAINE TRAPANI
STEPHANIE ANN FEASER
JAMES G MALATOS
Natalie Lauren Quinn
DAVID RANDALL
Kyle Hammond
MITCHELL LAWRENCE MANN
OMPRAKASH TOM SINGH
WILLIAM HOWARD TALLMAN
John David Ballance
MICHAEL BRUCE BATES
ELIANA PEREZ
BARRETT C. BRIGHTWELL
JOSEPH KURTZ HUNT
Thomas A Luptowski
Robert MCCLATCHEY Larsen
LUKE SNIDER
SAM SNIDER
Kwanza Ellis
Joseph Thomas Wilber
Mitchell Andrew Harris
JOHN PLOWMAN
Richard Hoyt Henshaw
Wyatt Preston Duncan
Shreya Reddy Talusani
Allston K Lewis
DAMON MICHAEL LIMBERIS
JOANN PAULEY
Steven Lambert Tholen
Gina M Holt
BRETT ELLIOT HANSEN
Thomas NELSON Kikly
WILLIAM DE CARDENAS
Christopher F McGregor
JENNIFER QUATTROPANI SCOTT
Christa Sutter
DONNA ELAINE JOYNER
DUSTIE L KIRLEY
BRETT E DAVID
TERIUS NAYTHON DOLBY
ALVARO A GALVIS PINEDA
JEFF D HOGAN
RYAN M FLANNAGAN
Christina M Patel
ROBERT TAYLOR GREISINGER
ISABELL LEE
STEPHEN MCKINLEY
Nancy M Tice
Wesley Alexander Smith
Courtney J. Walls
Alexander Douglas Duhaime
Louise Legault
Krupaben Patel
Patrick D Ballance
Charles Ikner
Adrienne Marie Doster
Christopher Dean Powell
Rishab Singh
Alexander Tildon Bush
RACHEL MARY WIGHT
Christian Denise Williams
Jennifer Lacey Langwell
Zachary M Scott
Rahel Asfaw Demissie
Carole Tholen
LAURA J STRONG
SCOTT JOSEPH SCHOENBERG
Donald L Smith
Janet LYNN Reynolds
PATRICIA M CHRISTIAN
FREDRIC JAN MANNHEIMER
Kerri Lea Jackson
Daniel E Maldonado Mercado
Christa Ortwein
Ryan Dolar
AL OLIVA
ADAM G SITZ
Sally S Meide
Michael L. Lynch
Andrew J Lee
KRISTOPHER NINTZEL-O'HARE
Sara Snider Gresham
CHARLES P TALLMAN
Kendall Redmon
Alexandra F Negru
Harvey L Snider
ERNEST EUGENE GUILLIAMS
ROBERT GLENN GREISINGER
T. Bruce Nelson
KEITH REED CLEMENS
CONSTANCE M COLLINS
H R FARRIS
DAISY J PHELPS
Shazia Punjwani
Jessica Ciupuliga
Amanda Lauren McDonald
RANDALL REINHOLD SMITH
Joan KAREN Phillips
SANDRA MEYER
GIOVANNA GODINA
William Leader
Taylor M Harris
Yesenia Denisse Burgos
Nicholas Alexander Ballance
SHANE WILSON
Craig Philip Huber
William Trent Driver
ALBERT SIDNEY BROWNING
KEITH DAVID JOHNSON
Thomas Justin Kozelka
Michal-Erin Frushell
Bancy Philip
Randeep Dhanoa
RYAN PATRICK COLLIN
William Thomas Brooks
Kellie Marie Krakoviak
ROBERT HAMILTON HARRIS BURTS
TERESA ANN EIDSON-HAND
RYAN JOHN DOHALLOW
Philip H Wierson
GRADY ROLAND SAUNDERS
MICHAEL S SAVA
Joel James Lee Allen
Justin Stevenson
TYLER ADAM JENNINGS
Cody Patrick Jennings
JOSEPH BRIAN JENNINGS
MANISH PATEL
SAROJAKANTA PANDA
Andrea Lewis
CAM THY LEVITAN
SEAN MICHAEL KELLEY
FADETTE EMMANUELLE COLIN
Anupama Singh
Brian Michael Levitan
Sarah Beth Glover
Lilian Joyce Wittwer
Katelyn Lee
Arturo Antonio Aviles
STEVEN JOSEPH MARCU
MATTHEW BRIAN SIMMONS
JACKSON EDWARD BENTZ
James Adams
PAYTON DRAKE MURPHY
Joseph Timothy Montgomery
Thomas Arundale
ABIGAIL EBUNOLUWA ABISOLA ADELEKE
KYLE CHANDLER LACIVITA
Nathan Croft Smith
PAUL WESLEY KIDDER
WILLIAM DONALD WELLS
Stephen James Marcopulos
Logan Gorman
Andrew Robert Kunce
Steven T. Mitchell
COLEMAN WELLER
PATRICK JAMES RICE
Kara Collins Smith

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