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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

AVERE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
LEGACY WEALTH ADVISORS, LLC
HOLBROOK HOLDINGS, INC.
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AFF FUND MANAGER, LLC
AWM CAPITAL, LLC
PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC
AVID WEALTH MANAGEMENT GROUP, LLC
FOCUS PARTNERS WEALTH, LLC
THE RENN WEALTH MANAGEMENT GROUP, INC.

Investors

ALLESON DIANE TATE
Rufus J Baldwin
Bahram K. Sabet
LEROY TANKER
Mark C Anheier
JOANNE ELIZABETH BRYANT
CHIRAG D SHAH
Sana Fatima Lakhani
Tyler Scott Sanders
DANIEL PHILIP ALEXANDER
AARON HOUSTON BOWRING
Devin Orr
MATTHEW JONATHAN WILSON
John Weaver
Aidan Daniel Sullivan
SEBASTIAN JONATHAN O'NEAL
Robert Patrick Robinson
Christopher James Metzger
TIMOTHY WILLIAM WINTER
RICHARD CHARLES MOTTERN
Andrew Thomas McGlamory
Jerome Sanford Anderson
Charles Michael Toole
CECELIA NELSON
ASHAUNDA MICHELLE DAVIS
SAMUEL STENGER RENKEN
ADAM THOMAS YOUNGMAN
ERYK WATSON
LEE THOMAS PENLAND
MICHAEL AUGUSTINE HARRINGTON
RICHARD BERTROM TAYLOR
TODD STEPHENSON JONES
Gregory Fink
JASON HEMSLEY
JOSHUA SHANE HUNTER
ALTON RAY MEADOWS
SCOTT ALAN RUTHERFORD
MICHELLE KRUGER FERNANDEZ
MEGHAN ELIZABETH HOGAN
Nicole Caron
Joshua David Swartz
Landon Eidson Rogers
HENRY ALEXANDER MCLARTY
JACQUELINE HARRIS HIGGENBOTHAM
CAMERON DENNIS STARR
John Asher Hannah
Dylan Stone Greer
KATHRYN ALLISON EDMUNDS
Jay Alan Bowen
Grover Wade Buffington
CRAIG FRANCIS HEMENWAY
Yali Qin
MELISSA ANN KEISS
Scott Thomas Schaefer
STEPHANIE E JACKSON
ANNA KATHERINE DAVIS
JAMES K UNDERWOOD
ALEXIS MAAFOH
ALFREDO MIGUEL MESA
Robert Wallace Graham IV
KHALEID DAVE CASTELLE
Allison Jolley

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