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Best financial advisors in North Atlanta, GA

Registered advisers within 25 miles of North Atlanta, GA.

Offices
1,685
Firms
676
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,697,763 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

SAGE MOUNTAIN ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ESTATE MANAGEMENT COUNSELORS,LLC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
U.S. BANCORP ADVISORS, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MAIN STREET FINANCIAL SOLUTIONS, LLC
CONCURRENT INVESTMENT ADVISORS, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
PIEDMONT PRIVATE EQUITY
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
MORGAN STANLEY

Investors

Timothy J Byerly
ANNA REID ESODA
Jason Westmoreland Howard
JENIAH ZASHA EILEAN JEFFERS
WILLIAM TAYLOR GRAY TUGGLE
JOHN RUSSELL ALLEN
MICHAEL HUNTER BROOKS
DEBORAH ALLISON WAGNER
Taylor Osasere Brown
Ryan C Sheffield
Alyzain M Lakdawala
CHARLES EVAN DAUGHERTY
David Karl Pence
Philip Cotch Tarrer
Jeffrey Dean Crow
RYAN FRANCIS KITTRELL
John Benson Darby
SCOTT MATTHEW NEU
EDWARD MARSH DOUTHAT
ANTHONY JOHN COX
CHRISTINE CYPHERS PHELPS
CLYDE HILL
Ana S Noriega Morales
SEAN GARNET TODD
KEVIN WILBUR BUBB
MATTHEW RYAN BULLOCK
JAMIE HILL
SHANNON BRENT HILL
BRIAN BUZUN
HAYGOOD SEAWELL
Thomas Francis Parker
William Joshua Lee
Matti Birge Gordon
HARRISON DAVID NATHAN
DOLFORD LANCE LAYSON
Colin Caldarera
Austin Ryan Farmer
Garner Louis Lyon
ENEKO Aritz CLAYTON
Joad O Taha
Jonathan David Cohen
ROBERT COLE MARTIN
Jakob Tucker Craven
Michael Parks Medlock
JONATHON WHITACRE SANNING
Aubrey E Vaughn
SETH MICHAEL COHN
April Wier
KENNETH P BOWLEY
EVERETT LEE MORRIS
CHRISTOPHER MICHAEL STANDRIDGE
Joseph Thomas Niehoff
KEVIN CHRISTOPHER HAMILL
Jack Dylan Giles
Paul Matthew Rice
Tanner Brumby
Preeti Malik
Alexander Joseph Hall
Ian Carbone
Susan Ingrid Nicholas
Jonathan Lee Moon
Hayden Duffield
JOHN RAY RICHARDSON
WILLIAM JAMES MCQUAID
JOSEPH WILLIAM SCHRECK
WILLIAM ALAN FRANKS
Matthew Ryan Young
Brandon Edwards
COLLEN KEIFER
ETHAN KNIFECHIEF HEROD
ZACHARY MITCHELL COOPER
Kyneshia Hubbard
William Bearden
Thomas Mayhew
JEFFREY HAROLD DUNCAN
ALAN KEITH HALLMAN
RICHARD EDWIN LENHARDT
Cody Nickolas Newton
Carson Bitzer
JUSTIN JOHN WILLMOTT
Stephen Trent Gilbert
Jordan Tice
Samuel Carlyle Conn
MAX ZIMMERMAN DEAN
Christopher Crawford Stokes
Daan Sebastian Mutsaers
Daniel Timothy Pakkala
Timothy Joseph Pulicare
DON DUSAN MILICH
ANDREW JACKSON MURPHY
JEFFREY JOHNSTON BUICE
STEPHEN MICHAEL WELCH
SEAN L FOOTE
Voselyn D Williams-Barnes
Brandy Seats
Thomas Alden Carlock
MARK EDWARD SOFGE
WILLIAM LEWIS BARLOW
COLBY JAMES CRAIG
LEIGH ANN MACKLER
DURHAM ASBURY HAMILTON
MARY MILLER FAZIO
Matthew Raymond Watkins
MICHAEL CLEON FOWLER
Vionette Iliana Gonzalez
Laura Marie Byars
Kristin Marie Sarafinis
EDWARD NATHAN GIBBS
JAMES A KEEL
JONATHAN MATTHEW BYRD
Bruce Robert Swift
Erin Kathleen McGuirk
CHARLES A MILNER
Daniel Mark Robson
Tyriq D Hardimon
Shane C Lussier
Andrea J Crase
Jordan S Gregory
LISA TARANTO SCHIFFER
ELIZABETH R TERRELL
TINAMARIE MARIE BRYANT
JESSE WALTON
EDWARD ROBERT WOOD
ERIC LLOYD GARBADE
KENNETH PAUL ZIELMANSKI
CAROL LEE MURPHY
LISA N LUBAR
VICKIE STONE MITCHELL
FRED L WEINGART
CORTNEY LYNN RICE
CAROLYN INEZ OGLETREE
Tomas J Kim
SUZANNE KATHLEEN BRUDER
SCOTT B SMITH
JONATHAN EDWARD BRINSON
Amanda K Kombosch
Kimberly Vinece Long
CITLALY JULIAN
EMILIE ANN TOPPING
MICHAEL A SHERWOOD
Alexander Walter Zimmerman
Leslie Vianey Castrejon
Matthew Alec Berman
Daniel Clifford Allender
Faith G Fletcher
John Christopher Elder
Sophia Lynn Johnston
Vernasia Prescott
Alexa R Gevin
Kyle Riley Strickland
David L Fox
Robert A Fowler
FRANK VERNON SOUTHERS
DAVID SHANE AUSTIN
JOSHUA SCOTT WEBER
CHRISTOPHER JAMESON WYNNE
TIMOTHY WALL FITZGERALD
JACK SAMUEL LEVINE
STEVEN ADAM GROSSWALD
CHRISTOPHER HUGH BROCK
BARRY C GOROWITZ
NIRAJ NICHOLAS BHANDARI
RICHARD ALBERT VAUGHAN
SAUL MICAH LEVY
Michael Laura
Shana Starks
MICHAEL SHAY WOMACK
UDEL RICHARDSON
JESSICA K MCKENNA
Ryan D Austin
Ethan D Drinkwater
Tomelia Q Barnes
Alex S Cornett
Zachary H Allen
CLARK HOWELL
JOHN CHARLES SNODGRASS
JAMES MILLER KEEL
GREY MARSHALL DUDDLESTON
LISA HUBBARD GREENE
Maxwell I Goldstein
Sanaa M Wong
Taneil N Brown-Prudence
Kaiden A Cisneros

Within 25 miles of North Atlanta, GA, Best Investors lists 676 registered investment advisory firms with 1,685 offices nearby, managing about $24.5T in combined regulatory AUM across 3,697,763 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 North Atlanta

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM