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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

ADVOCACY WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
CARDEA CAPITAL ADVISORS, LLC
SYNOVUS SECURITIES, INC.
CONSCIOUS WEALTH INVESTMENTS, LLC
AVID WEALTH MANAGEMENT GROUP, LLC
VANHOV WEALTH PARTNERS LLC
CSENGE ADVISORY GROUP, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
DECATUR CAPITAL MANAGEMENT, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
KINGSWOOD WEALTH ADVISORS, LLC
PFS INVESTMENTS INC.
GALLERIA FINANCIAL ADVISORS, LLC
BT FAMILY OFFICE, LLC
REGIMEN WEALTH, LLC

Investors

Jordan Thomas Hillyer
JOHN LOWREY STONE
Joseph Andrew Havasy
Jack David Pennington
Marcy Espinosa Hanson
THOMAS MARION JOHNSON
Joscelyn Joseph Worrell
RHEA YVONNE FEARS
Kevin Ross
PHILLIP WAYNE ALDRIDGE
John Patrick Foster
Andrew Thomas Olsen
ROBERT ERNEST YOUNG
TROY ALONZO YOUNG
BLAINE PATRICK HESS
TANNER PAUL HORSTMEYER
BRITTANY HAGY
Jimmy Wayne Hagy
RICHARD BERTROM TAYLOR
DEGAS A WRIGHT
ARTHUR EDWARD ROSSER
SUZANNE ARLENE KOMISAR
ALVA EBENEZER O'NEAL
KEITH EARL SPELMON
MOHAMED AALEN
CHERYL RENEE PALLANT
GARY EDWIN WELD
JEFFREY ALAN EISCHEID
IAN ALEXANDRE WEINSTEIN
Taylor Morgan Moody
Tracy Kasing
AIKI ALTMETS
Jared Ross Haubenstock

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