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Best financial advisors in Roswell, GA

Registered advisers within 25 miles of Roswell, GA.

Offices
1,737
Firms
692
Combined AUM
$27.2T
Firm-wide filings, not assets booked only here
Clients
3.76M
3,764,877 clients when Item 5C has a number
Avg / client
$7.22M
Combined AUM ÷ clients

Nearby offices

Firms

GREAT BAY WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VICKERY CREEK CAPITAL MANAGEMENT
LPL FINANCIAL LLC
EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
ADVISORY SERVICES NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
COMMONWEALTH FINANCIAL PLANNERS INC

Investors

STEPHEN DEREK JOHNSON
TIMOTHY ANDREW PRITTS
Ahmad Grays
MICHAEL G MUZAFAROV
JORGE ALBERTO MATEO-AGUILAR
WILLIAM J PARSONS
Brian S Burkett
ALYSON SKODACK BURKETT
Erlina Ciraldo
DAVID HARLAN MITCHLER
Brian Moscaritolo
Stephen Lewis Young
JAMES THOMAS GREENWELL
COLIN MICHAEL LUKE
Justin Nicholas Del Campo
ANDREW BURTON STONE
Derrick Martin
Lawrence Edward Erickson
JACK STEVEN RICHARDSON
LAURENCE EDWARD MARTIN
MICHELLE LIZETTE COLLAZO
Paul Regis Lang
EMILY ANNE ELLIS
Jacob Laurence Reilly
WILLIAM BLAIR REILLY
ANGELA L MOORE
MATTHEW ROBERT WEST
DAVID MICHAEL COMBS
Brendan Hunt
Michael Patrick Agurkis
KELLY MARIE GRAFF

Within 25 miles of Roswell, GA, Best Investors lists 692 registered investment advisory firms with 1,737 offices nearby, managing about $27.2T in combined regulatory AUM across 3,764,877 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 Roswell

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 5 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM