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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

HIGHTOWER ADVISORS, LLC
ELEVATION POINT WEALTH PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BROOKSTONE WEALTH ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
ARKADIOS WEALTH ADVISORS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
DANER WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
DIVERSIFIED, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
WILLIAMSON ADVISORY SERVICES, INC.

Investors

ROBERT MARION STRICKLAND
TRACEY LORRAINE TRAPANI
STEPHANIE ANN FEASER
JAMES G MALATOS
Natalie Lauren Quinn
DAVID RANDALL
Kyle Hammond
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
STEPHAN CLAUS OSTER
WILLIAM KEITH JOHNSON
KENNETH JAMES THOMAS
DENA K CROSBY
WILLIAM ROBERT BENTLEY
Tonya Lee Willis
IAIN LESSLIE CHASE BRACKSTONE
DOUGLAS MARRINSON
ANTHONY GEORGE JABALEY
SCOTT ROBERT ENGLEHARDT
MARK DAVID KOPKIN
KELLIE MARIE BORROR
MARC STEVEN DANER
Matt Ellis
Christopher R. Holness
MATTHEW Neil TARALLO
ANTHONY JOSEPH MODICA
Levi James May
Nashica McRath
HARRY MATTHEWS OLDHAM
GEORGE BEAUCHAMP WILLIAMSON
JULIE LEIGH WILLIAMSON
Thomas Gary Boykin

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