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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

TRUIST ADVISORY SERVICES, INC.
BAER WEALTH MANAGEMENT
WEALTH WITH NO REGRETS®
ADAPTIVE INVESTMENTS
THE ADVISORY FIRM
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE WEALTH ADVISORS, LLC
STRATEGIC WEALTH PARTNERS, LTD.
DUE WEST WEALTH ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KOVACK ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JOHN PAUL MASTROGIANAKIS
ALI MAHBOD
SUSAN TORDIK-ATCHISON
Lisa Kay Helin
KENNETH JAMES BAER
Andrew James Lightle
BARRY HUDSON SPENCER
ANDREA K SOULE
Mason Ware
SCOTT M NOBLE
Christopher James Doran
JAMES ADAM DANIEL
Doris Wynnette Cheek
David James Houck
Gerald Koehler
SCOTT ALAN REFFETT
ROBERT LINCOLN DUPREE
Thomas Andrew Dortch
Noah Brand
Christopher Edward Sloan
Karen Schuman Lee
Rodney Ephriam Hill
KRISTIN HOERNER PINYAN
MARK JEFFREY ORR
TIMOTHY MICHAEL MCGANNON
Troy Lynn Harmon
Michael Eugene Terry
LOUISE CAMPBELL SCHATKE
JOHN SHELDON KIRKLAND
LEAH ELIZABETH SESTO
Nicholas Frederick
SHAHAB KHAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER
John J Browne
CHELSEA KIEHLER
George Chui

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