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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

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERICAN FINANCIAL ADVISORS, LLC.
TLG ADVISORS, INC.
DONALDSON CAPITAL MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES
FREEDOM WEALTH COACHING, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERICAN WEALTH MANAGEMENT, INC.
PFS INVESTMENTS INC.
CREATIVE PLANNING
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHSTAR INVESTMENT PARTNERS
NORTHSTAR INVESTMENT PARTNERS

Investors

DAVID WEBSTER CHAMBLEE
MICHAEL DAVID STARK
Margaret Arrowood Remeika
Cathal E Carson
Timothy Patrick Gelinas
MATTHEW ALLEN DUNCAN
ALAN WOODBY
ANDREW SAMUEL BAND
ANDREW GERALD GULLION
WIDMARK DE JESUS CANO
BEN STUART HARPER
Todd C Turk
LEWIS BOBBY WALKER
TIMOTHY LEON BONNER
MICHELLE ROOKS QUAY
THOMAS BRETT MAKIN
DARYL SCOTT KROGMANN
David Sebastian Nunez
GAVIN MATTHEW BORZELLO
KEVIN FRANCIS HAUSER
LEE WRIGHT HOLLINGSWORTH
KURT ALAN GRIMMER
JEROME AUGUST BORZELLO
RICHARD JAMES MILLER
BRYAN ZACHARY LEVY
SHAWN MICHAEL MEADE
MELISSA KEMPER BEACH
LANE ALEX STEINBERGER
MICHAEL S JACOBS
BRIAN DAVID HUEY
KELVIN JOHN PETTAWAY
HERMAN THOMAS THOMPSON
Steven Christopher Nootbaar
MARK JAMES WIDLOWSKI
RICHARD KEEN WALTERS
DAVID ANDREW THOMPSON
Alexander Stoehr
Nicholas Meyer
TERRY BURTON PRILLAMAN
DAVID MURRAY MCINNIS
Xuhan Song

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