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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

SHEPHERD FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FINANCIAL ARCHITECTS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MUNRO LEGACY PLANNERS LLC
755 FINANCIAL
EDWARD JONES
ARETE WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
LEGACY PARTNERS FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
RESURGENT ADVISORS

Investors

Gary Lee Hyde
ROBERT EUGENE GUSTAFSON
MELISSA ROSE MOSS
THOMAS JOHN DUDEK
DAVID EARL HULTSTROM
ANITHA G RAO
Kaitlyn Michelle Barnes
William Christian Wulfers
Nirmala Sarju Wulfers
BARRY VIGILANTI MUNRO
Samuel Feldman
Jacob C Jones
Graham Baggarley Bailey
PETER MARC LEVY
Troy S DeHoff
Garrett Hentschel
Rachel Joy Baker
Matthew Robert Parker
RICHARD WILLIAM WARD
BRADFORD STANLEY WALSH
CHRISTOPHER TEIXEIRA DOS SANTOS
KIRK MICHAEL BUCHHOLZ
DAVID ANTHONY TOLLIN
RICHARD GEORGE GANKOFSKIE
Luke Stephen Webber
BRANDON GUTIERREZ
LINDA ANN VU
JOHN ALLEN DRAPER
KEVIN J RUTH
EMILY LAUREN BOYD-BROWN
JEFFREY DAVID BRAMLETT
JASON PAUL FLURRY
CHARLES FRANKLIN CLEMENTS
DAVID PARKER HUGHES
STUART SOMMERVILLE CANZERI

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