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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

J.P. MORGAN SECURITIES LLC
FORTHRIGHT WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROARK RIDGE ADVISORY
SOINA FINANCIAL GROUP, LLC
CPC ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
THAYER PARTNERS LLC
ROBERT W. BAIRD & CO. INCORPORATED
THE LLOYD ADVISORY GROUP
RAYMOND JAMES & ASSOCIATES, INC.
LPL ENTERPRISE, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

Investors

ERWING LANDAZABAL
Jeff Richard Wills
Charles Howard Arnold
Anthony Austreng
BRIAN PATRICK JOHNSTON
JOHN JOSEPH ELLIS
Carson Banks Fields
Stephen Amason
LASHA JOHNSON HAMMETT
DARA SUZANNE ALBRIGHT
HARKARAN SINGH TALWAR
GERI LYNN LANNING
DAREN MELITON SEXTON
Patricia Ann Hayton
MICHAEL C PEMBERTON
Alexander Paslay
EDMUND ALAN FORTIER
TERRY P FORD
Erin De Lira
WILLIAM WADE HATCHER
KEVIN MARK ARCULEO
DAVID EDWARD WARD
Laura Elizabeth Helms
RAY DANIEL DOTSON
Kenan Fazlic
MARCI GALE SILVERMAN
Timothy Paul Kriegel
PATRICK JAMES RICE
NANCY MCILWAIN STEVENS
TIMOTHY DENNIS LALLY
MICHELE L. JACKSON
BRIAN ALAN MEYER
DANIEL MICHAEL MONAHAN
MICHAEL JOHN PETROS
JACK STEPHEN COHEN
MATTHEW RYAN MOLNAR
SULAY RAHUL RINGWALA
MICHAEL R STEVENS
Randall Benjamin Stallings
Joshua Benjamin Oser
MICHAEL JOSEPH BOOSEL
CORTLANDT THEODORE HOWELL
MILTON SANDERS PARK
BRENT WILLIAM CAPEHART
JEFFREY MICHAEL BROWN
Kevin David Hudson
WENDELL JAY SARMIR
MARY THERESA WILLIAMS
Eric Scott Wilson
KONSTANTINOS FREDERICK BOZZUTO
SAROJAKANTA PANDA
Andrea Lewis
CAM THY LEVITAN
SEAN MICHAEL KELLEY
FADETTE EMMANUELLE COLIN
Anupama Singh
Brian Michael Levitan
MANISH PATEL

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