Top Financial Advisors in Alpharetta, Georgia
Finding the right financial advisor in Alpharetta is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Alpharetta, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Alpharetta, GA.
Find the Best Financial Advisor Firms in Alpharetta:
MERIT FINANCIAL ADVISORS
CRD#: 142457
Address: 2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009
Clients: 11,609
Average Clients per Advisor: 80
AUM: $ 10.6B
CLEAR INVESTMENT RESEARCH, LLC
CRD#: 172685
Address: 284 S. Main Street Suite 900, Alpharetta, GA 30009
Clients: 61
Average Clients per Advisor: 20
AUM: $ 4.7B
FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD#: 220515
Address: 5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022
Clients: 278
Average Clients per Advisor: 46
AUM: $ 664M
KEELAN CAPITAL
CRD#: 322725
Address: Alpharetta, GA
Clients: 18
Average Clients per Advisor: 9
AUM: $ 561M
WEALTH SCIENCE ADVISORS LLC
CRD#: 321031
Address: 55 Roswell Street Suite 210, Alpharetta, GA 30009
Clients: 130
Average Clients per Advisor: 18
AUM: $ 513M
WELLSPRING WEALTH MANAGEMENT LLC
CRD#: 134834
Address: 11720 Amber Park Drive Suite 150, Alpharetta, GA 30009-2276
Clients: 129
Average Clients per Advisor: 21
AUM: $ 498M
How We Chose the Top Financial Advisors in Alpharetta, Georgia
To create this list of top financial advisor firms in Alpharetta, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Alpharetta has to offer.
Search Financial Advisors in Alpharetta, Georgia
John Charles Peters
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Jack Stephen Cohen
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
James W. Shelden
Registered Affiliation(s):MORGAN STANLEY
Michael Ross Lipsey
Registered Affiliation(s):LONGVIEW WEALTH MANAGEMENT
Charles Joseph Costa
Registered Affiliation(s):LUMATURE WEALTH PARTNERS, LLC
John Christian Endriss
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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