Top Financial Advisors in Atlanta, Georgia
Finding the right financial advisor in Atlanta 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 Atlanta, 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 Atlanta, GA.
Find the Best Financial Advisor Firms in Atlanta:
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390
Address: 303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Clients: 97,117
Average Clients per Advisor: 39
AUM: $ 67.7B
HOMRICH BERG
CRD#: 316731
Address: 3550 Lenox Rd Suite 2700, Atlanta, GA 30326
Clients: 1,341
Average Clients per Advisor: 14
AUM: $ 18.6B
ATLANTA CONSULTING GROUP ADVISORS, LLC
CRD#: 288169
Address: 5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342
Clients: 166
Average Clients per Advisor: 16
AUM: $ 13.6B
IRA GROUP, INC.
CRD#: 126246
Address: 1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309
Clients: 82
Average Clients per Advisor: 5
AUM: $ 13.2B
OSAIC ADVISORY SERVICES, LLC
CRD#: 171070
Address: 2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339
Clients: 24,896
Average Clients per Advisor: 64
AUM: $ 12.5B
ADVISORY SERVICES NETWORK
CRD#: 146051
Address: 6600 Peachtree Dunwoody Rd. Embassy Row 600, Suite 575, Atlanta, GA 30328
Clients: 9,920
Average Clients per Advisor: 47
AUM: $ 8.6B
How We Chose the Top Financial Advisors in Atlanta, Georgia
To create this list of top financial advisor firms in Atlanta, 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 Atlanta has to offer.
Search Financial Advisors in Atlanta, Georgia
John Charles Peters
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Jack Stephen Cohen
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Michael Ross Lipsey
Registered Affiliation(s):LONGVIEW WEALTH MANAGEMENT
Mark Ronald Matulia
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
John Christian Endriss
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Russell Clarke
Registered Affiliation(s):BENEDETTI, GUCER & ASSOCIATES
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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