Top Financial Advisors in Marietta, Georgia
Finding the right financial advisor in Marietta 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 Marietta, 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 Marietta, GA.
Find the Best Financial Advisor Firms in Marietta:
NARWHAL CAPITAL MANAGEMENT
CRD#: 135958
Address: 531 Roselane Street Suite 420, Marietta, GA 30060
Clients: 206
Average Clients per Advisor: 18
AUM: $ 1.8B
IMPACT PARTNERSHIP WEALTH, LLC
CRD#: 313928
Address: 1688 White Circle Nw, Marietta, GA 30066
Clients: 4,834
Average Clients per Advisor: 67
AUM: $ 1.7B
MARIETTA WEALTH MANAGEMENT, LLC
CRD#: 281782
Address: 472 N. Sessions Street Unit #24, Marietta, GA 30060
Clients: 180
Average Clients per Advisor: 20
AUM: $ 974M
AMERICAN FINANCIAL ADVISORS, LLC.
CRD#: 115824
Address: 2551 Roswell Road Suite 310, Marietta, GA 30062
Clients: 552
Average Clients per Advisor: 138
AUM: $ 895M
NICHOLAS WEALTH MANAGEMENT
CRD#: 282635
Address: 218 Roswell St Ne Suite 200, Marietta, GA 30060
Clients: 582
Average Clients per Advisor: 58
AUM: $ 414M
WISER WEALTH MANAGEMENT, INC
CRD#: 125282
Address: 125 Church St Suite 220, Marietta, GA 30060
Clients: 366
Average Clients per Advisor: 91
AUM: $ 405M
How We Chose the Top Financial Advisors in Marietta, Georgia
To create this list of top financial advisor firms in Marietta, 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 Marietta has to offer.
Search Financial Advisors in Marietta, Georgia
Cass Ross Chappell
Registered Affiliation(s):LPL FINANCIAL LLC
Andrew James Hill
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Lisa Marie Roepke
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
William Robert Mcgoldrick
Registered Affiliation(s):TRIAD ADVISORS LLC
Christopher Andrew Harbour
Registered Affiliation(s):MORGAN STANLEY
Edward William Katz
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
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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