Top Financial Advisors in Roswell, Georgia
Finding the right financial advisor in Roswell 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 Roswell, 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 Roswell, GA.
Find the Best Financial Advisor Firms in Roswell:
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
CRD#: 322496
Address: 500 Sun Valley Drive Suite A-6, Roswell, GA 30076
Clients: 200
Average Clients per Advisor: 100
AUM: $ 295M
JOURNEY BEYOND WEALTH
CRD#: 290367
Address: 300 Colonial Center Parkway Suite 100, Roswell, GA 30076
Clients: 44
Average Clients per Advisor: 11
AUM: $ 226M
PARK SQUARE FINANCIAL GROUP LLC
CRD#: 332268
Address: 55 Park Square Ste 103, Roswell, GA 30075
Clients: 422
Average Clients per Advisor: 70
AUM: $ 208M
COMMONWEALTH FINANCIAL PLANNERS INC
CRD#: 106831
Address: 1033 Canton Street, Roswell, GA 30075
Clients: 61
Average Clients per Advisor: 30
AUM: $ 204M
HARRIS CONSULTING
CRD#: 286379
Address: 555 Sun Valley Dr. Suite A-4, Roswell, GA 30076
Clients: 171
Average Clients per Advisor: 85
AUM: $ 117M
ST. JOHN & ASSOCIATES, INC.
CRD#: 124778
Address: 500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA 30076-1441
Clients: 99
Average Clients per Advisor: 24
AUM: $ 116M
How We Chose the Top Financial Advisors in Roswell, Georgia
To create this list of top financial advisor firms in Roswell, 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 Roswell has to offer.
Search Financial Advisors in Roswell, Georgia
Cass Ross Chappell
Registered Affiliation(s):LPL FINANCIAL LLC
Andrew James Hill
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Cheryl Ann Dabney
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Kristin Lynn Crockett
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Kelly Keith
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Robert Allen Wilder
Registered Affiliation(s):AMERICAN WEALTH MANAGEMENT, 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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