Financial advisers in Alpharetta, GA
32 registered investment adviser firms in Alpharetta managing $76.5B in assets, based on public SEC Form ADV filings.
Merit Financial Advisors
Alpharetta, GA · Est. 2007
- AUM
- $23.9B
- Per adviser
- $104M
- Advisers
- 229
No reported disclosures
Vident Asset Management
Alpharetta, GA · Est. 2019
- AUM
- $22.0B
- Per adviser
- $2.4B
- Advisers
- 9
No reported disclosures
Howard Capital Management, LLC
Alpharetta, GA · Est. 2008
- AUM
- $8.0B
- Per adviser
- $801M
- Advisers
- 10
No reported disclosures
Alliant Retirement Consulting
Alpharetta, GA · Est. 2013
- AUM
- $7.4B
- Per adviser
- $246M
- Advisers
- 30
Clear Investment Research, LLC
Alpharetta, GA · Est. 2014
- AUM
- $4.2B
- Per adviser
- $1.4B
- Advisers
- 3
No reported disclosures
Albritton Capital Management Co
Alpharetta, GA · Est. 1991
- AUM
- $1.5B
- Per adviser
- $1.5B
- Advisers
- 1
No reported disclosures
Gibbs Wealth Management, LLC
Alpharetta, GA · Est. 2022
- AUM
- $1.1B
- Per adviser
- $18M
- Advisers
- 59
No reported disclosures
Pgi Wealth Management
Alpharetta, GA · Est. 2020
- AUM
- $931M
- Per adviser
- $133M
- Advisers
- 7
No reported disclosures
Avego Management, LLC
Alpharetta, GA · Est. 2021
- AUM
- $918M
- Per adviser
- $76M
- Advisers
- 12
No reported disclosures
Forthright Wealth Management, LLC
Alpharetta, GA · Est. 2015
- AUM
- $773M
- Per adviser
- $129M
- Advisers
- 6
No reported disclosures
Wellspring Wealth Management LLC
Alpharetta, GA · Est. 2005
- AUM
- $585M
- Per adviser
- $117M
- Advisers
- 5
Wealth Science Advisors LLC
Alpharetta, GA · Est. 2022
- AUM
- $559M
- Per adviser
- $70M
- Advisers
- 8
No reported disclosures
Power Wealth Management
Alpharetta, GA · Est. 2023
- AUM
- $430M
- Per adviser
- $72M
- Advisers
- 6
No reported disclosures
Adaptive Investments
Alpharetta, GA · Est. 2015
- AUM
- $421M
- Per adviser
- $140M
- Advisers
- 3
No reported disclosures
Agvictus Capital Management LLC
Alpharetta, GA · Est. 2020
- AUM
- $385M
- Per adviser
- $128M
- Advisers
- 3
No reported disclosures
Mpwm Advisory Solutions LLC
Alpharetta, GA · Est. 2014
- AUM
- $327M
- Per adviser
- $27M
- Advisers
- 12
No reported disclosures
American Wealth Management, INC.
Alpharetta, GA · Est. 2006
- AUM
- $310M
- Per adviser
- $34M
- Advisers
- 9
Tandemgrowth Financial Advisors, LLC
Alpharetta, GA · Est. 2014
- AUM
- $297M
- Per adviser
- $99M
- Advisers
- 3
No reported disclosures
Integras Partners, LLC
Alpharetta, GA · Est. 2015
- AUM
- $245M
- Per adviser
- $82M
- Advisers
- 3
No reported disclosures
Exit Wealth Advisors
Alpharetta, GA · Est. 2025
- AUM
- $243M
- Per adviser
- $81M
- Advisers
- 3
No reported disclosures
Mrp Capital Investments, LLC
Alpharetta, GA · Est. 2021
- AUM
- $228M
- Per adviser
- $76M
- Advisers
- 3
No reported disclosures
Wealth With No Regrets�
Alpharetta, GA · Est. 2023
- AUM
- $214M
- Per adviser
- $43M
- Advisers
- 5
No reported disclosures
Daner Wealth Management, LLC
Alpharetta, GA · Est. 2021
- AUM
- $202M
- Per adviser
- $101M
- Advisers
- 2
No reported disclosures
Incompass Financial Partners, LLC
Alpharetta, GA · Est. 2022
- AUM
- $192M
- Per adviser
- $64M
- Advisers
- 3
No reported disclosures
Phorcys Capital Partners, LLC
Alpharetta, GA · Est. 2021
- AUM
- $191M
- Per adviser
- $48M
- Advisers
- 4
Elm3 Financial Group, LLC
Alpharetta, GA · Est. 2022
- AUM
- $189M
- Per adviser
- $47M
- Advisers
- 4
No reported disclosures
Atlas Investment Advisors
Alpharetta, GA · Est. 2024
- AUM
- $184M
- Per adviser
- $92M
- Advisers
- 2
No reported disclosures
Newcorp Wealth Management
Alpharetta, GA · Est. 2025
- AUM
- $177M
- Per adviser
- $89M
- Advisers
- 2
No reported disclosures
Overlay Management, LLC
Alpharetta, GA · Est. 2026
- AUM
- $169M
- Per adviser
- $21M
- Advisers
- 8
No reported disclosures
Fsam LLC
Alpharetta, GA · Est. 2021
- AUM
- $138M
- Per adviser
- $13M
- Advisers
- 11
No reported disclosures
Capital Endurance Group, INC
Alpharetta, GA · Est. 2021
- AUM
- $109M
- Per adviser
- $54M
- Advisers
- 2
No reported disclosures
Prce Management LLC
Alpharetta, GA · Est. 2021
- AUM
- $22M
- Per adviser
- $11M
- Advisers
- 2