Financial advisers in Marietta, GA
14 registered investment adviser firms in Marietta managing $10.3B in assets, based on public SEC Form ADV filings.
Impact Partnership Wealth, LLC
Marietta, GA · Est. 2021
National
- AUM
- $3.0B
- Per adviser
- $33M
- Advisers
- 89
Narwhal Capital Management
Marietta, GA · Est. 2006
Regional
- AUM
- $2.1B
- Per adviser
- $174M
- Advisers
- 12
No reported disclosures
Marietta Wealth Management, LLC
Marietta, GA · Est. 2015
LocalInternational
- AUM
- $1.4B
- Per adviser
- $155M
- Advisers
- 9
No reported disclosures
American Financial Advisors, LLC.
Marietta, GA · Est. 2001
Local
- AUM
- $950M
- Per adviser
- $238M
- Advisers
- 4
No reported disclosures
Nicholas Wealth Management
Marietta, GA · Est. 2021
Local
- AUM
- $740M
- Per adviser
- $82M
- Advisers
- 9
No reported disclosures
Wiser Wealth Management, INC
Marietta, GA · Est. 2021
Local
- AUM
- $514M
- Per adviser
- $103M
- Advisers
- 5
No reported disclosures
Paul Manners & Associates, INC.
Marietta, GA · Est. 1979
Local
- AUM
- $350M
- Per adviser
- $175M
- Advisers
- 2
No reported disclosures
Baer Wealth Management
Marietta, GA · Est. 2020
Local
- AUM
- $335M
- Per adviser
- $167M
- Advisers
- 2
No reported disclosures
Proactive Wealth Strategies, LLC
Marietta, GA · Est. 2022
Local
- AUM
- $316M
- Per adviser
- $79M
- Advisers
- 4
No reported disclosures
Wickham Financial & Insurance Services
Marietta, GA · Est. 2022
Local
- AUM
- $193M
- Per adviser
- $64M
- Advisers
- 3
No reported disclosures
Bey-Douglas, LLC Investment Counsel
Marietta, GA · Est. 2022
Local
- AUM
- $180M
- Per adviser
- $60M
- Advisers
- 3
No reported disclosures
Strickland Davis Advisors LLC
Marietta, GA · Est. 2021
Local
- AUM
- $121M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Sentara Capital
Marietta, GA · Est. 2020
Local
- AUM
- $120M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Capital Management Advisors INC
Marietta, GA · Est. 1991
Local
- AUM
- $52M
- Per adviser
- $17M
- Advisers
- 3