Financial advisers in Roswell, GA
4 registered investment adviser firms in Roswell managing $825M in assets, based on public SEC Form ADV filings.
Journey Beyond Wealth
Roswell, GA · Est. 2023
LocalInternational
- AUM
- $250M
- Per adviser
- $50M
- Advisers
- 5
No reported disclosures
Commonwealth Financial Planners INC
Roswell, GA · Est. 2018
LocalInternational
- AUM
- $228M
- Per adviser
- $114M
- Advisers
- 2
No reported disclosures
Park Square Financial Group LLC
Roswell, GA · Est. 2024
Regional
- AUM
- $219M
- Per adviser
- $55M
- Advisers
- 4
No reported disclosures
St. John & Associates, INC.
Roswell, GA · Est. 2021
Local
- AUM
- $128M
- Per adviser
- $64M
- Advisers
- 2
No reported disclosures