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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Atlanta, GA

Every SEC-registered financial advisor at a firm office in Atlanta who lists the Chartered Financial Analyst designation, A to Z.

246 CFA charterholders work in Atlanta; the most are at Hb Wealth (18). 39 are also registered broker representatives.

CFA advisors in Atlanta, A to Z

Every advisor in Atlanta →

Firms with the most CFA charterholders in Atlanta

Hb Wealth 18Truist Advisory Services, Inc. 11Crawford Investment Counsel Inc. 10Zwj Investment Counsel Inc. 10Bip Wealth, LLC 9Signaturefd, LLC 9Sage Mountain Advisors, LLC 7Advisory Services Network 5Arkadios Wealth Advisors 5Cornerstone Investment Partners, LLC 5Globalt Investments 5Montag 5Buckhead Capital Management, LLC 4Capital Investment Advisors, LLC 4Equity Investment Corp. 4

CFA advisors in other Georgia cities

All of Georgia →

Alpharetta 22Marietta 13Savannah 9Athens 5Peachtree Corners 5Greensboro 4Augusta 3Chamblee 3Columbus 3Duluth 3Gainesville 3

Questions

How many CFA financial advisors are in Atlanta, GA?

246 SEC-registered investment adviser representatives at firm offices in Atlanta, Georgia list the CFA designation; Hb Wealth employs the most of them (18).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Atlanta?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.