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Financial ADVSR advisor directory · SEC adviser records

Aprio Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Aprio Wealth Management, LLC, by the state and city of the office they work from.

The short answer

34 registered advisors work at Aprio Wealth Management, LLC, in 14 states and 17 cities; the most are in Atlanta, GA (15). 22 list the CFP designation and 0 are also registered broker representatives.

Search every Aprio Wealth Management, LLC advisor by name →Who joined and left Aprio Wealth Management, LLC →Aprio Wealth Management, LLC: assets, clients and custodians →

Cities with the most Aprio Wealth Management, LLC advisors

Atlanta, GA 15Overland Park, KS 3Matthews, NC 2Bozeman, MT 1Brookfield, WI 1Evanston, IL 1Greenwood Village, CO 1Honolulu, HI 1Lake Mills, WI 1Littleton, CO 1Minneapolis, MN 1New York, NY 1Pittsburgh, PA 1Punta Gorda, FL 1Rockville, MD 1Schaumburg, IL 1Walnut Creek, CA 1

Aprio Wealth Management, LLC advisors by state

Aprio Wealth Management, LLC in Georgia 15

Atlanta 15

Aprio Wealth Management, LLC in Kansas 3

Overland Park 3

Aprio Wealth Management, LLC in Colorado 2

Greenwood Village 1Littleton 1

Aprio Wealth Management, LLC in Illinois 2

Evanston 1Schaumburg 1

Aprio Wealth Management, LLC in North Carolina 2

Matthews 2

Aprio Wealth Management, LLC in Wisconsin 2

Brookfield 1Lake Mills 1

Aprio Wealth Management, LLC in California 1

Walnut Creek 1

Aprio Wealth Management, LLC in Florida 1

Punta Gorda 1

Aprio Wealth Management, LLC in Hawaii 1

Honolulu 1

Aprio Wealth Management, LLC in Maryland 1

Rockville 1

Aprio Wealth Management, LLC in Minnesota 1

Minneapolis 1

Aprio Wealth Management, LLC in Montana 1

Bozeman 1

Aprio Wealth Management, LLC in New York 1

New York 1

Aprio Wealth Management, LLC in Pennsylvania 1

Pittsburgh 1

Questions

How many financial advisors does Aprio Wealth Management, LLC have?

34 investment adviser representatives are registered with Aprio Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 14 states and 17 cities. 22 list the CFP designation and 0 are also registered as broker representatives.

Where does Aprio Wealth Management, LLC have the most advisors?

Atlanta, GA, with 15 registered advisors, then Overland Park, KS (3). By state, Georgia has the most, with 15.

How do I find a Aprio Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Aprio Wealth Management, LLC advisor registered at an office there. Each one 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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Aprio Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →