Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Alpharetta, GA
Every SEC-registered investment adviser representative at a firm office in Alpharetta, with the firms that employ the most of them.
1,169 registered advisors work in Alpharetta; the most are at Morgan Stanley (302). 0 list the CFP designation and 909 are also registered broker representatives.
Firms with the most advisors in Alpharetta
Advisors in Alpharetta, A to Z (first 300 of 1,169)
Search all of Georgia →- Amina R. AdamsMorgan Stanley
- Cassey A. Adams Jr.Morgan Stanley
- Darion E. AdamsMorgan Stanley
- James A. Adams Jr.Morgan Stanley
- Scott J. AdamsRidge Capital Management, LLC
- Abigail E. AdelekeCharles Schwab & Co., Inc.
- Frederick H. Adler Jr.Gibbs Wealth Management, LLC
- Daniel P. AielloWells Fargo Clearing Services, LLC · Certified Financial Planner
- Hugh Albritton IIIAlbritton Capital Management Co. · Chartered Financial Analyst
- Robert AlexandrovicMerit Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- Mohamed A. AliMorgan Stanley
- Alexander C. AllenMorgan Stanley
- Joel J. AllenFifth Third Securities, Inc.
- Tovey J. AllenGibbs Wealth Management, LLC
- Stephen AmasonForthright Wealth Management, LLC · Certified Financial Planner
- Charles R. AmbroselliLcp Institutional, LLC · Certified Financial Planner
- Craig R. AmesFirst Command Advisory Services
- Minesh P. AminMorgan Stanley
- Alan A. AndersonThe Strategic Financial Alliance, Inc. · Certified Financial Planner
- Brendan AndersonState Farm Investment Management Corp.
- Christopher G. AndersonStrategic Advisers LLC
- Craig M. AndersonMerit Financial Advisors
- Dawn M. AndersonMorgan Stanley
- John D. AndersonAmeriprise Financial Services, LLC
- Jonathon C. AndersonAmeriprise Financial Services, LLC · Certified Financial Planner
- Marcus L. AndersonMerit Financial Advisors
- Christina U. AndrzejewskiHightower Advisors, LLC
- Kevin M. ArculeoCommonwealth Financial Network
- Christopher J. ArcuriMorgan Stanley
- Michael K. ArgoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph A. Armenta IIIMorgan Stanley
- Christopher M. ArmstrongMerit Financial Advisors · Chartered Financial Analyst
- Edward T. ArmstrongAmeriprise Financial Services, LLC
- Austin S. ArnettMorgan Stanley
- Charles H. Arnold IIIForthright Wealth Management, LLC
- Daniel ArnsteinHoward Capital Management, LLC
- Thomas ArundaleCharles Schwab & Co., Inc.
- Arash J. AssadzadehTruist Advisory Services, Inc.
- Joseph B. AuduMorgan Stanley
- Richard C. AustinTruist Advisory Services, Inc.
- Trenton W. AustinMorgan Stanley
- Anthony AustrengForthright Wealth Management, LLC · Certified Financial Planner
- Darian A. AveryMorgan Stanley
- Arturo A. AvilesCharles Schwab & Co., Inc.
- Dean Awuah-FosuMorgan Stanley
- Russell R. AyanVident Asset Management · Chartered Financial Analyst
- Abdul O. AyanwaleMorgan Stanley
- Steven C. BaardonOsaic Wealth, Inc.
- Jennifer P. BachelorHb Wealth · Certified Financial Planner
- Shawna K. BainMerit Financial Advisors
- Thomas A. BakamusMerit Financial Advisors
- Brett L. BakerSound Income Strategies, LLC
- Justin E. BakerMorgan Stanley
- Wallace L. BakerTruist Advisory Services, Inc.
- Stephen S. BaldwinGibbs Wealth Management, LLC
- John David BallanceMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patrick D. BallanceMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John BallonOsaic Wealth, Inc.
- Andrew S. BandEdelman Financial Engines · Certified Financial Planner
- Utkarsha BanerjeeWellth Advisory Services, LLC
- Hector J. BarbaMorgan Stanley
- Maranda M. BarbourMorgan Stanley
- John A. BarichLPL Financial LLC
- Alexander C. BartholdMerit Financial Advisors · Certified Financial Planner
- Janet M. BaskingerTransamerica Financial Advisors, LLC
- Timothy A. BassettMorgan Stanley
- Ronaldo V. BastosWeston Capital Insights
- Michael B. BatesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan M. BaumanGibbs Wealth Management, LLC
- Pedro BautistaMorgan Stanley
- Sharon L. BautzMerit Financial Advisors
- Joy F. BaxleyMorgan Stanley
- Aiko BaxterMorgan Stanley
- Melissa K. BeachCreative Planning · Certified Financial Planner
- Patrick S. BealeMerit Financial Advisors
- Cherie K. BeasleyMorgan Stanley
- Zachary BeckerleyMerit Financial Advisors · Certified Financial Planner
- Rajan BediStrategic Advisers LLC
- William R. BentleyMML Investors Services, LLC
- Jon J. BernierTandemgrowth Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jairus BethelMorgan Stanley
- Kumar BhandariTransamerica Financial Advisors, LLC · Personal Financial Specialist
- Juliana BiloTruist Advisory Services, Inc.
- Robert M. BirgenMerit Financial Advisors · Certified Financial Planner, Personal Financial Specialist
- Christopher A. BirozesMorgan Stanley
- Robert C. BishopWells Fargo Clearing Services, LLC
- Valeri J. BishopLPL Financial LLC
- Jacob B. BivensMorgan Stanley
- James J. BizzarroOsaic Wealth, Inc.
- Brett BlackwelderUBS Financial Services Inc.
- Brett M. BlackwellEdward Jones
- Adonis A. Blanco JimenezJ.P. Morgan Securities LLC
- Owen P. BlankSafewater Investment Management LLC
- John D. BochniakHb Wealth · Certified Financial Planner
- Rheannon L. BoddieCommonwealth Financial Network · Certified Financial Planner
- Brian C. BolesHoward Capital Management, LLC
- Robert K. BoltaxWells Fargo Clearing Services, LLC
- Matthew BondEmpower Advisory Group, LLC
- Elena BonillaMerit Financial Advisors
- Jesse-Jelle BootBip Wealth, LLC
- Amy BorjaWells Fargo Advisors Financial Network, LLC
- Brendan C. BorowskyMorgan Stanley
- Kellie M. BorrorDaner Wealth Management, LLC
- Gavin M. BorzelloAmerican Wealth Management, Inc.
- Jerome A. BorzelloAmerican Wealth Management, Inc.
- Luz A. Botero LopezMorgan Stanley
- Keith A. BowersLPL Financial LLC
- Andrew W. BowieMorgan Stanley
- Ninya BowmanWells Fargo Advisors Financial Network, LLC
- Iain L. BrackstoneArkadios Wealth Advisors
- Katlyn A. BradachMorgan Stanley
- Tracy A. BradachMorgan Stanley
- Talyia BradshawMorgan Stanley
- Douglas C. BranchMerit Financial Advisors
- Noah BrandThrivent Investment Management Inc.
- Laura R. BrannenMpwm Advisory Solutions LLC
- Brian L. BrashawMerit Financial Advisors
- Warren B. BrayMorgan Stanley
- John B. BrazierMerit Financial Advisors · Certified Financial Planner
- Michael B. BreedTruist Advisory Services, Inc.
- Carter BreelingMorgan Stanley
- James T. BreenMerit Financial Advisors
- Aaron BregmanMorgan Stanley
- Michael J. BreitEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Barrett C. BrightwellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William T. BrooksSynovus Securities, Inc.
- Jeffrey M. BrownRaymond James & Associates, Inc.
- Joshua BrownOsaic Wealth, Inc.
- Matthew P. BrownJ.P. Morgan Securities LLC
- Vanessa E. BrownWells Fargo Clearing Services, LLC
- Albert S. Browning IVIntegras Partners, LLC · Certified Financial Planner
- Wesley C. BrumfieldRaymond James & Associates, Inc. · Certified Financial Planner
- Kelson R. BrunelleAmerity Wealth Management, LLC
- William BruningWells Fargo Advisors Financial Network, LLC
- Margo M. BrykHb Wealth
- John C. BuchananTruist Advisory Services, Inc.
- Robert BuczekEdward Jones
- Devin J. BulnaMorgan Stanley
- Yesenia D. BurgosPrincipal Advised Services
- Richard T. BurnsMorgan Stanley
- Jenna J. BurtMorgan Stanley
- Samuel C. BurtonMorgan Stanley
- Robert H. Burts Jr.Synovus Securities, Inc.
- John H. BuseyLifemark Securities Corp.
- Alexander T. BushMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Julia A. ButkaRaymond James & Associates, Inc.
- Anne M. ButzMorgan Stanley
- John S. ByamMerit Financial Advisors
- James P. Byers IIMerit Financial Advisors · Certified Financial Planner
- Joshua R. ByrneTransamerica Financial Advisors, LLC
- Brandon M. CableMorgan Stanley
- Willie Caldwell Jr.Transamerica Financial Advisors, LLC
- Rocky L. CampbellGibbs Wealth Management, LLC
- Thomas K. CampbellMerit Financial Advisors
- Zachary I. CampbellMerit Financial Advisors
- Christopher M. CannataHoward Capital Management, LLC
- Tommy L. CannonMorgan Stanley
- Widmark D. CanoEdelman Financial Engines
- Brent W. CapehartThe Lloyd Advisory Group
- Richard P. CapursoMorgan Stanley
- Lauren C. CarneyMorgan Stanley
- Patrick K. CarrollMerit Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- William R. CaseyMerit Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Brad L. CastMerit Financial Advisors
- David W. Chamblee Jr.State Farm Investment Management Corp.
- Bikram S. ChandhokMorgan Stanley
- Douglas M. CharlesMorgan Stanley
- Doris W. CheekThrivent Investment Management Inc.
- Anthony ChenOsaic Wealth, Inc.
- Christian V. CherniakMorgan Stanley
- Emmanuel T. ChikeremaMorgan Stanley
- Frank ChinStrategic Advisers LLC
- Ehsanur ChowdhuryMorgan Stanley
- Marvin W. ChristianWells Fargo Clearing Services, LLC
- Patricia M. ChristianMerrill Lynch, Pierce, Fenner & Smith Incorporated
- George ChuiState Farm Investment Management Corp.
- Thomas C. ClarkMerit Financial Advisors
- Colin J. ClarksonConcurrent Investment Advisors, LLC
- Keith R. ClemensMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Russell H. Clemmer IVCambridge Investment Research Advisors, Inc.
- Zachary N. CoburnMorgan Stanley
- Joseph B. CoffeeMorgan Stanley
- Glenn B. CohenMerit Financial Advisors
- Marc B. CohenAmeriprise Financial Services, LLC
- Keegan ColangeloGibbs Wealth Management, LLC
- James D. ColbourneMerit Financial Advisors
- John L. ColemanUBS Financial Services Inc.
- Fadette E. ColinTransamerica Financial Advisors, LLC
- Kenneth J. CollettMorgan Stanley
- Constance M. CollinsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dennis M. ConticMorgan Stanley
- Justin H. CookLPL Financial LLC
- Steven A. CookMorgan Stanley
- Lindsey M. Cook DossRaymond James & Associates, Inc.
- Kourtney C. CooperMorgan Stanley
- Nartasha L. CooperMorgan Stanley
- Donette T. CorleyTruist Advisory Services, Inc.
- Thomas E. CorriganRegister Financial Advisors, LLC
- Gabriela CossioMerit Financial Advisors
- Camden E. CostaMorgan Stanley
- Thomas E. CostelloCaptrust · Certified Financial Planner
- Jill L. CrawfordMerit Financial Advisors · Certified Financial Planner
- Kristin CrockettWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kristie P. CroomsWells Fargo Advisors Financial Network, LLC
- Dena K. CrosbyMML Investors Services, LLC
- Sylvia D. CrowTruist Advisory Services, Inc.
- Charles A. Crowley IVBip Wealth, LLC · Certified Financial Planner
- Davis H. CulwellLPL Financial LLC
- Wilfred B. CuthbertMorgan Stanley
- Jay D'MezaWells Fargo Advisors Financial Network, LLC
- Patrick M. DaileyCapital Endurance Group, Inc. · Certified Financial Planner
- Katrina Daley- DeusMerit Financial Advisors
- Paul M. DammMrp Capital Investments, LLC
- Marc S. DanerDaner Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Noah M. DangarMorgan Stanley
- James A. DanielThe Advisory Firm · Certified Financial Planner
- Galen G. DaughertyMorgan Stanley
- Riley DauzatMerit Financial Advisors · Certified Financial Planner
- Stephen P. DavenportCirca Capital, LLC · Chartered Financial Analyst
- Brett E. DavidMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dominique DavisCetera Investment Advisers LLC
- Samuel J. DavisBrookstone Capital Management LLC
- William De CardenasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cristal De La TorreMorgan Stanley
- James DeanMorgan Stanley · Certified Financial Planner
- Jeff T. DearMorgan Stanley
- Seth N. DeitchmanMorgan Stanley
- Donald S. DelahuntMorgan Stanley
- James M. DelahuntMorgan Stanley
- Thomas S. DelahuntMorgan Stanley
- Dominick J. DelpozzoMorgan Stanley
- William J. DemartinoMorgan Stanley
- Monica A. DemicheleWells Fargo Clearing Services, LLC
- Rahel A. DemissieMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sean M. DevineBip Wealth, LLC · Chartered Financial Analyst
- Randeep DhanoaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kadijatou DialloMorgan Stanley
- James A. Dickson Jr.Raymond James Financial Services Advisors, Inc.
- Celeste DinermanMorgan Stanley
- Matthew DionLPL Financial LLC
- Lisa L. DisneyWealthcare Advisory Partners LLC
- Mark D. DiverCambridge Investment Research Advisors, Inc.
- Alexander G. DoddMorgan Stanley
- Henry C. DodsonMorgan Stanley
- Ryan J. DohallowSynovus Securities, Inc. · Certified Financial Planner
- David J. DohertyMerit Financial Advisors
- Lawson T. DohertyMorgan Stanley
- Ryan DolarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Terius N. DolbyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan DombrowskiMerit Financial Advisors
- Steven V. DomenicoMorgan Stanley
- Thomas A. DortchThrivent Investment Management Inc.
- Zeeshan H. DossaniMorgan Stanley
- Adrienne M. DosterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ray D. DotsonCambridge Investment Research Advisors, Inc.
- Patrick R. DottsRfg Advisory, LLC
- Deborah L. DoughertyMerit Financial Advisors
- Steven L. DoughertyMpwm Advisory Solutions LLC
- Heather L. DouglassMerit Financial Advisors
- Philip DowningEdward Jones
- Austin J. DownumAe Wealth Management, LLC · Certified Financial Planner
- Suzanne J. DoyleIncompass Financial Partners, LLC
- Travis DoyleMorgan Stanley
- William T. DriverBrookstone Wealth Advisors, LLC
- Dara DuaneStancorp Investment Advisers, Inc.
- Dave M. DuleyGeorgia Advisory Group LLC
- Holly E. DuncanTruist Advisory Services, Inc.
- Matthew A. DuncanDonaldson Capital Management LLC
- Wyatt P. DuncanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas A. DuncheonGibbs Wealth Management, LLC
- John M. DunlapAmeriprise Financial Services, LLC
- Matthew B. DuponMerit Financial Advisors · Certified Financial Planner
- Robert L. DupreeThrivent Investment Management Inc.
- Jack EasonGeorgia Advisory Group LLC
- Natalia EcheverriMorgan Stanley
- Michael D. EdmondsMorgan Stanley
- Matthew L. EggersMorgan Stanley
- Alisa EichingerMorgan Stanley
- Teresa Ann Eidson-HandSynovus Securities, Inc.
- John P. EisenhauerMorgan Stanley
- David S. ElderMerit Financial Advisors
- Emily L. ElliottMorgan Stanley
- Larry E. ElliottCaptrust · Certified Financial Planner
- John J. EllisForthright Wealth Management, LLC · Certified Financial Planner
- Mark S. EllisMorgan Stanley
- Matt EllisJ.P. Morgan Securities LLC
- Thomas C. EllisLPL Financial LLC
- Ali H. ElnajjarAe Financial & Risk Management, Inc.
- Robert T. ElwellMorgan Stanley
- Joseph EmmeMerit Financial Advisors
- Blair M. EnfieldBalefire, LLC · Certified Financial Planner
- Scott R. EnglehardtWells Fargo Advisors Financial Network, LLC
- Gene C. EsplinMerit Financial Advisors
- Daniel EstradaMerit Financial Advisors
- Johnathan A. EtherlyMorgan Stanley
- Chadd M. EvansOverlay Management, LLC · Chartered Financial Analyst
- Jeremy D. EvansMorgan Stanley
- Ryan F. EvansMerit Financial Advisors · Certified Financial Planner
- William L. EvansMorgan Stanley
- Gregory H. EwingMorgan Stanley
Other cities in Georgia
All of Georgia →Atlanta 4,593Marietta 328Savannah 310Duluth 219Athens 214Augusta 177Macon 172Cumming 163Roswell 155Woodstock 144Columbus 129Gainesville 129Peachtree City 126Kennesaw 110Suwanee 100Watkinsville 92Sandy Springs 90Lawrenceville 78Canton 72Newnan 67Valdosta 67Decatur 64Peachtree Corners 62Rome 61
Questions
How many financial advisors are in Alpharetta, GA?
1,169 investment adviser representatives are registered at firm offices in Alpharetta, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 909 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Alpharetta?
Morgan Stanley, with 302 registered advisors in Alpharetta, followed by Merit Financial Advisors with 143.
How do I check a financial advisor in Alpharetta?
Each advisor below links to a profile with their firm, registrations, exams 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. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.