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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Alpharetta, GA

Every SEC-registered investment adviser representative at a Captrust office in Alpharetta, A to Z.

6 registered advisors work at Captrust in Alpharetta, out of 915 at the firm nationwide; it ranks number 29 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.

Captrust advisors in Alpharetta, A to Z

Every Captrust advisor →

Captrust advisors in every city and state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →Advisor Moves: who changed firms this week →

Captrust advisors in other cities

Raleigh, NC 125Boston, MA 52Brentwood, TN 33Charlotte, NC 31Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16

Other firms in Alpharetta

All Alpharetta advisors →

Morgan Stanley 283Merit Financial Advisors 121Merrill Lynch, Pierce, Fenner & Smith Incorporated 86Wells Fargo Clearing Services, LLC 30Transamerica Financial Advisors, LLC 28LPL Financial LLC 27Ameriprise Financial Services, LLC 26Gibbs Wealth Management, LLC 26Raymond James & Associates, Inc. 24Truist Advisory Services, Inc. 22Strategic Advisers LLC 21Wells Fargo Advisors Financial Network, LLC 17

Questions

How many financial advisors does Captrust have in Alpharetta?

6 investment adviser representatives are registered at Captrust offices in Alpharetta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Alpharetta?

Captrust ranks number 29 in Alpharetta by registered advisors; Morgan Stanley has the most, with 283.

How do I check a Captrust advisor in Alpharetta?

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, 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 Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.