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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Alpharetta, GA

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

The short answer

4 registered advisors work at Edelman Financial Engines in Alpharetta, out of 650 at the firm nationwide; it ranks number 42 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Alpharetta, A to Z

Every Edelman Financial Engines advisor →

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

Edelman Financial Engines advisors in other cities

Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6

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 Edelman Financial Engines have in Alpharetta?

4 investment adviser representatives are registered at Edelman Financial Engines offices in Alpharetta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Edelman Financial Engines one of the largest advisor employers in Alpharetta?

Edelman Financial Engines ranks number 42 in Alpharetta by registered advisors; Morgan Stanley has the most, with 283.

How do I check a Edelman Financial Engines 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 Edelman Financial Engines 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.