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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Athens, GA

Every SEC-registered investment adviser representative at a firm office in Athens, with the firms that employ the most of them.

214 registered advisors work in Athens; the most are at Cannon Financial Strategists, Inc. (27). 0 list the CFP designation and 140 are also registered broker representatives.

Firms with the most advisors in Athens

FirmAdvisors in Athens
Cannon Financial Strategists, Inc.27
Merrill Lynch, Pierce, Fenner & Smith Incorporated news21
Elwood & Goetz14
Morgan Stanley news13
Elevate Wealth Advisory, Inc.12
Wells Fargo Clearing Services, LLC news11
LPL Financial LLC news9
Edward Jones news8
State Farm Investment Management Corp.8
Carson Advisory Group7
Raymond James & Associates, Inc. news6
Cambridge Investment Research Advisors, Inc. news5
Ifg Advisory, LLC5
Lanier Financial Group LLC5
Stifel, Nicolaus & Company, Incorporated news5
Cetera Investment Advisers LLC news4
Northwestern Mutual Investment Services, LLC4
Truist Advisory Services, Inc. news4
Park Avenue Securities LLC3
Strategic Advisers LLC3
UBS Financial Services Inc. news3
Wealth Enhancement Advisory Services, LLC news3
Charles Schwab & Co., Inc. news2
Clark Brown, LLC2
Farther news2

Advisors in Athens, A to Z

Search all of Georgia →

Other cities in Georgia

All of Georgia →

Atlanta 4,593Alpharetta 1,169Marietta 328Savannah 310Duluth 219Augusta 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 Athens, GA?

214 investment adviser representatives are registered at firm offices in Athens, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 140 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Athens?

Cannon Financial Strategists, Inc., with 27 registered advisors in Athens, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 21.

How do I check a financial advisor in Athens?

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.