Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a firm office in Atlanta, with the firms that employ the most of them.
4,593 registered advisors work in Atlanta; the most are at Morgan Stanley (449). 0 list the CFP designation and 3,104 are also registered broker representatives.
Firms with the most advisors in Atlanta
Advisors in Atlanta, A to Z (first 300 of 4,593)
Search all of Georgia →- Ashley G. AbbottRaymond James & Associates, Inc.
- Natalia E. AbbottUBS Financial Services Inc.
- Joseph S. AbboudRinzler Capital LLC
- Charles AbernathyInvesco Advisers, Inc.
- Ray M. AbernathyMorgan Stanley
- Aaron J. AbersonAjax Capital Advisors, Inc.
- Nathan G. AbersonAjax Capital Advisors, Inc. · Certified Financial Planner
- Charles L. Abney IIIZwj Investment Counsel Inc. · Chartered Financial Analyst
- Adam S. AbramsonRockefeller Financial LLC · Certified Financial Planner
- Phillip G. Abshier IISynovus Securities, Inc.
- Sandra P. Acosta KaasbellRaymond James & Associates, Inc.
- John M. AdairPatton Albertson Miller Group, LLC · Chartered Financial Analyst
- Brian E. AdamsCarter, Terry & Company, Inc.
- Mark AdamsJ.P. Morgan Securities LLC
- Michael A. AdamsStrategic Advisers LLC
- Samuel A. AdamsCibc Private Wealth Advisors, Inc.
- Seth T. AdamsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Trenton J. AdamsIfg Advisory, LLC · Certified Financial Planner
- Treyce P. AddisonOpenarc Corporate Advisory, LLC
- Ibitola O. AdesuyiMio Partners, Inc.
- Ayodele J. AdeyemoJ.P. Morgan Securities LLC
- Mark AdkinsOpenarc Corporate Advisory, LLC
- Gary G. AgentIfg Advisory, LLC
- Shardea M. AgesAges Legacy Advisors, LLC · Certified Financial Planner
- Timothy F. AgnewSmith & Howard Wealth Management, LLC · Certified Financial Planner
- Matthew J. AguanaJ.P. Morgan Securities LLC
- James J. AhernBison Wealth, LLC
- Steven AibelSb Advisory, LLC
- James C. AielloOsaic Advisory Services, LLC
- Robin S. AikenHb Wealth · Certified Financial Planner
- Babatunde M. AiyegbusiInvesco Advisers, Inc. · Certified Financial Planner
- Deborah AkersWells Fargo Clearing Services, LLC
- J F. AkersWells Fargo Clearing Services, LLC · Certified Financial Planner
- John F. Akers Jr.Wells Fargo Clearing Services, LLC
- Kayonnoh R. AkinnuoyeMorgan Stanley
- Terrell L. AkinsValic Financial Advisors, Inc.
- Wasan Al MohamadMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alexander AlbaRegent Peak Wealth Advisors, LLC · Certified Financial Planner
- Joslin AlberiqueWells Fargo Advisors Financial Network, LLC
- John M. AlbertMorgan Stanley
- Dara S. AlbrightRoark Ridge Advisory
- Andrea L. AlbuThe Strategic Financial Alliance, Inc.
- Bruce A. AldenEdelman Financial Engines
- Douglas Aldridge JrWells Fargo Advisors Financial Network, LLC
- Daniel P. AlexanderCharles Schwab & Co., Inc. · Certified Financial Planner
- Marc A. AlexanderWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Pamela T. AlexanderUnited Capital Financial Advisors
- Hasan AliRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brett T. AlisonJ.P. Morgan Securities LLC
- Renee A. AlladinOpenarc Corporate Advisory, LLC
- Luciana G. AllamMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian S. Allen IIAprio Wealth Management, LLC · Certified Financial Planner
- George D. AllenRockefeller Financial LLC
- John R. AllenSage Mountain Advisors, LLC · Chartered Financial Analyst
- Nathan R. Allen IIIHb Wealth
- Paige E. AllenTruist Advisory Services, Inc.
- Zachary H. AllenMorgan Stanley
- Omar N. AlmashniJ.P. Morgan Securities LLC
- Howard P. AlpernCPA Wealth Advisors, LLC · Personal Financial Specialist
- Gary S. AlpertIfg Advisory, LLC · Certified Financial Planner
- Devin L. AlphinCapitalwize, LLC
- Stanley AltermanOsaic Advisory Services, LLC
- Aiki AltmetsRegimen Wealth, LLC · Certified Financial Planner
- Susana M. Alvarado JimenezMorgan Stanley
- Jonathan Alvares SeguraMorgan Stanley
- Michael U. AmadiJ.P. Morgan Securities LLC
- Isobo S. AmasoSignaturefd, LLC · Certified Financial Planner
- Robert A. AmatoCompass Wealth Management, LLC · Certified Financial Planner
- John W. Amberg IIBloomwood
- Michael AmbroseCetera Investment Advisers LLC
- Laura K. AmySignaturefd, LLC
- Suhyoung AnPrincipal Securities, Inc.
- Wookuen AnAmeriprise Financial Services, LLC
- Savannah AndersenCresset Asset Management, LLC · Certified Financial Planner
- Alan A. AndersonCarlyle Wealth Planning · Certified Financial Planner
- Camden M. AndersonCapital Investment Advisors, LLC
- Charles P. AndersonMorgan Stanley
- Christopher D. AndersonMorgan Stanley
- Gordon C. AndersonVoya Investment Management Co. LLC
- Jennifer E. AndersonRockefeller Financial LLC
- Richard B. AndersonOpenarc Corporate Advisory, LLC
- Sean AndersonHb Wealth
- Tobin C. AndersonIfg Advisory, LLC
- Jackson K. AndrewsFlorida Financial Advisors, LLC
- John AndrewsRaymond James & Associates, Inc.
- Andrew B. AnelloBeacon Global Advisor Network, LLC · Certified Financial Planner
- Britney P. AnglinInvesco Advisers, Inc.
- Charles T. AnglinAdvisory Services Network · Certified Financial Planner, Chartered Financial Analyst
- Mark C. AnheierCharles Schwab & Co., Inc.
- Kwasi K. AninakwaFlorida Financial Advisors, LLC
- Grant R. AnsleyOpenarc Corporate Advisory, LLC
- Clayton M. AnthonyMorgan Stanley
- Nzubechukwu AnunobiHb Wealth · Certified Financial Planner
- Andrew W. ApplebyGoldman Sachs Wealth Services, L.P.
- Adam ApplegateMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michele S. ArbogastRBC Capital Markets, LLC
- Margaret ArcherWells Fargo Advisors Financial Network, LLC
- Cole S. ArendsenGoldman Sachs Wealth Services, L.P.
- Ava ArjmandAdvocacy Wealth Management, LLC
- Olin M. ArmentroutInvestors Asset Management Of Georgia Inc.
- Natalie J. ArmstrongMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jared S. ArnAdvisory Services Network
- Richard B. ArnoAmeriprise Financial Services, LLC
- Alexander H. ArnoldHb Wealth
- James A. ArnoldIfg Advisory, LLC
- Valeria D. ArnoldVaarco Financial, LLC
- Trent J. ArnoneHb Wealth · Certified Financial Planner
- Barukh AronovLPL Enterprise, LLC
- Timeka AroraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ashley L. ArringtonBip Wealth, LLC · Certified Financial Planner
- Roberto A. Arteaga AscencioOpenarc Corporate Advisory, LLC
- Samuel E. ArthurNorthwestern Mutual Investment Services, LLC
- Richard O. ArtziEpg Wealth Management LLC
- Casey ArundelArkadios Wealth Advisors
- Ovadya AryehAsset Preservation Advisors, LLC
- Jeffrey J. AshMcCormack Financial Planning Inc.
- Seth M. AsherWells Fargo Advisors Financial Network, LLC
- Inka E. Ashley-LassenTransamerica Retirement Advisors, LLC
- Thomas R. AshtonJ.P. Morgan Securities LLC
- Ayten B. Asik ElizondoCitigroup Global Markets Inc.
- Sina M. AskariMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gary M. AskewOpenarc Corporate Advisory, LLC · Certified Financial Planner
- Crawford A. AsmanCahaba Wealth Management, Inc. · Certified Financial Planner
- Martin J. AspinMercer Global Advisors Inc. · Certified Financial Planner
- Jill B. AsraelCresset Asset Management, LLC
- Douglas AstropWells Fargo Advisors Financial Network, LLC
- William B. Astrop Jr.Astrop Advisory Corporation
- Michael P. AthanasRockefeller Financial LLC
- Andrew AtkinsStrategic Advisers LLC · Certified Financial Planner
- Bernard P. AtkinsFirst Advisors National, LLC
- Stephanie L. AtliOsaic Advisory Services, LLC · Certified Financial Planner
- Zachary M. AumageCharles Schwab & Co., Inc.
- Thura K. AungRockefeller Financial LLC
- Arthur O. AustAust Financial Advisory, LLC
- Jacqueline AustellJ.P. Morgan Securities LLC
- Christopher D. AustinAdvisory Services Network
- David S. AustinMorgan Stanley
- John P. Austin IIIBqs Management LLC
- Ryan D. AustinMorgan Stanley
- Sere E. AustinIra Group, Inc.
- Simonette Austin-TaittPfs Investments Inc.
- George E. AveryInvesco Advisers, Inc. · Chartered Financial Analyst
- Nicole AveryJ.P. Morgan Securities LLC
- Ray F. AvrettPrincipal Securities, Inc.
- Shaun C. AycockTiaa-Cref Individual & Institutional Services, LLC
- Katherine E. AzzarellaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul D. BabazOppenheimer & Co. Inc.
- Scott R. BabbittSb Advisory, LLC
- Lauren M. BaccariHb Wealth · Certified Financial Planner
- Katherine M. BachmannUBS Financial Services Inc.
- Casey A. BacicaWells Fargo Clearing Services, LLC
- Robert F. BaconGoldman Sachs Wealth Services, L.P.
- Hari BadeshaFlorida Financial Advisors, LLC
- Martha E. BadgettOpenarc Corporate Advisory, LLC
- Joseph F. Baigas IVTruist Advisory Services, Inc.
- Danielle E. BaileyBalentine
- Hunter T. BaileyOpenarc Corporate Advisory, LLC
- Jansen T. BaileyWells Fargo Advisors Financial Network, LLC
- Julie BaileyWells Fargo Advisors Financial Network, LLC
- Kristen L. BaileyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matt B. BaileyArcus Capital Partners, LLC · Chartered Financial Analyst
- Paul M. BailyAdvisory Services Network
- Elizabeth B. BakerMorgan Stanley
- Ian B. BakerFlorida Financial Advisors, LLC
- Joseph G. BakerInvesco Advisers, Inc.
- Lee A. BakerClaris Financial Advisors, Inc. · Certified Financial Planner
- Philip BakerEp Wealth Advisors · Certified Financial Planner
- Rick BakerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven B. BakerOsaic Advisory Services, LLC
- William H. BakerCarter, Terry & Company, Inc.
- Kent A. Balch Jr.Osaic Wealth, Inc.
- Rufus J. Baldwin IIJ.P. Morgan Securities LLC · Certified Financial Planner
- Alec C. BalesMorgan Stanley
- Sonia Balfour-FearsMorgan Stanley · Certified Financial Planner
- Brock BalisUBS Financial Services Inc.
- Kimberly BallMichael L. Ball, CPA, LLC
- Michael R. Ball Jr.Mrb Capital
- Michael L. BallMichael L. Ball, CPA, LLC
- Richard J. BallouJanney Montgomery Scott LLC
- Roger M. BaloucouneAdvisory Services Network
- Frances T. BandykeNorthwestern Mutual Investment Services, LLC
- Melissa BankesStrategic Advisers LLC
- Burton E. BanksAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael S. BanksUSI Advisors
- Matthew C. BapstMorgan Stanley
- Andrew H. BaragCapital Investment Advisors, LLC · Certified Financial Planner
- Julio BarahonaSmith & Howard Wealth Management, LLC
- Gloria A. BarajasRBC Capital Markets, LLC
- Michael A. BarattaFiscal Wisdom Wealth Management LLC · Chartered Financial Consultant
- Ashley R. BarbaCreative Planning · Certified Financial Planner
- Antony B. BarberPrincipal Securities, Inc.
- Deborah L. BarberRockefeller Financial LLC
- Matthew B. BarberSignaturefd, LLC · Certified Financial Planner, Chartered Financial Analyst
- William C. BarberAdvisory Services Network
- Samuel T. BardenRockefeller Financial LLC
- William L. Barlow VSouthstate Private Capital Management LLC
- Scott J. BarnasAprio Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Dawn W. BarnesAurora Bay Capital
- James H. BarnesGoldman Sachs Wealth Services, L.P.
- Kevin R. BarnesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tomelia Q. BarnesMorgan Stanley
- Janet G. BarnettLPL Financial LLC
- Joel BarnettEdward Jones
- Rebecca A. Barnett49 Financial
- Katherine A. BarnhartRockefeller Financial LLC
- John E. BaroneBip Wealth, LLC
- Carrie A. BarrAmeriprise Financial Services, LLC
- Michael J. BarthmaierJ.P. Morgan Securities LLC
- Meredith L. BarwickMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dylan R. BassFlorida Financial Advisors, LLC
- Kaimah T. BassRaymond James & Associates, Inc.
- Scott F. BassMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Julie R. BatesLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Katherine B. BatteyBalentine
- Mariana L. BattistaMercer Global Advisors Inc. · Certified Financial Planner
- Phillip BattleSchwab Wealth Advisory, Inc.
- Richard H. BattleMorgan Stanley
- Richard T. Battle IIMorgan Stanley
- Matthew C. BauderAtlanta Consulting Group Advisors, LLC · Chartered Financial Analyst
- Derek H. BaughBaugh & Associates, LLC
- Larry J. BaughBaugh & Associates, LLC · Chartered Financial Analyst
- Robert M. Baughan Jr.Invesco Advisers, Inc.
- Cromwell S. BaunUBS Financial Services Inc.
- Ashton BaxterFlorida Financial Advisors, LLC
- Robert E. BaxterGoldman Sachs Wealth Services, L.P.
- John BayihaTiaa-Cref Individual & Institutional Services, LLC
- Marc L. BaylinMb Advisors LLC · Chartered Financial Analyst
- Patrick A. BealeMorgan Stanley
- Michael D. BeanOsaic Wealth, Inc.
- Richard T. BeanEp Wealth Advisors · Chartered Financial Analyst
- Dennis I. Beard-HammondSchwab Wealth Advisory, Inc.
- Darrin P. BeardenIfg Advisory, LLC
- Ryan BeardenNorthwestern Mutual Investment Services, LLC
- William BeardenMML Investors Services, LLC
- Rodney BeasleyJ.P. Morgan Securities LLC
- Philip C. BeattySignaturefd, LLC · Certified Financial Planner
- Mark A. BeaverBenedict Financial Advisors, Inc. · Certified Financial Planner
- Jeremy BechtMorgan Stanley
- Carter BeckMorgan Stanley
- Darren J. BeckPathway Financial Advisors, LLC · Certified Financial Planner
- Steffen M. BeckAdvisory Services Network
- Sloan I. BeckerEdward Jones
- Andrew T. BecketRBC Capital Markets, LLC
- Monica D. BeesonJ.P. Morgan Securities LLC
- Bari L. BeilinsonCharles Schwab & Co., Inc. · Certified Financial Planner
- Gregory F. BelattiHb Wealth
- Isaiah BelewJ.P. Morgan Securities LLC
- Craig A. BelisleWealth Enhancement Advisory Services, LLC · Chartered Financial Consultant
- Danny W. BellIfg Advisory, LLC
- Jack BellSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Joy S. BellGoldman Sachs Wealth Services, L.P.
- Moreland B. BellLPL Financial LLC
- Sebastian BellBlackrock Investment Management, LLC
- Megan V. BelliveauHb Wealth
- Anthony P. BelloJanney Montgomery Scott LLC
- Muftau A. BelloThrivent Investment Management Inc.
- Sophia BellofattoAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael W. BeloteArkadios Wealth Advisors
- Lindsay Belton PaughUBS Financial Services Inc.
- Timothy S. BenbowWright Wealth LLC · Certified Financial Planner
- Jennifer L. BenderNorthwestern Mutual Investment Services, LLC
- Mark A. BendinelliCresset Asset Management, LLC · Chartered Financial Analyst
- Jaime A. BenedettiBeam Wealth Advisors, Inc. · Certified Financial Planner
- Gerald R. BenjaminCPA Wealth Advisors, LLC
- Brett BennettWells Fargo Clearing Services, LLC
- Brian R. BennettThe Strategic Financial Alliance, Inc.
- Gregory S. BennettIfg Advisory, LLC
- Luke L. BennettDecisionmap Wealth Management, LLC
- Mary W. BennettUBS Financial Services Inc.
- Quinton BennettJ.P. Morgan Securities LLC
- Theodore Bennett Jr.Truist Advisory Services, Inc.
- Joseph T. BensonWells Fargo Clearing Services, LLC
- Emily C. BentleyHb Wealth
- Janet M. Bentley-EwersTruist Advisory Services, Inc.
- Kathryn R. BentonEquitable Advisors, LLC
- William M. BentonBenton Innovation Group
- Isabel F. BerbertSignaturefd, LLC
- Andrew J. BergHb Wealth · Certified Financial Planner
- Erik H. BergWells Fargo Clearing Services, LLC
- Daniel BerganIntegrity Alliance, LLC. · Certified Financial Planner
- Allie M. BerkMorgan Stanley
- Justin BermanCresset Asset Management, LLC
- Richmond G. Bernhardt IIICaptrust
- Velena B. BernyTruist Advisory Services, Inc. · Certified Financial Planner
- Conner BerryArkadios Wealth Advisors
- Temprance BerryFifth Third Securities, Inc.
- Robert K. BessonSignaturefd, LLC
- Jayson BestMorgan Stanley
- Samantha M. BetheaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael H. BeuttelValic Financial Advisors, Inc.
- John H. BevilleLPL Enterprise, LLC
- Christian D. BeyersTruist Advisory Services, Inc.
- George Beylouni Jr.Resurgent Advisors
- Niraj N. BhandariMorgan Stanley
- Philipp BiechtelerTruist Advisory Services, Inc.
- Susan BiederstedtJ.P. Morgan Securities LLC
- Megan M. BielanMorgan Stanley
- Tate M. BielenbergAdvocacy Wealth Management, LLC
- David M. BiggsAdvisory Services Network
- Raluca BighiuUBS Financial Services Inc.
Other cities in Georgia
All of Georgia →Alpharetta 1,169Marietta 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 Atlanta, GA?
4,593 investment adviser representatives are registered at firm offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 3,104 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Atlanta?
Morgan Stanley, with 449 registered advisors in Atlanta, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 282.
How do I check a financial advisor in Atlanta?
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.