Financial ADVSR advisor directory · SEC adviser records
Aprio Wealth Management, LLC financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Aprio Wealth Management, LLC office in Atlanta, A to Z.
The short answer
19 registered advisors work at Aprio Wealth Management, LLC in Atlanta, out of 34 at the firm nationwide; it ranks number 54 in the city by advisors. 13 list the CFP designation and 0 are also registered broker representatives.
Aprio Wealth Management, LLC advisors in Atlanta, A to Z
Every Aprio Wealth Management, LLC advisor →- Brian S. Allen IICertified Financial Planner
- Scott J. BarnasCertified Financial Planner, Chartered Financial Consultant
- Caroline P. DougherCertified Financial Planner
- Christopher D. GuintherInvestment adviser rep
- Marci J. KerrInvestment adviser rep
- Davi KutnerCertified Financial Planner
- Marc LevenCertified Financial Planner
- Hayden McConnellCertified Financial Planner
- Matthew J. Miller Jr.Investment adviser rep
- Warren R. Nash Jr.Certified Financial Planner
- Kyle R. OmeryCertified Financial Planner
- Haley B. PattersonCertified Financial Planner
- Srbo N. RadisavljevicCertified Financial Planner
- Danielle M. ReitzCertified Financial Planner
- Michael S. SaulnierInvestment adviser rep
- Ryan Van BlarcomCertified Financial Planner
- Simeon R. WallisChartered Financial Analyst
- William L. WestenbergerInvestment adviser rep
- Daniel W. WilsonCertified Financial Planner
Aprio Wealth Management, LLC advisors in every city and state →Aprio Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Aprio Wealth Management, LLC advisors in other cities
Overland Park, KS 4Matthews, NC 2Bozeman, MT 1Evanston, IL 1Greenwood Village, CO 1Honolulu, HI 1Littleton, CO 1Minneapolis, MN 1New York, NY 1Punta Gorda, FL 1Rockville, MD 1
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Aprio Wealth Management, LLC have in Atlanta?
19 investment adviser representatives are registered at Aprio Wealth Management, LLC offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 34 nationwide. 13 list the CFP designation and 0 are also registered as broker representatives.
Is Aprio Wealth Management, LLC one of the largest advisor employers in Atlanta?
Aprio Wealth Management, LLC ranks number 54 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Aprio Wealth Management, LLC advisor in Atlanta?
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 Aprio Wealth Management, LLC 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.