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Financial ADVSR advisor directory · SEC adviser records

Ep Wealth Advisors financial advisors in Atlanta, GA

Every SEC-registered investment adviser representative at a Ep Wealth Advisors office in Atlanta, A to Z.

The short answer

5 registered advisors work at Ep Wealth Advisors in Atlanta, out of 309 at the firm nationwide; it ranks number 103 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Ep Wealth Advisors advisors in Atlanta, A to Z

Every Ep Wealth Advisors advisor →

Ep Wealth Advisors advisors in every city and state →Ep Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ep Wealth Advisors advisors in other cities

Torrance, CA 158Brighton, MI 11San Diego, CA 11Salt Lake City, UT 9Skokie, IL 8Denver, CO 7Boise, ID 5Irvine, CA 5Los Angeles, CA 5San Luis Obispo, CA 5Walnut Creek, CA 5Dallas, TX 4Littleton, CO 4Phoenix, AZ 4Scottsdale, AZ 4

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 Ep Wealth Advisors have in Atlanta?

5 investment adviser representatives are registered at Ep Wealth Advisors offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 309 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Ep Wealth Advisors one of the largest advisor employers in Atlanta?

Ep Wealth Advisors ranks number 103 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.

How do I check a Ep Wealth Advisors 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 Ep Wealth Advisors 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.