Financial ADVSR advisor directory · SEC adviser records
Savant Wealth Management financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Atlanta, A to Z.
The short answer
8 registered advisors work at Savant Wealth Management in Atlanta, out of 370 at the firm nationwide; it ranks number 114 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors in Atlanta, A to Z
Every Savant Wealth Management advisor →- Dennis W. CovingtonCertified Financial Planner
- Miriam C. FalakiCertified Financial Planner
- Terrence P. HartiganCertified Financial Planner
- Richard C. O'Donnell Jr.Certified Financial Planner
- Tyler V. PassInvestment adviser rep
- Joshua J. PodczervinskiCertified Financial Planner
- Deann A. StevensCertified Financial Planner
- Michael J. WashburneInvestment adviser rep
Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →
Savant Wealth Management advisors in other cities
Rockford, IL 200Middleton, WI 14Birmingham, AL 13Westwood, MA 13Lancaster, PA 7Lincolnshire, IL 7St Paul, MN 7Huntsville, AL 6Middletown, RI 6Satellite Beach, FL 5Woburn, MA 5Cedar Rapids, IA 4Chicago, IL 4Huntersville, NC 4Oklahoma City, OK 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 Savant Wealth Management have in Atlanta?
8 investment adviser representatives are registered at Savant Wealth Management offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Savant Wealth Management one of the largest advisor employers in Atlanta?
Savant Wealth Management ranks number 114 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Savant Wealth Management 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 Savant Wealth Management 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.