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Financial ADVSR advisor directory · SEC adviser records

Smith & Howard Wealth Management, LLC financial advisors in Atlanta, GA

Every SEC-registered investment adviser representative at a Smith & Howard Wealth Management, LLC office in Atlanta, A to Z.

The short answer

5 registered advisors work at Smith & Howard Wealth Management, LLC in Atlanta, out of 5 at the firm nationwide; it ranks number 116 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Smith & Howard Wealth Management, LLC advisors in Atlanta, A to Z

Every Smith & Howard Wealth Management, LLC advisor →

Smith & Howard Wealth Management, LLC advisors in every city and state →Smith & Howard Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Smith & Howard Wealth Management, LLC have in Atlanta?

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

Is Smith & Howard Wealth Management, LLC one of the largest advisor employers in Atlanta?

Smith & Howard Wealth Management, LLC ranks number 116 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.

How do I check a Smith & Howard 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 Smith & Howard 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.