Financial ADVSR advisor directory · SEC adviser records
William Blair financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a William Blair office in Atlanta, A to Z.
The short answer
3 registered advisors work at William Blair in Atlanta, out of 298 at the firm nationwide; it ranks number 172 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
William Blair advisors in Atlanta, A to Z
Every William Blair advisor →- Carter J. NelsonAlso a broker rep
- Robert J. Rumley IIIAlso a broker rep
- Craig E. SavageAlso a broker rep
William Blair advisors in every city and state →William Blair: assets, clients and custodians →Advisor Moves: who changed firms this week →
William Blair advisors in other cities
Chicago, IL 261Conshohocken, PA 6New York, NY 3Baltimore, MD 2Boston, MA 2San Francisco, CA 2Dallas, TX 1Denver, CO 1Fort Meyers, FL 1Glenview, IL 1Highlands Ranch, CO 1Mooresville, NC 1Northfield, IL 1Oak Park, IL 1Phoenix, MD 1
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 419Merrill Lynch, Pierce, Fenner & Smith Incorporated 259J.P. Morgan Securities LLC 166Truist Advisory Services, Inc. 139UBS Financial Services Inc. 139Rockefeller Financial LLC 136Advisory Services Network 112Hb Wealth 104Openarc Corporate Advisory, LLC 97Wells Fargo Clearing Services, LLC 83Raymond James & Associates, Inc. 82Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does William Blair have in Atlanta?
3 investment adviser representatives are registered at William Blair offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 298 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is William Blair one of the largest advisor employers in Atlanta?
William Blair ranks number 172 in Atlanta by registered advisors; Morgan Stanley has the most, with 419.
How do I check a William Blair 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 William Blair 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.