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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Dunwoody, GA

Every SEC-registered investment adviser representative at a firm office in Dunwoody, with the firms that employ the most of them.

61 registered advisors work in Dunwoody; the most are at Strategic Advisers LLC (28). 8 list the CFP designation and 55 are also registered broker representatives.

Firms with the most advisors in Dunwoody

FirmAdvisors in Dunwoody
Strategic Advisers LLC28
Raymond James & Associates, Inc. news5
Arkadios Wealth Advisors4
Capital Analysts3
Lincoln Investment3
Wells Fargo Clearing Services, LLC news3
Ameriprise Financial Services, LLC news2
State Farm Investment Management Corp.2
Aria Wealth Management1
Commonwealth Financial Network news1
Cresfund Advisors1
Edward Jones news1
Empower Advisory Group, LLC1
Hayes Wealth Advisors, LLC1
Hfa Investments, LLC1
J.P. Morgan Securities LLC news1
Kinetic Pathways Company1
Leechgary Asset Management LLC1
Principal Securities, Inc.1
Src Wealth Advisors LLC1
World Equity Group, Inc.1

Advisors in Dunwoody, A to Z

CFP advisors in Dunwoody →

Other cities in Georgia

All of Georgia →

Atlanta 4,288Alpharetta 1,095Marietta 312Savannah 289Athens 205Duluth 188Macon 168Augusta 157Roswell 147Cumming 145Woodstock 138Columbus 130Gainesville 124Peachtree City 121Kennesaw 109Suwanee 98Watkinsville 94Sandy Springs 87Lawrenceville 74Canton 64Valdosta 64Peachtree Corners 59Rome 59Decatur 58

Questions

How many financial advisors are in Dunwoody, GA?

61 investment adviser representatives are registered at firm offices in Dunwoody, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 55 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Dunwoody?

Strategic Advisers LLC, with 28 registered advisors in Dunwoody, followed by Raymond James & Associates, Inc. with 5.

How do I check a financial advisor in Dunwoody?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.