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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Milton, GA

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

53 registered advisors work in Milton; the most are at Cambridge Investment Research Advisors, Inc. (7). 15 list the CFP designation and 19 are also registered broker representatives.

Firms with the most advisors in Milton

FirmAdvisors in Milton
Cambridge Investment Research Advisors, Inc. news7
Berkeley Capital Partners, LLC6
Bluechip Wealth Advisors LLC5
Cwm, LLC4
Jamison Private Wealth Management, Inc.4
Arkos Global Advisors, LLC2
J.P. Morgan Securities LLC news2
Westhollow Wealth Management2
Amc Wealth Management, LLC1
Arca Wealth, LLC1
Arrowhead Investment Advisors, LLC1
Blue Monarch Financial Inc.1
Cei Financial Planning1
Cetera Investment Advisers LLC news1
Creative Planning news1
Eaton Vance Management1
Edward Jones news1
Ifg Advisory, LLC1
Invesco Managed Accounts, LLC1
Level Four Advisory Services1
Mrp Advisors, LLC1
Northwestern Mutual Investment Services, LLC1
Osaic Wealth, Inc. news1
Responsive Financial Group, Inc.1
Rich & Company LLC1

Advisors in Milton, A to Z

CFP advisors in Milton →

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 64Dunwoody 61Peachtree Corners 59Rome 59

Questions

How many financial advisors are in Milton, GA?

53 investment adviser representatives are registered at firm offices in Milton, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 15 list the CFP designation.

Which firm has the most financial advisors in Milton?

Cambridge Investment Research Advisors, Inc., with 7 registered advisors in Milton, followed by Berkeley Capital Partners, LLC with 6.

How do I check a financial advisor in Milton?

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.