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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sandy Springs, GA

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

87 registered advisors work in Sandy Springs; the most are at Charles Schwab & Co., Inc. (18). 28 list the CFP designation and 66 are also registered broker representatives.

Firms with the most advisors in Sandy Springs

FirmAdvisors in Sandy Springs
Charles Schwab & Co., Inc. news18
Equity Services, Inc.14
Ameriprise Financial Services, LLC news6
LPL Financial LLC news6
Hc Advisors LLC5
Mariner news5
Centaurus Financial, Inc.3
Edward Jones news3
State Farm Investment Management Corp.3
1776 Wealth LLC2
Navy Federal Investment Services, LLC2
Raymond James Financial Services Advisors, Inc. news2
Strategic Advisers LLC2
401k Advisory Group, Inc.1
Cetera Investment Advisers LLC news1
Farther news1
Hayes Wealth Advisors, LLC1
Hb Wealth1
Hero Asset Management1
Independent Advisor Alliance, LLC1
J.P. Morgan Securities LLC news1
Kv Financial Advice LLC1
Mercer Global Advisors Inc.1
Morgan Stanley news1
Onedigital1

Advisors in Sandy Springs, A to Z

CFP advisors in Sandy Springs →

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 94Lawrenceville 74Canton 64Valdosta 64Dunwoody 61Peachtree Corners 59Rome 59Decatur 58

Questions

How many financial advisors are in Sandy Springs, GA?

87 investment adviser representatives are registered at firm offices in Sandy Springs, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 66 of them are also registered as broker representatives, and 28 list the CFP designation.

Which firm has the most financial advisors in Sandy Springs?

Charles Schwab & Co., Inc., with 18 registered advisors in Sandy Springs, followed by Equity Services, Inc. with 14.

How do I check a financial advisor in Sandy Springs?

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.