Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Woodstock, GA

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

138 registered advisors work in Woodstock; the most are at Edward Jones (11). 29 list the CFP designation and 82 are also registered broker representatives.

Firms with the most advisors in Woodstock

FirmAdvisors in Woodstock
Edward Jones news11
Legacy Partners Financial Group, LLC10
LPL Financial LLC news9
Goodwin Investment Advisory8
Woodstock Wealth Management, Inc.8
Cetera Investment Advisers LLC news6
State Farm Investment Management Corp.6
Hornor, Townsend & Kent, LLC5
Independent Financial Partners4
Cpc Advisors, LLC3
Financial Architects, LLC3
Impact Partnership Wealth, LLC3
J.P. Morgan Securities LLC news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Raymond James Financial Services Advisors, Inc. news3
Wells Fargo Clearing Services, LLC news3
755 Financial2
Ameriprise Financial Services, LLC news2
Arete Wealth Advisors, LLC2
Optimum Wealth Management, LLC2
Osaic Wealth, Inc. news2
Pfs Investments Inc.2
Raymond James & Associates, Inc. news2
Strategic Advisers LLC2
The Strategic Financial Alliance, Inc.2

Advisors in Woodstock, A to Z

CFP advisors in Woodstock →

Other cities in Georgia

All of Georgia →

Atlanta 4,288Alpharetta 1,095Marietta 312Savannah 289Athens 205Duluth 188Macon 168Augusta 157Roswell 147Cumming 145Columbus 130Gainesville 124Peachtree City 121Kennesaw 109Suwanee 98Watkinsville 94Sandy Springs 87Lawrenceville 74Canton 64Valdosta 64Dunwoody 61Peachtree Corners 59Rome 59Decatur 58

Questions

How many financial advisors are in Woodstock, GA?

138 investment adviser representatives are registered at firm offices in Woodstock, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 82 of them are also registered as broker representatives, and 29 list the CFP designation.

Which firm has the most financial advisors in Woodstock?

Edward Jones, with 11 registered advisors in Woodstock, followed by Legacy Partners Financial Group, LLC with 10.

How do I check a financial advisor in Woodstock?

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.