Top Financial Advisors in Marietta, Georgia
Finding the right financial advisor in Marietta is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Marietta, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Marietta, GA.
Find the Best Financial Advisor Firms in Marietta:
NARWHAL CAPITAL MANAGEMENT
CRD#: 135958
Address: 531 Roselane Street Suite 420, Marietta, GA 30060
Clients: 182
Average Clients per Advisor: 18
AUM: $ 1.3B
MARIETTA WEALTH MANAGEMENT, LLC
CRD#: 281782
Address: 472 N. Sessions Street Unit #24, Marietta, GA 30060
Clients: 147
Average Clients per Advisor: 16
AUM: $ 916M
AMERICAN FINANCIAL ADVISORS, LLC.
CRD#: 115824
Address: 2551 Roswell Road Suite 310, Marietta, GA 30062
Clients: 653
Average Clients per Advisor: 130
AUM: $ 777M
YOUR RETIREMENT COACH
CRD#: 125573
Address: 61 Atlanta Street Se, Marietta, GA 30060
Clients: 378
Average Clients per Advisor: 75
AUM: $ 287M
WISER WEALTH MANAGEMENT, INC
CRD#: 125282
Address: 125 Church St Suite 220, Marietta, GA 30060
Clients: 308
Average Clients per Advisor: 77
AUM: $ 233M
PROACTIVE WEALTH STRATEGIES, LLC
CRD#: 318872
Address: 533 Johnson Ferry Road Bldg. C Suite 100, Marietta, GA 30068
Clients: 301
Average Clients per Advisor: 60
AUM: $ 180M
How We Chose the Top Financial Advisors in Marietta, Georgia
To create this list of top financial advisor firms in Marietta, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Marietta has to offer.
Search Financial Advisors in Marietta, Georgia
Stephen Lewis Young
Registered Affiliation(s):EDWARD JONES
Erin Marie Carper
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
David Edward Casey
Registered Affiliation(s):LPL FINANCIAL LLC
Marsha K. Spear
Registered Affiliation(s):EDWARD JONES
Richard Scott Phelan
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Christopher Byron Reynolds
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
J Graham Roberts
Registered Affiliation(s):MORGAN STANLEY
James Edward Jowers
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew Eugene Firstman
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Jon Jeffrey Bernier
Registered Affiliation(s):TANDEMGROWTH FINANCIAL ADVISORS, LLC
Timothy Howell Johnson
Registered Affiliation(s):EDWARD JONES
Thomas Patrick Carney
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Leon E. Frush
Registered Affiliation(s):CORNERSTONE FINANCIAL
Kathryn Allison Edmunds
Registered Affiliation(s):THE RENN WEALTH MANAGEMENT GROUP, INC.
Mehrdad Varzi
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Benjamin Frank Joel
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Jennifer Quattropani Scott
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Patti H Puckett
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William Phillips Anderson
Registered Affiliation(s):EDWARD JONES
Robert Gene Heisterberg
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Casey Thomas Patrick
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Anthony Olakunle Sodipo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Peter Douglas Cwalina
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Louis Morgan Rawls III
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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