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
Godfrey Hunt Newton
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John-peter Rockwell Curcio
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Charlotte Cowan Geletka
Registered Affiliation(s):LPL FINANCIAL LLC
William Alan Mcknight
Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.
David Lee Edmisten
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jonathan Marc Seidel
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jany A Brown
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Linda Kuryloski
Registered Affiliation(s):EDWARD JONES
Clifford Walter O'conner
Registered Affiliation(s):C.W. O'CONNER WEALTH ADVISORS, INC.
Brandon Owen Jordan
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Saul Micah Levy
Registered Affiliation(s):MORGAN STANLEY
Heather Anne Winner
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Donnie Wayne Robinson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Cathleen Ann Reinhardt
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Richard Bennett Saunders JR
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jefferson W Tutt
Registered Affiliation(s):EDWARD JONES
Barry Glen Katz
Registered Affiliation(s):PGI WEALTH MANAGEMENT
Cromwell Santos Baun
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Leslie Anne Cook
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jarott Christian Jaskolka
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Herschel Vincent Clanton
Registered Affiliation(s):CHANCELLOR WEALTH MANAGEMENT, INC.
Joshua Joseph Krohne
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Justin Dene Streeter
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Alan Lee Davis
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
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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