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
James R. Wilson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Andrew Colin Zager
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Matthew J. Cartin
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Kurt W Jones
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Chris Allen Stewart
Registered Affiliation(s):MORGAN STANLEY
Scott William Mackall
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Michael Standridge
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Lee Garrett Friedman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Charles Joseph Weber
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Shannon Brent Hill
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kristi M. Thelen
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Richard Edge
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Daryl Ullmer
Registered Affiliation(s):EDWARD JONES
Randall Paul Macneill
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gina H Sorrells
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Gary Richard Neigeborn
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Joseph Merlin
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Michael Glen Podkulski
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Thomas Lane Epperson
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Lei Shan
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Krystall Lee King
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Anthony Foley
Registered Affiliation(s):EDWARD JONES
Richard Evan Levine
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lewis Joseph Forbes JR
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, 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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