Investment advisers in Alpharetta, GA

32 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in GA

Firm	Assets	Employees	Disclosures
Merit Financial Advisors	$23.88 billion	470	0
Vident Asset Management	$22.02 billion	38	0
Howard Capital Management, LLC	$8.01 billion	45	0
Clear Investment Research, LLC	$4.19 billion	5	0
Albritton Capital Management Co	$1.52 billion	1	0
Gibbs Wealth Management, LLC	$1.06 billion	147	3
Pgi Wealth Management	$930.6 million	9	0
Avego Management, LLC	$917.5 million	16	0
Forthright Wealth Management, LLC	$773.4 million	10	0
Wellspring Wealth Management LLC	$584.8 million	8	1
Wealth Science Advisors LLC	$558.7 million	9	0
Power Wealth Management	$429.9 million	10	0
Adaptive Investments	$421.4 million	7	0
Agvictus Capital Management LLC	$384.7 million	5	0
Mpwm Advisory Solutions LLC	$326.9 million	20	0
American Wealth Management, Inc.	$310.0 million	10	1
Tandemgrowth Financial Advisors, LLC	$297.0 million	4	0
Integras Partners, LLC	$244.8 million	5	0
Exit Wealth Advisors	$243.2 million	7	0
Mrp Capital Investments, LLC	$227.6 million	5	0
Wealth With No Regrets®	$214.4 million	13	0
Daner Wealth Management, LLC	$201.7 million	2	0
Incompass Financial Partners, LLC	$192.0 million	6	0
Phorcys Capital Partners, LLC	$191.5 million	7	3
Elm3 Financial Group, LLC	$189.0 million	6	0
Atlas Investment Advisors	$184.1 million	2	0
Newcorp Wealth Management	$177.1 million	3	0
Overlay Management, LLC	$168.6 million	16	0
Fsam LLC	$138.4 million	14	3
The Advisory Firm	$126.4 million	1	0
Capital Endurance Group, Inc	$108.8 million	3	0
Prce Management LLC	$22.2 million	5	3