Adviser Record

Investment advisers in Marietta, GA

14 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in GA

FirmAssetsEmployeesDisclosures
Impact Partnership Wealth, LLC$2.96 billion1004
Narwhal Capital Management$2.08 billion180
Marietta Wealth Management, LLC$1.39 billion120
American Financial Advisors, LLC.$950.2 million60
Nicholas Wealth Management$739.8 million190
Wiser Wealth Management, Inc$513.6 million110
Paul Manners & Associates, Inc.$349.5 million30
Baer Wealth Management$334.7 million20
Proactive Wealth Strategies, LLC$315.8 million40
Wickham Financial & Insurance Services$193.0 million40
Bey-douglas, LLC Investment Counsel$179.8 million30
Strickland Davis Advisors LLC$121.3 million30
Sentara Capital$119.6 million30
Capital Management Advisors Inc$52.0 million41