AdvisorCensus / Financial advisors / Georgia / Atlanta, GA / Branch offices
Advisory firms with an office in Atlanta, GA, headquartered elsewhere
338 investment advisory firms with a principal office outside the Atlanta, GA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 49 Financial | Atlanta, GA | Austin, TX | SEC-registered investment adviser |
| A&M Private Wealth Partners, LLC | Atlanta, GA | West Palm Beach, FL | SEC-registered investment adviser |
| Accel-KKR | Atlanta, GA | Menlo Park, CA | SEC-registered investment adviser |
| Acre Manager, LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Advice and Planning Services | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Affinius Capital LLC | Atlanta, GA | San Antonio, TX | SEC-registered investment adviser |
| Alera Investment Advisors, LLC | Marietta, GA | Deerfield, IL | SEC-registered investment adviser |
| Alexander Capital Wealth Management LLC | Atlanta, GA | Red Bank, NJ | SEC-registered investment adviser |
| Alliancebernstein L.P. | Atlanta, GA | Nashville, TN | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Atlanta, GA | Lincoln, NE | SEC-registered investment adviser |
| Allworth Financial, L.P. | Kennesaw, GA | Folsom, CA | SEC-registered investment adviser |
| Alpha Financial Management, Inc. | Alpharetta, GA | Savannah, GA | SEC-registered investment adviser |
| Amerity Wealth Management, LLC | Peachtree City, GA | Lakeland, FL | SEC-registered investment adviser |
| Antares Capital Advisers LLC | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| Antares Capital Credit Advisers LLC | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| Anzu Partners, LLC | Atlanta, GA | Tampa, FL | SEC-registered investment adviser |
| AON Investments USA Inc. | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| Apella Wealth | Atlanta, GA | West Hartford, CT | SEC-registered investment adviser |
| Aperio Group, LLC | Atlanta, GA | Sausalito, CA | SEC-registered investment adviser |
| Apollon Wealth Management, LLC | Atlanta, GA | Mount Pleasant, SC | SEC-registered investment adviser |
| Archer Investment Corporation | Lawrenceville, GA | Carmel, IN | SEC-registered investment adviser |
| Ares Capital Management II LLC | Atlanta, GA | Los Angeles, CA | SEC-registered investment adviser |
| Ares Capital Management LLC | Atlanta, GA | Los Angeles, CA | SEC-registered investment adviser |
| Ares Commercial Real Estate Management LLC | Atlanta, GA | Los Angeles, CA | SEC-registered investment adviser |
| Ares Management LLC | Atlanta, GA | Los Angeles, CA | SEC-registered investment adviser |
| Arete Wealth Advisors, LLC | Woodstock, GA | Chicago, IL | SEC-registered investment adviser |
| Aria Wealth Management | Atlanta, GA | Saratoga, CA | SEC-registered investment adviser |
| Arkos Global Advisors, LLC | Milton, GA | Houston, TX | SEC-registered investment adviser |
| Artemis Real Estate Partners | Atlanta, GA | Chevy Chase, MD | SEC-registered investment adviser |
| Artisan Partners Limited Partnership | Atlanta, GA | Milwaukee, WI | SEC-registered investment adviser |
| Asana Partners, LP | Atlanta, GA | Charlotte, NC | SEC-registered investment adviser |
| Assetgrade, LLC | Atlanta, GA | Boston, MA | SEC-registered investment adviser |
| Assetmark, Inc. | Sandy Springs, GA | Concord, CA | SEC-registered investment adviser |
| Assuredpartners Investment Advisors | Atlanta, GA | Tampa, FL | SEC-registered investment adviser |
| AWM Capital, LLC | Atlanta, GA | Phoenix, AZ | SEC-registered investment adviser |
| AXA Investment Managers US Inc | Alpharetta, GA | New York, NY | SEC-registered investment adviser |
| Bakeravenue | Atlanta, IL | San Francisco, CA | SEC-registered investment adviser |
| Balbec Capital Management LP | Alpharetta, GA | Scottsdale, AZ | SEC-registered investment adviser |
| Balefire, LLC | Alpharetta, GA | Dallas, TX | SEC-registered investment adviser |
| BAM Credit and Insurance Solutions Advisor LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Bankers Life Advisory Services, Inc. | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| Barings LLC | Atlanta, GA | Charlotte, NC | SEC-registered investment adviser |
| Beam Wealth Advisors, Inc. | Atlanta, GA | Covington, LA | SEC-registered investment adviser |
| Bell Partners | Sandy Springs, GA | Greensboro, NC | SEC-registered investment adviser |
| Benjamin F. Edwards & Company, Incorporated | Alpharetta, GA | St. Louis, MO | SEC-registered investment adviser |
| Berthel Fisher & Company Financial Services, Inc. | Suwanee, GA | Cedar Rapids, IA | SEC-registered investment adviser |
| Blackrock Advisors, LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Blackrock Capital Investment Advisors, LLC | Atlanta, GA | Wilmington, DE | SEC-registered investment adviser |
| Blackrock Capital Management, Inc. | Atlanta, GA | Wilmington, DE | SEC-registered investment adviser |
| Blackrock Financial Management, Inc | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Blackrock Fund Advisors | Atlanta, GA | San Francisco, CA | SEC-registered investment adviser |
| Blackrock Investment Management, LLC | Atlanta, GA | Princeton, NJ | SEC-registered investment adviser |
| BofA Securities, Inc. | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Boyd Watterson Asset Management, LLC | Atlanta, GA | Cleveland, OH | SEC-registered investment adviser |
| Brighton Jones LLC | Atlanta, GA | Seattle, WA | SEC-registered investment adviser |
| Brookfield Asset Management PIC Canada, LP | Alpharetta, GA | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Brookfield Asset Management PIC US, LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Brooklyn FI, LLC | Atlanta, GA | Brooklyn, NY | SEC-registered investment adviser |
| Brookstone Capital Management LLC | Atlanta, GA | Wheaton, IL | SEC-registered investment adviser |
| Brookstone Wealth Advisors, LLC | Alpharetta, GA | Wheaton, IL | SEC-registered investment adviser |
| BTG Pactual Asset Management US , LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Cabot Properties L.P. | Atlanta, GA | Boston, MA | SEC-registered investment adviser |
| Callan | Atlanta, GA | San Francisco, CA | SEC-registered investment adviser |
| Callan Family Office, LLC | Atlanta, GA | Radnor, PA | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Milton, GA | Fairfield, IA | SEC-registered investment adviser |
| Capital Analysts | Atlanta, GA | Fort Washington, PA | SEC-registered investment adviser |
| Capital Client Group, Inc. | Atlanta, GA | Los Angeles, CA | SEC-registered investment adviser |
| Capital Group Private Client Services, Inc. | Atlanta, GA | Los Angeles, CA | SEC-registered investment adviser |
| Capital Management Services, Inc. | Woodstock, GA | Manchester, MO | SEC-registered investment adviser |
| Capitala Private Advisors, LLC | Atlanta, GA | Charlotte, NC | SEC-registered investment adviser |
| Capitalspring | Atlanta, GA | Nashville, TN | SEC-registered investment adviser |
| Capsouth Wealth Management | Atlanta, GA | Dothan, AL | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Atlanta, GA | Cleveland, OH | SEC-registered investment adviser |
| Cbre Investment Management | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Centaurus Financial, Inc. | Elmhurst, IL | Anaheim, CA | SEC-registered investment adviser |
| Centiva Capital, LP | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Certuity, LLC | Atlanta, GA | North Palm Beach, FL | SEC-registered investment adviser |
| Channing Capital Management, LLC | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| CIBC Private Wealth Advisors, Inc. | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| CL Wealth Management LLC | Atlanta, GA | Schaumburg, IL | SEC-registered investment adviser |
| Clarion Partners | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Compass Wealth | Atlanta, GA | St. Louis, MO | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Alpharetta, GA | Tampa, FL | SEC-registered investment adviser |
| Coppell Advisory Solutions LLC | Roswell, GA | Dallas, TX | SEC-registered investment adviser |
| Core and Value Advisors, LLC | Atlanta, GA | San Francisco, CA | SEC-registered investment adviser |
| Corebridge Institutional Investments (U.S.), LLC | Atlanta, GA | Jersey City, NJ | SEC-registered investment adviser |
| Corient | Atlanta, GA | Miami, FL | SEC-registered investment adviser |
| Cornerstone Wealth | Atlanta, GA | Huntersville, NC | SEC-registered investment adviser |
| Cornerstone Wealth Management, LLC | Madison, GA | Des Peres, MO | SEC-registered investment adviser |
| Cornerstone Wealth Partners, LLC | Peachtree City, GA | Okemos, MI | SEC-registered investment adviser |
| Creative Planning | Alpharetta, GA | Overland Park, KS | SEC-registered investment adviser |
| Crescent Grove Advisors | Atlanta, GA | Lake Forest, IL | SEC-registered investment adviser |
| Cresset Asset Management, LLC | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| CS Planning Corp | Canton, GA | Portland, OR | SEC-registered investment adviser |
| Csenge Advisory Group, LLC | Atlanta, GA | Clearwater, FL | SEC-registered investment adviser |
| Curi Capital, LLC | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| DBA Big Money Retirement and Big Retirement | Alpharetta, GA | Greenville, SC | SEC-registered investment adviser |
| Decisionmap Wealth Management, LLC | Atlanta, GA | Great Falls, VA | SEC-registered investment adviser |
| Delta Capital | Norcross, GA | Santana de Parnaiba, Brazil | SEC-registered investment adviser |
| Disciplined Equity Management, Inc. | Atlanta, GA | Neptune Beach, FL | SEC-registered investment adviser |
| Diversified, LLC | Alpharetta, GA | Wilmington, DE | SEC-registered investment adviser |
| Donaldson Capital Management LLC | Alpharetta, GA | Evansville, IN | SEC-registered investment adviser |
| Dovetail Financial Group LLC | Duluth, GA | Wilmington, NC | SEC-registered investment adviser |
| Drive Capital LLC | Atlanta, GA | Columbus, OH | SEC-registered investment adviser |
| Duncan Financial Planning Advisors | Atlanta, GA | Irwin, PA | SEC-registered investment adviser |
| Eastside Management Company, LLC | Atlanta, GA | Huntsville, AL | Exempt reporting adviser |
| Edward Jones | Dacula, GA | St. Louis, MO | SEC-registered investment adviser |
| Eldridge Credit Advisers, LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Eldridge GP1 Advisers | Atlanta, FL | New York, NY | SEC-registered investment adviser |
| Eldridge SME Advisers | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Eldridge Structured Credit Advisers, LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Elevation Point Wealth Partners, LLC | Alpharetta, GA | Denver, CO | SEC-registered investment adviser |
| Elwood & Goetz | Alpharetta, GA | Athens, GA | SEC-registered investment adviser |
| Enclave Advisors, LLC | Atlanta, GA | Austin, TX | SEC-registered investment adviser |
| Encompass More Asset Management LLC | Alpharetta, GA | Danville, CA | SEC-registered investment adviser |
| Energy Impact Partners LP | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| EP Wealth Advisors | Atlanta, GA | Torrance, CA | SEC-registered investment adviser |
| Equitable Advisors, LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Equus Capital Partners, Ltd. | Roswell, GA | Newtown Square, PA | SEC-registered investment adviser |
| ESI Financial Advisors | Sandy Springs, GA | Montpelier, VT | SEC-registered investment adviser |
| Familywealth Asset Management | Alpharetta, GA | Lake Mary, FL | SEC-registered investment adviser |
| Faropoint Ventures, LLC | Atlanta, GA | Hoboken, NJ | SEC-registered investment adviser |
| Fiduciary Consulting Group | Atlanta, GA | Greenwood Village, CO | SEC-registered investment adviser |
| Fifth Third Wealth Advisors LLC | Atlanta, GA | Cincinnati, OH | SEC-registered investment adviser |
| Financial Enhancement Group | Woodstock, GA | Anderson, IN | SEC-registered investment adviser |
| Financial Gravity Family Office Services, LLC | Woodstock, GA | Lakeway, TX | SEC-registered investment adviser |
| Firethorn Wealth Partners, LLC | Atlanta, GA | Augusta, GA | SEC-registered investment adviser |
| First Citizens Asset Management, Inc | Atlanta, GA | Raleigh, NC | SEC-registered investment adviser |
| First Citizens Investor Services, Inc. | Atlanta, GA | Raleigh, NC | SEC-registered investment adviser |
| Fiscal Wisdom Wealth Management LLC | Atlanta, GA | Canton, CT | SEC-registered investment adviser |
| Florida Financial Advisors, LLC | Atlanta, GA | Tampa, FL | SEC-registered investment adviser |
| Fmac Management LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Focus Partners Wealth, LLC | Atlanta, GA | St. Louis, MO | SEC-registered investment adviser |
| Fortress Investment Group | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Forum Financial Management, LP | Roswell, GA | Lombard, IL | SEC-registered investment adviser |
| FPLF Management LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Atlanta, GA | Rolling Meadows, IL | SEC-registered investment adviser |
| GFO Advisory Services, LLC | Atlanta, GA | Greenwich, CT | SEC-registered investment adviser |
| Gladstone Wealth Partners | Stockbridge, GA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Global Assets Advisory, LLC | Brookhaven, GA | Orlando, FL | SEC-registered investment adviser |
| Global Health and Wellness Investment Network | Chatt Hills, GA | Brentwood, TN | Exempt reporting adviser |
| Goldman Sachs & Co. LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Asset Management, L.P. | Alpharetta, GA | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Wealth Services, L.P. | Atlanta, GA | Cohoes, NY | SEC-registered investment adviser |
| Gradient Wealth Management | Peachtree City, GA | Arden Hills, MN | SEC-registered investment adviser |
| Great Path Planning | Peachtree City, GA | Goshen, NY | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Marietta, GA | Berwyn, PA | SEC-registered investment adviser |
| Greystar Investment Group, LLC | Atlanta, GA | Charleston, SC | SEC-registered investment adviser |
| Gtis Partners | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| H.I.G. Capital, LLC | Atlanta, GA | Miami, FL | SEC-registered investment adviser |
| Harbert Fund Advisors, LLC | Atlanta, GA | Birmingham, AL | SEC-registered investment adviser |
| Hightower Advisors, LLC | Alpharetta, GA | Chicago, IL | SEC-registered investment adviser |
| Hines Capital Advisors LLC | Atlanta, GA | Houston, TX | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Marietta, GA | Springfield, IL | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Woodstock, GA | Conshohocken, PA | SEC-registered investment adviser |
| ICE Data Pricing & Reference Data, LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| ICV Partners, LLC | Atlanta, GA | Miami, FL | SEC-registered investment adviser |
| IEQ Capital, LLC | Atlanta, GA | Foster City, CA | SEC-registered investment adviser |
| IHT Wealth Management LLC | Roswell, GA | Chicago, IL | SEC-registered investment adviser |
| IMA Advisory Services, Inc. | Atlanta, GA | Denver, CO | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Atlanta, GA | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Atlanta, GA | Tampa, FL | SEC-registered investment adviser |
| Innovest Portfolio Solutions LLC | Alpharetta, GA | Denver, CO | SEC-registered investment adviser |
| Integrity Alliance, LLC | Peachtree City, GA | Urbandale, IA | SEC-registered investment adviser |
| Intelligent Wealth Solutions LLC | Atlanta, GA | Austin, TX | SEC-registered investment adviser |
| Invesco Managed Accounts, LLC | Atlanta, GA | Seattle, WA | SEC-registered investment adviser |
| Ivy Hill Asset Management, L.P. | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| J.P. Morgan Investment Management Inc. | Acworth, GA | New York, NY | SEC-registered investment adviser |
| J.P. Morgan Securities LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Janney Montgomery Scott LLC | Atlanta, GA | Philadelphia, PA | SEC-registered investment adviser |
| JFS Wealth Advisors, LLC | Cartersville, GA | Hermitage, PA | SEC-registered investment adviser |
| JT Stratford, LLC | Cumming, GA | Gainesville, GA | SEC-registered investment adviser |
| Kayne Anderson Capital Advisors, L.P. | Atlanta, GA | Houston, TX | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Atlanta, GA | Los Angeles, CA | SEC-registered investment adviser |
| Kenneth Frenke & Co | Atlanta, GA | Arden, NC | SEC-registered investment adviser |
| Kian Capital Partners, LLC | Atlanta, GA | Charlotte, NC | SEC-registered investment adviser |
| Kinetic Ventures, L.L.C. | Atlanta, GA | Chevy Chase, MD | Exempt reporting adviser |
| Kingswood Wealth Advisors, LLC | Atlanta, GA | San Diego, CA | SEC-registered investment adviser |
| Kovack Advisors, Inc. | Marietta, GA | Ft. Lauderdale, FL | SEC-registered investment adviser |
| Level Four Advisory Services | Atlanta, GA | Dallas, TX | SEC-registered investment adviser |
| Lido | Atlanta, GA | Los Angeles, CA | SEC-registered investment adviser |
| Lifemark Securities Corp. | Alpharetta, GA | Rochester, NY | SEC-registered investment adviser |
| Lifetime Wealth Management P.C. | Alpharetta, GA | Rockwall, TX | SEC-registered investment adviser |
| Lincoln Investment | Atlanta, GA | Fort Washington, PA | SEC-registered investment adviser |
| Linscomb Wealth, Inc. | Atlanta, GA | Houston, TX | SEC-registered investment adviser |
| LPL Enterprise, LLC | Atlanta, GA | Fort Mill, SC | SEC-registered investment adviser |
| LPL Financial LLC | Atlanta, GA | Fort Mill, SC | SEC-registered investment adviser |
| Lubert-Adler Management Company, L.P. | Atlanta, GA | Philadelphia, PA | SEC-registered investment adviser |
| LVZ, Inc. | Stockbridge, GA | Holland, MI | SEC-registered investment adviser |
| Madison Avenue Securities, LLC | Atlanta, GA | San Diego, CA | SEC-registered investment adviser |
| MAI Capital Management, LLC | Atlanta, GA | Cleveland, OH | SEC-registered investment adviser |
| Main Street Financial Solutions, LLC | Atlanta, GA | Newtown, PA | SEC-registered investment adviser |
| Manulife Investment Management Private Markets (US) LLC | Atlanta, GA | Boston, MA | SEC-registered investment adviser |
| Maple Capital Management, Inc. | Alpharetta, GA | Montpelier, VT | SEC-registered investment adviser |
| Marcus Partners, LLC | Atlanta, GA | Boston, MA | SEC-registered investment adviser |
| Mariner | Sandy Springs, GA | Overland Park, KS | SEC-registered investment adviser |
| Maripau Wealth Management LLC | Peachtree City, GA | Fort Wayne, IN | SEC-registered investment adviser |
| McDermott Investment Advisors, LLC | Atlanta, GA | Naples, FL | SEC-registered investment adviser |
| Mercer Global Advisors Inc. | Atlanta, GA | Denver, CO | SEC-registered investment adviser |
| Mercer Investments LLC | Atlanta, GA | Boston, MA | SEC-registered investment adviser |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Metlife Investment Management, LLC | Atlanta, GA | Whippany, NJ | SEC-registered investment adviser |
| MIO Partners, Inc. | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Mission Wealth Management, LP | Alpharetta, GA | Santa Barbara, CA | SEC-registered investment adviser |
| MMA Asset Management LLC | Alpharetta, GA | Conshohocken, PA | SEC-registered investment adviser |
| MMA Securities LLC | Alpharetta, GA | New York, NY | SEC-registered investment adviser |
| MML Investors Services, LLC | Atlanta, GA | Springfield, MA | SEC-registered investment adviser |
| Modera Wealth Management, LLC | Atlanta, GA | Westwood, NJ | SEC-registered investment adviser |
| Money Concepts Advisory Service | Marietta, GA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Morgan Stanley | Alpharetta, GA | Purchase, NY | SEC-registered investment adviser |
| Morgan Stanley Investment Management Inc. | Alpharetta, GA | New York, NY | SEC-registered investment adviser |
| Morgan Stanley Real Estate Advisor, Inc. | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Msref Real Estate Advisor, Inc. | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Msress III Manager, L.L.C. | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Nepc, LLC | Atlanta, GA | Boston, MA | SEC-registered investment adviser |
| Neuberger Berman Investment Advisers LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| New Edge Wealth | Atlanta, GA | Stamford, CT | SEC-registered investment adviser |
| Newedge Advisors | Alpharetta, GA | New Orleans, LA | SEC-registered investment adviser |
| Nuveen Asset Management, LLC | Canton, GA | Chicago, IL | SEC-registered investment adviser |
| NYL Investors LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| One Capital Management, LLC | Alpharetta, GA | Westlake Village, CA | SEC-registered investment adviser |
| Onedigital | Atlanta, GA | Overland Park, KS | SEC-registered investment adviser |
| Onepoint BFG Wealth Partners | Atlanta, GA | Parsippany, NJ | SEC-registered investment adviser |
| Oneseven | Lawrenceville, GA | Beachwood, OH | SEC-registered investment adviser |
| Oppenheimer & Co. Inc. | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Oxford Finance Advisors, LLC | Atlanta, GA | Alexandria, VA | SEC-registered investment adviser |
| Oxford Financial Group, Ltd | Atlanta, GA | Carmel, IN | SEC-registered investment adviser |
| Palisades Hudson Asset Management, L.P. | Atlanta, GA | Fort Lauderdale, FL | SEC-registered investment adviser |
| Pandora Wealth, Inc. | Alpharetta, GA | Las Vegas, NV | SEC-registered investment adviser |
| Parametric Portfolio Associates | Alpharetta, GA | Seattle, WA | SEC-registered investment adviser |
| Park Avenue Securities LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Partners Capital Services, Inc. | Atlanta, GA | Hauppauge, NY | SEC-registered investment adviser |
| Pathstone | Atlanta, GA | Englewood, NJ | SEC-registered investment adviser |
| Pathway Financial Advisors, LLC | Atlanta, GA | South Burlington, VT | SEC-registered investment adviser |
| Patton Albertson Miller Group, LLC | Atlanta, GA | Chattanooga, TN | SEC-registered investment adviser |
| PCCP, LLC | Atlanta, GA | Los Angeles, CA | SEC-registered investment adviser |
| Peregrine Investment Advisors, LLC | Atlanta, GA | Madison, MS | SEC-registered investment adviser |
| Perigon Wealth Management, LLC | Atlanta, GA | San Francisco, CA | SEC-registered investment adviser |
| Pgim Private Placement Investors, L.P. | Atlanta, GA | Newark, NJ | SEC-registered investment adviser |
| Pgim, Inc. | Atlanta, GA | Newark, NJ | SEC-registered investment adviser |
| POINT72 Asset Management, L.P. | Atlanta, GA | Stamford, CT | SEC-registered investment adviser |
| Polar Capital | Alpharetta, GA | London, United Kingdom | SEC-registered investment adviser |
| Polar Capital (america) Corporation | Alpharetta, GA | Tampa, FL | SEC-registered investment adviser |
| Premier Private Wealth Management, LLC | Roswell, GA | Palm Harbor, FL | SEC-registered investment adviser |
| Prime Buchholz LLC | Atlanta, GA | Portsmouth, NH | SEC-registered investment adviser |
| Prime Capital Financial | Duluth, GA | Overland Park, KS | SEC-registered investment adviser |
| Principal Asset Management | Atlanta, GA | Des Moines, IA | SEC-registered investment adviser |
| Principal Real Estate | Atlanta, GA | Des Moines, IA | SEC-registered investment adviser |
| Principal Securities, Inc. | Atlanta, GA | Des Moines, IA | SEC-registered investment adviser |
| Prosperity Capital Advisors | Cumming, GA | Westlake, OH | SEC-registered investment adviser |
| Providence Equity Partners L.L.C. | Atlanta, GA | Providence, RI | SEC-registered investment adviser |
| Provident Financial Planning, LLC | Atlanta, GA | Addison, TX | SEC-registered investment adviser |
| Ptma Investment Advisors | Chamblee, GA | Denver, CO | SEC-registered investment adviser |
| Ptma Investment Advisors | Chamblee, GA | Naperville, IL | SEC-registered investment adviser |
| Rand Capital Management | Atlanta, GA | Buffalo, NY | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Alpharetta, GA | St. Petersburg, FL | SEC-registered investment adviser |
| RBC Capital Markets, LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Regions Investment Management, Inc. | Atlanta, GA | Birmingham, AL | SEC-registered investment adviser |
| Retirement and Wealth at Alliant, LLC | Atlanta, GA | Wayne, PA | SEC-registered investment adviser |
| RFG Advisory, LLC | Alpharetta, GA | Vestavia Hills, AL | SEC-registered investment adviser |
| Rialto Capital Management, LLC | Atlanta, GA | Miami, FL | SEC-registered investment adviser |
| Rockefeller Capital Management | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Royal Fund Management, LLC | Atlanta, GA | Lady Lake, FL | SEC-registered investment adviser |
| Rreef America L.L.C. | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| RTD Financial Advisors Inc | Atlanta, GA | Philadelphia, PA | SEC-registered investment adviser |
| S2F Capital Management | Atlanta, GA | Charleston, SC | Exempt reporting adviser |
| Saluda Grade Asset Management LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Sanders & Scott, CHFC | Conyers, GA | Watkinsville, GA | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | Atlanta, GA | Nashville, TN | SEC-registered investment adviser |
| Savant Wealth Management | Atlanta, GA | Rockford, IL | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Atlanta, GA | San Francisco, CA | SEC-registered investment adviser |
| SCS Capital Management LLC | Atlanta, GA | Boston, MA | SEC-registered investment adviser |
| Seabridge Investment Advisors LLC | Atlanta, GA | Summit, NJ | SEC-registered investment adviser |
| Segal Marco Advisors | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Sequent Planning, LLC | Alpharetta, GA | Omaha, NE | SEC-registered investment adviser |
| SFI Advisors, LLC | Buford, GA | Montclair, NJ | SEC-registered investment adviser |
| Sheets Smith Wealth Management | Atlanta, GA | Winston Salem, NC | SEC-registered investment adviser |
| Shoreline Equity Partners, LLC | Atlanta, GA | Neptune Beach, FL | SEC-registered investment adviser |
| Silvercrest Asset Management Group LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Silverpeak Real Estate Partners L.P. | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Simplicity Wealth | Brookhaven, GA | Summit, NJ | SEC-registered investment adviser |
| Solomon API LLC | Cumming, GA | Rockledge, FL | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Alpharetta, GA | Fort Lauderdale, FL | SEC-registered investment adviser |
| Southeast Asset Advisors, LLC | Atlanta, GA | Thomasville, GA | SEC-registered investment adviser |
| Sowell Management | Good Hope, GA | North Little Rock, AR | SEC-registered investment adviser |
| ST. Bernard Financial Services, Inc. | Riverdale, GA | Russellville, AR | SEC-registered investment adviser |
| Star Mountain Fund Management, LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| State Farm Investment Management Corp. | Atlanta, GA | Bloomington, IL | SEC-registered investment adviser |
| Stephens | Atlanta, GA | Little Rock, AR | SEC-registered investment adviser |
| Steward Partners Investment Advisory, LLC | Kennesaw, GA | Stamford, CT | SEC-registered investment adviser |
| Stockbridge Capital Group, LLC | Atlanta, GA | San Francisco, CA | SEC-registered investment adviser |
| Stonecutter Capital Advisors LLC | Atlanta, GA | New York, NY | Exempt reporting adviser |
| Stonecutter Ventures LLC | Atlanta, GA | New York, NY | Exempt reporting adviser |
| Stonex Advisors Inc. | Suwanee, GA | Birmingham, AL | SEC-registered investment adviser |
| Strategic Advisers LLC | Atlanta, GA | Boston, MA | SEC-registered investment adviser |
| Strategic Wealth Investment Group, LLC | Atlanta, GA | Louisville, KY | SEC-registered investment adviser |
| Strategic Wealth Partners, Ltd. | Alpharetta, GA | Independence, OH | SEC-registered investment adviser |
| STWD Investment Management, LLC | Atlanta, GA | Miami Beach, FL | SEC-registered investment adviser |
| SVB Wealth | Atlanta, GA | Boston, MA | SEC-registered investment adviser |
| Synovus Securities, Inc. | Alpharetta, GA | Columbus, GA | SEC-registered investment adviser |
| The Burney Company | Johns Creek, GA | Reston, VA | SEC-registered investment adviser |
| The Fiduciary Alliance | Atlanta, GA | Greenville, SC | SEC-registered investment adviser |
| The Mather Group, LLC | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| Thrivent Advisor Network, LLC | Peachtree City, GA | Minneapolis, MN | SEC-registered investment adviser |
| Thrivent Investment Management Inc. | Atlanta, GA | Minneapolis, MN | SEC-registered investment adviser |
| Titleist Asset Management, LLC | Marietta, GA | San Antonio, TX | SEC-registered investment adviser |
| TLG Advisors, Inc. | Kennesaw, GA | Summit, NJ | SEC-registered investment adviser |
| Together Planning | Roswell, GA | Gainesville, FL | SEC-registered investment adviser |
| Towers Watson Investment Services, Inc. | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| Town Lane Management LP | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Alpharetta, GA | Scottsdale, AZ | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | Alpharetta, GA | Philadelphia, PA | SEC-registered investment adviser |
| TRANSCE3ND LLC | Cumming, GA | Buda, TX | SEC-registered investment adviser |
| Transglobal Advisory, LLC | Duluth, GA | Monrovia, CA | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | Atlanta, GA | Minneapolis, MN | SEC-registered investment adviser |
| UBS Financial Services Inc. | Atlanta, GA | Weehawken, NJ | SEC-registered investment adviser |
| Union Heritage Venture Partners LLC | Atlanta, GA | Detroit, MI | Exempt reporting adviser |
| United Advisor Group | Atlanta, GA | Cincinnati, OH | SEC-registered investment adviser |
| United Capital Financial Advisors | Atlanta, GA | Irving, TX | SEC-registered investment adviser |
| USI Securities, Inc. | Atlanta, GA | Glastonbury, CT | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | Atlanta, GA | Houston, TX | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Atlanta, GA | Brentwood, TN | SEC-registered investment adviser |
| Virtus Fixed Income Advisers, LLC | Atlanta, GA | Hartford, CT | SEC-registered investment adviser |
| Vocap Investment Partners, LLC | Atlanta, GA | Vero Beach, FL | Exempt reporting adviser |
| Voya Alternative Asset Management LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| Voya Investment Management Co. LLC | Atlanta, GA | New York, NY | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Peachtree Corner, GA | Cincinnati, OH | SEC-registered investment adviser |
| Waterloo Capital | Atlanta, GA | Austin, TX | SEC-registered investment adviser |
| Waverly Advisors, LLC | Atlanta, GA | Birmingham, AL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Alpharetta, GA | Plymouth, MN | SEC-registered investment adviser |
| Wealthcare Advisory Partners LLC | Alpharetta, GA | West Chester, PA | SEC-registered investment adviser |
| Wells Fargo Advisors | Cumming, GA | St. Louis, MO | SEC-registered investment adviser |
| William Blair & Company L.L.C. | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| World Investment Advisors, LLC | Alpharetta, GA | Lincroft, NJ | SEC-registered investment adviser |
| Xypn Sapphire | Roswell, GA | Bozeman, MT | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | Atlanta, GA | Chicago, IL | SEC-registered investment adviser |
| Zephyr Wealth Management | Senoia, GA | Westlake Village, CA | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 6 firms list an office in Atlanta, GA on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Dover Advisors, LLC | Atlanta, GA | SEC-registered investment adviser |
| F5 Financial Planning, L.L.C. | McDonough, GA | SEC-registered investment adviser |
| OAC Capital Advisors LLC | Cumming, GA | SEC-registered investment adviser |
| Oasis Wealth Planning Advisors | Alpharetta, GA | SEC-registered investment adviser |
| Riverstone Advisors, LLC | Atlanta, GA | SEC-registered investment adviser |
| Thayer Partners LLC | Alpharetta, GA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Atlanta, GA, headquartered elsewhere. https://advisorcensus.com/advisors/ga/atlanta/branch-offices https://advisorcensus.com/advisors/ga/atlanta/branch-offices