AdvisorCensus / Financial advisors / Georgia / Atlanta, GA / Charles Schwab

Financial advisors in Atlanta, GA using Charles Schwab

135 SEC-registered investment advisory firms headquartered in the Atlanta, GA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Atlanta, GA · How this list is built

Firm	City	Registration	Assets band
34 Financial, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Access Investment Management, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Adapt Wealth Advisors, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Advocacy Wealth Management, LLC	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Alder Financial Group Inc	Atlanta	SEC-registered investment adviser	$100 million to $500 million
American Financial Advisors, LLC.	Marietta	SEC-registered investment adviser	$500 million to $1 billion
American Wealth Management, Inc.	Alpharetta	SEC-registered investment adviser	$100 million to $500 million
Anchyra Partners LLC	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
Anson Analytics	Tyrone	SEC-registered investment adviser	$100 million to $500 million
Aprio Wealth Management, LLC	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Arcus Capital Partners, LLC	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Arkadios Wealth Advisors	Atlanta	SEC-registered investment adviser	Over $5 billion
Asset Management Group	Cartersville	SEC-registered investment adviser	$100 million to $500 million
Asset Preservation Advisors, LLC	Atlanta	SEC-registered investment adviser	Over $5 billion
Atlanta Consulting Group Advisors, LLC	Atlanta	SEC-registered investment adviser	Over $5 billion
Atlas Investment Advisors	Alpharetta	SEC-registered investment adviser	$100 million to $500 million
Aurora Investment Counsel	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Baer Wealth Management	Marietta	SEC-registered investment adviser	$100 million to $500 million
Banyan Capital Management, Inc.	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Baugh & Associates, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Beacon Global Advisor Network, LLC	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
Berkeley Advisors, Inc.	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Berkeley Capital Partners, LLC	Milton	SEC-registered investment adviser	$1 billion to $5 billion
BEY-Douglas, LLC Investment Counsel	Marietta	SEC-registered investment adviser	$100 million to $500 million
BIP Wealth, LLC	Atlanta	SEC-registered investment adviser	Over $5 billion
Bison Wealth, LLC	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Bluechip Wealth Advisors LLC	Milton	SEC-registered investment adviser	$500 million to $1 billion
Blueprint Wealth Management	Roswell	SEC-registered investment adviser	$100 million to $500 million
Buckhead Capital Management, LLC	Atlanta	SEC-registered investment adviser	Over $5 billion
Builder Investment Group	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
Capital Endurance Group, Inc	Alpharetta	SEC-registered investment adviser	$100 million to $500 million
Capital Investment Advisors, LLC	Atlanta	SEC-registered investment adviser	Over $5 billion
Chancellor Wealth Management, Inc.	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Checks & Balances, Inc.	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Collective Wealth Partners, LLC	Atlanta	SEC-registered investment adviser	$25 million to $100 million
Compass Wealth Management, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Cornerstone Investment Partners, LLC	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Cornerstone Management, Inc.	Duluth	SEC-registered investment adviser	$1 billion to $5 billion
Covey Capital Advisors, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Crawford Investment Counsel Inc	Atlanta	SEC-registered investment adviser	Over $5 billion
DAI Wealth, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Dyche, Riley, & Selman Wealth Management	Fayetteville	SEC-registered investment adviser	$100 million to $500 million
Eads & Heald Wealth Management	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Eagle Rock Investment Company, LLC	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
EPG Wealth Management LLC	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
Estate Management Counselors,llc	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Evans Wealth Management	Duluth	SEC-registered investment adviser	$100 million to $500 million
Exit Wealth Advisors	Alpharetta	SEC-registered investment adviser	$100 million to $500 million
Ferguson Shapiro LLC	Decatur	SEC-registered investment adviser	$100 million to $500 million
Financial Architects, LLC	Woodstock	SEC-registered investment adviser	$100 million to $500 million
Financial Discovery	Atlanta	SEC-registered investment adviser	$100 million to $500 million
First Advisors National, LLC	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
George M. Hiller Companies, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Gibbs Wealth Management, LLC	Alpharetta	SEC-registered investment adviser	$1 billion to $5 billion
Global Investment Advisory	McDonough	SEC-registered investment adviser	$25 million to $100 million
Golden Bell Financial Planning, LLC	Alpharetta	SEC-registered investment adviser	$100 million to $500 million
Griffith & Werner, Inc.	Canton	SEC-registered investment adviser	$100 million to $500 million
HB Wealth	Atlanta	SEC-registered investment adviser	Over $5 billion
HC Advisors LLC	Sandy Springs	SEC-registered investment adviser	$500 million to $1 billion
Henssler Financial	Kennesaw	SEC-registered investment adviser	$1 billion to $5 billion
Highbrook Capital Partners	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
Holcombe Financial, Inc.	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Impact Partnership Wealth, LLC	Marietta	SEC-registered investment adviser	$1 billion to $5 billion
Incompass Financial Partners, LLC	Alpharetta	SEC-registered investment adviser	$100 million to $500 million
Inlight Wealth	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
Investors Asset Management of Georgia Inc	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
IRC Wealth	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
Jamison Private Wealth Management, Inc.	Milton	SEC-registered investment adviser	$1 billion to $5 billion
Jayco Wealth Management	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Journey Beyond Wealth	Roswell	SEC-registered investment adviser	$100 million to $500 million
Large and Gilbert Wealth Advisory	Atlanta	SEC-registered investment adviser	$100 million to $500 million
LCG Associates, Inc.	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
LCP Institutional, LLC	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Legacy Partners Financial Group, LLC	Woodstock	SEC-registered investment adviser	$100 million to $500 million
Longview Wealth Management	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Magellan Planning Group	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Marco Investment Management LLC	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Marietta Wealth Management, LLC	Marietta	SEC-registered investment adviser	$1 billion to $5 billion
Merit Financial Advisors	Alpharetta	SEC-registered investment adviser	Over $5 billion
Minerva Planning Group	Decatur	SEC-registered investment adviser	$100 million to $500 million
Montag	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Monterey Wealth	Atlanta	SEC-registered investment adviser	$100 million to $500 million
MRP Capital Investments, LLC	Alpharetta	SEC-registered investment adviser	$100 million to $500 million
Narwhal Capital Management	Marietta	SEC-registered investment adviser	$1 billion to $5 billion
Networth Financial Services, LLC	Johns Creek	SEC-registered investment adviser	$100 million to $500 million
Newcorp Wealth Management	Alpharetta	SEC-registered investment adviser	$100 million to $500 million
Nicholas Hoffman & Company, LLC	Atlanta	SEC-registered investment adviser	Over $5 billion
Nicholas Wealth Management	Marietta	SEC-registered investment adviser	$500 million to $1 billion
Novapoint Capital LLC	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
Openarc Corporate Advisory, LLC	Atlanta	SEC-registered investment adviser	Over $5 billion
Osaic Advisory Services, LLC	Atlanta	SEC-registered investment adviser	Over $5 billion
Paces Ferry Wealth Advisors, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Park Square Financial Group LLC	Roswell	SEC-registered investment adviser	$100 million to $500 million
Parrish Capital, LLC	Kennesaw	SEC-registered investment adviser	$100 million to $500 million
Persium Advisors, LLC	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
PGI Wealth Management	Alpharetta	SEC-registered investment adviser	$500 million to $1 billion
Power Wealth Management	Alpharetta	SEC-registered investment adviser	$100 million to $500 million
Premis Advisors, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Private Family Wealth Advisors	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Regent Peak Wealth Advisors, LLC	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
Register Financial Advisors, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Resurgent Advisors	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Rollins Financial Advisors, LLC	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Rowland Miller + Partners LLC	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
San Blas Advisory, Inc.	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Sard Wealth Managment Group, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Sentara Capital	Marietta	SEC-registered investment adviser	$100 million to $500 million
Shapiro Capital Management LLC	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Sherrill & Hutchins Financial Advisory Inc	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
Signaturefd, LLC	Atlanta	SEC-registered investment adviser	Over $5 billion
Smith & Howard Wealth Management, LLC	Atlanta	SEC-registered investment adviser	$500 million to $1 billion
Southbridge Advisors, LLC	Marieta	SEC-registered investment adviser	$100 million to $500 million
Strategic Blueprint, LLC	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Strickland Davis Advisors LLC	Marietta	SEC-registered investment adviser	$100 million to $500 million
The Advisory Firm	Alpharetta	SEC-registered investment adviser	$100 million to $500 million
The Keystone Financial Alliance, LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
The Lloyd Advisory Group	Suwanee	SEC-registered investment adviser	$100 million to $500 million
The Marin Group Inc.	Atlanta	SEC-registered investment adviser	$100 million to $500 million
True Square Financial LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Trufp	Cumming	SEC-registered investment adviser	$100 million to $500 million
Tuttle Wealth Partners LLC	Brookhaven	SEC-registered investment adviser	$100 million to $500 million
Unified Investment Management	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Verisail Partners, LLC	Chamblee	SEC-registered investment adviser	$100 million to $500 million
VIP Wealth Advisors	Decatur	SEC-registered investment adviser	$100 million to $500 million
Waypoint Wealth Counsel LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Wealth Engagement	Atlanta	SEC-registered investment adviser	$100 million to $500 million
Wealth Intelligence, LLC	Columbus	SEC-registered investment adviser	$100 million to $500 million
Wealth Science Advisors LLC	Alpharetta	SEC-registered investment adviser	$500 million to $1 billion
Wealth With No Regrets®	Alpharetta	SEC-registered investment adviser	$100 million to $500 million
Weaver Capital Management, LLC	Suwanee	SEC-registered investment adviser	$500 million to $1 billion
West Paces Advisors, Inc.	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion
Wickham Financial & Insurance Services	Marietta	SEC-registered investment adviser	$100 million to $500 million
Wiser Wealth Management, Inc	Marietta	SEC-registered investment adviser	$500 million to $1 billion
Wright Wealth LLC	Atlanta	SEC-registered investment adviser	$100 million to $500 million
ZWJ Investment Counsel Inc	Atlanta	SEC-registered investment adviser	$1 billion to $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide

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