AdvisorCensus / Financial advisors / Georgia / Atlanta, GA / Fidelity Investments
Financial advisors in Atlanta, GA using Fidelity Investments
60 SEC-registered investment advisory firms headquartered in the Atlanta, GA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Advocacy Wealth Management, LLC | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| American Financial Advisors, LLC. | Marietta | SEC-registered investment adviser | $500 million to $1 billion |
| American Wealth Advisors, LLC | Johns Creek | SEC-registered investment adviser | $100 million to $500 million |
| Anson Analytics | Tyrone | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
| BIP Wealth, LLC | Atlanta | SEC-registered investment adviser | Over $5 billion |
| Bison Wealth, LLC | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| Builder Investment Group | Atlanta | SEC-registered investment adviser | $500 million to $1 billion |
| C.W. O'Conner Wealth Advisors, Inc. | Duluth | SEC-registered investment adviser | $100 million to $500 million |
| Cahaba Wealth Management, Inc. | Atlanta | SEC-registered investment adviser | $1 billion to $5 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 |
| Chastain Wealth Management | Sandy Springs | SEC-registered investment adviser | $100 million to $500 million |
| Chicory Wealth | Decatur | SEC-registered investment adviser | $500 million to $1 billion |
| Clear Investment Research, LLC | Alpharetta | SEC-registered investment adviser | $1 billion to $5 billion |
| Core Alternative Capital, LLC | Peachtree Corners | SEC-registered investment adviser | $100 million to $500 million |
| Cornerstone Financial | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| Crawford Investment Counsel Inc | Atlanta | SEC-registered investment adviser | Over $5 billion |
| Cygnus Capital Advisors, LLC | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| DAI Wealth, LLC | 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 |
| ELM3 Financial Group, LLC | Alpharetta | SEC-registered investment adviser | $100 million to $500 million |
| EPG Wealth Management LLC | Atlanta | SEC-registered investment adviser | $500 million to $1 billion |
| Financial Innovations, LLC | Atlanta | SEC-registered investment adviser | $500 million to $1 billion |
| Globalt Investments | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| GMT Capital Corp. | Atlanta | SEC-registered investment adviser | Over $5 billion |
| Goodwin Investment Advisory | Woodstock | SEC-registered investment adviser | $100 million to $500 million |
| HB Wealth | Atlanta | SEC-registered investment adviser | Over $5 billion |
| Howard Capital Management, LLC | Alpharetta | SEC-registered investment adviser | Over $5 billion |
| Impact Partnership Wealth, LLC | Marietta | SEC-registered investment adviser | $1 billion to $5 billion |
| Integras Partners, LLC | Alpharetta | SEC-registered investment adviser | $100 million to $500 million |
| IRA Group, Inc. | Atlanta | SEC-registered investment adviser | Over $5 billion |
| Kiker Wealth Management, LLC | Jasper | SEC-registered investment adviser | $100 million to $500 million |
| Longview Wealth Management | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| Maven Capital Partners, LLC | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| Merit Financial Advisors | Alpharetta | SEC-registered investment adviser | Over $5 billion |
| Montag | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| Nicholas Wealth Management | Marietta | SEC-registered investment adviser | $500 million to $1 billion |
| Osaic Advisory Services, LLC | Atlanta | SEC-registered investment adviser | Over $5 billion |
| Park Square Financial Group LLC | Roswell | SEC-registered investment adviser | $100 million to $500 million |
| Peachtree Wealth Advisors, Inc | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| Pierson Wealth Management | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| Regimen Wealth, LLC | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| Reicon Wealth Advisors, LLC | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| Retirement Fund Management | Atlanta | SEC-registered investment adviser | $500 million to $1 billion |
| Rollins Financial Advisors, LLC | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| Sage Mountain Advisors, 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 |
| Strategic Blueprint, LLC | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| Tandemgrowth Financial Advisors, LLC | Alpharetta | SEC-registered investment adviser | $100 million to $500 million |
| The Lloyd Advisory Group | Suwanee | SEC-registered investment adviser | $100 million to $500 million |
| The Moorings Group, LLC | Sandy Springs | SEC-registered investment adviser | $100 million to $500 million |
| Truist Advisory Services, Inc. | Atlanta | SEC-registered investment adviser | Over $5 billion |
| Unified Investment Management | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| Veracity Capital LLC | Atlanta | SEC-registered investment adviser | $500 million to $1 billion |
| Vident Asset Management | Alpharetta | SEC-registered investment adviser | Over $5 billion |
| Waypoint Wealth Counsel LLC | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| Woodstock Wealth Management, Inc. | Woodstock | SEC-registered investment adviser | $500 million to $1 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. Fidelity Investments nationwide
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