AdvisorCensus / Financial advisors / Georgia / Atlanta, GA / JPMorgan Chase
Financial advisors in Atlanta, GA using JPMorgan Chase
5 SEC-registered investment advisory firms headquartered in the Atlanta, GA metro area name JPMorgan Chase as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Albritton Capital Management Co | Alpharetta | SEC-registered investment adviser | $1 billion to $5 billion |
| BT Family Office, LLC | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| Decatur Capital Management, Inc. | Decatur | SEC-registered investment adviser | $100 million to $500 million |
| Haven Global Partners, LLC | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| Invesco Advisers, Inc. | Atlanta | SEC-registered investment adviser | Over $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. JPMorgan Chase nationwide
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AdvisorCensus. Financial advisors in Atlanta, GA using JPMorgan Chase. https://advisorcensus.com/advisors/ga/atlanta/custodians/jpmorgan-chase https://advisorcensus.com/advisors/ga/atlanta/custodians/jpmorgan-chase