AdvisorCensus / Financial advisors / Georgia / Atlanta, GA / LPL Financial LLC
Financial advisors in Atlanta, GA using LPL Financial LLC
8 SEC-registered investment advisory firms headquartered in the Atlanta, GA metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Benedict Financial Advisors, Inc. | Atlanta | SEC-registered investment adviser | $500 million to $1 billion |
| Capital and Planning, LLC | Jonesboro | SEC-registered investment adviser | $100 million to $500 million |
| Hamilton Capital Partners, LLC | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| IFG Advisory, LLC | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| Loftin Wealth Partners | Johns Creek | SEC-registered investment adviser | $100 million to $500 million |
| MPWM Advisory Solutions LLC | Alpharetta | SEC-registered investment adviser | $100 million to $500 million |
| Proactive Wealth Strategies, LLC | Marietta | SEC-registered investment adviser | $100 million to $500 million |
| Wellspring Wealth Management LLC | Alpharetta | 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. LPL Financial LLC nationwide
Cite this page
AdvisorCensus. Financial advisors in Atlanta, GA using LPL Financial LLC. https://advisorcensus.com/advisors/ga/atlanta/custodians/lpl-financial https://advisorcensus.com/advisors/ga/atlanta/custodians/lpl-financial