AdvisorCensus / Financial advisors / Georgia / Atlanta, GA / Pershing LLC
Financial advisors in Atlanta, GA using Pershing LLC
8 SEC-registered investment advisory firms headquartered in the Atlanta, GA metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Dyche, Riley, & Selman Wealth Management | Fayetteville | SEC-registered investment adviser | $100 million to $500 million |
| Fsam LLC | Alpharetta | SEC-registered investment adviser | $100 million to $500 million |
| Marietta Wealth Management, LLC | Marietta | SEC-registered investment adviser | $1 billion to $5 billion |
| McCormack Financial Planning Inc. | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| Primerica Advisors | Duluth | SEC-registered investment adviser | Over $5 billion |
| Ridge Capital Management, LLC | John Creek | SEC-registered investment adviser | $100 million to $500 million |
| The Strategic Financial Alliance | Atlanta | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Science Advisors 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. Pershing LLC nationwide
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