AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Georgia / Atlanta, GA / Raymond James & Associates, Inc.

Financial advisors in Atlanta, GA using Raymond James & Associates, Inc.

12 SEC-registered investment advisory firms headquartered in the Atlanta, GA metro area name Raymond James & Associates, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

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

FirmCityRegistrationAssets band
1776 Wealth LLCSandy SpringsSEC-registered investment adviser$100 million to $500 million
American Wealth Management, Inc.AlpharettaSEC-registered investment adviser$100 million to $500 million
Atlanta Consulting Group Advisors, LLCAtlantaSEC-registered investment adviserOver $5 billion
Commonwealth Financial Planners IncRoswellSEC-registered investment adviser$100 million to $500 million
Conscious Wealth Investments, LLCAtlantaSEC-registered investment adviser$100 million to $500 million
CPC Advisors, LLCAtlantaSEC-registered investment adviser$1 billion to $5 billion
Forthright Wealth Management, LLCAlpharettaSEC-registered investment adviser$500 million to $1 billion
Galleria Financial Advisors, LLCAtlantaSEC-registered investment adviser$100 million to $500 million
Meadow Creek Wealth Advisors, LLCAtlantaSEC-registered investment adviser$500 million to $1 billion
Pierson Wealth ManagementAtlantaSEC-registered investment adviser$100 million to $500 million
Resurgent AdvisorsAtlantaSEC-registered investment adviser$100 million to $500 million
The Renn Wealth Management Group, Inc.AtlantaSEC-registered investment adviser$100 million to $500 million

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. Raymond James & Associates, Inc. nationwide

Cite this page

AdvisorCensus. Financial advisors in Atlanta, GA using Raymond James & Associates, Inc.. https://advisorcensus.com/advisors/ga/atlanta/custodians/raymond-james-associates
https://advisorcensus.com/advisors/ga/atlanta/custodians/raymond-james-associates