AdvisorCensus / Financial advisors / Georgia / Atlanta, GA / Raymond James Trust Company of New Hampshire
Financial advisors in Atlanta, GA using Raymond James Trust Company of New Hampshire
3 SEC-registered investment advisory firms headquartered in the Atlanta, GA metro area name Raymond James Trust Company of New Hampshire as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Commonwealth Financial Planners Inc | Roswell | SEC-registered investment adviser | $100 million to $500 million |
| CPC Advisors, LLC | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| The Renn Wealth Management Group, Inc. | Atlanta | SEC-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 Trust Company of New Hampshire nationwide
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AdvisorCensus. Financial advisors in Atlanta, GA using Raymond James Trust Company of New Hampshire. https://advisorcensus.com/advisors/ga/atlanta/custodians/raymond-james-trust-of-new-hampshire https://advisorcensus.com/advisors/ga/atlanta/custodians/raymond-james-trust-of-new-hampshire