Vault-13

Managers in Alpharetta, GA

United States · 69 asset managers within 25 km (41 in Alpharetta itself) · 121 wealth managers, banks and others

AlpharettaMariettaAtlantaDecaturDuluthWoodstockBirminghamCummingGreenvilleTravelers Rest
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Atlanta, GA 267 · Marietta, GA 7 · Duluth, GA 6 · Cumming, GA 5 · Woodstock, GA 4 · Roswell, GA 3 · Peachtree Corners, GA 3 · Suwanee, GA 3 · Decatur, GA 3 · North Metro, GA 1 · Canton, GA 1 · Norcross, GA 1

Asset managers in and around Alpharetta

#Manager People here Assets Visa salary
51 Yeomans Consulting Group, Inc. Marietta $341.3m based here $341.3m
52 Core Alternative Capital Peachtree Corners $334.2m based here $334.2m
53 Cavalier Investments, LLC Alpharetta $271.7m based here $271.7m
54 Boomfish Wealth Group, LLC Alpharetta $219.5m based here $219.5m
55 Financial Architects, LLC Woodstock $208.5m based here $208.5m
56 Daner Wealth Management, LLC Alpharetta $184.5m based here $184.5m
57 Lumature Wealth Partners, LLC Alpharetta $168.4m based here $168.4m
58 ATLas Financial Planning LLC Alpharetta $123.3m based here $123.3m
59 GLP Holdings LLLP Cumming $111.3m based here $111.3m
60 American Wealth Advisors, LLC Alpharetta $106.6m based here $106.6m
61 Wealth Enhancement & Preservation of GA, LLC Alpharetta $104.2m based here $104.2m
62 CLEAR INVESTMENT RESEARCH, LLC Alpharetta $64.2m based here $64.2m
63 Park Square Financial Group, LLC Roswell $11.1m based here $11.1m
64 Kalos Management, Inc. Alpharetta based here
65 Vident Investment Advisory, LLC Alpharetta based here
66 DIRECT INVESTMENT ADVISOR LLC venture · Alpharetta office
67 FENBUSHI ASSOCIATES, LLC hedge funds, futures · Duluth office
68 NWX MANAGEMENT LLC hedge funds, futures · Marietta office
69 Odyssey Personal Financial Advisors Roswell based here

69 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.