Vault-13

Managers in Atlanta, GA

United States · 283 asset managers within 25 km (267 in Atlanta itself) · 258 wealth managers, banks and others

AtlantaMariettaDecaturAlpharettaDuluthWoodstockBirminghamCummingGreenvilleTravelers 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: Alpharetta, GA 41 · Marietta, GA 7 · Duluth, GA 6 · Cumming, GA 5 · Woodstock, GA 4 · Decatur, GA 3 · Peachtree Corners, GA 3 · Roswell, GA 3 · Suwanee, GA 3 · North Metro, GA 1 · Kennesaw, GA 1 · Norcross, GA 1

Asset managers in and around Atlanta

#Manager People here Assets Visa salary
201 OSAIC HOLDINGS, INC. private equity, wealth · Atlanta Osaic Advisory Services, LLC · 6 related pages $85.1bn office $85.1bn
202 TRUIST FINANCIAL CORP hedge funds, private equity, institutions, wealth and 1 more · Atlanta Truist Advisory Services, Inc. · 5 related pages $83.5bn · visa salary $130,490 5 offices $83.5bn $130,490279 filings
203 Canadian Imperial Bank of Commerce wealth, bank or insurer · Atlanta CIBC PRIVATE WEALTH ADVISORS, INC., CIBC Private Wealth Group LLC · 5 related pages $80.8bn office $80.8bn
204 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Atlanta OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
205 CNO Financial Group, Inc. structured credit, institutions, wealth · Atlanta BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
206 ALLSTATE CORP structured credit, wealth · Atlanta ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
207 Pinnacle Financial Partners, Inc. wealth · Atlanta Synovus Securities, Inc., Pinnacle Financial Partners, Inc. $14.7bn 2 offices $14.7bn
208 Advisory Services Network, LLC Atlanta $8.8bn based here $8.8bn
209 HOLBROOK HOLDINGS, INC. mutual funds · Atlanta $3.8bn office $3.8bn
210 BIP Wealth, LLC Atlanta $3.5bn based here $3.5bn
211 TITLEIST ASSET MANAGEMENT, LLC wealth · Marietta TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn office $2.8bn
212 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Atlanta FIRST CITIZENS INVESTOR SERVICES, INC., First Citizens Asset Management, Inc. · 3 related pages $2.6bn office $2.6bn
213 Gratus Capital, LLC Atlanta $2.5bn based here $2.5bn
214 MONTAG A & ASSOCIATES INC Atlanta $2.4bn based here $2.4bn
215 Edge Capital Group, LLC Atlanta $2.2bn based here $2.2bn
216 CACTI ASSET MANAGEMENT LLC hedge funds, institutions · Atlanta $1.8bn based here $1.8bn
217 SB ADVISORY, LLC institutions · Atlanta $1.1bn office $1.1bn
218 Liquid Strategies, LLC Atlanta $732.3m based here $732.3m
219 Trails Edge Capital Partners, LP Atlanta $629.9m based here $629.9m
220 Proactive Wealth Strategies LLC Marietta $623.2m based here $623.2m
221 BENEDICT FINANCIAL ADVISORS INC Atlanta $514.7m based here $514.7m
222 MONTAG & CALDWELL, LLC Atlanta $456.8m based here $456.8m
223 Bison Wealth, LLC Atlanta $454.0m based here $454.0m
224 ACG Wealth Atlanta $437.4m based here $437.4m
225 LongView Wealth Management Atlanta $389.8m based here $389.8m
226 PFW Advisors LLC Atlanta $343.0m based here $343.0m
227 Yeomans Consulting Group, Inc. Marietta $341.3m based here $341.3m
228 Ferguson Shapiro LLC Decatur $338.0m based here $338.0m
229 Core Alternative Capital Peachtree Corners $334.2m based here $334.2m
230 Inlight Wealth Management, LLC Atlanta $314.6m based here $314.6m
231 Capital Directions Investment Advisors, LLC Atlanta $268.0m based here $268.0m
232 Signature Wealth Management Group Atlanta $263.4m based here $263.4m
233 BIP Alliance, LLC Atlanta $260.4m based here $260.4m
234 Arcus Capital Partners, LLC Atlanta $241.7m based here $241.7m
235 Red Tortoise LLC Atlanta $238.1m based here $238.1m
236 RFP Financial Group LLC Atlanta $223.3m based here $223.3m
237 CORNERCAP INVESTMENT COUNSEL INC Atlanta $203.0m based here $203.0m
238 CONSCIOUS WEALTH INVESTMENTS, LLC Atlanta $194.5m based here $194.5m
239 Keystone Financial Group, Inc. Atlanta $190.5m based here $190.5m
240 HC Advisors, LLC Atlanta $164.7m based here $164.7m
241 Meadow Creek Wealth Advisors LLC Atlanta $163.8m based here $163.8m
242 EMORY UNIVERSITY asset owner · Atlanta $160.1m based here $160.1m
243 Resource Planning Group Atlanta $157.3m based here $157.3m
244 Persium Advisors, LLC Atlanta $153.3m based here $153.3m
245 Sovereign's Capital Management, LLC Atlanta $149.8m based here $149.8m
246 Unified Investment Management Atlanta $107.2m based here $107.2m
247 Catalyst Wealth Management, LLC Atlanta $106.7m based here $106.7m
248 Covey Capital Advisors, LLC Atlanta $92.9m based here $92.9m
249 CMC Financial Group Atlanta $51.6m based here $51.6m
250 FINANCIAL DISCOVERY GROUP INC Atlanta $46.9m based here $46.9m

283 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.