Vault-13

Managers in Marietta, GA

United States · 316 asset managers within 25 km (7 in Marietta itself) · 312 wealth managers, banks and others

MariettaAtlantaDecaturAlpharettaDuluthWoodstockBirminghamCummingGreenvilleTravelers 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 · Alpharetta, GA 41 · Duluth, GA 6 · Cumming, GA 5 · Woodstock, GA 4 · Roswell, GA 3 · Peachtree Corners, GA 3 · Decatur, GA 3 · Suwanee, GA 3 · Kennesaw, GA 1 · Acworth, GA 1 · Canton, GA 1

Asset managers in and around Marietta

#Manager People here Assets Visa salary
201 STONECUTTER CAPITAL ADVISORS LLC real estate · Atlanta 1
202 STONECUTTER VENTURES LLC venture · Atlanta 1
203 UNION HERITAGE VENTURE PARTNERS LLC Atlanta 1
204 US BANCORP \DE\ mutual funds, bank or insurer · Atlanta U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn · visa salary $120,649 office $427.5bn $120,6499 filings
205 PTMA INVESTMENT ADVISORS Atlanta $104.2bn office $104.2bn
206 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Atlanta $39.4bn office $39.4bn
207 Prudent Man Advisors, LLC Atlanta $30.6bn office $30.6bn
208 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Atlanta ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
209 ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC institutions · Atlanta $10.5bn office $10.5bn
210 ELDRIDGE CREDIT ADVISERS, LLC hedge funds, structured credit · Atlanta $8.5bn office $8.5bn
211 ICV PARTNERS, LLC private equity · Atlanta $694.1m office $694.1m
212 ELDRIDGE GP1 ADVISERS private equity · Atlanta ELDRIDGE GP1 ADVISERS, ELDRIDGE SME ADVISERS $510.0m office $510.0m
213 FMAC MANAGEMENT LLC Atlanta office
214 S2F CAPITAL MANAGEMENT hedge funds · Atlanta office
215 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Atlanta RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn office $590.8bn
216 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Atlanta TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
217 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Atlanta COLONY GROUP LLC, Focus Partners Wealth, SCS Capital Management LLC · 6 related pages $181.9bn 2 offices $181.9bn
218 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Atlanta Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
219 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Atlanta Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
220 Janney Montgomery Scott LLC wealth · Atlanta JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
221 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Peachtree Corners W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
222 OSAIC HOLDINGS, INC. private equity, wealth · Atlanta Osaic Advisory Services, LLC · 6 related pages $85.1bn office $85.1bn
223 TRUIST FINANCIAL CORP hedge funds, private equity, institutions, wealth and 1 more · Atlanta, Alpharetta Truist Advisory Services, Inc. · 5 related pages $83.5bn · visa salary $130,490 6 offices $83.5bn $130,490280 filings
224 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
225 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
226 CNO Financial Group, Inc. structured credit, institutions, wealth · Atlanta BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
227 ALLSTATE CORP structured credit, wealth · Atlanta ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
228 Pinnacle Financial Partners, Inc. wealth · Atlanta, Alpharetta Synovus Securities, Inc., Pinnacle Financial Partners, Inc. $14.7bn 3 offices $14.7bn
229 Advisory Services Network, LLC Atlanta $8.8bn based here $8.8bn
230 Howard Capital Management, LLC Alpharetta $8.0bn office $8.0bn
231 HOLBROOK HOLDINGS, INC. mutual funds · Atlanta $3.8bn office $3.8bn
232 BIP Wealth, LLC Atlanta $3.5bn based here $3.5bn
233 TITLEIST ASSET MANAGEMENT, LLC wealth · Marietta TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn office $2.8bn
234 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
235 Gratus Capital, LLC Atlanta $2.5bn based here $2.5bn
236 MONTAG A & ASSOCIATES INC Atlanta $2.4bn based here $2.4bn
237 Edge Capital Group, LLC Atlanta $2.2bn based here $2.2bn
238 CACTI ASSET MANAGEMENT LLC hedge funds, institutions · Atlanta $1.8bn based here $1.8bn
239 SB ADVISORY, LLC institutions · Atlanta $1.1bn office $1.1bn
240 JAMISON PRIVATE WEALTH MANAGEMENT, INC. Alpharetta $965.2m based here $965.2m
241 Liquid Strategies, LLC Atlanta $732.3m based here $732.3m
242 Trails Edge Capital Partners, LP Atlanta $629.9m based here $629.9m
243 Proactive Wealth Strategies LLC Marietta $623.2m based here $623.2m
244 Financial Gravity Companies, Inc. wealth · Woodstock FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC · 3 related pages $616.4m office $616.4m
245 BENEDICT FINANCIAL ADVISORS INC Atlanta $514.7m based here $514.7m
246 MONTAG & CALDWELL, LLC Atlanta $456.8m based here $456.8m
247 Bison Wealth, LLC Atlanta $454.0m based here $454.0m
248 ACG Wealth Atlanta $437.4m based here $437.4m
249 LongView Wealth Management Atlanta $389.8m based here $389.8m
250 PFW Advisors LLC Atlanta $343.0m based here $343.0m

316 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.