Vault-13

Managers in Roswell, GA

United States · 323 asset managers within 25 km (3 in Roswell itself) · 316 wealth managers, banks and others

RoswellMariettaAtlantaDecaturDuluthWoodstockBirminghamCummingGreenvilleTravelers 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 · Marietta, GA 7 · Duluth, GA 6 · Cumming, GA 5 · Woodstock, GA 4 · Peachtree Corners, GA 3 · Suwanee, GA 3 · Decatur, GA 3 · North Metro, GA 1 · Norcross, GA 1 · Kennesaw, GA 1

Asset managers in and around Roswell

#Manager People here Assets Visa salary
201 GREENLIGHT INVESTMENT ADVISORS Atlanta about 1main office
202 USI SECURITIES, INC. Atlanta 1
203 EASTSIDE MANAGEMENT COMPANY, LLC venture · Atlanta 1
204 KINETIC VENTURES, L.L.C. venture · Atlanta 1
205 STONECUTTER CAPITAL ADVISORS LLC real estate · Atlanta 1
206 STONECUTTER VENTURES LLC venture · Atlanta 1
207 UNION HERITAGE VENTURE PARTNERS LLC Atlanta 1
208 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
209 PTMA INVESTMENT ADVISORS Atlanta $104.2bn office $104.2bn
210 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Atlanta $39.4bn office $39.4bn
211 Prudent Man Advisors, LLC Atlanta $30.6bn office $30.6bn
212 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Atlanta ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
213 ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC institutions · Atlanta $10.5bn office $10.5bn
214 ELDRIDGE CREDIT ADVISERS, LLC hedge funds, structured credit · Atlanta $8.5bn office $8.5bn
215 ICV PARTNERS, LLC private equity · Atlanta $694.1m office $694.1m
216 ELDRIDGE GP1 ADVISERS private equity · Atlanta ELDRIDGE GP1 ADVISERS, ELDRIDGE SME ADVISERS $510.0m office $510.0m
217 FMAC MANAGEMENT LLC Atlanta office
218 S2F CAPITAL MANAGEMENT hedge funds · Atlanta office
219 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
220 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
221 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
222 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
223 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Atlanta Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
224 Janney Montgomery Scott LLC wealth · Atlanta JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
225 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
226 OSAIC HOLDINGS, INC. private equity, wealth · Atlanta Osaic Advisory Services, LLC · 6 related pages $85.1bn office $85.1bn
227 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
228 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
229 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
230 CNO Financial Group, Inc. structured credit, institutions, wealth · Atlanta BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
231 ALLSTATE CORP structured credit, wealth · Atlanta ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
232 Pinnacle Financial Partners, Inc. wealth · Atlanta, Alpharetta Synovus Securities, Inc., Pinnacle Financial Partners, Inc. $14.7bn 3 offices $14.7bn
233 Advisory Services Network, LLC Atlanta $8.8bn based here $8.8bn
234 Howard Capital Management, LLC Alpharetta $8.0bn office $8.0bn
235 HOLBROOK HOLDINGS, INC. mutual funds · Atlanta $3.8bn office $3.8bn
236 BIP Wealth, LLC Atlanta $3.5bn based here $3.5bn
237 TITLEIST ASSET MANAGEMENT, LLC wealth · Marietta TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn office $2.8bn
238 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
239 Gratus Capital, LLC Atlanta $2.5bn based here $2.5bn
240 MONTAG A & ASSOCIATES INC Atlanta $2.4bn based here $2.4bn
241 Edge Capital Group, LLC Atlanta $2.2bn based here $2.2bn
242 CACTI ASSET MANAGEMENT LLC hedge funds, institutions · Atlanta $1.8bn based here $1.8bn
243 SB ADVISORY, LLC institutions · Atlanta $1.1bn office $1.1bn
244 JAMISON PRIVATE WEALTH MANAGEMENT, INC. Alpharetta $965.2m based here $965.2m
245 Liquid Strategies, LLC Atlanta $732.3m based here $732.3m
246 Cornerstone Management, Inc. Duluth $695.1m based here $695.1m
247 Trails Edge Capital Partners, LP Atlanta $629.9m based here $629.9m
248 Proactive Wealth Strategies LLC Marietta $623.2m based here $623.2m
249 Financial Gravity Companies, Inc. wealth · Woodstock FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC · 3 related pages $616.4m office $616.4m
250 Sugarloaf Wealth Management, LLC Duluth $528.7m based here $528.7m

323 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.