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
251 BENEDICT FINANCIAL ADVISORS INC Atlanta $514.7m based here $514.7m
252 MONTAG & CALDWELL, LLC Atlanta $456.8m based here $456.8m
253 Bison Wealth, LLC Atlanta $454.0m based here $454.0m
254 ACG Wealth Atlanta $437.4m based here $437.4m
255 LongView Wealth Management Atlanta $389.8m based here $389.8m
256 PFW Advisors LLC Atlanta $343.0m based here $343.0m
257 Yeomans Consulting Group, Inc. Marietta $341.3m based here $341.3m
258 Core Alternative Capital Peachtree Corners $334.2m based here $334.2m
259 Inlight Wealth Management, LLC Atlanta $314.6m based here $314.6m
260 Cavalier Investments, LLC Alpharetta $271.7m based here $271.7m
261 Capital Directions Investment Advisors, LLC Atlanta $268.0m based here $268.0m
262 Signature Wealth Management Group Atlanta $263.4m based here $263.4m
263 BIP Alliance, LLC Atlanta $260.4m based here $260.4m
264 Arcus Capital Partners, LLC Atlanta $241.7m based here $241.7m
265 Red Tortoise LLC Atlanta $238.1m based here $238.1m
266 RFP Financial Group LLC Atlanta $223.3m based here $223.3m
267 Boomfish Wealth Group, LLC Alpharetta $219.5m based here $219.5m
268 Financial Architects, LLC Woodstock $208.5m based here $208.5m
269 CORNERCAP INVESTMENT COUNSEL INC Atlanta $203.0m based here $203.0m
270 CONSCIOUS WEALTH INVESTMENTS, LLC Atlanta $194.5m based here $194.5m
271 Keystone Financial Group, Inc. Atlanta $190.5m based here $190.5m
272 Daner Wealth Management, LLC Alpharetta $184.5m based here $184.5m
273 Lumature Wealth Partners, LLC Alpharetta $168.4m based here $168.4m
274 HC Advisors, LLC Atlanta $164.7m based here $164.7m
275 Meadow Creek Wealth Advisors LLC Atlanta $163.8m based here $163.8m
276 EMORY UNIVERSITY asset owner · Atlanta $160.1m based here $160.1m
277 Resource Planning Group Atlanta $157.3m based here $157.3m
278 Persium Advisors, LLC Atlanta $153.3m based here $153.3m
279 Sovereign's Capital Management, LLC Atlanta $149.8m based here $149.8m
280 ATLas Financial Planning LLC Alpharetta $123.3m based here $123.3m
281 Unified Investment Management Atlanta $107.2m based here $107.2m
282 Catalyst Wealth Management, LLC Atlanta $106.7m based here $106.7m
283 American Wealth Advisors, LLC Alpharetta $106.6m based here $106.6m
284 Wealth Enhancement & Preservation of GA, LLC Alpharetta $104.2m based here $104.2m
285 Covey Capital Advisors, LLC Atlanta $92.9m based here $92.9m
286 CLEAR INVESTMENT RESEARCH, LLC Alpharetta $64.2m based here $64.2m
287 CMC Financial Group Atlanta $51.6m based here $51.6m
288 FINANCIAL DISCOVERY GROUP INC Atlanta $46.9m based here $46.9m
289 Park Square Financial Group, LLC Roswell $11.1m based here $11.1m
290 CONSEQUENT CAPITAL MANAGEMENT, LLC private equity · Atlanta CONSEQUENT CAPITAL MANAGEMENT, LLC, CONSEQUENT CAPITAL INVESTMENTS, LLC office
291 Kalos Management, Inc. Alpharetta based here
292 Rollins Financial Atlanta based here
293 Vident Investment Advisory, LLC Alpharetta based here
294 AKG CAPITAL MANAGEMENT LLC private equity · Atlanta office
295 CASSIUS FAMILY MANAGEMENT LLC venture · Atlanta office
296 CIBC Private Wealth Advisors, Inc. Atlanta based here
297 CROFT & BENDER, LP private equity · Atlanta office
298 DIRECT INVESTMENT ADVISOR LLC venture · Alpharetta office
299 FENBUSHI ASSOCIATES, LLC hedge funds, futures · Duluth office
300 GLOBALT Investments Atlanta based here

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.