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
1 BROOKSTONE WEALTH ADVISORS, LLC Alpharetta 17
2 BALBEC CAPITAL MANAGEMENT LP real estate · Alpharetta $8.0bn 16 $8.0bn
3 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Alpharetta GOLDMAN SACHS ASSET MANAGEMENT, L.P. · 17 related pages $2.6tn 15 $2.6tn
4 Narwhal Capital Management institutions · Marietta $2.1bn about 12main office $2.1bn
5 Vident Advisory, LLC mutual funds, futures · Alpharetta $22.0bn about 9main office $22.0bn
6 CORNERSTONE MANAGEMENT, INC. institutions · Duluth $2.3bn about 9main office $2.3bn
7 Nicholas Wealth, LLC. mutual funds · Marietta, Alpharetta $739.8m about 9main office $739.8m
8 OVERLAY MANAGEMENT, LLC private equity, venture · Alpharetta $168.6m about 7main office $168.6m
9 FSAM LLC institutions · Alpharetta $138.4m about 7main office $138.4m
10 Velan Capital Investment Management LP hedge funds, private equity, venture · Alpharetta $917.5m about 5main office $917.5m
11 World Investment Advisors institutions · Alpharetta $71.6bn 4 $71.6bn
12 PRIME CAPITAL FINANCIAL institutions · Duluth $39.1bn 4 $39.1bn
13 RFG Advisory, LLC mutual funds · Alpharetta $8.0bn 4 $8.0bn
14 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Alpharetta $7.4bn 4 $7.4bn
15 PHORCYS CAPITAL PARTNERS, LLC hedge funds, real estate · Alpharetta $191.5m about 4main office $191.5m
16 755 FINANCIAL Woodstock about 4main office
17 Wealthspire Retirement, LLC institutions · North Metro Wealthspire Retirement, LLC · 4 related pages $38.6bn 3 $38.6bn
18 CLEAR INVESTMENT RESEARCH, LLC institutions · Alpharetta $4.2bn about 3main office $4.2bn
19 ADAPTIVE INVESTMENTS mutual funds · Alpharetta $421.4m about 3main office $421.4m
20 AGVICTUS CAPITAL MANAGEMENT LLC Alpharetta $384.7m about 3main office $384.7m
21 CORE ALTERNATIVE CAPITAL, LLC Peachtree Corners $354.0m about 3main office $354.0m
22 MMA SECURITIES LLC Alpharetta 3
23 Alera Investment Advisors, LLC institutions · Marietta $5.3bn 2 $5.3bn
24 PRCE MANAGEMENT LLC Alpharetta $22.2m about 2main office $22.2m
25 TIMBERLINK LLC institutions · Duluth $594.0k about 2main office $594.0k
26 INNOVEST PORTFOLIO SOLUTIONS LLC Alpharetta 2
27 FORTE VENTURES venture · Alpharetta FORTE VENTURES, FORTE CAPITAL MANAGEMENT III L.L.C. 2
28 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Alpharetta MORGAN STANLEY, PARAMETRIC PORTFOLIO ASSOCIATES LLC, MORGAN STANLEY INVESTMENT MANAGEMENT INC · 33 related pages $2.0tn · visa salary $155,000 1 $2.0tn $155,000430 filings
29 Brookfield Asset Management Private Institutional Capital Adviser (Canada) LP hedge funds, private equity, real estate, futures · Alpharetta Brookfield Asset Management Private Institutional Capital Adviser (Canada) LP · 5 related pages $152.1bn 1 $152.1bn
30 Polar Capital Holdings Plc hedge funds, futures, FCA fund manager · Alpharetta Polar Capital LLP, Polar Capital Holdings Plc · 3 related pages $43.3bn 1 $43.3bn
31 CBIZ Investment Advisory Services, LLC institutions · Woodstock $12.8bn 1 $12.8bn
32 Balefire, LLC institutions · Alpharetta $2.0bn 1 $2.0bn
33 EQUUS CAPITAL PARTNERS, LTD. real estate · Roswell $1.7bn 1 $1.7bn
34 ALBRITTON CAPITAL MANAGEMENT CO institutions · Alpharetta $1.5bn about 1main office $1.5bn
35 MMA ASSET MANAGEMENT LLC institutions · Alpharetta $787.8m 1 $787.8m
36 POLAR CAPITAL (AMERICA) CORPORATION hedge funds, futures · Alpharetta $656.1m 1 $656.1m
37 SOLOMON API LLC Cumming $389.0m 1 $389.0m
38 OAC CAPITAL ADVISORS LLC institutions · Cumming $212.0m 1 $212.0m
39 WELLS FARGO & COMPANY/MN wealth · Cumming WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
40 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
41 TRUIST FINANCIAL CORP hedge funds, private equity, institutions, wealth and 1 more · Alpharetta Truist Advisory Services, Inc. · 5 related pages $83.5bn office $83.5bn
42 Pinnacle Financial Partners, Inc. wealth · Alpharetta Synovus Securities, Inc. · 2 related pages $14.7bn office $14.7bn
43 Howard Capital Management, LLC Alpharetta $8.0bn office $8.0bn
44 TITLEIST ASSET MANAGEMENT, LLC wealth · Marietta TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn office $2.8bn
45 JAMISON PRIVATE WEALTH MANAGEMENT, INC. Alpharetta $965.2m based here $965.2m
46 Cornerstone Management, Inc. Duluth $695.1m based here $695.1m
47 Proactive Wealth Strategies LLC Marietta $623.2m based here $623.2m
48 Financial Gravity Companies, Inc. wealth · Woodstock FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC · 3 related pages $616.4m office $616.4m
49 Sugarloaf Wealth Management, LLC Duluth $528.7m based here $528.7m
50 Investment Planning Advisors, Inc. Cumming $431.8m based here $431.8m

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.