Vault-13

Managers in Cumming, GA

United States · 54 asset managers within 25 km (5 in Cumming itself) · 90 wealth managers, banks and others

CummingMariettaAtlantaDecaturAlpharettaDuluthWoodstockBirminghamGreenvilleTravelers 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 · Woodstock, GA 4 · Suwanee, GA 3 · Roswell, GA 3 · Gainesville, GA 3 · Peachtree Corners, GA 3 · Lawrenceville, GA 1 · North Metro, GA 1 · Norcross, GA 1

Asset managers in and around Cumming

#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 Vident Advisory, LLC mutual funds, futures · Alpharetta $22.0bn about 9main office $22.0bn
5 CORNERSTONE MANAGEMENT, INC. institutions · Duluth $2.3bn about 9main office $2.3bn
6 RFG Advisory, LLC mutual funds · Alpharetta, Lawrenceville, Suwanee $8.0bn 8 $8.0bn
7 OVERLAY MANAGEMENT, LLC private equity, venture · Alpharetta $168.6m about 7main office $168.6m
8 FSAM LLC institutions · Alpharetta $138.4m about 7main office $138.4m
9 Velan Capital Investment Management LP hedge funds, private equity, venture · Alpharetta $917.5m about 5main office $917.5m
10 World Investment Advisors institutions · Alpharetta $71.6bn 4 $71.6bn
11 PRIME CAPITAL FINANCIAL institutions · Duluth $39.1bn 4 $39.1bn
12 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Alpharetta $7.4bn 4 $7.4bn
13 Nicholas Wealth, LLC. mutual funds · Alpharetta $739.8m 4 $739.8m
14 PHORCYS CAPITAL PARTNERS, LLC hedge funds, real estate · Alpharetta $191.5m about 4main office $191.5m
15 CLEAR INVESTMENT RESEARCH, LLC institutions · Alpharetta $4.2bn about 3main office $4.2bn
16 ADAPTIVE INVESTMENTS mutual funds · Alpharetta $421.4m about 3main office $421.4m
17 AGVICTUS CAPITAL MANAGEMENT LLC Alpharetta $384.7m about 3main office $384.7m
18 MMA SECURITIES LLC Alpharetta 3
19 PRCE MANAGEMENT LLC Alpharetta $22.2m about 2main office $22.2m
20 TIMBERLINK LLC institutions · Duluth $594.0k about 2main office $594.0k
21 INNOVEST PORTFOLIO SOLUTIONS LLC Alpharetta 2
22 FORTE VENTURES venture · Alpharetta FORTE VENTURES, FORTE CAPITAL MANAGEMENT III L.L.C. 2
23 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
24 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
25 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
26 Balefire, LLC institutions · Alpharetta $2.0bn 1 $2.0bn
27 ALBRITTON CAPITAL MANAGEMENT CO institutions · Alpharetta $1.5bn about 1main office $1.5bn
28 MMA ASSET MANAGEMENT LLC institutions · Alpharetta $787.8m 1 $787.8m
29 POLAR CAPITAL (AMERICA) CORPORATION hedge funds, futures · Alpharetta $656.1m 1 $656.1m
30 SOLOMON API LLC Cumming $389.0m 1 $389.0m
31 OAC CAPITAL ADVISORS LLC institutions · Cumming $212.0m 1 $212.0m
32 WELLS FARGO & COMPANY/MN wealth · Cumming WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
33 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
34 Pinnacle Financial Partners, Inc. wealth · Alpharetta Synovus Securities, Inc. · 2 related pages $14.7bn office $14.7bn
35 Howard Capital Management, LLC Alpharetta $8.0bn office $8.0bn
36 StoneX Group Inc. institutions, FCA fund manager, wealth · Suwanee StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
37 JAMISON PRIVATE WEALTH MANAGEMENT, INC. Alpharetta $965.2m based here $965.2m
38 Cornerstone Management, Inc. Duluth $695.1m based here $695.1m
39 Sugarloaf Wealth Management, LLC Duluth $528.7m based here $528.7m
40 Investment Planning Advisors, Inc. Cumming $431.8m based here $431.8m
41 Cavalier Investments, LLC Alpharetta $271.7m based here $271.7m
42 Boomfish Wealth Group, LLC Alpharetta $219.5m based here $219.5m
43 Daner Wealth Management, LLC Alpharetta $184.5m based here $184.5m
44 Lumature Wealth Partners, LLC Alpharetta $168.4m based here $168.4m
45 ATLas Financial Planning LLC Alpharetta $123.3m based here $123.3m
46 GLP Holdings LLLP Cumming $111.3m based here $111.3m
47 American Wealth Advisors, LLC Alpharetta $106.6m based here $106.6m
48 Wealth Enhancement & Preservation of GA, LLC Alpharetta $104.2m based here $104.2m
49 CLEAR INVESTMENT RESEARCH, LLC Alpharetta $64.2m based here $64.2m
50 Kalos Management, Inc. Alpharetta based here

54 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.