Vault-13

Managers in Woodstock, GA

United States · 57 asset managers within 25 km (4 in Woodstock itself) · 116 wealth managers, banks and others

WoodstockMariettaAtlantaDecaturAlpharettaDuluthBirminghamCummingGreenvilleTravelers 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 · 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 Woodstock

#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 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Kennesaw $12.9bn 10 $12.9bn
6 Vident Advisory, LLC mutual funds, futures · Alpharetta $22.0bn about 9main office $22.0bn
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 RFG Advisory, LLC mutual funds · Alpharetta $8.0bn 4 $8.0bn
13 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Alpharetta $7.4bn 4 $7.4bn
14 PHORCYS CAPITAL PARTNERS, LLC hedge funds, real estate · Alpharetta $191.5m about 4main office $191.5m
15 755 FINANCIAL Woodstock about 4main office
16 CLEAR INVESTMENT RESEARCH, LLC institutions · Alpharetta $4.2bn about 3main office $4.2bn
17 ADAPTIVE INVESTMENTS mutual funds · Alpharetta $421.4m about 3main office $421.4m
18 AGVICTUS CAPITAL MANAGEMENT LLC Alpharetta $384.7m about 3main office $384.7m
19 MMA SECURITIES LLC Alpharetta 3
20 Alera Investment Advisors, LLC institutions · Marietta $5.3bn 2 $5.3bn
21 PRCE MANAGEMENT LLC Alpharetta $22.2m about 2main office $22.2m
22 INNOVEST PORTFOLIO SOLUTIONS LLC Alpharetta 2
23 FORTE VENTURES venture · Alpharetta FORTE VENTURES, FORTE CAPITAL MANAGEMENT III L.L.C. 2
24 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
25 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Canton Nuveen Asset Management, LLC · 23 related pages $419.2bn 1 $419.2bn
26 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
27 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
28 CBIZ Investment Advisory Services, LLC institutions · Woodstock $12.8bn 1 $12.8bn
29 Balefire, LLC institutions · Alpharetta $2.0bn 1 $2.0bn
30 EQUUS CAPITAL PARTNERS, LTD. real estate · Roswell $1.7bn 1 $1.7bn
31 ALBRITTON CAPITAL MANAGEMENT CO institutions · Alpharetta $1.5bn about 1main office $1.5bn
32 MMA ASSET MANAGEMENT LLC institutions · Alpharetta $787.8m 1 $787.8m
33 POLAR CAPITAL (AMERICA) CORPORATION hedge funds, futures · Alpharetta $656.1m 1 $656.1m
34 JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Acworth J.P. MORGAN INVESTMENT MANAGEMENT INC. · 21 related pages $3.5tn office $3.5tn
35 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
36 Pinnacle Financial Partners, Inc. wealth · Alpharetta Synovus Securities, Inc. · 2 related pages $14.7bn office $14.7bn
37 Howard Capital Management, LLC Alpharetta $8.0bn office $8.0bn
38 TITLEIST ASSET MANAGEMENT, LLC wealth · Marietta TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn office $2.8bn
39 JAMISON PRIVATE WEALTH MANAGEMENT, INC. Alpharetta $965.2m based here $965.2m
40 Proactive Wealth Strategies LLC Marietta $623.2m based here $623.2m
41 Financial Gravity Companies, Inc. wealth · Woodstock FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC · 3 related pages $616.4m office $616.4m
42 Yeomans Consulting Group, Inc. Marietta $341.3m based here $341.3m
43 Cavalier Investments, LLC Alpharetta $271.7m based here $271.7m
44 Boomfish Wealth Group, LLC Alpharetta $219.5m based here $219.5m
45 Financial Architects, LLC Woodstock $208.5m based here $208.5m
46 Daner Wealth Management, LLC Alpharetta $184.5m based here $184.5m
47 Lumature Wealth Partners, LLC Alpharetta $168.4m based here $168.4m
48 ATLas Financial Planning LLC Alpharetta $123.3m based here $123.3m
49 American Wealth Advisors, LLC Alpharetta $106.6m based here $106.6m
50 Wealth Enhancement & Preservation of GA, LLC Alpharetta $104.2m based here $104.2m

57 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.