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Advisers in Alpharetta, GA

39 advisers in Alpharetta — 39 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (31)Hourly fees (14)Flat / fixed fees (26)Retirement plan consulting (8)

All advisers

Ae Financial & Risk Management, INC.290 Prospect Place · Alpharetta, GA 30005 · (678) 338-4396 · Financial planningCRD 172395 · % of assets, Hourly charges, Fixed fees · $40.1 million AUMState registeredNo commissions reportedAmerican Wealth Management, INC.3480 Preston Ridge Road, Suite 500 · Alpharetta, GA 30005 · (770) 392-8741 · Financial planningCRD 25536 · % of assets, Hourly charges · $310.0 million AUMSEC registeredNo commissions reportedAtlas Investment Advisors11720 Amber Park Dr #160 · Alpharetta, GA 30009 · (770) 336-6805 · Financial planningCRD 324861 · % of assets, Fixed fees · $184.1 million AUMSEC registeredNo commissions reportedBlueprint Private Wealth Management LLC292 South Main Street,, Suite 300 · Alpharetta, GA 30009 · (678) 202-0490 · Financial planningCRD 319507 · % of assets, Fixed fees · $94.7 million AUMState registeredNo commissions reportedBrooke Forest Capital LLC11175 Cicero Dr, Suite 100 · Alpharetta, GA 30022 · (678) 646-6730 · Financial planningCRD 328837 · % of assets, Hourly charges, Fixed fees · $26.2 million AUMState registeredNo commissions reportedCapital Endurance Group, INC5755 North Point Parkway, Suite 20 · Alpharetta, GA 30022 · (470) 375-6663 · Financial planningCRD 284793 · % of assets, Fixed fees · $108.8 million AUMSEC registeredNo commissions reportedCg Maton Advisory, INC.2402 Abbey Court · Alpharetta, GA 30004 · (678) 297-1217 · Financial planningCRD 127277 · % of assets, Hourly charges, Fixed fees · $45.4 million AUMState registeredNo commissions reportedCirca Capital, LLC8000 Avalon Boulevard, Suite 100 · Alpharetta, GA 30009 · (770) 500-0888 · Financial planningCRD 158694 · % of assets, Hourly charges · $83.6 million AUMState registeredNo commissions reportedClear Investment Research, LLC284 S. Main Street, Suite 900 · Alpharetta, GA 30009 · (678) 293-8667 · Financial planningCRD 172685 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedCn Wealth Management, LLC11175 Cicero Drive, Suite 100 · Alpharetta, GA 30022 · (678) 242-5253 · % of assets managedCRD 150469 · % of assets · $52.0 million AUMState registeredNo commissions reported
Cwpim2475 Northwinds Parkway, Suite 200 · Alpharetta, GA 30009 · (770) 596-2692 · Financial planningCRD 288024 · % of assets, Hourly charges, Fixed fees · $15.4 million AUMState registeredNo commissions reportedDaner Wealth Management, LLC11475 Great Oaks Way, Suite 340 · Alpharetta, GA 30022 · (404) 915-0128 · Financial planningCRD 317373 · % of assets, Fixed fees · $201.7 million AUMSEC registeredNo commissions reportedElm3 Financial Group, LLC5755 North Point Pkwy, Suite 92 · Alpharetta, GA 30022 · (678) 297-9500 · Financial planningCRD 140594 · % of assets, Hourly charges, Fixed fees · $189.0 million AUMSEC registeredNo commissions reportedExit Wealth Advisors1040 Cambridge Square, Suite C · Alpharetta, GA 30009 · (404) 474-8513 · Financial planningCRD 332573 · % of assets, Fixed fees · $243.2 million AUMSEC registeredNo commissions reportedForthright Wealth Management, LLC11780 Northfall Lane, Suite 303 · Alpharetta, GA 30009 · (470) 395-4749 · Financial planningCRD 220515 · % of assets · $773.4 million AUMSEC registeredNo commissions reportedFsam LLC1720 Windward Concourse, Suite 115 · Alpharetta, GA 30005 · (770) 777-9373 · % of assets managedCRD 287851 · % of assets · $138.4 million AUMSEC registeredNo commissions reportedGeorgia Advisory Group LLC2440 Old Milton Pkwy Suite 200 · Alpharetta, GA 30009 · (770) 841-1713 · Financial planningCRD 306815 · % of assets · $117.0 million AUMState registeredNo commissions reportedGibbs Wealth Management, LLC3980 Old Milton Parkway · Alpharetta, GA 30005 · (678) 694-8770 · % of assets managedCRD 281621 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedHoward Capital Management, LLC415 South Broad Street · Alpharetta, GA 30009 · (770) 642-4902 · Flat / fixed feesCRD 118070 · % of assets, Subscription fees · $8.0 billion AUMSEC registeredNo commissions reportedIncompass Financial Partners, LLC1602 Abbey Court · Alpharetta, GA 30004 · (770) 971-9141 · Financial planningCRD 318227 · % of assets, Fixed fees · $192.0 million AUMSEC registeredNo commissions reportedIntegras Partners, LLC3180 North Point Parkway, Suite 102 · Alpharetta, GA 30005 · (404) 941-2800 · Financial planningCRD 172979 · % of assets · $244.8 million AUMSEC registeredNo commissions reportedLatitude Investment Group1125 Sanctuary Parkway, Suite 120 · Alpharetta, GA 30009 · (248) 202-6081 · Financial planningCRD 333819 · % of assets, Hourly charges · $6.3 million AUMState registeredNo commissions reportedMerit Financial Advisors2400 Lakeview Parkway, Suite 550 · Alpharetta, GA 30009 · (678) 867-7050 · Financial planningCRD 142457 · % of assets, Hourly charges, Fixed fees · $23.9 billion AUMSEC registeredNo commissions reportedMorgan Capital Group LLC2300 Lakeview Parkway, Suite 700 · Alpharetta, GA 30009 · (678) 333-9406 · Financial planningCRD 307004 · % of assets, Hourly charges, Fixed fees · $100,000 AUMState registeredNo commissions reportedMpwm Advisory Solutions LLC8000 Avalon Blvd, Suite 100 · Alpharetta, GA 30009 · (678) 566-4001 · Financial planningCRD 169885 · % of assets, Hourly charges, Fixed fees · $326.9 million AUMSEC registeredNo commissions reportedMrp Capital Investments, LLC8440 Holcomb Bridge Road, Suite 520 · Alpharetta, GA 30022 · (404) 274-7851 · Financial planningCRD 167256 · % of assets · $227.6 million AUMSEC registeredNo commissions reportedNewcorp Wealth Management11720 Amberpark Drive, Suite 170 · Alpharetta, GA 30009 · (404) 996-6893 · Financial planningCRD 297125 · % of assets, Fixed fees · $177.1 million AUMSEC registeredNo commissions reportedNorthstar Investment Partners3255 North Point Parkway, Suite 103 · Alpharetta, GA 30005 · (770) 855-8620 · % of assets managedCRD 127432 · % of assets · $16.0 million AUMState registeredNo commissions reportedNorthstar Investment Partners3255 North Point Pkwy, Ste 103 · Alpharetta, GA 30005 · (770) 559-6220 · Financial planningCRD 340596 · % of assets, Fixed fees · $37.5 million AUMState registeredNo commissions reportedOverlay Management, LLC3000 Northwinds Parkway, Suite 150 · Alpharetta, GA 30009 · (770) 415-0596 · % of assets managedCRD 324401 · % of assets, Performance-based fees, Other · $168.6 million AUMSEC registeredNo commissions reportedPgi Wealth Management13680 Highway 9, Suite C100 · Alpharetta, GA 30004 · (888) 493-9022 · Financial planningCRD 297517 · % of assets, Fixed fees · $930.6 million AUMSEC registeredNo commissions reportedPower Wealth Management2400 Lakeview Pkwy, Suite 675 · Alpharetta, GA 30009 · (404) 889-8919 · Financial planningCRD 315101 · % of assets, Fixed fees · $429.9 million AUMSEC registeredNo commissions reportedSoina Financial Group, LLC12890 Keystone CT · Alpharetta, GA 30009 · (267) 457-4644 · % of assets managedCRD 326460 · % of assets · $1.2 million AUMState registeredNo commissions reportedTandemgrowth Financial Advisors, LLC3820 Mansell Road, Suite T30 · Alpharetta, GA 30022 · (770) 641-6360 · Financial planningCRD 125490 · % of assets, Fixed fees · $297.0 million AUMSEC registeredNo commissions reportedThe Advisory Firm12600 Deerfield Parkway, Suite 100 · Alpharetta, GA 30004 · (678) 566-3711 · Financial planningCRD 139125 · % of assets, Fixed fees · $126.4 million AUMSEC registeredNo commissions reportedVident Asset Management1125 Sanctuary Pkwy, Suite 515 · Alpharetta, GA 30009 · (404) 267-1501 · Flat / fixed feesCRD 286622 · % of assets, Fixed fees, Other · $22.0 billion AUMSEC registeredNo commissions reportedWealth Science Advisors LLC55 Roswell Street, Suite 210 · Alpharetta, GA 30009 · (678) 480-2681 · Financial planningCRD 321031 · % of assets, Hourly charges, Fixed fees · $558.7 million AUMSEC registeredNo commissions reportedWealth With No Regrets®12600 Deerfield Parkway, Suite 475 · Alpharetta, GA 30004 · (678) 278-9632 · Financial planningCRD 159201 · % of assets, Fixed fees · $214.4 million AUMSEC registeredNo commissions reportedWellspring Wealth Management LLC11720 Amber Park Drive, Suite 150 · Alpharetta, GA 30009 · (770) 410-4088 · Financial planningCRD 134834 · % of assets, Hourly charges, Fixed fees · $584.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Alpharetta? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.