Top 10 advisors in Alpharetta
We’ve curated a list of the best financial advisors in Alpharetta, take a look at it below
Find an advisor in Alpharetta| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $6,678,390,435 | 14 advisors | ||
| 2 | $6,477,766,269 | 20 advisors | ||
| 3 | $5,483,416,255 | 217 advisors | ||
| 4 | $1,258,707,221 | 13 advisors | ||
| 5 | $1,084,277,908 | 17 advisors | ||
| 6 | $635,920,291 | 14 advisors | ||
| 7 | $481,729,513 | 14 advisors | ||
| 8 | $389,513,261 | 8 advisors | ||
| 9 | $313,467,006 | 7 advisors | ||
| 10 | $307,895,611 | 7 advisors |
How we came up with this list
To generate our top financial advisors list in Alpharetta, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Alpharetta. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Vident Investment Advisory, LLC
Assets under management
$6,678,390,435
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Vident Asset Management
Assets under management
$6,477,766,269
Fee structure
A percentage of assets under your management
Fixed fees
QUARTERLY ASSET-BASED LICENSING FEE
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Merit Financial Advisors
Assets under management
$5,483,416,255
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
CONSULTING FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
4. Medalist Partners Corporate Finance LLC
Assets under management
$1,258,707,221
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Alliant Retirement Consulting
Assets under management
$1,084,277,908
Fee structure
A percentage of assets under your management
Fixed fees
ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT
Services offered
Pension Consulting Services
6. Avego Management, LLC
Assets under management
$635,920,291
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Lumature Wealth Partners, LLC
Assets under management
$481,729,513
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
8. Wellspring Wealth Management LLC
Assets under management
$389,513,261
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SHARE IN FEE CHARGED BY SUB-ADVISER.
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
9. Wealth Science Advisors LLC
Assets under management
$313,467,006
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Adaptive Investments
Assets under management
$307,895,611
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.