Business List: Wealth Management in Atlanta, GA

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Creative Planning 3630 Peachtree Rd NE #300, Atlanta, GA 30326
40448xxxx0 a.j******@c***************.com 4.4 7 6345 125 7200
RBC Wealth Management Branch - South Atlantic 3550 Lenox Rd NE Ste 1950, Atlanta, GA 30326
40426xxxx0 wms**********@r**.com 1 1 14811 16000
Rockefeller Capital Management 3060 Peachtree Rd Suite 110, Atlanta, GA 30305
40444xxxx0 abc***@r*****.com 5 3
Merlin Wealth Management 3560 Lenox Rd NE Suite 1100, Atlanta, GA 30326
40444xxxx0 ram*****************@r*****.com
Bill Spalding Wealth Management 3060 Peachtree Rd NW Ste 250, Atlanta, GA 30305
40425xxxx1 bi**@s*************.com 164
TIAA Financial Services 280 Elizabeth St NE suite a, Atlanta, GA 30307
84445xxxx1 ada********@t***.org 4.5 4 90961 524 91000
Platinum Wealth Management of Buckhead 3560 Lenox Rd NE Suite 2727, Atlanta, GA 30326
40444xxxx8 bet**********@p****.com 58 84
Pierson Wealth Management 1380 W Paces Ferry Rd NW #2155, Atlanta, GA 30327
40423xxxx2 axx*****@p************.com
Odyssey Wealth Management - UBS Financial Services Inc. 3280 Peachtree Rd NE 21st floor, Atlanta, GA 30305
40447xxxx4 abc*******@u**.com
Felton and Peel Wealth Management Two Ballpark Center, 800 Battery Ave SE UNIT 15/100, Atlanta, GA 30339
80082xxxx8 con******@f************.com 5 2 287 288
Regent Peak Wealth Advisors 200 Galleria Pkwy SE Suite 1175, Atlanta, GA 30339
47086xxxx0 ame*@r***************.com 5 1 92 99
American Wealth Management Inc 3495 Piedmont Rd NE, Atlanta, GA 30305
77039xxxx0 jer**********@a*****.biz
Larry Cummings - RBC Wealth Management Financial Advisor 3550 Lenox Rd NE Suite 1950, Atlanta, GA 30326
40426xxxx0 joh*******@c*.rbcwealthmanagement 14811 16000
Bill Spalding Wealth Management 3060 Peachtree Rd, Atlanta, GA 30305
40425xxxx1 bi**@s*************.com
Chase Rosenberg - RBC Wealth Management Financial Advisor 3550 Lenox Rd Suite 1950, Atlanta, GA 30326 40426xxxx9 bet******@r**.com 14811 16000
Morgan Stanley Financial Advisors 5565 Glenridge Con Suite 1900, Atlanta, GA 30342
40470xxxx0 acc**********@m************.com 5 1
Ironridge Wealth Management Atlanta 100 Galleria Pkwy #1130, Atlanta, GA 30339
77063xxxx5 aje*******@i**************.com
J.P. Morgan Securities 3424 Peachtree Rd NE Ste 600, Atlanta, GA 30326
40484xxxx0 a.b@c****.com 938493 6467 37
Atticus Wealth Management 1175 Peachtree St NE, Atlanta, GA 30361
40490xxxx9 bob@a********.com
Letson Investment Management, Inc. 48 W Brookhaven Dr NE, Atlanta, GA 30319
40423xxxx4 inf*@l***********.com 5 4
Cambridge Wealth Advisors, LLC 1349 W Peachtree St NW UNIT 1910, Atlanta, GA 30309
inf*@c**************************.org
Peachtree Wealth Advisors 300 W Wieuca Rd NE, Atlanta, GA 30342 40453xxxx5
Ben Joel - RBC Wealth Management Financial Advisor 3550 Lenox Rd Suite 1950, Atlanta, GA 30326
40426xxxx8 rbc*********@r**.com 5 1 14803 16000
Atlanta Wealth Management 2277 Peachtree Rd UNIT 801, Atlanta, GA 30309
40471xxxx7 dbo***@a************.com
Ampere Wealth Management - Ameriprise Financial Services, LLC 999 Peachtree St NE, Ste 2820, Atlanta, GA 30309
85599xxxx0 ada****@a***.com 61 68
Bessemer Trust Private Wealth Management Atlanta GA 3455 Peachtree Rd NE Suite 850, Atlanta, GA 30326
40496xxxx0 ise***@b*******.com 4 1
Avere Wealth Management 3372 Peachtree Rd NE, Atlanta, GA 30326
47087xxxx1 hel**@a**********.com 5 3
Zager Wealth Management - UBS Financial Services Inc. 3560 Lenox Rd NE 28th Floor, Atlanta, GA 30326
40476xxxx4 ale*******@u**.com
DHG Wealth Advisors 191 Peachtree Rd NE suite 2700-a, Atlanta, GA 30303 40457xxxx2
CornerCap Wealth Advisors 1355 Peachtree Rd NE STE 1700, Atlanta, GA 30309
40487xxxx0 aha*****@c********.com
Schultz Wealth Management of Janney Montgomery Scott 3630 Peachtree Road NE, Suite 850, Atlanta, GA 30326
40492xxxx2 acr*******@j*****.com
Clifford Wang - RBC Wealth Management Financial Advisor 3550 Lenox Rd NE Suite 1950, Atlanta, GA 30326
40426xxxx8 joh*******@c*.rbcwealthmanagement 14811 16000
Anchor Point Wealth Advisors 1100 Peachtree Rd NE STE 1000, Atlanta, GA 30309
adm*******@c*****.com
Healy Wealth Management 200 Ashford Center N # 400, Atlanta, GA 30338
77035xxxx4 joh*******@h**********.com 5 1
Modera Wealth Management - Financial Advisors & Financial Planners - Atlanta, GA 5555 Glenridge Con #150, Atlanta, GA 30342
67883xxxx6 aar********@m***********.com 90 113
Signature Wealth Management Group 3625 Cumberland Blvd SE Suite 1485, Atlanta, GA 30339
67893xxxx0 3d@s***********.com 5 1 379
Align Wealth Advisors 2100 Riveredge Pkwy Ste 1225, Atlanta, GA 30328
47073xxxx6 aar************@r***********.com 5 1 17484 18000
Northwestern Mutual 2859 Paces Ferry Rd SE Ste 1200, Atlanta, GA 30339
77095xxxx1 the***************@n*.com 3.7 3
Wilson Wealth Management - UBS Financial Services Inc. 3560 Lenox Rd NE Fl 28, Atlanta, GA 30326
40476xxxx5
ZWJ Investment Counsel 75 14th St NE #2900, Atlanta, GA 30309
40487xxxx1 abe*****@z****.com
Bespoke Capital Advisors of Raymond James 6 Concourse Pkwy Ste 2175, Atlanta, GA 30328
77032xxxx7 aar************@r***********.com 5 6 162 2 184
Merrill Lynch Wealth Management 300 Galleria Pkwy SE, Atlanta, GA 30339
77085xxxx0 ale*********@m*.com 5 1
Peachtree Planning 5040 Roswell Rd, Atlanta, GA 30342
40426xxxx0 ada***********@p****************.com 4 4
Money Management International 3500 Lenox Rd NE Suite 1500, Office #83, Atlanta, GA 30326
40426xxxx6 ada********@m**************.org 5 10
Nicholas Hoffman & Co 1355 Peachtree Rd NE, Atlanta, GA 30309
40481xxxx0 bla****@n************.com 5 1
G2 Wealth Management - UBS Financial Services Inc. 3560 Lenox Rd NE 28th Floor, Atlanta, GA 30326
40476xxxx9 ade********@u**.com
SignatureFD 1230 Peachtree Rd NE, Atlanta, GA 30309
40425xxxx0 aak***********@s**********.com 5 2
ACG Wealth 3333 Piedmont Rd NE # 2010, Atlanta, GA 30305
40489xxxx0 abe*****@a********.com 4.3 3 2837 28 2900
Atlanta Wealth Management 2277 Peachtree Rd NE, Atlanta, GA 30309
40471xxxx7 dbo***@a************.com
Greenwood Wealth Management 715 Peachtree Rd NE #100th, Atlanta, GA 30308 40463xxxx2 5 1
Meadow Creek Wealth Advisors 4200 Northside Pkwy NW Bldg 14 Ste 250, Atlanta, GA 30327
47035xxxx0
Diversified Financial Management Group 1050 White St SW, Atlanta, GA 30310 40475xxxx6 1 2
Mercer Advisors Wealth Management 5555 Glenridge Con Suite 825, Atlanta, GA 30342
88897xxxx4 aar********@m*************.com 5 3 2837 28 2900
LCORE Wealth Management 9040 Roswell Rd #350, Sandy Springs, GA 30350 40493xxxx0 5 2
Carlyle Wealth Management 5 Concourse Pkwy #3000, Atlanta, GA 30328
77095xxxx5 cwm***@c************.com
Southeastern Wealth Management Group 3060 Peachtree Rd Suite 110, Atlanta, GA 30305
40447xxxx0 abc****@r*****.com
Resource Planning Group 10 Glenlake Pkwy NE Tower, Ste. 150, Atlanta, GA 30328 77067xxxx0 5 6
Inlight Wealth 1175 Peachtree Rd NE Suite 360, Atlanta, GA 30361
40455xxxx8 inf*@i************.com 5 1
Charles Schwab 3260 Walton Riverwood Ln SE, Atlanta, GA 30339
77098xxxx0 app*******************@s*****.com 3.8 9
Eads & Heald Wealth Management 2100 Riveredge Pkwy #760, Atlanta, GA 30328
77098xxxx6 c18*****************************@s*****.wixpress 5 2
Chancellor Wealth Management 100 Galleria Pkwy SE #995, Atlanta, GA 30339
77066xxxx0 kat***@c***************.com
Josh Schrader - RBC Wealth Management Financial Advisor 3550 Lenox Rd Suite 1950, Atlanta, GA 30326
82868xxxx5 rbc*********@r**.com 14811 16000
Apex Wealth Management - UBS Financial Services Inc. 3560 Lenox Rd NE 28th Floor, Atlanta, GA 30326
40476xxxx1
Broadland Wealth Management - Morgan Stanley 3280 Peachtree Rd NE Suite 1900, Atlanta, GA 30305
40426xxxx6 int**********@m************.com
BIP Wealth 3575 Piedmont Rd NE, Bldg 15 Suite 730, Atlanta, GA 30305
40449xxxx0 aar*******@b********.com 70 98
RBC Wealth Management Branch - Atlanta 3550 Lenox Rd Suite 1950, Atlanta, GA 30326
40426xxxx0 rbc*********@r**.com 1 1 11828 13176
Homrich Berg 3550 Lenox Rd NE #2700, Atlanta, GA 30326
40426xxxx0 a@h**********.com 4.3 6 359 19 400
Advocacy Wealth Management Services, LLC 3350 Riverwood Pkwy, Atlanta, GA 30339
80063xxxx7 bwh*****@a*************.com 2 4
Linea Private Wealth Management 300 Galleria Pkwy SE Suite 630, Atlanta, GA 30339
77073xxxx0 ang*******@l**********.com
Montag Wealth Management 200 Galleria Pkwy Suite 1450, Atlanta, GA 30339
40452xxxx4 doe*****@m*********************.com 3 2 39 41
Compass Wealth Management, LLC 3340 Peachtree Rd NE Ste 620, Atlanta, GA 30326
67861xxxx4 bal*********@c********.net 5 2 10 14
Vantage Wealth Management - Morgan Stanley 3280 Peachtree Rd NE Suite 1900, Atlanta, GA 30305
40426xxxx9 int**********@m************.com
Active Wealth Management, Inc. 6 Concourse Pkwy #2910, Atlanta, GA 30328 77068xxxx7 5 47
InvestHER Fiduciary Solutions Mailing Address, 2905 E Point St #91589, Atlanta, GA 30344
67821xxxx0 inf*@i**********.com 5 8 457 477
Windward Wealth Management Group - UBS Financial Services Inc. 3560 Lenox Rd NE 28th Floor, Atlanta, GA 30326
67851xxxx0 abc*******@u**.com
Inlight Wealth 1175 Peachtree St NE, Atlanta, GA 30361
40455xxxx8 inf*@i************.com
Wealth Action Planners
40434xxxx1 019*************************************@w*****************.com 5 7 5
Petra Wealth Management Group - Morgan Stanley 3280 Peachtree Rd NE Suite 1900, Atlanta, GA 30305
40426xxxx5 acc**********@m************.com
The Meridian Wealth Management Group - Morgan Stanley 3280 Peachtree Rd NE Suite 1900, Atlanta, GA 30305
40426xxxx0 acc**********@m************.com
Bt Wealth Management, LLC 3300 Riverwood Pkwy #1075, Atlanta, GA 30339
77063xxxx0 bgl***@b**********.com 5 1
J.A. Lawrence Wealth Management 120 N Candler St, Decatur, GA 30030
47059xxxx8 joh*@j*********.net 5 10
Sage Mountain Advisors 945 East Paces Ferry Rd NE APT 2660, Atlanta, GA 30326
40479xxxx1 axx***@s*******************.com 3 2
LongView Wealth Management 5605 Glenridge Dr Suite 300, Atlanta, GA 30342
40484xxxx0 inf*@l***.com
Fitch Wealth Management Group, LLC 3535 Peachtree Rd, Atlanta, GA 30326
40439xxxx7 fre*@f**********.com
The Willett, Phelan, Myers & Rodts Wealth Management Group of Janney Montgomery Scott 3630 Peachtree Rd NE #850, Atlanta, GA 30326
40492xxxx4 aal******@j*****.com 1680 1800
Sanders & Crews Wealth Management Group 3550 Lenox Rd Suite 1950, Atlanta, GA 30326
40426xxxx6
Nora Wealth Advisors, LLC 1201 Peachtree Rd NE Building 400, Suite 100, Atlanta, GA 30361
40447xxxx0 hel**@n*********.com
Waverly Advisors, LLC 3300 Riverwood Pkwy #1075, Atlanta, GA 30339
77063xxxx0 aar*********@w***************.com
BPC Wealth Management 3424 Peachtree Rd NE UNIT 1170, Atlanta, GA 30326
40490xxxx0
Invesco 1331 Spring St NW, Atlanta, GA 30309
40489xxxx1 aar********@i******.com 4.4 31
Elwood & Goetz Wealth Advisory Group 490 Brasfield Square SE, Atlanta, GA 30316
67838xxxx7 ald**@e**********.com 4.4 7 187 7 201
JPG Wealth Management LLC Tower Place 100, 3340 Peachtree Rd NE #1800, Atlanta, GA 30326
67840xxxx0 gia****@g****.com
Paces Ferry Wealth Advisors 2849 Paces Ferry Rd SE #660, Atlanta, GA 30339
40448xxxx0 con****@p***************.com 663 652
UBS Private Wealth Management 3280 Peachtree St NE 21st Floor, Atlanta, GA
acc***************@u**.com
Morgan Stanley Financial Advisors 3280 Peachtree Rd NE Suite 1900, Atlanta, GA 30305
40426xxxx0 acm***********@m************.com 4.5 6
Piedmont Wealth Partners 2827 Peachtree Rd Suite #510, Atlanta, GA 30305
77055xxxx7 dav**@p*********.com 5 3
Gratus Capital 3535 Piedmont Rd NE Building 14, 5th Floor, Atlanta, GA 30305
40496xxxx0 ac@g************.com 4.5 2 614 3 616
Atticus Asset Management 1175 Peachtree Rd NE F10, Atlanta, GA 30361
40490xxxx9 cmo****@a********.com 5 1
Active Wealth Management Midtown Office 1175 Peachtree Rd NE Suite 1000, Atlanta, GA 30361
67880xxxx1 bal****@a***********.com 5 3
UBS Private Wealth Management 3280 Peachtree Rd NE 21st floor, Atlanta, GA 30305
40447xxxx0 abc*******@u**.com
Haven Wealth Advisors 3438 Peachtree Rd NE # 1200, Atlanta, GA 30326
40484xxxx0 ale*****************@n*.com 5 3
Jake Dale - RBC Wealth Management Financial Advisor 3550 Lenox Rd Suite 1950, Atlanta, GA 30326
40426xxxx4 wms**********@r**.com 14803 16000
Element Wealth Advisors 800 Mount Vernon Hwy NE Ste 350, Atlanta, GA 30328
67887xxxx2 inf*@e******.com 5 2 1768 38 1700
MOSAIC WEALTH MANAGEMENT 3379 Peachtree Rd Ste 230, Atlanta, GA
40493xxxx0 adm**@m******.com
Raymond Mcintyre - RBC Wealth Management Financial Advisor 3550 Lenox Rd Suite 1950, Atlanta, GA 30326
40426xxxx2 rbc*********@r**.com
Buckhead Wealth Management 1708 Peachtree Rd NE Suite 210, Atlanta, GA 30309
40481xxxx4 a.b******@b*************.com 5 6 230 232
Morningside Asset Management 3333 Piedmont Rd NE Suite #1050C, Atlanta, GA 30305
40437xxxx4 doe*****@m************.com 1 1
McGowan Wealth Management 3414 Peachtree Rd NE #1100, Atlanta, GA 30326
67851xxxx2 abc*******@w*****************.com 3 1
PROCARIAN WEALTH ADVISORS - Ameriprise Financial Services, LLC 6285 Barfield Rd Ste 250, Atlanta, GA 30328
77035xxxx0 dns*****@a***.com 5 2
Georgia Financial Advisors 2970 Peachtree Rd NW STE 300, Atlanta, GA 30305
40468xxxx2 e@g********.com 4.9 31 391 27 443
WealthMD 3550 Lenox Rd NE #1100, Atlanta, GA 30326
40492xxxx5 ale************@w*******.com 5 1 238 5 248
Iron Oaks Wealth Advisors - Ameriprise Financial Services, LLC 3475 Lenox Rd NE Ste 600, Atlanta, GA 30326
40499xxxx0 ada*******@a***.com 4.2 5 1204 1200
Smith Howard Wealth Management 271 17th St NW, Atlanta, GA 30363
40487xxxx4 bsw*******@s****************.com 3.8 4
BNY Mellon Wealth Management Atlanta GA 3290 Northside Pkwy NW #950, Atlanta, GA 30327
67891xxxx6 jes************@b********.com
Miller Marsden Suther Wealth Management - UBS Financial Services Inc. 3560 Lenox Rd NE Fl 28, Atlanta, GA 30326
40476xxxx5
Merrill Lynch Wealth Management 3455 Peachtree Rd NE, Atlanta, GA 30326
40423xxxx0 bro*********@m*.com 3.4 5
DSF Wealth Management, LLC 3384 Peachtree Rd NE # 260, Atlanta, GA 30326
40425xxxx1 dou**********@d************.com 82
Wells Fargo Advisors 3280 Peachtree Rd NE Suite 300, Atlanta, GA 30305
40484xxxx0 aar*********@w*****************.com 3.7 3 188400 189000
Avere Wealth Management 3372 Peachtree Rd NE Suite 115, Atlanta, GA 30326
47087xxxx1 hel**@a**********.com 5 3
Cambridge Wealth Advisors, LLC 1349 W Peachtree St NW Unit 1910, Atlanta, GA
inf*@c**************************.org
Merlin Wealth Management - Morgan Stanley 3280 Peachtree Rd NE Suite 1900, Atlanta, GA 30305 40484xxxx0
Cerner Capital Management 2295 Parklake Dr NE #350, Atlanta, GA 30345 77049xxxx3 4.8 5
PSL Wealth Strategies and Management- Porsche S. Love 384 Northyards Blvd NW, Atlanta, GA 30313
67875xxxx4 abb**@c*******.com 5 1
Welch Financial Advisors, LLC 201 Joseph E. Lowery Blvd NW, Atlanta, GA 30314
40459xxxx7 cec*********@c*************.com 5 5 144 143
Heritage Wealth Management Group 3050 Peachtree Rd UNIT 600, Atlanta, GA 30305
40424xxxx0 aar************@r***********.com 17484 18000
Commercial Loan Specialist (CLS) 236 Forsyth St SW Ste 103, Atlanta, GA 30303
40498xxxx6 woo**@c****************.com 5 8 11 19
Alliance Bernstein 3560 Lenox Rd NE, Atlanta, GA 30326
40427xxxx0 aak********@b********.com
THE WEALTH ENGINEER 3043 Riverstone Tr, Atlanta, GA 30339
88846xxxx0 jls****@w*************.com 5 1
Fleming Wealth Management LLC 1200 Abernathy Rd NE Suite 1700, Atlanta, GA 30328
77035xxxx7 edf******@f**********************.com
Abbott Brown Wealth Management - Ubs Financial Services Inc. 3455 Peachtree Rd NE Ste 1700, Atlanta, Ga 30326
40484xxxx6 aar*******@u**.com 229821 242000
CSG, Wealth Management 3455 Peachtree Rd NE, Atlanta, GA 30326 40464xxxx6 5 1
Wiser Wealth Management, Inc 125 Church St #220, Marietta, GA 30060
67823xxxx5 abi****@w************.com 5 104 5 17 700 90 753
Harbor View Wealth Management - UBS Financial Services Inc. 3560 Lenox Rd NE 28th Floor, Atlanta, GA 30326
40476xxxx0 abc*******@u**.com
Strategic Wealth Designers 1100 Abernathy Rd NE Suite L-20, Atlanta, GA 30328
67863xxxx3 aar**@s*******.com 5 1 4.8 64 4739 16 4900
Asset Advisors Group, LLC 4779 Atlanta Rd Suite 250, Atlanta, GA 30339
67899xxxx2 jam**@a*****************.com 5 2
Capstone Financial 3550 Lenox Rd NE #1100, Atlanta, GA 30326
40426xxxx0 agr**@c*********.com 4 4 447 79 460
FWI Wealth Management 741 Monroe Dr NE, Atlanta, GA 30308
40478xxxx2 dav**********@f********.com
Chastain Wealth Management 7000 Central Pkwy 11th Floor, Atlanta, GA 30328
40473xxxx1 inf*@c*************.com 122 7 133
Wealth Enhancement Group 1100 Abernathy Rd NE #500, Atlanta, GA 30328
77029xxxx0 aba****@w****************.com 5 1
Smith + Howard Wealth Management BB&T Tower, 271 17th St NW, Atlanta, GA 30363
40487xxxx4 jan***@s****************.com 3.8 4
Capstone Financial Management 2110 Powers Ferry Rd # 465, Atlanta, GA 30339 77026xxxx0 1 2
Masters Wealth Management 1455 Lincoln Pkwy E F3, Atlanta, GA 30346
40440xxxx0 inf*@m********.com
Pivotal Wealth Management 1100 Peachtree St NW Ste 950, Atlanta, GA 30309
40496xxxx4 awi******@p********.com 19
Wealth Transfer Enterprise 715 Peachtree Rd NE suite 100- 200, Atlanta, GA 30308
67892xxxx4 4.9 40