Firms by city
Registered investment advisers in Alpharetta, GA
2 SEC-registered advisers headquartered in Alpharetta, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Merit Financial GroupCRD 142457 | Alpharetta, GA | $23.88B | 229 | 20,711 |
| Vident AdvisoryCRD 286622 | Alpharetta, GA | $22.02B | 9 | 1,492 |
Merit Financial GroupCRD 142457$23.88B
- Headquarters
- Alpharetta, GA
- Advisory staff
- 229
- Clients
- 20,711
Vident AdvisoryCRD 286622$22.02B
- Headquarters
- Alpharetta, GA
- Advisory staff
- 9
- Clients
- 1,492
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Alpharetta on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Georgia.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.