Firms by city
Registered investment advisers in Roswell, GA
4 SEC-registered advisers headquartered in Roswell, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Journey Beyond Wealth | Roswell, GA | $250M |
| Commonwealth Financial Planners | Roswell, GA | $228M |
| Park Square Financial Group | Roswell, GA | $219M |
| St. John & Associates | Roswell, GA | $128M |
- Headquarters
- Roswell, GA
- Regulatory AUM
- $250M
- Headquarters
- Roswell, GA
- Regulatory AUM
- $228M
- Headquarters
- Roswell, GA
- Regulatory AUM
- $219M
- Headquarters
- Roswell, GA
- Regulatory AUM
- $128M
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 Roswell 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 firms headquartered 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.