Firms by city
Registered investment advisers in Woodstock, GA
4 SEC-registered advisers headquartered in Woodstock, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Woodstock Wealth Management | Woodstock, GA | $727M |
| Goodwin Investment Advisory | Woodstock, GA | $397M |
| Financial Architects | Woodstock, GA | $199M |
| Legacy Partners Financial Group | Woodstock, GA | $108M |
- Headquarters
- Woodstock, GA
- Regulatory AUM
- $727M
- Headquarters
- Woodstock, GA
- Regulatory AUM
- $397M
- Headquarters
- Woodstock, GA
- Regulatory AUM
- $199M
- Headquarters
- Woodstock, GA
- Regulatory AUM
- $108M
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 Woodstock 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.