Falists

Georgia · 13 advisers

Financial Advisors in Roswell, Georgia

Looking for a financial advisor in Roswell, Georgia? Falists indexes 13 SEC-registered and state-registered investment advisers in Roswell — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $250.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

12

Largest AUM

$250.3M

Financial planning

12

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth12Planning12Trusts11Retirement4Institutional2

Top advisors in Roswell

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

More cities in Georgia

Atlanta (320)Alpharetta (51)Marietta (26)Savannah (17)Athens (12)Duluth (12)Woodstock (11)Suwanee (10)Augusta (9)Decatur (8)Johns Creek (8)Macon (8)

Common questions

How many financial advisors are in Roswell, Georgia?
13 registered investment advisers are listed in our Roswell directory, sourced from public SEC filings.
What types of advisors are in Roswell?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Roswell?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.