Falists

Georgia · 26 advisers

Financial Advisors in Marietta, Georgia

Looking for a financial advisor in Marietta, Georgia? Falists indexes 26 SEC-registered and state-registered investment advisers in Marietta — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 22 firms list a website you can visit directly. Firms in this directory manage up to $2.96B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

26

With website

22

Largest AUM

$2.96B

Financial planning

23

Filter by specialty

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

AllWealth25Planning23Trusts23Retirement15Institutional10

Top advisors in Marietta

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

View all 26 →

KENWYCK CAPITAL

Marietta, GA

AUM

$6.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

404-567-6001

Full profileVisit site →
View all 26 advisors in Marietta

More cities in Georgia

Atlanta (320)Alpharetta (51)Savannah (17)Roswell (13)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 Marietta, Georgia?
26 registered investment advisers are listed in our Marietta directory, sourced from public SEC filings.
What types of advisors are in Marietta?
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 Marietta?
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.