Top 10 advisors in Marietta
We’ve curated a list of the best financial advisors in Marietta, take a look at it below
Find an advisor in Marietta| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,144,451,435 | 18 advisors | ||
| 2 | $777,096,773 | 7 advisors | ||
| 3 | $586,507,154 | 11 advisors | ||
| 4 | $236,249,000 | 4 advisors | ||
| 5 | $231,730,349 | 7 advisors | ||
| 6 | $223,994,923 | 5 advisors | ||
| 7 | $142,393,104 | 12 advisors | ||
| 8 | $140,452,867 | 7 advisors | ||
| 9 | $103,011,826 | 3 advisors | ||
| 10 | $97,364,687 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Marietta, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Marietta. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Narwhal Capital Management
Assets under management
$1,144,451,435
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
2. American Financial Advisors, Llc.
Assets under management
$777,096,773
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Marietta Wealth Management, LLC
Assets under management
$586,507,154
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Baer Wealth Management
Assets under management
$236,249,000
Fee structure
A percentage of assets under your management
Commissions
Services offered
Portfolio Management For Individuals And/or Small Businesses
5. Wiser Wealth Management, Inc
Assets under management
$231,730,349
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
6. Proactive Wealth Strategies, LLC
Assets under management
$223,994,923
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Nicholas Wealth Management
Assets under management
$142,393,104
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
EDUCATIONAL SEMINAR FEES CHARGED PER SEMINAR. SELECTION OF TPMM
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Radio/podcasts
8. Incompass Financial Partners, LLC
Assets under management
$140,452,867
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
9. Sentara Capital
Assets under management
$103,011,826
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Bey-douglas, Llc Investment Counsel
Assets under management
$97,364,687
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.