RIAs in Roswell, Georgia
Explore 4 RIAs headquartered in Roswell, with $824.8M in combined reported AUM.
RIAs4Headquartered here
Total AUM$824.8MReported regulatory AUM
Total Employees20Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported
All RIAs in Roswell
4 RIAsShowing 1–4 of 4 RIAs
Journey Beyond Wealth
ROSWELL, GAReported AUM$250.3M
Employees6
30.3% of city AUMView RIA ↗
Commonwealth Financial Planners Inc
ROSWELL, GAReported AUM$227.6M
Employees3
27.6% of city AUMView RIA ↗
Park Square Financial Group LLC
ROSWELL, GAReported AUM$218.6M
Employees5
26.5% of city AUMView RIA ↗
St. John & Associates, Inc.
ROSWELL, GAReported AUM$128.4M
Employees6
15.6% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.