City
Wealth management firms in Roswell, Georgia
As of October 2, 2026, 18 wealth management firms, including broker-dealer firms, with their main office in Roswell, Georgia reported $1.3 billion in regulatory assets under management; the largest by assets was Journey Beyond Wealth, with $250.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 18
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $72.1 million
- SEC-registered, of those listed
- 4 of 18 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Journey Beyond Wealth | SEC | $250.3 million | 412 |
| 2 | Commonwealth Financial Planners Inc | SEC | $227.6 million | 316 |
| 3 | Park Square Financial Group LLC | SEC | $218.6 million | 706 |
| 4 | St. John & Associates, Inc. | SEC | $128.4 million | 666 |
| 5 | Vickery Creek Capital Management | State | $95.2 million | 266 |
| 6 | Barnard Financial Group, LLC | State | $94.2 million | 333 |
| 7 | Bella Wealth Management, LLC | State | $73.7 million | 524 |
| 8 | DBA Olson Associates | State | $71.1 million | 235 |
| 9 | Cedar Valley Capital LLC | State | $45.3 million | 32 |
| 10 | Tomas A. Blanno and Company, LLC | State | $28.9 million | 113 |
| 11 | Great Bay Wealth Management | State | $28.3 million | 53 |
| 12 | Mike Sena Advisors, Inc. | State | $17.5 million | 51 |
| 13 | Asset Guidance Group, LLC | State | $17.0 million | 35 |
| 14 | J Moss and Co | State | $1.8 million | 1 |
| 15 | First Pitch Planning and Tax LLC | State | $0 | 0 |
| 16 | Hollingsworth, Lee W Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 17 | MJ Wealth Management LLC | State | $0 | 0 |
| 18 | Wellspring Planning Group LLC | State | $0 | 0 |
Wealth management firms in Georgia, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.