Home
Financial Advisor
Georgia
Roswell
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

Tel: 770-992-4444 500 Sun Valley Drive Suite A-6 Roswell, Georgia 30076

About ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC is a Roswell, Georgia based financial advisory firm with nearly $263,970,000 in assets under management and provides investment advisory services for 914 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

322496

Firm SEC#:

801-126453

Assets Under Management:

$263,970,000

No. of Clients:

914

No. of Advisors:

5

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Georgia?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Georgia, Roswell

FirmCRD#:118070
SEC#:801-69763
No. of Advisors:42
No. of Clients:14312
AUM:$5,232,377,716
FirmCRD#:290367
SEC#:801-128161
No. of Advisors:5
No. of Clients:365
AUM:$226,095,412
FirmCRD#:332268
SEC#:801-131121
No. of Advisors:8
No. of Clients:736
AUM:$208,169,989
FirmCRD#:106831
SEC#:801-112991
No. of Advisors:4
No. of Clients:311
AUM:$180,318,918
FirmCRD#:124778
SEC#:801-121426
No. of Advisors:7
No. of Clients:675
AUM:$116,089,822
FirmCRD#:334044
SEC#:801-131666
No. of Advisors:6
No. of Clients:Not Disclosed
AUM:$0

Explore More Financial Advisor Firms in Roswell, Georgia >>

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.