Aprio Wealth Management, LLC

Aprio Wealth Management, LLC (CRD# 127333) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,312,418,772 in 1,149 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,312
    MILLION
  • Total Number of Accounts
    1,149
    ACCOUNTS
  • Average Account Value
    $1,142,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, LA, NC, NY, PA, SC, TN, TX

Financial Advisors at Aprio Wealth Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Scott J. Barnas
CRD#: 2587163
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Scott Barnas (CRD# 2587163) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 24 years of experience in the finance industry. Scott Barnas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John A. Bly
CRD#: 5832172
212 West Matthews Street, Suite 102, Matthews, NC 28105

John Bly (CRD# 5832172) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 11 years of experience in the finance industry.

3
Caroline P. Galbraith
CRD#: 4844641
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Caroline Galbraith (CRD# 4844641) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 17 years of experience in the finance industry. Caroline Galbraith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Keith M. Greenwald
CRD#: 4896259
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Keith Greenwald (CRD# 4896259) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.

5
Davi Kutner
CRD#: 4315213
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Davi Kutner (CRD# 4315213) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 18 years of experience in the finance industry. Davi Kutner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Marc Leven
CRD#: 5851245
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Marc Leven (CRD# 5851245) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 11 years of experience in the finance industry. Marc Leven has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Michael S. Saulnier
CRD#: 6310288
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Michael Saulnier (CRD# 6310288) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

8
Richard H. Schriefer
CRD#: 3085092
7 Penn Plaza, Suite 210, Atlanta, NY 10001

Richard Schriefer (CRD# 3085092) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, NY and has over 23 years of experience in the finance industry.

9
Phillipe A. Toupin
CRD#: 7004451
212 West Matthews Street, Suite 102, Matthews, NC 28105

Phillipe Toupin (CRD# 7004451) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 3 years of experience in the finance industry.

10
Adam M. Venokur
CRD#: 4172878
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Adam Venokur (CRD# 4172878) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 21 years of experience in the finance industry. Adam Venokur has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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