Align your wealth with your vision of a life well-lived. Our collaborative process empowers you to make wise financial decisions. Live your best life with clarity and confidence. Enjoy the journey! We aligned our company with the Avenue Wealth Team so our time can be spent on what matters most, our clients. We chose the Raymond James platform to provide clients with global resources and sophisticated solutions in an environment that puts clients first. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Align Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm
| Website | https://www.raymondjames.com/alignwealthadvisors |
| Revenue | $13.2 billion |
| Employees | 5 (2 on RocketReach) |
| Founded | 2020 |
| Address | 2100 Riveredge Pkwy NW Suite 1225, Sandy Springs, Georgia 30327, US |
| Industry | Financial Services |
| Keywords | Wealth Advisor, Wealth Management, Financial Advisor, Financial Planning, Certified Financial Planner, Financial Planning Services, Portfolio Management, Comprehensive Financial Planning, Chartered Financial Consultant, Investment Management, Investment Advisory Services, Customized Financial Plans, Investment Advisor, Retirement Planning, Financial Consulting, Estate Planning, Tax Planning, Retirement Planning Services, Insurance Planning, Long-Term Care Planning |
| Competitors | UBS, Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, TIAA +37 more (view full list) |
Looking for a particular Align Wealth Advisors employee's phone or email?
The Align Wealth Advisors annual revenue was $13.2 billion in 2026.
Kimberly Evans is the Founder and CEO of Align Wealth Advisors.
2 people are employed at Align Wealth Advisors.
Align Wealth Advisors is based in Sandy Springs, Georgia.