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Best financial advisors in Hiawassee, FL

Registered advisers within 25 miles of Hiawassee, FL.

Offices
757
Firms
296
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,390 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
AMERITY WEALTH MANAGEMENT, LLC
TD PRIVATE CLIENT WEALTH LLC
PRIMUS TRUST
OSAIC WEALTH, INC.
EDWARD JONES

Investors

GARY MARK KRAVITZ
James Robert Tschudy
CORY ALAN WEISER
Bernardo Gabriel Napoles
courtnay christopher thompson
LUCAS JOSEPH MARQUEZ
Sandra Lynn Hammack
GRANT CHARLES HARKNESS
WINDEL I TAYLOR
CORTNEY NICOLE TIDWELL
DAVID KWAME MOYSTON
Kenneth Bates
David Michael Severson
ANTHONY LEE PIKE
RYAN DOUGLAS ECKERT
JASON T. STRAMARA
LAUREN MICHELLE VOELLER
JEANNIER ANTONIO OLIVEIRA
MATTHEW R WARD
CHRISTOPHER LEE STADLER
MICHAEL FARAJ
Alejandro Gutierrez
STEPHANIE DAWN BRESKE
ROBERT WALTER BRESKE
Michael Eugene Kelley
DARYL DUDLEY JONES
KENNETH WAYNE PATTON
Christopher Ryan Strickland

Within 25 miles of Hiawassee, FL, Best Investors lists 296 registered investment advisory firms with 757 offices nearby, managing about $15.1T in combined regulatory AUM across 3,289,390 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Hiawassee

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM