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Best financial advisors in Acworth, GA

Registered advisers within 25 miles of Acworth, GA.

Offices
1,185
Firms
522
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,345,305 clients when Item 5C has a number
Avg / client
$6.53M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WEALTHCARE ADVISORY PARTNERS LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BRIGHTEDGE WEALTH MANAGEMENT

Investors

Maria Jose McChesney
Andrew Murphy Windham
LATEEFAH WALIEDAH DONADELLE
Marquise Cortez Williams
Daryl Ullmer
Gabriel G Willis
Virginia Gaylyn Jones Smith
ZACHARY SETH CARDEN
KEITH A ALTOBELLI
Dennis William Cepress
James William Nance
Jeffrey Moore
David G Chabucos
J R HENRY KRAUSE
LYNDA MARIE SMITH
DIANE LORAINE KRAUSE
Deborah Poston Flugstad
RYAN MICHAEL YOUNG
Nader Joseph Kaliel
Charles Barry Nash
AUSTIN THOMAS COOLEY
Kimberly Mullins Dahnke
Roberto De Jesus
Gregory Bettis
Christopher Ferguson

Within 25 miles of Acworth, GA, Best Investors lists 522 registered investment advisory firms with 1,185 offices nearby, managing about $21.8T in combined regulatory AUM across 3,345,305 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 Acworth

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM