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Best financial advisors in Athens, GA

Registered advisers within 25 miles of Athens, GA.

Offices
135
Firms
74
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,460,233 clients when Item 5C has a number
Avg / client
$4.92M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COLLINS/MOODY FINANCIAL SERVICES, L.L.C.
TRUIST ADVISORY SERVICES, INC.
TRADEMARK CAPITAL MANAGEMENT INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UBS FINANCIAL SERVICES INC.
SYNOVUS SECURITIES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
FULLY FINANCIAL
J.P. MORGAN SECURITIES LLC
CARSON ADVISORY GROUP
FAMILY WMS, LLC
LANIER FINANCIAL GROUP LLC
LANGLEY WEALTH MANAGEMENT
BFC PLANNING, INC.

Investors

Michele Kerrtrice Pearson Tucker
K. SCOTT COLLINS
JACQUELINE NICOLE EKARD
DANIEL ADAIR BLEDSOE
NANCY BISHOP
Grant Patrick Parker
Natalie Love King
MATTHEW TRACY BRINKLEY
Garrett Witcher
ASHLEY S CARNEY
GREGORY GERRARD ACHTEN
JOSEPH TODD EMILY
Sarah Louise Beam
Comer Brooks Woodruff
JENNA ELIZABETH DAVIS
NICHOLAS JUSTIN BRANNEN
ANDREW MICHAEL RASMUSSEN
AMANDA JADE FOSTER
REID DOUGLAS GOLDEN
Amanda K Brooks
MARSHALL Taylor Morgan
Joanne Lynn Renshaw
JESSICA Lastrapes HIGGINS
Diaundra W Hall
MARCUS BURTON CHILDS
TOM H ALLEN
MILLIE J ROVNY
MEG PARKER
WILLIAM TRAVIS BOYLES
MARISA D JUNKINS
Mary Katherine Griffith
Samuel Blake Hudson
John Gary Hudson
Joseph B Frierson
JODI WATSON
MATTHEW CURRIE
JOSHUA DILLAN CHILDS
Allan Wiltshire
JOSEPH CUNNINGHAM FRIERSON
James D Edwards
BENJAMIN R ROBERTS
JAMES WILLIAM BOYLES
Er'rynne L Comstock
CARY CHRISTIAN FOSTER
JOHN BELL KEEBLE
BENJAMIN ISAAC JACOBS-NICHELSON
Ryan Miller Rasmussen
Larry Craig Dennis
Cesar Anibal Garcia Ortiz
DANIEL FRANCIS MOSSERI
RICHARD JOHN CHESTER
LINDSEY ADAMS SEAGRAVES
KEVIN PATRICK WILSON
EDWARD DENTON ARIAIL
ROBERT HOWARD CARSON
LESLIE WHITE ALLEN
LEAH RENEE RUARK
JASON EDWARD JACOBS
LEWIS LANIER SCRUGGS
NATHAN JOHN HRICZO
David Miller
James Edward Neves
DWIGHT DAXON LANGLEY
JAMES AUGUSTUS BOWERS

Within 25 miles of Athens, GA, Best Investors lists 74 registered investment advisory firms with 135 offices nearby, managing about $12.1T in combined regulatory AUM across 2,460,233 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 Athens

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