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Best financial advisors in Atl, GA

Registered advisers within 25 miles of Atl, GA.

Offices
1,572
Firms
640
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,697,115 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

KM CAPITAL MANAGEMENT, LTD.
IREF CAPITAL PARTNERS LLC
SMARR FINANCIAL SERVICES INC.
AEGIS CAPITAL GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
HAVEN GLOBAL PARTNERS, LLC
TRUIST ADVISORY SERVICES, INC.
GREENLIGHT INVESTMENT ADVISORS

Investors

JOSEPH ANDREW FESTE
GREGORY A SMARR
Braeden James Davidson
Matthew R Marston
KENNETH RICHARD HOLLEY
DOLORES CARMEN CADETTE
ERIC BRIAN DUCKWORTH
JEFFREY A REPASKY
THOMAS M. TOMAN
WADE ADAM WHITE
DAVID SCOTT YUSCHAK
GABRIELLE WEBSTER
DIANE FRANCES SCHMIDT
TIELEASHA DEMETRICE JENKINS-HOLLEY
ROBERT ALEXANDER NULL
SABRINA LAVONNE BOWENS-RICHARD
MILTON LLEWELLYN SMITH
KEITH JOSEPH LERNER
AMEET ANILKUMAR TIJORIWALA
SARAH WIGBELS WELCH
MARK RICHARD DICRISTINA
MATTHEW SCOTT BRACEWELL
OLIVIA R MARKS
LORENZO WEST
ASHLEIGH NICOLE MCKIMMIE
SEANA LYNNETTE HEATH
SPENCER JOSEPH WRIGHT
KIEL BRYCE UPTON
JOHN RICHARD MAYFIELD
Jacob Keith Reid
Abraham Haile Zewdie
John Brittson Hall
MICHAEL J SKORDELES
AMANDA LEIGHANNE BROTHERTON-HUBBARD
MICHAEL KURT WALL
DYLAN SAUNDERS KASE
CHRISTOPHER DAVID CONROD
WILLIAM LYONS SONNETT
GREGORY BARLOW BINNEY
WALLACE LINK BAKER
JAMES GARLAND EDWARDS
MEREDITH ANN WHEELER
SHARON VALESCIA GRANNUM
SIERRA CHERIE ORDONEZ
BLAKE ADAM WINTERS
SHAYON MAKONDE MOORE
HORACE JAMES JOHNSON
PAIGE ELIZABETH ALLEN
Itai David Tsur
MARLIN RALPH DUNCAN
MARY LOWELL PETTIT
ERIK LEJON BRYANT
WILLIAM ANDREW HAMILTON RHODES
JAVONDA THOMPSON LIGHTNER
DAVID ASHLEY LADD
DOMINIC JOSEPH PARCELS
THEODORE BENNETT
JENI RACHEL COBBS
JANET MARIE BENTLEY-EWERS
OLUWA ADEMOLA RAINES
Roderick G. Liggins
Brandon Justin Trowel
Greg-O'Ryan Johnson
SHARINA ONEISHA CARMON
JOHN D MARGESON
STEPHEN EARL SERGAN
SEAN PATRICK MCPHERSON
CASEY FRANKLIN BYRNE
Andrew M Cryar
ROBERT ANDREW GARRETT
SHERYL MAWYONNA HINES
DALE ALAN CONLAN
ALI MAHBOD
MICHAEL RICCIARDELLI
MEGAN LIN JENKINS
Lorena Yvonne Kanani
CHRISTINA ADINIG RICHARDSON
Donna M Brown
PATIENCE ROSEBUD WATSON
NANCY HANCOCK CHENEY
ZUHAIB LASSI
FRANK DONALDSON BROWN
MATTHEW DORAN WEATHERLY
Annie Megan DIEKEMA
Robin Lee Marx
SAMSON MACHOKA ORINA
JULIAN FOSTER
JOHN FRANK BRAGG
JEFFREY TODD DUNN
CAITLIN ELIZABETH KENNEDY
CONNIE RENAE ELLIS FOSTER
AUSTIN THOMAS CLARK
EDDIE LEWIS PATTON-GOOCH
ROGER ADAM PERRY
MARGARET LOVATT ROBINSON
VELENA BETH BERNY
MARY CAROLINE MURTAUGH

Within 25 miles of Atl, GA, Best Investors lists 640 registered investment advisory firms with 1,572 offices nearby, managing about $24.5T in combined regulatory AUM across 3,697,115 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 Atl

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM