Best Investors Account Sign in

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

OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BLUE GROTTO CAPITAL, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PATHWAY FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRITY ALLIANCE, LLC.
BLACKRIDGE ASSET MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROOKSTONE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STONEX ADVISORS INC.
OSAIC ADVISORY SERVICES, LLC
ELEVATION POINT WEALTH PARTNERS, LLC

Investors

MICHAEL DAVID BEAN
ELIZABETH DEAN MAYHAK
TIMOTHY HARRELL MARTIN
JAMES EDWIN FLYNT
JOHN JOSEPH ANDREW GAGNE
KALEN SIAVASH TAVASSOLI
PATRICK LOVELL
GEORGE CHRISTMAN
DARREN JAMES BECK
THIESMAN BROWN
Jie Bo
DANIEL BERGAN
KELLY Joseph BOWLING
DAVID L BURCH
Ana S Noriega Morales
Eddie Joseph LeBlanc
STEPHEN ZACHARY COLE
MARK GABLE HUTCHENS
MICHAEL PAUL NEWSOME
JAMES DANIEL NEWSOME
FRANCIS Joseph Castro KELLY
ZACK CURTIS NAPIER
Allison Israel
RONALD EDWARD JONES
RICHARD GEORGE MACKELFRESH
JOSEPH P KURELIC
Kirsten Marie Gruber
JASON WILLIAM PECK
KATHRYN ELLEN EMLING
DAVID KRUNCH WHITFIELD KLOBERDANZ
Maximillian Mason Stewart

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