Best financial advisors in Avalon, GA

Registered advisers within 25 miles of Avalon, GA.

Offices

51

Firms

27

Combined AUM

$6.10T

Firm-wide filings, not assets booked only here

Clients

907K

906,605 clients when Item 5C has a number

Avg / client

$6.73M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

13297 JONES ST
LAVONIA, GA 30553

CREATIVE FINANCIAL DESIGNS, INC.

1234 East Main St
Lavonia, GA 30553

EDWARD JONES

5784 WEST AVE.
LAVONIA, GA 30553

FIRST CITIZENS INVESTOR SERVICES, INC.

12380 AUGUSTA RD
LAVONIA, GA 30553

CETERA INVESTMENT ADVISERS LLC

215 HARTWELL RD
LAVONIA, GA 30553

EDWARD JONES

2454 Hwy 17 Alt
TOCCOA, GA 30577

FIRST CITIZENS INVESTOR SERVICES, INC.

9654 LAVONIA ROAD
CARNESVILLE, GA 30521

LPL FINANCIAL LLC

252 West Savannah Street
Toccoa, GA 30577

EDWARD JONES

115 W WINDSOR ST
WESTMINSTER, SC 29693

13.8 miles away

LPL FINANCIAL LLC

461 COOK ST STE D
ROYSTON, GA 30662

14.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

369 West Howell St
Hartwell, GA 30643

16.2 miles away

BISON WEALTH, LLC

122 W Franklin Street
Hartwell, GA 30643

16.9 miles away

EDWARD JONES

13 Depot St
Hartwell, GA 30643

16.9 miles away

ADVOCACY WEALTH MANAGEMENT, LLC

11 Depot St
Hartwell, GA 30643

16.9 miles away

EDWARD JONES

37 EAST FRANKLIN ST SUITE 100
HARTWELL, GA 30643

KINGSWOOD WEALTH ADVISORS, LLC

124 E Franklin St.
Hartwell, GA 30643

17.1 miles away

EDWARD JONES

15889 WELLS HWY SUITE 9
SENECA, SC 29678

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1313 SANDIFER BLVD
SENECA, SC 29678

18.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

119A Professional Park Dr
Seneca, SC 29678-2558

19.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

107 Ram Cat Alley
Seneca, SC 29678

19.3 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CREATIVE FINANCIAL DESIGNS, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

BISON WEALTH, LLC

ADVOCACY WEALTH MANAGEMENT, LLC

KINGSWOOD WEALTH ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

TRACY LYNNE TALLEY

RUSSELL BRIAN BEASLEY

Donavan Wayne Layton

Alexander James Andrews

ANDREA DAWN BRADFORD

Aaron David Plaisted

Hunter Jay Plaisted

David Vernon Plaisted

KELLY DANIEL FINGER

CHRISTOPHER EUGENE DINI

Jonathan L Morphew

WILLIAM Samuel JONES

Jacob Lee Tornow

John Gerren Osley

ROBERT THOMPSON DAVIS

Robert Gavin Cheek

JEFFREY ALLEN FALKE

Elijah Garrett Chun

Alec Matthew Woodard

Karyn Chamerda Cavanaugh

River Lee Williams

Kathleen Ann Vista

DAVID CAMERON MONCKTON

SAMUEL RAY HEAD

WILLIAM STEPHEN JONES

W STEPHEN JONES

Within 25 miles of Avalon, GA, Best Investors lists 27 registered investment advisory firms with 51 offices nearby, managing about $6.10T in combined regulatory AUM across 906,605 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 Avalon

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM