Best financial advisors in Baldwin, GA

Registered advisers within 25 miles of Baldwin, GA.

Offices

65

Firms

28

Combined AUM

$8.53T

Firm-wide filings, not assets booked only here

Clients

850K

849,524 clients when Item 5C has a number

Avg / client

$10.0M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

115 STOVALL STREET UNIT 3
CORNELIA, GA 30531

LPL FINANCIAL LLC

1472 HWY 441 BYPASS
CORNELIA, GA 30531

JT STRATFORD, LLC

562 Washington Street
Clarkesville, GA 30523

10.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

854 Washington St Ste 100
Clarkesville, GA 30523-6031

11.2 miles away

LVZ, INC.

138 East Water Street
Clarkesville, GA 30523

11.7 miles away

FORTRESS INVESTMENT ADVISORY, LLC

1423 WASHINGTON STREET, SUITE 209
CLARKESVILLE, GA 30523

11.7 miles away

EDWARD JONES

1450 WASHINGTON ST SUITE 100
CLARKESVILLE, GA 30523

11.7 miles away

LPL FINANCIAL LLC

252 West Savannah Street
Toccoa, GA 30577

12.5 miles away

EDWARD JONES

2454 Hwy 17 Alt
TOCCOA, GA 30577

LPL FINANCIAL LLC

2055 HOMER RD
COMMERCE, GA 30529

15.1 miles away

EDWARD JONES

1953 Homer Rd
Commerce, GA 30529-1254

15.2 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

9654 LAVONIA ROAD
CARNESVILLE, GA 30521

15.4 miles away

EDWARD JONES

15 CENTRAL AVE
COMMERCE, GA 30529

17.1 miles away

EDWARD JONES

5264 CLEVELAND HWY SUITE 100
CLERMONT, GA 30527

18.1 miles away

EDWARD JONES

64 N BROOKS ST SUITE B
CLEVELAND, GA 30528

18.7 miles away

CETERA INVESTMENT ADVISERS LLC

15 W. KTYLE STREET
CLEVELAND, GA 30528

18.8 miles away

LPL FINANCIAL LLC

153 E KYTLE ST
CLEVELAND, GA 30528

18.8 miles away

LPL FINANCIAL LLC

603 HELEN HWY UNIT B
CLEVELAND, GA 30528-1052

18.9 miles away

EDWARD JONES

2205 OLD HAMILTON PL SUITE 500
GAINESVILLE, GA 30507-7624

19.3 miles away

EDWARD JONES

2551 Limestone Pkwy Suite 4
Gainesville, GA 30501-2019

20.1 miles away

Firms

LPL FINANCIAL LLC

JT STRATFORD, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

FORTRESS INVESTMENT ADVISORY, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

Investors

Carlos Alexander Vazquez

Nicholas Jose Pruner

LACY MARTIN HASTIE

AUGUSTUS GRANT HAMES

MATTHEW ELLISON MIXON

ZACHARY CLAYTON PHILLIPS

Anthony Richard Dalton

CHRISTOPHER EUGENE DINI

Aaron David Plaisted

Hunter Jay Plaisted

David Vernon Plaisted

DEBORAH M WILLIAMS

Michael Brandon Housworth

KELLY DANIEL FINGER

Mark Ashley McCannon

Charles Hampton Weaver

Steven Michael Chafin

Richard Wayne Kimpling

NEIL MICHAEL REEMS

JOHNNY MALOY BURKETT

Kerri Dianne Davis

CHRISTOPHER DOUGLAS GREENE

Jillian Jeanette Avery

Within 25 miles of Baldwin, GA, Best Investors lists 28 registered investment advisory firms with 65 offices nearby, managing about $8.53T in combined regulatory AUM across 849,524 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 Baldwin

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM