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Best financial advisors in Bartow, GA

Registered advisers within 25 miles of Bartow, GA.

Offices
5
Firms
4
Combined AUM
$2.10T
Firm-wide filings, not assets booked only here
Clients
262K
262,370 clients when Item 5C has a number
Avg / client
$8.01M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC

Investors

MARTY J THOMPSON
DONNIE BRUCE SWEAT
MADISON ASHLEIGH BENNETT
Matthew Casto
SUSAN STUDDARD LEWIS
Justin Bradford May

Within 25 miles of Bartow, GA, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $2.10T in combined regulatory AUM across 262,370 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 Bartow

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM