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Best financial advisors in Belvedere, GA

Registered advisers within 25 miles of Belvedere, GA.

Offices
1,538
Firms
636
Combined AUM
$24.4T
Firm-wide filings, not assets booked only here
Clients
3.69M
3,687,433 clients when Item 5C has a number
Avg / client
$6.62M
Combined AUM ÷ clients

Nearby offices

Firms

TLG ADVISORS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
OSAIC WEALTH, INC.
ASCENSION WEALTH ADVISORS
BROWN CAPITAL ADVISORS, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE GREEN GROUP FINANCE, LLC
EDWARD WEALTH PARTNERS
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
WILSON FINANCIAL GROUP, LLC
CENTURION WEALTH MANAGEMENT LLC
CENTURION ADVISORY GROUP, INC

Investors

Maria K Bannon
JOHN PATRICK ROUGHEN
David Wayne Spinks
DENISE G. SOWELL
Steven Richard Fehlenberg
CHRISTOPHER JAMES BROWN
Thomas Jacob Dorminy
John Henry Dorminy
PETER JAMES MIRALLES
MARK ALAN LAMPRECHT
Peter J. Brangwin
James Edward Durden
DONALD ROY GOLDSMITH
KELLY JANE GOLDSMITH
KELI JO HAZEL
Marcus Thompson
Amy Zachery
HENRY DONNELL BAILEY
ALAN KENNETH GROSS
PATRICK EARL FITZGERALD REID
GREGORY ALAN WADE
JEFFREY DRUMMOND GRAY
MARK WHITNEY TULLER
David Ray Dodd
Neha Mathur
JUSTIN DENE STREETER
HEATHER ANNE WINNER
Markell Bryant
Robert L Cox
RANDY RAY BRUNSON
Robert Vavrina

Within 25 miles of Belvedere, GA, Best Investors lists 636 registered investment advisory firms with 1,538 offices nearby, managing about $24.4T in combined regulatory AUM across 3,687,433 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 Belvedere

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