Best Investors Account Sign in

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

NORTHSTAR INVESTMENT PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE WEALTH ADVISORS, LLC
WEALTH SCIENCE ADVISORS LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MONEY CONCEPTS CAPITAL CORP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SENTARA CAPITAL
ANOVEST INVESTMENT ADVISORS
THIRD ACT RETIREMENT PLANNING, INC.
OSAIC WEALTH, INC.
HENSSLER FINANCIAL
GREAT BAY WEALTH MANAGEMENT

Investors

WILLIAM KEITH JOHNSON
Matthew Thomas Fry
BRUCE ROBERT OLMSTEAD
Nathan Maurice Smit
Christopher Keith Cummings
ELIZABETH HAMILTON-WALKER
CARLY ADA O'BRIEN
JAMES WILLIAM EXLEY
Taylor Keith Malone
Sarah Kathryn Pryor
Connor E Jones
RHETT NEASE EXLEY
STEVEN LAURENCE YAP
Christian Salhuana
TIMOTHY ANDREW PRITTS
ANDRE SHANE VANHORN
GLENN SAMUEL FRANK
RYAN ASHLEY STEWART
DAVID A VANHORN
JOHN JAMES MCHALE
James Brice Harris
ROBERT MATTHEW DUERRE
VIRGIL CANNIE HOOPER
WILLIAM SAMUEL ALLEN
JONATHAN ANDREW BRUMMEL
ATHANASIOS NICK BAFAS
JOHN MICHAEL DICZOK
LOIS ANN BAFAS
CHRISTOPHER DENNIS WRIGHT
SHARI LYNN SANTELL
STEPHEN DEREK JOHNSON
Michael Scott Hebdon
Paul P Rossi
Michael S. Hebdon

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