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

BROOKSTONE WEALTH ADVISORS, LLC
STRATEGIC WEALTH PARTNERS, LTD.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MERSEREAU, LAZENBY & ROCKAS, L.L.C.
THE LLOYD ADVISORY GROUP
SEEDTOB MANAGEMENT COMPANY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PREMIER FINANCIAL ADVISORY SERVICES, LLC
LIFEMARK SECURITIES CORP.
RICH & COMPANY LLC
EDWARD JONES
LPL ENTERPRISE, LLC

Investors

MARK JEFFREY ORR
TIMOTHY MICHAEL MCGANNON
DEREK MAURICE LAWSON
WILLIAM PAUL BELCHER
LAWRENCE JAMES ROEMER
DERIC BERNARD GOVERNALE
STEVEN MARSHALL JULIAN
CHARLES LESLIE FRAZIER
JESSE MITCHELL FRAZIER
Craig Allen Bansbach
Matt Ellis
Christopher R. Holness
STEVEN OSCAR WYKOFF
Laura Elizabeth Rockas
TIMOTHY DAGGETT MERSEREAU
David Martinez
LISA MCDANIEL
MARK ALAN LLOYD
Shaun Paul Duffy
ANDREW BURTON JONES
JAMES BLAKE MORRIS
Mark Alan Lloyd
Andrew Jacob Lloyd
Tariq D. Jackson
CHRISTOPHER THOMAS AUFLEGER
RICHARD ERIC SCHNEIDERMAN
Grace Sherilyn Aufleger
MARK WILLIAM TABAK
Tracy G Aufleger
RANDY L AUFLEGER
RICHARD SAMUEL BRYSON
John Howard Busey
David Wayne Rich
Joseph T Eggensperger
Arpit Shah
KERRY LEE BONSELAAR

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