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Best financial advisors in Berkeley Lake, GA

Registered advisers within 25 miles of Berkeley Lake, GA.

Offices
1,693
Firms
676
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,699,803 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
APOLLON WEALTH MANAGEMENT, LLC
BULL HARBOR CAPITAL LLC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACTIFY INVESTOR RETIREMENTS, LLC
CORNERS FINANCIAL PLANNING, LLC
RETIREMENT WEALTH MANAGEMENT, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TACHLES VC MANAGEMENT, LLC
MASON WESTBRIDGE ASSET MANAGEMENT LLC

Investors

MICHAEL SCOTT MCHUGH
RALSTON LEAHMAN DAVIDSON
ROBERT DAVID HAGGARD
ROBERT YU
Sophia Kathryn Drager
OWEN HAYES MALCOLM
JASON DANIEL HUGGINS
KEVIN CHARLES LATTY
KATHERINE LOUISE WITHRITE
T Cole Forester
JOHN ANDERSON CRAWFORD
GREGORY SCOTT MAYFIELD
VICTOR JAMES BOROWSKY
AMY M GIST
Eric Messer
Steven Kinney
Kyle Brady
William Blake Vincent
THOMAS PAUL VITALE
BRANDON GARY GUNTOR
JEFFREY RANDLE BEECHAM
Donna Hardin Rhodes
Sawyer C Green
Ethan C Latty
MATTHEW ALLEN CHILDS
ROBERT ANDREW HENRY
CHRISTOPHER PAUL CANTRELL
ROBERT EDWARD CREAN
GREGORY ALAN LESTER
Ziyi Peng
Aria Nicole Alvarez
JACOB MATTHEW STASZAK
JOHN SIDNEY PETERSON
JOSEPH BENJAMIN DERICKSON
GARY DAVID SKEEN
WEN HUI MA
WEI JIAN
KELLY CINDY SMITH
Adam C Cohen
DANIEL HOWARD BARRACLIFF
ARTURO FRANCISCO MOLINA CASAS
CURTIS DANGELO PARKER

Within 25 miles of Berkeley Lake, GA, Best Investors lists 676 registered investment advisory firms with 1,693 offices nearby, managing about $24.5T in combined regulatory AUM across 3,699,803 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 Berkeley Lake

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