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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
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
BELLA WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THAYER PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAPITAL INVESTMENT ADVISORS, LLC
CPA ALLIES, LLC
YOUR WEALTH CONSULTANTS LLC
DISCIPLINED EQUITY MANAGEMENT, INC.
CLEAR INVESTMENT RESEARCH, LLC
BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
FINANCIAL INNOVATIONS, LLC

Investors

JOHN MICHAEL BRUNETTI
JAMES EDWARD GALLOWAY
SHAHAB KHAN
Kenneth Howard
Ronak Vinod Raman
DOUGLAS MITCHELL CRENSHAW
LAMAR MAURICE WARE
MARY THERESA WILLIAMS
Ican Damilola Osinjolu
William S Larmore
Joseph B Switay
ROLAND ROBERT LARMORE
JOHN LAWRENCE CONNOLLY
ALLAN MARK GOTTLIEB
Kevin M. Kemp
TAMSEEL FATEMA
Bradley J. Chapman
Ying Piao
Han K Freimuth
Jonah Stuart Tivey
Eric Stallworth
PATRICK MICHAEL MUELLER
NIAMH ORLA LACEY
WILLIAM WADE HATCHER
KEVIN MARK ARCULEO
DAVID EDWARD WARD
Laura Elizabeth Helms
RAY DANIEL DOTSON
MARCI GALE SILVERMAN
Timothy Paul Kriegel
Randeep Dhanoa
WESLEY HANES MOSS
KRISTIN BETH CURCIO
JEFFREY WILLIAM KEANE
JONAS GEORG ROOS
JASON ANDREW GOVE
RYAN ALEXANDER ELY
Kevin Rodgers
JUSTYN MARSALIS GRADY
Camden McKay Anderson
Mitchell Harrington Rossi
Trevor Michael Payne
JOSEPH CARTER MCDONALD
MICHAEL E DE LA GARZA
EVERETT ANDREW WILKERSON
BRYAN JUSTIN REA
MITCHELL BUDDY REINER
MICHAEL CHRISTOPHER PARSONS
EDWARD FRANCIS GOEPP
JAMES ANDERSON HORN
RYAN ALLEN CURWICK
CHRISTOPHER JAMES KUZELKA
RAFAEL TANOBE RONDINO
William Christopher Cibulas
Connor Douglas Miller
Troy Ernest Tomczak
Matthew William Donley
Miller Childers Majors
William Michael Skiles
JAMES CLARKE MACK
BRENDEN JAMES URBAN
Matthew Russell Lane
Clayton Noel Carden
SHAUN SETU MAZUMDAR
Chase Tucker Strait
Jackson Scott Figiel
Jay William Gardner
Chase James Turner
CURT EDWIN KLEIN
CHARLES HARRIS LOWE
BENJAMIN ROSS EZRINE
CHRISTOPHER MATTHEW PATAKY
MATTHEW ROSS REINER
ANDREW HOWARD BARAG
BRETT DAVID NOGGLE
ADRIA ERIN DEMEO
DREW THOMAS FEAR
JOEL REAGAN DEAN
Min Jian Yang
JAMES MCMAHON LEWIS
BANNER THOMAS CLARK
Madison Kay Grosse
JEFFREY SCOTT LLOYD
Mirza NMI Duzel
John David Doverspike
JEFFREY C MORRIS
ADRIAN L TATE
REBECCA MCDONALD PHILLIPS
TYLER ADAM JENNINGS
Cody Patrick Jennings
JOSEPH BRIAN JENNINGS
MANISH PATEL
SAROJAKANTA PANDA
Andrea Lewis
CAM THY LEVITAN
SEAN MICHAEL KELLEY
FADETTE EMMANUELLE COLIN
Anupama Singh
Brian Michael Levitan
PATRICK JAMES RICE
CHARLES HOWARD GOLDBERG
LAURA KIM SCHILLING

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