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Best financial advisors in Bethlehem, GA

Registered advisers within 25 miles of Bethlehem, GA.

Offices
354
Firms
116
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,847,934 clients when Item 5C has a number
Avg / client
$4.03M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL PARTNERS
LINCOLN INVESTMENT
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SAINT FRANCIS CAPITAL
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SYNOVUS SECURITIES, INC.

Investors

STEPHAN COPELAND BARTON
DAVID HAWLEY GLEESON
BRIAN PATRICK CRANFORD
RICHARD ALLEN CARNES
Brendon Planz
Roderick Clayton Trahan
DEBORAH LEA GIORDANO-MANNO
CHRISTOPHER GEORGE LEATHERS
ROBERT JASON RIFFLE
Shelby Riden Hall
TROY WOOD BECKETT
DAVID LOUIS ANDEREGG
Xavier Railey
Kimberly Johnson Almond
AMY LOUISE HOLSTEIN
VINCENT EDWARD CAINE
MICHAEL GORDON STETSON
KAYE VINCENT RIGGS
John Travis Stephens
Maven Drew Farmer
Shallan Genevieve Farmer
CHRISTOPHER SCOTT STALLINGS
DENISE LYNN FRANTA
Mark Stanfield Long
Joshua Kenneth Little
Preston Daniel Brown
PEYTON SILAS PETTUS
Jordan Michael Fidanza
Dorian K Piekarz
PATRICIA OUTLAW SOUTHER
JOSHUA ANDREW CARR
BLAKE STANTON ROBINSON

Within 25 miles of Bethlehem, GA, Best Investors lists 116 registered investment advisory firms with 354 offices nearby, managing about $11.5T in combined regulatory AUM across 2,847,934 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 Bethlehem

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM