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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

PFS INVESTMENTS INC.
WILSON FINANCIAL GROUP, LLC
CENTURION WEALTH MANAGEMENT LLC
CENTURION ADVISORY GROUP, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
STONEX ADVISORS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EXECUTIVE MONEY MANAGERS, INC.
PREMIER FINANCIAL ADVISORY SERVICES, LLC
OGLESBY WEALTH STRATEGIES, LLC
THE LLOYD ADVISORY GROUP
SYNOVUS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JEAN A PASTEUR
ELIZABETH SMITH
Robert L Cox
RANDY RAY BRUNSON
Robert Vavrina
JEFFREY ELMER WILSON
Matthew Lee Runkle
Cole RozonLinton
Joe Rex Horton
MICHAEL THOMAS MCFARLAND
DAVID JOHN MORRIS
CHARLES FROST WHITE
MARK JEFFREY BAKER
DAVID MICHAEL RATH
Jonathan David Stuckey
Eric Todd Stuckey
VICTOR KAIBIN SZE
Dally Hubbard East
BENJAMIN A. EGGERS
RICHARD SAMUEL BRYSON
Mindy Oglesby
MARK ALAN LLOYD
Shaun Paul Duffy
ANDREW BURTON JONES
JAMES BLAKE MORRIS
Mark Alan Lloyd
Andrew Jacob Lloyd
MALCOLM ADRIAN PEELE
TIMOTHY JAMES HUTCHESON
GARY LEE GARRETT
RICHARD EVAN LEVINE

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