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Best financial advisors in Buckhead, GA

Registered advisers within 25 miles of Buckhead, GA.

Offices
28
Firms
16
Combined AUM
$4.49T
Firm-wide filings, not assets booked only here
Clients
753K
752,709 clients when Item 5C has a number
Avg / client
$5.97M
Combined AUM ÷ clients

Nearby offices

Firms

RELATIVITY CAPITAL ADVISORS, LLC
FARTHER
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HANKINSON WEALTH ADVISORS LLC
CORECAP ADVISORS
CETERA INVESTMENT ADVISERS LLC
BLUEPRINT FINANCIAL STRATEGIES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
LONGVIEW WEALTH MANAGEMENT
MORGAN STANLEY

Investors

JENNIFER DRIVER LACKEY
GORDON THOMAS LACKEY
BRIAN WILLIAM DOE
Joshua Thomas Harris
JAMES MARTIN FALLON
Michael Joseph McCabe
PATRICIA WARE
JAMES WALTER HANKINSON
RICHARD LEN KINNARD
RALPH LANIER RHODES
William Nash Cullens
WILLIAM HOWELL CULLENS
Timothy J Pierson
Kristen Stier Higgins
John William Thompson
Leah Nicole Harris
Michael Bruce Morris
ZEBEDIAH Lee CHAPMAN
ERIK EUGENE THOMPSON
Joel Daniel Greenway
Jeffrey D Andrise
THOMAS PATRICK CORNELIA
Emily Jean Ross
JOSEPH THOMAS CARDWELL
ROBERT MCGAVOCK TRULOCK
Robert Bryant McNeill
RALPH JOSEPH LANCASTER
Robert Stout Massey

Within 25 miles of Buckhead, GA, Best Investors lists 16 registered investment advisory firms with 28 offices nearby, managing about $4.49T in combined regulatory AUM across 752,709 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 Buckhead

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 FARTHER 450 clients · 323 advisers $16.0B AUM 8 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM