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Best financial advisors in Charles, GA

Registered advisers within 25 miles of Charles, GA.

Offices
6
Firms
5
Combined AUM
$1.31T
Firm-wide filings, not assets booked only here
Clients
91.4K
91,419 clients when Item 5C has a number
Avg / client
$14.3M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PARK AVENUE SECURITIES LLC
PFS INVESTMENTS INC.
J. FRANKLIN FINANCIAL LLC

Investors

Brent Owens
Bradford Lee Owens
Jeffry Melton Palmer
CHARLES M JORDAN
WILLIAM JON HARN
Nathan Paul Daniel
James M. Franklin

Within 25 miles of Charles, GA, Best Investors lists 5 registered investment advisory firms with 6 offices nearby, managing about $1.31T in combined regulatory AUM across 91,419 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 Charles

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 4 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 5 J. FRANKLIN FINANCIAL LLC 1 advisers $30.8M AUM