Best Investors Account Sign in

Best financial advisors in Clarkston, GA

Registered advisers within 25 miles of Clarkston, GA.

Offices
1,593
Firms
653
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,697,338 clients when Item 5C has a number
Avg / client
$6.62M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
CLARIS FINANCIAL ADVISORS, INC.
CERNER CAPITAL MANAGEMENT, LLC
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LEGACY WEALTH ADVISORS, LLC

Investors

JEFFREY ALLEN GLOVER
SHARON FAYE MILLER
TIMOTHY WILLIAM WINTER
Kefei Xin
AFUA KUSIWAH BANDOH
BEKIRA MONSHE THOMAS MARK
KRISTEN ELIZABETH PLOWMAN
William P Anderson
Henra Chennault
LEE ANTHONY BAKER
RAYMOND LARRY PAYNE
ALLISON H REEVES
TIMOTHY HARRELL MARTIN
TAMALA GLENISE WILLIAMS
Michael Hurtnole
Johnathan Clark
Jordan Girton
RENE TURNER
LEHELLE L YANCEY
SIMONE DESLYN GRANVILLE PACELY
LESLIE ANNE COOK
Angel D Rivera
Sambat Ngy
Samuel Crawford
Franklin Roy Apperson
LEROY TANKER
CHERYL RENEE PALLANT

Within 25 miles of Clarkston, GA, Best Investors lists 653 registered investment advisory firms with 1,593 offices nearby, managing about $24.5T in combined regulatory AUM across 3,697,338 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 Clarkston

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