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Best financial advisors in Cumberland, GA

Registered advisers within 25 miles of Cumberland, GA.

Offices
1,603
Firms
656
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,697,324 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

HOLBROOK HOLDINGS, INC.
LPL FINANCIAL LLC
AVID WEALTH MANAGEMENT GROUP, LLC
GALLERIA FINANCIAL ADVISORS, LLC
BT FAMILY OFFICE, LLC
REGIMEN WEALTH, LLC
BT FINANCIAL SERVICES LLC
SVB WEALTH
WAVERLY ADVISORS, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
FIRST CITIZENS ASSET MANAGEMENT, INC
VANHOV WEALTH PARTNERS LLC
CSENGE ADVISORY GROUP, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
CONSCIOUS WEALTH INVESTMENTS, LLC
THE KEYSTONE FINANCIAL ALLIANCE, LLC
SOVEREIGN'S CAPITAL MANAGEMENT, LLC

Investors

JEANA SHARON SALMAN
JULIE RENEE BATES
Fanny Rivera Flores
DAVID GRANT RUBIN
Thomas Bruce Seamans
Janet Glass Barnett
Dejah Nikayla Gay
MAYRA A GUIGOU
RENE MILAN WILLIAMS
TONI A FALCONE
CLAIRE JEANNE CIARCIELLO
Madison Kathleen Tilles
STEVEN C GILLESPIE
DEREK PHILIP MATHISON
DAVID EDWARD CASEY
RICHARD BERTROM TAYLOR
GARY EDWIN WELD
JEFFREY ALAN EISCHEID
IAN ALEXANDRE WEINSTEIN
Taylor Morgan Moody
Tracy Kasing
AIKI ALTMETS
Jared Ross Haubenstock
JEFFREY JOSEPH CALL
ALEXANDER S GARRETT
Long Xie Delille
Jennings Patrick Pitts
ERIN BRENAN MCCASKILL
DENNIS FRED YOUNG
WILLIAM MICHAEL KING
Jeffrey Scott Rhineheart
CRAIG DAVIS SHIVELY
RICHARD CHADWICK KIDWELL
MARY JULIANA CHAIDEZ
Emmitt Smith
Richard Andrew Warren
KRISTIN NICOLE KOPTYRA
TERESA R MUNRO
WILLIAM CLAY MCDANIEL
NEVAN PIYUSH PATEL
DAVID BRADLEY FIELDS
Benjamin Grey Logan
ORLOW MEDWIN WALSTAD
SCOTT EDWARD CRAIG
SPENCER K DEAN
Christopher Cruz Brooks
ROBERT ERNEST YOUNG
TROY ALONZO YOUNG
BLAINE PATRICK HESS
TANNER PAUL HORSTMEYER
BRITTANY HAGY
Jimmy Wayne Hagy
John Patrick Foster
Andrew Thomas Olsen
BRIAN BENNETT HENDERSON

Within 25 miles of Cumberland, GA, Best Investors lists 656 registered investment advisory firms with 1,603 offices nearby, managing about $24.5T in combined regulatory AUM across 3,697,324 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 Cumberland

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