Best Investors Account Sign in

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

PRIVATE FAMILY WEALTH ADVISORS
AURORA INVESTMENT COUNSEL
KDHB V CAPITAL MANAGEMENT, LLC
YOUNG INVESTMENT ADVISORS, INC
BLUESTONE WEALTH PLANNING, LLC
JOEL SMITH & ASSOCIATES, LLC
MCKINNEY ASSET MANAGEMENT INC.
CIGX, LLC
GREEN ZONE CAPITAL MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DECISIONMAP WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
CARDEA CAPITAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
GREENWOOD CAPITAL MANAGEMENT
STEELE FINANCIAL STUDIOS
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL

Investors

Thomas Elliott Hedleston Healy
SCOTT ROBERT MACKENZIE
DAVID JOHN YUCIUS
MICHAEL THOMAS DOYLE
Brian Houghton
Parker Philpot
JONATHAN BERMUDEZ
MICHAEL TIMOTHY YOUNG
TY JEFFREY YOUNG
PHILIP DUNWOODY COX
Joel Smith
JOHN EDWARD MCKINNEY
ERICH JASON SCHWERD
Christopher Blythe
Casey Thomas Patrick
Seth Taylor Adams
CHRISTY ALLISON HANSARD
LUKE LUCK BENNETT
Jordan Thomas Hillyer
JOHN LOWREY STONE
Joseph Andrew Havasy
Jack David Pennington
Marcy Espinosa Hanson
THOMAS MARION JOHNSON
Joscelyn Joseph Worrell
RHEA YVONNE FEARS
Kevin Ross
MARK CLIFFORD JENKINS
ROBERT ANDERSON REESE
BARI LEAH BEILINSON
Nicholas Edward Joiner
Katerine Patino Madrigal
Andrew Robert Kunce
BENJAMIN PATRICK CASEBOLT
MANGA NARAHARISETTY RAU
David Earl Mattox
David Mayeux
ZACHARY MICHAEL AUMAGE
ALONSO TANGARIFE
Eduardo Pinson Garcia
Ryan Young Freimuth
Ethan Wu
Amita Webb
CHANYOUNG LEE
CHARLES MCCLENDON STEELE
Saidat Young
Clifton Caleb Borders
Jonathan Lane Curry
Curry Pajcic
Matthew Cale Kinser

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