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Best financial advisors in Cumming, GA

Registered advisers within 25 miles of Cumming, GA.

Offices
758
Firms
277
Combined AUM
$15.7T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,334,709 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
VOYA FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J. W. COLE ADVISORS, INC.
BLACKRIDGE ASSET MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORNERSTONE INVESTMENT ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Taylor Miller
JOE DONALD FRIEND
MICHAEL PATRICK HOMANS
Jared David Page
BRANTON JAMES WISEMAN
JOHN WILLIAM WEAVER
RUSSELL EDWARD SMITH
CHRISTOPHER JASON HAICH
JOHN KANADAY CARTER
LARRY GREGG ADAMS
ETHAN CLARKE DAVIS
HARRISON ADAMS
DAVID PATRICK LEATHERS
TIMOTHY MICHAEL ECKEL
RITU SHUKLA
JONATHAN PATRICK HOLLOWAY
MIRANDA STETSON
Scott Hamilton Mason
Joshua D Wright
Cyril Rudy Nii Sarkwa Fenny
Matthew C. Roberts
DAVID THERON COLEMAN
Levi Matthew Dutton
Stephanie LEIGH Hosier
Scott Adam Keen
STEVEN DOUGLAS VOSHALL
STEVEN CRAIG FINCHER
Caleb Cyprian
THOMAS DENNIS RYAN
CHRISTOPHER MICHAEL RAY

Within 25 miles of Cumming, GA, Best Investors lists 277 registered investment advisory firms with 758 offices nearby, managing about $15.7T in combined regulatory AUM across 3,334,709 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 Cumming

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM