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Best financial advisors in Dacula, GA

Registered advisers within 25 miles of Dacula, GA.

Offices
671
Firms
224
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,064,812 clients when Item 5C has a number
Avg / client
$4.91M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MRP CAPITAL INVESTMENTS, LLC
PARK AVENUE SECURITIES LLC
FSAM LLC
PHORCYS CAPITAL PARTNERS, LLC
PRCE MANAGEMENT LLC
NEW EDGE WEALTH
EDWARD JONES
OSAIC WEALTH, INC.
SANDERS & SCOTT, CHFC
ARCH PARTNERS WEALTH MANAGEMENT, INC.
AFS WEALTH MANAGEMENT LLC
STRATEGIC BLUEPRINT, LLC

Investors

JOHN WILLIAM WEAVER
Xuhan Song
RUSSELL EDWARD SMITH
RACHEL MARIE WILDER
NATHAN Allan YORK
SHU Y WANG
Sagar Shah
PUNEET SETH
BENJAMIN BING YIN
Sueann Orlowski Lin
Charles W Limberis
SCOTT WILLIAM MACKALL
ENOS WILBUR SLAUSON
MARC BENJAMIN COHEN
ADRIAN RICHARD JOHN GANSON
REGINALD W PINEDA
JANINA DOMENICA MORELLO
Brendan Anderson
GARRETT DAVID SCHAFER
PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
MADHULIKA NEMANI
ANDREW C MATTHIESON
VASILEIOS ALEXIOS SFYRIS
Brandon Warres
Edward Scott Hebditch
WILLIAM HEATH HAWK
BRENDAN HUGH KEELAN
Jeffrey Alan Sulka
Marilou Ripley Frizzell
BILL SHANE PINKERTON
DAVID HARLAN MITCHLER
Joshua Brown
Robert Waymon Scott
PRESTON FRANKLIN SANDERS
RALPH ANDERSON MCCLUNG
Peter David Flemming
Raymond Alexander Reynolds
LEE STENNES
COLEMAN TROY BENKO
GREGORY A. GARCIA
Neel Navin Patel

Within 25 miles of Dacula, GA, Best Investors lists 224 registered investment advisory firms with 671 offices nearby, managing about $15.1T in combined regulatory AUM across 3,064,812 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 Dacula

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