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Best financial advisors in Dallas, GA

Registered advisers within 25 miles of Dallas, GA.

Offices
451
Firms
191
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,858,026 clients when Item 5C has a number
Avg / client
$3.82M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEALTHCARE ADVISORY PARTNERS LLC
TRUIST ADVISORY SERVICES, INC.

Investors

HAROLD VERNON COLLETT
HARRY RANDALL ARROWOOD
JOSHUA MICHAEL ARROWOOD
James Ryan Hale
AUSTIN THOMAS COOLEY
Kimberly Mullins Dahnke
Roberto De Jesus
Gregory Bettis
Nader Joseph Kaliel
Jeffrey F Moore
KEITH A ALTOBELLI
ZACHARY SETH CARDEN
Dennis William Cepress
J R HENRY KRAUSE
LYNDA MARIE SMITH
DIANE LORAINE KRAUSE
Deborah Poston Flugstad
Marquise Cortez Williams
Corey David Short
Micah Garrick Laughlin
BRADLEY J COOPER
Andrew Murphy Windham
PATRICIA ANN MACK
Maria Jose McChesney

Within 25 miles of Dallas, GA, Best Investors lists 191 registered investment advisory firms with 451 offices nearby, managing about $10.9T in combined regulatory AUM across 2,858,026 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 Dallas

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 INVESCO ADVISERS, INC. 217 advisers $750B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM