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Best financial advisors in Dawsonville, GA

Registered advisers within 25 miles of Dawsonville, GA.

Offices
215
Firms
80
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,676,045 clients when Item 5C has a number
Avg / client
$4.26M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
CHARLES SCHWAB & CO., INC.
VOYA FINANCIAL ADVISORS, INC.
CWM, LLC
J.P. MORGAN SECURITIES LLC

Investors

COLE WALTERS
WILLIAM ARLEN ILLG
RYAN PAUL SCOTT
CARLA A BOUTIN
MICHAEL AUGUSTINE HARRINGTON
RODERICK DEAN BISHOFF
JEREMY RAY ECHUCK
Mary Charmion Silver
Matthew Thomas McGrath
David James Robertson
James Graves
Chase Hillenbrand
Thomas Reaves Woddail
William Kenneth Hearn
Caleb Cyprian
JOE DONALD FRIEND
John Archie Bowling
John Archie Bowling
LAURA JOAN LATOURETTE
MICHAEL PATRICK HOMANS
Jared David Page
BEAU THOMAS BUISSON
CARY DEAN SMITH
Christopher Dean Burns
Taylor Miller
BRANTON JAMES WISEMAN

Within 25 miles of Dawsonville, GA, Best Investors lists 80 registered investment advisory firms with 215 offices nearby, managing about $11.4T in combined regulatory AUM across 2,676,045 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 Dawsonville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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