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Best financial advisors in De Soto, GA

Registered advisers within 25 miles of De Soto, GA.

Offices
37
Firms
17
Combined AUM
$6.18T
Firm-wide filings, not assets booked only here
Clients
878K
878,016 clients when Item 5C has a number
Avg / client
$7.04M
Combined AUM ÷ clients

Nearby offices

Firms

LVZ, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA PRIVATE WEALTH SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SYNOVUS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

ROBERT JACKSON STEWART
Kyle Kimmel
MICHAEL FLYNN BROWNING
Jeffery George Whelchel
Jessica Reese
Richard E Smith
Kelly Michelle Willis
Jessica Wiggins Childers
Austin Chase Lightner
Mark Anthony Hayes
LEWIS DEWITT WEBB
CHARLES PRYOR
George Bardin Hooks
Robert Gene Parks
Zachery H Cave
Kerry Xavier Hall
Tina Kozuch
Mack Wayne Bryson
James Gregory Wright
Faith Scarbrough Holcombe
Jeffrey Glenn Tennyson
Thomas Kirtley Phillips
Gregory W Parrish
George M Whiddon
TIMOTHY LEE THOMAS
TIMOTHY RAY MCLEAN
THOMAS GARDNER RUMPH
William Bailey Cave
JENNIFER L DUMONT

Within 25 miles of De Soto, GA, Best Investors lists 17 registered investment advisory firms with 37 offices nearby, managing about $6.18T in combined regulatory AUM across 878,016 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 De Soto

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM