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Best financial advisors in Doraville, GA

Registered advisers within 25 miles of Doraville, GA.

Offices
1,693
Firms
680
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,699,841 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ARCH PARTNERS WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC

Investors

DONALD ROY GOLDSMITH
KELLY JANE GOLDSMITH
CHRISTINA JOHNSON LANE
ROBIN LANCE SLATON
Markell Bryant
Samuel Manasseh Richmond
RENEE HOUSER
JAMES ROBERT BORTAK
ROBERT CHRISTOPHER GAILLARD
WORDE ANDERSON MCCLUNG
Tara Lynn Judd
Wesley Z McMichael
Michael John Sullivan
Branden J Collins
JOHN D. D. COLEGROVE
JEROME THOMAS HANSEN
ROBERT MATTHEW DUERRE
STEVEN LAURENCE YAP
Christian Salhuana
EVAN JOSEPH PROFETA
Mary Ansley Walker
Spencer Wyatt McCain
Isaiah Oh
WILLIAM KEITH JOHNSON
Tanner Jeremy Goldsmith

Within 25 miles of Doraville, GA, Best Investors lists 680 registered investment advisory firms with 1,693 offices nearby, managing about $24.5T in combined regulatory AUM across 3,699,841 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 Doraville

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM