Best Investors Account Sign in

Best financial advisors in Duluth, GA

Registered advisers within 25 miles of Duluth, GA.

Offices
1,684
Firms
672
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,699,534 clients when Item 5C has a number
Avg / client
$6.62M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
YONGCHANG COMPANY INC
J.P. MORGAN SECURITIES LLC
FENBUSHI ASSOCIATES, LLC
C.W. O'CONNER WEALTH ADVISORS, INC.
STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
CORNERSTONE MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
UNITED BROKERAGE SERVICES, INC

Investors

Tok Son
HUASHI AMY PARK
SHARON XIAOHONG YU
Meng Mounga
KASSIA LYNN JEZAK
Kevin Elias O'Conner
CLIFFORD WALTER O'CONNER
JAMES BRIAN STANHOUSE
Eleanor Mae V Pascual
HA Thi Thu DO
PHUC QUANG LE
RAHEEM KARIM
NICHOLAS CHRISTIAN STONER
KATHRYN Richwine Massoni
Colby Jacob Wright
SAMUEL WINTERS RICHWINE
Andrea Frant Guse
Elizabeth Grace Caughman
BRYAN CHARLES TAYLOR
CHAD ANTHONY CRAWFORD
TAMARA SILLAY RICHWINE
Christopher Charles Buckley
JOUNG-HEE H WOO
Peipei Ding
Ethan Markland Collins
LIANG-YU CHEN TAYLOR
CARLTON FORD
REGINA MICHELLE DOBY
Paul Alexander Linck
Ebony Lakeisha Robinson
Shuron Morton
AHMED H ZAKI
LAILA ELIZABETH ZAKI

Within 25 miles of Duluth, GA, Best Investors lists 672 registered investment advisory firms with 1,684 offices nearby, managing about $24.5T in combined regulatory AUM across 3,699,534 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 Duluth

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