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Best financial advisors in Dunwoody, GA

Registered advisers within 25 miles of Dunwoody, GA.

Offices
1,723
Firms
682
Combined AUM
$24.7T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,699,864 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
FOCUS PARTNERS WEALTH, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
GILBERT RICH & ASSOCIATES
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LIFE'S BUSINESS, INC.
LEECHGARY ASSET MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
HELIUM ADVISORS LLC

Investors

Luke Stephen Webber
BRANDON GUTIERREZ
LINDA ANN VU
JOHN ALLEN DRAPER
KEVIN J RUTH
EMILY LAUREN BOYD-BROWN
JEFFREY DAVID BRAMLETT
RICHARD WILLIAM WARD
BRADFORD STANLEY WALSH
CHRISTOPHER TEIXEIRA DOS SANTOS
JEFFREY DAVID CHASMAN
GEORGE R LIPSEY
ANDREW RICHARD LIPSEY
Matthew Reid Herring
ALEXIS MAAFOH
JAMES K UNDERWOOD
Scott Thomas Schaefer
STEPHANIE E JACKSON
Kell McKinley Hermetz
STEVEN BRADY PAIGE
Joshua Mason Scott
RICHARD JOHN LOMBARDI
THOMAS D LEE
LAUREL LOUISE RESENDEZ
KAREN JUDITH LEE
CONNIE SUE WEEMS-SCOTT
PAUL REVIERE PEELER
CYNTHIA LYNN SKAGGS
BRIAN FRANCIS QUINN
JAMES MICHAEL IRVIN
STEVEN MICHAEL REENTS
JAMES KEVIN GARRETT
ANDREW John COLASCIONE
JESSICA NORRIS CALLAHAM
MORELAND BINFORD BELL
DAVID HAMILTON GAYNES
MARK JOSEPH STEVENS
DAVID LEE CREW
JAMES STEPHEN CALLAHAM
JACOB KELLY SANDERS
CHARLES HUGH CURRIE
BRICE DOUGLAS SILVER
Graham Reynolds
Jennifer Anne Howard
SUNG P KIM
FELICIA A VOLOSCHIN
JEFFERY MARK LEECH
NELSON ARTHUR GARY
CHARLES FRANKLIN CLEMENTS
PHILLIP WEIL COHN
ESTARLIN A EVANGELISTA TAPIA
BRYAN KISS

Within 25 miles of Dunwoody, GA, Best Investors lists 682 registered investment advisory firms with 1,723 offices nearby, managing about $24.7T in combined regulatory AUM across 3,699,864 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 Dunwoody

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