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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

J. P. BRINKER UYS & CO., LLC
BANYAN CAPITAL MANAGEMENT, INC.
EADS & HEALD WEALTH MANAGEMENT
PERSIUM ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LPL FINANCIAL LLC
DBA OLSON ASSOCIATES
AMERIPRISE FINANCIAL SERVICES, LLC
CRESCENT GROVE ADVISORS
UNITED CAPITAL FINANCIAL ADVISORS
INFINITE GIVING ADVISORY SERVICES, INC.
STONEWALL ASSET MGMT., INC.
WOLVERINE INVESTMENT ADVISORS, LLC
APOLLON WEALTH MANAGEMENT, LLC

Investors

Drew Douglas Estes
WILLIAM Albert KNORR
RAYMOND RUSSELL PROPHATER
Kimberly Conner Brown
STEPHEN LYLE GRINER
PATRICK ANDREW UNGASHICK
Phillip Nelson
WILLIAM CAREY BOWEN
Joel Thomas Rabanal
Alison Nicole Gould
Francine Payne
MICHAEL CLAYTON MURRAY
ALEXEI VICTOROVICH LUTSAYEV
Anna Jeltje Hubert
KIMBERLY SHARKEY EVANS
SCOTT MCALLISTER STEWART
THOMAS FARMER HEALD
ROBERT STEWART EADS
MATTHEW SCOTT EADS
SCOTT DAVID JAMES
Robert Todd Altizer
Morgan K Tullis
DAVID LESTER NEVILLE
BENJAMIN BROOKS NEVILLE
TROY HOWELL HUTCHINSON
MARK ERICK OLSON
James Stuart TYSON
ROBBIN WHITE DUREN
JESSICA BYCK HENSLEY
DAVID ARNOLD SANDSTROM
DONALD ANTHONY WRIGHT
JARED WILLIAM SCHMIDT
Karen Christine Houghton
Kasey Marie Hardin
HEIDI FRICKS MULLING
MICHAEL FRANCIS MULLING
BRADFORD JACK EDENFIELD
THOMAS RAY LOGAN
JASON G YOUNG
JENNIFER FANEE THIGPEN

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