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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

EXIT WEALTH ADVISORS
TRUIST ADVISORY SERVICES, INC.
GONDOR ADVISORS, LLC
PSALM CAPITAL
CETERA INVESTMENT ADVISERS LLC
FORTHRIGHT WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
DIVERSIFIED, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THAYER PARTNERS LLC
VICKERY CREEK CAPITAL MANAGEMENT
MAESTRIA PARTNERS LLC

Investors

Justin Farmer
THEODORE MICHAEL JENKIN
SARAH CRONIN
TODD DOUGLAS RYMAN
KASEY GAINES
ADAM JUDE CORWIN
Jeff Richard Wills
Charles Howard Arnold
Anthony Austreng
BRIAN PATRICK JOHNSTON
JOHN JOSEPH ELLIS
Carson Banks Fields
Stephen Amason
LASHA JOHNSON HAMMETT
KEITH ALAN BOWERS
MATTHEW Neil TARALLO
ANTHONY JOSEPH MODICA
Levi James May
Nashica McRath
MICHAEL G MUZAFAROV
JORGE ALBERTO MATEO-AGUILAR
MEREDITH CECILE MOORE
Adam CAMERON Tolliver
WILLIAM WADE HATCHER
KEVIN MARK ARCULEO
DAVID EDWARD WARD
Laura Elizabeth Helms
RAY DANIEL DOTSON
MARCI GALE SILVERMAN
Timothy Paul Kriegel
WILLIAM J PARSONS
Alexandra Landis Schwarz

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