Best Investors Account Sign in

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

CASSIUS FAMILY MANAGEMENT LLC
LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC
CLEAR INVESTMENT RESEARCH, LLC
FIFTH THIRD SECURITIES, INC.
DANER WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
GLOBALT INVESTMENTS
PRIA STRATEGIES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
JOHN MASTERS, CPA, PC
OSAIC ADVISORY SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
BERKELEY ADVISORS, INC.

Investors

PATRICK JAMES RICE
SAROJAKANTA PANDA
Andrea Lewis
CAM THY LEVITAN
SEAN MICHAEL KELLEY
FADETTE EMMANUELLE COLIN
Anupama Singh
Brian Michael Levitan
MANISH PATEL
TYLER ADAM JENNINGS
Cody Patrick Jennings
JOSEPH BRIAN JENNINGS
Ahmad Grays
KELLIE MARIE BORROR
MARC STEVEN DANER
Randeep Dhanoa
Jeffrey Grimoldi
STACIE NGUYEN
JOSEPH OKORONTA
Mark Anthony Salmon
Jameel Muhammad
Jairus Keith Buchanan
Veronica Ann Fulton
WILLIAM HENRY ROACH
DRAKE JOHN CRAIG
ANNETTE MICHELLE MARSHALL
GARY EDWARD FULLAM
CHERYL WATTENBARGER LAVETTE
WILLIAM GREGORY LEFTWICH
MARC OTHA SYDNOR
JAMES GORDON KISH
KIMBERLY DAWN WOODY
THOMAS ANDREW MARTIN
Jon Michael Ragsdale
GERALD RAY HEIPLE
JOHNNY WAYNE MASTERS
RALPH LESLIE THRUSH
RICHARD ANTHONY RUSSO
JEFFERY MICHAEL DARWISH
Jonathan Lynn Hayes
STEVEN BRUCE BAKER
MARK A CIRELLI
KYLE SEAN JOBIN
Blake Gaulden
JOHN L COSTELLO
RAYMOND BRADLEY BROWN
ELIZABETH NORA MCGEE
Cameron Nicholas Chestnut
Kasia Medlar
SARAH MICHELE BURDETTE
Stephanie Louise Atli
Clayton C Toner
GREGORY STANLEY KURAS
James Christopher Aiello
ANTHONY LEO RITTER
BARBARA Ann MILLION
Kelly Zitting
ROBERTA FRANCES DAUGHERTY
ROBERT THOMAS BOCKEL
NATALIE JOY BRENT
KIM MARIE JAMES
Anu Sharma
DAVID WARREN HOFFMANN
Terry Bryan DICKEY
SARAH ELIZABETH GREEN-ROBINSON
Cory Underwood
JOSEPH PATRICK GALLEMORE
KYLE LARRY SULLIVAN
JOSEPH BENJAMIN STRIKE
LINDA SUSAN STANTON
Diego Hernan Morcillo
JOANN FONTANEZ
JAMES B. COSTELLO
ALEXIS ANN ZUCCARO
NICHOLAS DAVID FALLER
MICHAEL THOMAS PARROTT
Mary Grace Ales
WILLIAM Lawrence KESSEL
Erin Ann Fleming McCloskey
MORGAN Callahan GOLICH
LATRICA BIRGAN
Jamie Sue Blum
KELLY ANNE ELDRIDGE
Henry William Kettler
XAVIER CLEMENTE FELIPE
RONIT ROGOSZINSKI
WADE NORMAN ROBERTS
CONNIE LOUISE STEIN NEFF
LARRY BERNARD HUGHES
BRENT COLEMAN ELLIOTT
LESTER WADE JONES
CHRISTOPHER ERON BEARD
MARK THOMAS MORGAN
JOSEPH LEO ROOYAKKERS
STEPHEN MARK GORDON
BRETT DAVID SHOFNER
CECILE ELISABETH HULT
CHRISTOPHER WESLEY BUSH
Timothy Giampetroni
KINDRA JEAN BYERLY
NEAL GARRETT SHIELDS
Olivia Burke Casper
BRYAN ALEXIS RENDON SALAZAR
STANLEY ALTERMAN
GARY BLAYDE DAVIS
RICHARD PETER CROSS
MARK LEE ROBARE
SAMUEL LEWIS KECK
CHARLES DOMINIC VERCELLONE
Karl Anthony Moore
Stephen James Cribley
Anthony William Hosfeld
Jennifer B Thorne
AARON DAVID JENSEN
DANIEL CARLOS RODRIGUEZ
IKE J KUTTER
HEATHER BUCKRIDGE
JESSE GRANT HANSFORD
NATHAN Gin LEE
JEREMY Robert FORTIN
ERIC SHAWN ASHBURN
Garrett Rohrbaugh
Daniel Piero
GERALD WAYNE NACKERS
Scott Rothbort
ROBERT TRUMAN HANDY
ROBERT ANDERSON PEARL
Michael Justin Bell
Eduardo Esteban Martinez
Connor Matthew Smith
CHARLES HERBERT MAHER
NEAL AARON SLAFSKY
Christopher Broyles
PAUL DANIEL FRANCO
JENNIFER LYNN JENSEN
BRENT F BESINGER
JANET MARIE BAUER
WESLEY STILES FRIERSON
Eddie Vigil
DAVID WAYNE HUDSON
DEBORAH LYNN JOHNSON
WILMER ERNESTO FERNANDEZ DOMINGUEZ
KAREN PENA
Margaret Frances Shipley
Christopher Carl Ahlgrim
Garrett Elisha Malone
WILLIAM PATRICK LYNCH
TODD MICHAEL SHIVERS
Jonathan David Larsen
PRESTON DEAN BAILEY
TERRELL LYNN AKINS
STEPHEN MARK ROSSEEL
DANIEL GLENN CALDWELL
CARY SCOTT SHEPPARD
PAIGE LYNN FOSTER
WILLIAM CODY GILBERT
TIA JINKS
GREGORY SCOTT DANIEL
JAMES HULL GARMAN
GALEN DON MAYO
PAUL MARK PITKINS
JACQUELYN BLAIR CSONKA
WILLARD AMOS TUCK
THOMAS R MURPHY
CATHERINE EVELYN ST. DIZIER
ROBERT FRANCIS LEWIS
WENYI WEI
KEITH ALLAN EASON
PETER HEIDENREICH
THOMAS AUGUSTINE HEIDT
MICHAEL HENRY BEUTTEL
GARY G THRASHER
WENDELL JAMES LOFTON
WILLIAM TYLER WALSH
CRYSTAL TENECIA BROWN
CHASE ALEXANDER KULCZAK
JACOB HASSINGER
TYSON LONG
ANDREW COUGHLIN
ARIEL GIBSON
JACOB HICKS
JACOB MICHAEL RUSSELL
Joseph Young
IAN MACPHERSON GARRETT
GARRETT STEPHEN BROWN
JOYCE LYNN KRINSKY
LOWELL RANDALL RUSSELL
JOSEPH ANTHONY OKRASKI
WALTER ALLEN THOMAS
STEPHEN FISHER KOMISAR
DAVID M. MICHAUX
STEPHEN DAVID MINK
LEMOND ARTHUR PONTON
CHIGOZIE MARVIN ORIEH
JULIE LYNN COPELAN
LOGAN BLACKLEY
RODGER W NAUGLE
CLIFFORD NATHANIEL ENGLAND
TROY LINCOLN WEBB
DEREK THOMAS BOWEN
JOSEPH ANDREW DANIELS
MICHAEL HASSON
ANDREW CAMERON
JOHN DONALD KUSMEC
KRISTIN VESIA PRENTICE
FRANKLYN CLAY SIMMONS
SUSAN JOY NEWMAN
AARON AUSTIN NEWMAN
ZACHARY CLARENCE LURRY
CAMILO ANDRES MAYORGA
SCOTT BOYD ORR
DALE ANTHONY HOEFLINGER
LaMont McIntosh
SIMON MALCOLM BLOCK
DEBRA DONALDSON SCOTT
KIMBERLEE ANN MOTT
Courtney Elaine Hunsberger
DOUGLAS BLANE ROBERTS
Alexander Mitchell Murphy
CHARLES JOSEPH WEBER
JOSEPH PAUL CATALFANO
Gloria Marie Koester
ERICA LEIGH DUNBAR
ALEXANDER C PETROVICH
SEAN RICHARD BOVE
WILLIAM GIFFORD NEWBURY
MICHAEL THEODORE IANNUZZI
Joseph J Tassiello
Sean P Dunn
Garrett Thomas Smith
MICHAEL PATRICK KENNEDY
Devon Laura Costa
ALISON B RODRIGUEZ
CATHERINE MARY MATHIS
Allan Taylor Mathis

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