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Best financial advisors in Ellenwood, GA

Registered advisers within 25 miles of Ellenwood, GA.

Offices
1,142
Firms
512
Combined AUM
$23.0T
Firm-wide filings, not assets booked only here
Clients
3.66M
3,659,676 clients when Item 5C has a number
Avg / client
$6.28M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
GAMSG FINANCIAL ADVISORS LLC
FWI WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SIGNATUREFD, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
EDWARD JONES
WELCH FINANCIAL INVESTMENTS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SHADOW VENTURES, LLC
LPL FINANCIAL LLC
TECH SQUARE VENTURES
KNOLL VENTURES MANAGEMENT, LLC

Investors

EDDIE LEWIS PATTON-GOOCH
ROGER ADAM PERRY
MARGARET LOVATT ROBINSON
VELENA BETH BERNY
MARY CAROLINE MURTAUGH
CAROL L JONES
DAVID BENJAMIN CLARKEN
RASHEEDA S ZAMUDIO
Howard Wingfield
Adam C Cohen
DOUGLAS WILLIAM LIPTAK
DAVID SCOTT FISHER
ROBERT KAMERON BESSON
BLAIR CHAPMAN CUNNINGHAM
JAMIE MCCUSKER GENTRY
NAVIN JAYASEKAR
ChukwuEmeka Matthew Onyia
Joel Barnett
CECILY VIOLA MARY WELCH
Angela Brown
FELIX KOOS CAMACHO
DERRICK JOSEPH RIVERA
Therman McDaniel
STEPHEN NEAL RHONEY
MARCUS WAYNE WELBORN
BURTON EVAN BANKS
MARK WILLIAM DELMONTE
Will Matthew Patterson
Craig A. Glover
CHARLOTTE COWAN GELETKA
Rozaliya Grigoryeva

Within 25 miles of Ellenwood, GA, Best Investors lists 512 registered investment advisory firms with 1,142 offices nearby, managing about $23.0T in combined regulatory AUM across 3,659,676 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 Ellenwood

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