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Best financial advisors in Emory University, GA

Registered advisers within 25 miles of Emory University, GA.

Offices
1,636
Firms
661
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,697,268 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MAIN STREET FINANCIAL GROUP LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
MINERVA PLANNING GROUP
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DECATUR CAPITAL MANAGEMENT, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
KINGSWOOD WEALTH ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
INCEPTIVE FINANCIAL

Investors

DAVID PAUL KANNE
CHARLOTTE COWAN GELETKA
Rozaliya Grigoryeva
RUTH DENISE GOLDSTEIN
AHRON SHLOMO GOLDING
Isabelle R Jeter
Alex Michael Pack
Brijette Ortiz
BRADLEY PATTERSON
Marie J Josue
MATTHEW SCOTT DUNCKLEY
Brian Reid Jennings
MICAH SANDERS PORTER
JAMES CHRISTOPHER BROWN
Amy Mawson
Madison Martin
William Robert Harris
TONIA LEIGH HAMMOND
DEGAS A WRIGHT
ARTHUR EDWARD ROSSER
SUZANNE ARLENE KOMISAR
ALVA EBENEZER O'NEAL
KEITH EARL SPELMON
MOHAMED AALEN
Lewis F Brooks
James David Ewing
James Hoover Herndon
Kimberly Smith Hudson

Within 25 miles of Emory University, GA, Best Investors lists 661 registered investment advisory firms with 1,636 offices nearby, managing about $24.5T in combined regulatory AUM across 3,697,268 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 Emory University

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