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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

ADAPT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CHARLES SCHWAB & CO., INC.
GILBERT RICH & ASSOCIATES
HWM WEALTH MANAGEMENT LLC
GALLAGHER FIDUCIARY ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
AVID WEALTH MANAGEMENT GROUP, LLC
THE KEYSTONE FINANCIAL ALLIANCE, LLC
SOVEREIGN'S CAPITAL MANAGEMENT, LLC
PRIVATE FAMILY WEALTH ADVISORS
AURORA INVESTMENT COUNSEL

Investors

DONNIE WAYNE ROBINSON
Joseph A Clark
JAMES ARTHUR TEETER
JAKE THOMAS BRYANT
Jonathon Richard McAdow
Scott Maxey Herndon
Tyler Robinson
Thomas Justin Kozelka
THOMAS MICHAEL HODELL
WILLIAM LAWRENCE PONDER
Christopher James Rowe
BURSELL TIMOTHY MUNRO
BARRY MICHAEL KAUFMAN
SEAN MCDONALD CARROLL
Davis Chandler Blackmon
RANDALL CHRISTOPHER MARTINEZ
MARK CLIFFORD JENKINS
ROBERT ANDERSON REESE
BARI LEAH BEILINSON
Nicholas Edward Joiner
Katerine Patino Madrigal
Andrew Robert Kunce
BENJAMIN PATRICK CASEBOLT
MANGA NARAHARISETTY RAU
David Earl Mattox
David Mayeux
ZACHARY MICHAEL AUMAGE
ALONSO TANGARIFE
Eduardo Pinson Garcia
Ryan Young Freimuth
Ethan Wu
Amita Webb
CHANYOUNG LEE
CAROLINE Hartley MCINERNEY
Walter Neil Straube
Edward Thomas Wojton
SHEENA VALENE FISHER
Hasan Ali
James M Richardson
GRIFFITH EUGENE GRAHAM
Sebastian Castano
Armana C. Milbry
CLAUDIA YANETH BINGHAM
Kevin Ashe
Jennifer Anne Howard
SUSAN ELLEN TRASS
JEREMY PAUL REESE
Ann Ravenel Dickerson
Diego Rivadeneira
Charlie Nicholas Hasel
RICHARD BERTROM TAYLOR
Dajah-Cherise Mitchell
BRIAN BENNETT HENDERSON
Thomas Elliott Hedleston Healy
SCOTT ROBERT MACKENZIE
DAVID JOHN YUCIUS
MICHAEL THOMAS DOYLE

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