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Best financial advisors in Epworth, GA

Registered advisers within 25 miles of Epworth, GA.

Offices
15
Firms
10
Combined AUM
$2.18T
Firm-wide filings, not assets booked only here
Clients
347K
346,542 clients when Item 5C has a number
Avg / client
$6.30M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE WEALTH, LLC
CAPITAL MANAGEMENT SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
KINGSWOOD WEALTH ADVISORS, LLC
SOLID ROCK INVESTMENT ADVISORY LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AE WEALTH MANAGEMENT, LLC

Investors

Amanda Denise Payne
Thomas Ryan Franklin
Payton A Holt
Paul Leamen Davenport
Brett Cohee
Elizabeth L Bryant
SCOTT EDWARD STOOKSBURY
Elias F Alewel
Jared Kyle Arrant
JEFFREY IRA FOUTS
Michelle Denise Koneman
WILLIAM DANIEL COMBS
Martin Ross Titus
RANDAL BOGGS SMITH
Grant Wheeler Goldberg
MATTHEW LAND
VICTOR GABRIEL BOLTNIEW
William David Roebuck
JENNIFER LYNN CRAMER
Zackery Brian Jones

Within 25 miles of Epworth, GA, Best Investors lists 10 registered investment advisory firms with 15 offices nearby, managing about $2.18T in combined regulatory AUM across 346,542 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 Epworth

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 CREATIVEONE WEALTH, LLC 62 clients · 230 advisers $6.25B AUM 8 KINGSWOOD WEALTH ADVISORS, LLC 122 advisers $3.80B AUM