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Best financial advisors in Excelsior, GA

Registered advisers within 25 miles of Excelsior, GA.

Offices
26
Firms
17
Combined AUM
$5.51T
Firm-wide filings, not assets booked only here
Clients
475K
475,434 clients when Item 5C has a number
Avg / client
$11.6M
Combined AUM ÷ clients

Nearby offices

Firms

J. FRANKLIN FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SOUND VIEW WEALTH ADVISORS GROUP, LLC
PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
SYNOVUS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC
CFG WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
CHRISTIAN VALUES INVESTING, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC

Investors

James M. Franklin
JOHN JOSEPH PUCCIO
MOLLY MCGINNIS LANIER
JENNIFER LOTT DALEY
Hagan Olin Mercer
TRENT DOTY
AMY M BANKS
ROGER MORGAN DOTY
KRISTIE POWELL CROOMS
MELINDA K HARRITY
WILLIAM KENNETH WILLIAMS
RAY LYNES MCKINNEY
Michelle Rae McCoy
DALLAS GRANT WASHBURN
RONALD ALLEN WASHBURN
Michael Wade Elliott
RUFUS CARROLL KIRKLAND
Alexander Smith McGhee
John L Sammons
TRAVIS LYNN CHANCE
JAMES WINSKIE
MORRELL ALEXANDER MCCASKILL
Austin Hunter Brown
David Aaron Hammond
STEPHEN HOWARD HAMMOND
Grayson Tenney Shaw
Ansley Hickman Thompson
James Campbell
MICHAEL NONAN THOMPSON
MAX GERALD MANACK
ELIZABETH G KLEIN
MATTHEW MOELLER
Chris Elliott Marsh
Justin L Abercrombie
Nakisha Purdiman
CAUGHEY LAYTON HEARN
Matthew Dean Ragan
KEVIN SCOTT ODELL

Within 25 miles of Excelsior, GA, Best Investors lists 17 registered investment advisory firms with 26 offices nearby, managing about $5.51T in combined regulatory AUM across 475,434 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 Excelsior

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM