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Best financial advisors in Forsyth, GA

Registered advisers within 25 miles of Forsyth, GA.

Offices
66
Firms
43
Combined AUM
$9.53T
Firm-wide filings, not assets booked only here
Clients
1.50M
1,495,444 clients when Item 5C has a number
Avg / client
$6.37M
Combined AUM ÷ clients

Nearby offices

Firms

BINNERINVESTMENTS
VALIC FINANCIAL ADVISORS, INC.
MERCER GLOBAL ADVISORS INC.
BEALL FINANCIAL PLANNING, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CFS WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
SYNOVUS SECURITIES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

JACOB C BINNER
JAMES LLEWELLYN STORY
ROBERT DAUGHTRY
PEYTON ASBURY SMITH
THOMAS NEWTON SMITH
JASON D SHEARER
DANIEL DAVID SILVA
LEAH NANAE YANAGIYA
WALKER STEPHEN YOUNG
DEBORAH SWIFT SMITH
JOHN HOLT RUSSELL
CECIL WAINE SKINNER
HEATHER BENNETT
BEN R MERCHANT
CLIFFORD MCELRATH STEWART
GENTRY ARNETTE
RICHARD W PEARSON
EMILY DEESE FOSTER
BENJAMIN D MURRAY
Elizabeth Reed Gossett
WILLIAM WINSTON ENNIS
JAMES GENTRY BEALL
COLLEEN MARIE GIFFIN
ALSTON HALL KILLEN
JAMES RODNEY GOFF
CHARLES TIMOTHY OWENS
JAMES RYAN BOYD
CLAXTON RAY WEST
JENNA HARRINGTON
DANIEL RUSSELL VAUGHN
GARETT JONES
LUCINDA F DALLAS
WADE TIMOTHY CHAPMAN
STEPHEN DALE ANDERSON
Cooper Jackson Couch
Michael Ryan Lyons
Andrew Alexander Wohlrabe
FRANK LAMAR FLEMING
Jeffrey Scott Rowland
Todd Martin Tolbert
JOHN RON WOODFORD
CATHY WHEELER JONES
HAROLD S SLADE
JOHN THOMAS CARTER
AMY GLOVER HEFNER
Patrick Ryan Wilson
WILLIAM STEPHENS LAMB
PETER TAYLOR PERSONS
VIJAYA L FINCHER
JON THOMAS LEWIS
Tyler J Brown
TERESA NEWTON COMBS
ROBERT AUGUSTUS MCCORD
Robert M. Persons
ROBERT ELLIOT CHANIN
Edmond Harold Wilson
Jessica S Graham
CHRISTOPHER EDWARD WIETERS
Phillip Ryan Emory
MAITHILI V KULKARNI
George Smith Greer
WILLIAM HAROLD GREER
SHERI HALL HAUGABOOK
JAMES WALES PARKER BARNES
Eric Pierre Manson
BOBBY LEE HARTLEY
Amy Lines Whaley
REUBEN LAW SPENCER
ERIC SAMUEL WILSON

Within 25 miles of Forsyth, GA, Best Investors lists 43 registered investment advisory firms with 66 offices nearby, managing about $9.53T in combined regulatory AUM across 1,495,444 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 Forsyth

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM