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Best financial advisors in Hapeville, GA

Registered advisers within 25 miles of Hapeville, GA.

Offices
1,197
Firms
529
Combined AUM
$23.1T
Firm-wide filings, not assets booked only here
Clients
3.66M
3,660,433 clients when Item 5C has a number
Avg / client
$6.32M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
INVESTHER FIDUCIARY SOLUTIONS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LINCOLN INVESTMENT
J.P. MORGAN SECURITIES LLC
EDWARD JONES
BENTON INNOVATION GROUP
D.L. FIELDS ADVISORY GROUP, LLC
OSAIC WEALTH, INC.
COLLAB CAPITAL, LLC
STRATOS WEALTH PARTNERS, LTD
WELCH FINANCIAL INVESTMENTS, LLC

Investors

CLAUDIA YANETH BINGHAM
Kevin Ashe
DEREK PHILIP MATHISON
GLENN HOLLINGSWORTH
KALLI Marie CUNY
ELIJAH GLENN WIEDER
STEVEN C GILLESPIE
MAYRA A GUIGOU
RENE MILAN WILLIAMS
Janet Glass Barnett
CLAIRE JEANNE CIARCIELLO
DAVID EDWARD CASEY
JONATHAN KENCH BYERS
JULIE RENEE BATES
Fanny Rivera Flores
REUBEN LEWIS
CLINTON WAYNE COPELAND
SANDRA MICHELE PENTON
SHAFIQ VIRANI
DAVID BRIAN MCCLANAHAN
CRYSTAL FELICE COMPTON
PORSCHE SIMONE LOVE
Miguel Alfredo Chavarria Cardenas
APRIL FELICIA JACKSON
BARRY BRYANT RAWLS
ROBERT ANTHONY MOORE
PAMELA JACKSON MIDDLETON
CAROL L JONES
Sydnee R Scruggs
Paul David Harrison
William Moore Benton
LARRY GLENN BOGGS
KEVIN CHARLES MAHONY
CHARLES ALLAN MEARS
Elida Lizeth Rosales Mendez
ROBERT ANTHONY PATTI
CECILY VIOLA MARY WELCH
Valerie Primas Tucker

Within 25 miles of Hapeville, GA, Best Investors lists 529 registered investment advisory firms with 1,197 offices nearby, managing about $23.1T in combined regulatory AUM across 3,660,433 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 Hapeville

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