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Best financial advisors in Holly Springs, GA

Registered advisers within 25 miles of Holly Springs, GA.

Offices
823
Firms
316
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,053,509 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HOLCOMB FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
GRIFFITH & WERNER, INC.
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE WEALTH ADVISORS, LLC
ATLAS INVESTMENT ADVISORY LLC
PACKERLAND BROKERAGE SERVICES, INC.

Investors

Kellee Turcotte Lee
Lester Allen Bourne
Michael Harper
TRUMMIE LEE PATRICK
JACK LYNDON SHAMPINE
Cody Williams
ROBERT NUNES HENRIQUES
MATTHEW WILLIAM OLIVER
KENYETTA ANN STEWART
Pat David Holcombe
MICHAEL WILLIAM LEONARD
Matthew Steven Ellis
Kelly Abbott Ellis
Sarah Katherine Kendall
Eric Holcomb
HARRISON L FISHER
THOMAS D LEWIS
Chaminda Mahawela
Daniel Louis DeScalzo
Richard Price Wilkes
James Chancelor Beck
Gregory Scott Phelps
Weslee Drew Williams
Robert Kyle Tomlinson
Stephen D. Nolan
Jeremy Amos Green
Charles Fredric Simon
Robert Louis Smith
KEITH BRIAN LAVENDER
ROBERT LEE FRANK
Jacqueline Marie McKinney
JOHNNIE LEWIS BROOKS

Within 25 miles of Holly Springs, GA, Best Investors lists 316 registered investment advisory firms with 823 offices nearby, managing about $16.1T in combined regulatory AUM across 3,053,509 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 Holly Springs

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM