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Best financial advisors in Johns Creek, GA

Registered advisers within 25 miles of Johns Creek, GA.

Offices
1,679
Firms
674
Combined AUM
$24.7T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,699,535 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CONCURRENT INVESTMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST CITIZENS INVESTOR SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CLEAR INVESTMENT RESEARCH, LLC
BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
THAYER PARTNERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FINACURA ADVISORY LLC
OMEGA ADVISORY LLC
TRANSCE3ND LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
J.P. MORGAN SECURITIES LLC

Investors

Mary Adelle George
MIchael Maurice Kane
Thomas McLeod
ERIN CAMPBELL JONES
Colin John Clarkson
Andrew Ross Ramsey
BROOKE JACKSON MCLEOD
Charles Wesley Davidson
Charles Joseph Costa
ERIC CHRISTOPHER ROSE
JOHN PATRICK ROUGHEN
David Wayne Spinks
Randeep Dhanoa
JOHN THOMAS NEMETH
TYLER ADAM JENNINGS
Cody Patrick Jennings
JOSEPH BRIAN JENNINGS
SANGYONG KANG
MANISH PATEL
SAROJAKANTA PANDA
Andrea Lewis
CAM THY LEVITAN
SEAN MICHAEL KELLEY
FADETTE EMMANUELLE COLIN
Anupama Singh
Brian Michael Levitan
PATRICK JAMES RICE
MARCI GALE SILVERMAN
Timothy Paul Kriegel
WILLIAM WADE HATCHER
KEVIN MARK ARCULEO
DAVID EDWARD WARD
Laura Elizabeth Helms
RAY DANIEL DOTSON
Vipul Gondalia
Srikanth Madineni
LARRY KENNETH LYONS
Mark Alden Peterson
Michael Scott Moore
Christopher Baudhuin
Isaiah Oh

Within 25 miles of Johns Creek, GA, Best Investors lists 674 registered investment advisory firms with 1,679 offices nearby, managing about $24.7T in combined regulatory AUM across 3,699,535 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 Johns Creek

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