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Best financial advisors in Kathleen, GA

Registered advisers within 25 miles of Kathleen, GA.

Offices
31
Firms
15
Combined AUM
$3.98T
Firm-wide filings, not assets booked only here
Clients
326K
325,924 clients when Item 5C has a number
Avg / client
$12.2M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
VALIC FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
SYNOVUS SECURITIES, INC.
HALLEY HILL WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ALLIANCE, LLC.
PFS INVESTMENTS INC.
NFSG CORPORATION

Investors

TERRI YVONNE MINTER
Parrish Smotherman Jenkins
ABBY GORDY
SHERRI LYNN GOSS
JONATHAN ASHER EISNER
CORY T ALBRECHT
HUGH RANDALL GOSS
JOHN MARSHALL LAMBERTH
JAMES LLEWELLYN STORY
MICHAEL JOHN SCHULTZ
Ronald Chris Kinnas
Zachary Thomas Purvis
Marlon D'angelo Rhodes
Edward L Landon
Elizabeth Silenzi
SILVIO NICOLA SILENZI
Ethan Wallace
Raymond Leslie Hammock
Tucker Cole Coody
Brett William Malcom
Samuel Shane Gardner
Garth Paulicheck
James Robert Griggers
Preston Hayes Earle
WILLIAM ALVA GRIGGERS
TICHA BRANNAN
LORI DAWN JOHNSON
PAMELA JOYNER
RUSSELL ALAN PIERCE

Within 25 miles of Kathleen, GA, Best Investors lists 15 registered investment advisory firms with 31 offices nearby, managing about $3.98T in combined regulatory AUM across 325,924 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 Kathleen

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM