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Best financial advisors in Kennesaw, GA

Registered advisers within 25 miles of Kennesaw, GA.

Offices
1,511
Firms
639
Combined AUM
$24.7T
Firm-wide filings, not assets booked only here
Clients
3.69M
3,689,939 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
KOVACK ADVISORS, INC.
BRIGHTEDGE WEALTH MANAGEMENT
CHARLES SCHWAB & CO., INC.
IMPACT PARTNERSHIP WEALTH, LLC
NTV ASSET MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

Michael Jay Sesan
Tyler Sesan
CHRISTOPHER MARTE HOFFMAN
THOMAS WILLIAM AARON
Yasmina Rabhi
Charul Bharat
RICHARD CHARLES MOTTERN
Andrew Thomas McGlamory
Jerome Sanford Anderson
RONNIE SHANNON SHELBY
RONALD WAYNE SKOPEK
DUREMA C BACCHUS
TROY MICHAEL ROBERSON
RONALD RICHARD WOMACK
Tracy Matthew McManus
Michael Jason Pefferly
Brennon Jamison DeMeritt
MARK DUANE TROYER
Rick Dale Hughes
Ronald Dale Ray
Randy Bruce Kohrs
Aleksander Ryan Searcy
Kyle Garrett Kelly
VANESSA M PATTERSON
BO RUEI CHEN
Zack Courson Troyer
Lisa Marie Fenton Kim
DANIEL RICHARD GARVIN
MICHAEL FRANCIS BAUMANN
PAUL LAWRENCE COLLINS
STEVEN TODD STANDLEY
MARC LEONARD OSLAR
ERIK SEAN WILSON
GEORGE ALLEN MARTIN
RICHARD WAYNE WARNER
JONATHAN JAMES SMITH
NATHAN CHARLES HINES
Tayvon Rakeem Jackson
EDWARD WILLIAM NOLAN
Aaron Alex Dixon
Achilleas Vargiamis
Patrick Chapman Smith
COREY RAY HODGES
Lucas Alexander Kalin
ANNETTA LYNN CARTER
JOSE MARIA VALENZUELA
Steven Andrew Aul
AARON MICHAEL VINCENT
EVAN FORREST WARD
FRANK PAUL ANDRESCAVAGE
Jamie Lyn Peak
Rick Hoskins
ABIGAIL GRACE MILLER
MATTHEW HOWARD EILERS
Craig Eastman Shepard
John Foster Ripley
ROLAND ROBERT GRECO
Tracey Elizabeth Richardson
RYAN NICHOLAS SHUBIN
ROBERT LYNN HALL
DAWN RENEE CAREY
Matthew Noel Miller
RICHARD CONRAD TRABUE
Julia Marie Valenzuela
DEXTER IRVIN PIERCE
TYLER ERIC ZABORSKY
AMANDA ELISE DEVILBISS FULLER
Michael Chase Weinberger
Jacob Arnett
SCOTT EDWARD DIETZ
PHILLIP DANIEL GRAHAM
Bret Thomas Bond
JOHN WINSTON MCGILCHRIST
RYAN MICHAEL YOUNG
Christopher Thomas Hynek

Within 25 miles of Kennesaw, GA, Best Investors lists 639 registered investment advisory firms with 1,511 offices nearby, managing about $24.7T in combined regulatory AUM across 3,689,939 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 Kennesaw

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