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Best financial advisors in Lake Arrowhead, GA

Registered advisers within 25 miles of Lake Arrowhead, GA.

Offices
282
Firms
106
Combined AUM
$8.11T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,177,883 clients when Item 5C has a number
Avg / client
$3.72M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

LAUREN ROSE TANKSLEY
Kellee Turcotte Lee
Lester Allen Bourne
Michael Harper
Eric Holcomb
TRUMMIE LEE PATRICK
JACK LYNDON SHAMPINE
Cody Williams
HARRISON L FISHER
THOMAS D LEWIS
Chaminda Mahawela
ROBERT NUNES HENRIQUES
MATTHEW WILLIAM OLIVER
KENYETTA ANN STEWART
Pat David Holcombe
MICHAEL WILLIAM LEONARD
Matthew Steven Ellis
Kelly Abbott Ellis
Sarah Katherine Kendall
Charles Fredric Simon
Daniel Louis DeScalzo
Richard Price Wilkes
WILLIAM ALAN HORNE
Mary Alice Cantrell
Robert Louis Smith
KEITH BRIAN LAVENDER
Clyde Long Cody
Jake Alexander Vazquez
Shirley Cantrell Prather
James Chancelor Beck
Gregory Scott Phelps
Weslee Drew Williams
Robert Kyle Tomlinson
Stephen D. Nolan

Within 25 miles of Lake Arrowhead, GA, Best Investors lists 106 registered investment advisory firms with 282 offices nearby, managing about $8.11T in combined regulatory AUM across 2,177,883 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 Lake Arrowhead

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM