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Best financial advisors in Lake Spivey, GA

Registered advisers within 25 miles of Lake Spivey, GA.

Offices
658
Firms
312
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,059,534 clients when Item 5C has a number
Avg / client
$6.97M
Combined AUM ÷ clients

Nearby offices

Firms

TARA FINANCIAL GROUP, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAPITAL AND PLANNING, LLC
LPL FINANCIAL LLC
STEWARDSHIP EDGE CAPITAL, LLC
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
KINGSWOOD WEALTH ADVISORS, LLC
EDWARD JONES
CAPTRUST
CAPE INVESTMENT ADVISORY, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
IFG ADVISORY, LLC

Investors

NOEL KENNETH EDWARDS SR
Ellis Wester
JOSEPH M NORTON
MICHAEL LESTER EDMONDSON
JUSTIN RUSSELL FLORENCE
Yajaira Ponce
Darrell Alan Russell
RICK CLEMONS
SIMONE YVONNE SOWELL-ODOM
PAUL S JAMES
RICHARD ERLE PREVATT
SAVITRI CRENSHAW
William Davis Washington
TERRIE LEE CLARK
ANDREW BURTON STONE
Valerie Primas Tucker
LOGAN BROOKS LOWREY
Paul Damien Rippa
Michael Jones
Taurice Bussey
Matthew J Rix
CHARLES BERNARD PYKE
JONATHAN SHANE HUNTER
Matthew Scott Godleski
Patrick James Plunkett
Megan Nicole Henry
MYRA JAYE POOLE
Takilya S Stewart
JOHN EARLE REDFEARN
Torrey Thompson
HALIE VANN HINCHEY GRAY

Within 25 miles of Lake Spivey, GA, Best Investors lists 312 registered investment advisory firms with 658 offices nearby, managing about $21.3T in combined regulatory AUM across 3,059,534 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 Spivey

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