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Best financial advisors in Lakemont, GA

Registered advisers within 25 miles of Lakemont, GA.

Offices
25
Firms
11
Combined AUM
$4.39T
Firm-wide filings, not assets booked only here
Clients
392K
392,271 clients when Item 5C has a number
Avg / client
$11.2M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
LVZ, INC.
FORTRESS INVESTMENT ADVISORY, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JT STRATFORD, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Joshua Andrew Parker
Ara Elizabeth Joyce
JERRY ALLEN WRIGHT
Anthony Richard Dalton
ZACHARY CLAYTON PHILLIPS
MATTHEW ELLISON MIXON
AUGUSTUS GRANT HAMES
CHRISTOPHER EUGENE DINI
Carlos Alexander Vazquez
Nicholas Jose Pruner
LACY MARTIN HASTIE
Aaron David Plaisted
Hunter Jay Plaisted
David Vernon Plaisted
Benjamin Lewis
Jonathan L Morphew
CHRISTOPHER DOUGLAS GREENE
ROBERT LEE ANDERSON
Richard Wayne Kimpling
NEIL MICHAEL REEMS
JOHNNY MALOY BURKETT
Kerri Dianne Davis
Adam Joel Wright
Andrew A Backer

Within 25 miles of Lakemont, GA, Best Investors lists 11 registered investment advisory firms with 25 offices nearby, managing about $4.39T in combined regulatory AUM across 392,271 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 Lakemont

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPTRUST 963 advisers $1.24T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 LVZ, INC. 2 clients · 17 advisers $1.13B AUM