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Best financial advisors in Lavonia, GA

Registered advisers within 25 miles of Lavonia, GA.

Offices
66
Firms
32
Combined AUM
$8.47T
Firm-wide filings, not assets booked only here
Clients
1.37M
1,366,263 clients when Item 5C has a number
Avg / client
$6.20M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
CREATIVE FINANCIAL DESIGNS, INC.
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BISON WEALTH, LLC
ADVOCACY WEALTH MANAGEMENT, LLC
KINGSWOOD WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

ANDREA DAWN BRADFORD
SONYA KAY LEGG
RUSSELL BRIAN BEASLEY
Donavan Wayne Layton
Alexander James Andrews
TRACY LYNNE TALLEY
KELLY DANIEL FINGER
HOLLY THOMASON
Jacob Lee Tornow
John Gerren Osley
ROBERT THOMPSON DAVIS
Robert Gavin Cheek
JEFFREY ALLEN FALKE
WILLIAM Samuel JONES
Aaron David Plaisted
Hunter Jay Plaisted
David Vernon Plaisted
Benjamin Lewis
Jonathan L Morphew
CHRISTOPHER EUGENE DINI
Sharon M Mack
Elijah Garrett Chun
WILLIAM STEPHEN JONES
W STEPHEN JONES
ERMIAS ERIC BODE
JOHN PATTERSON LAMB
ANDREW PRESTON PEED

Within 25 miles of Lavonia, GA, Best Investors lists 32 registered investment advisory firms with 66 offices nearby, managing about $8.47T in combined regulatory AUM across 1,366,263 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 Lavonia

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM