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Best financial advisors in Lawrenceville, GA

Registered advisers within 25 miles of Lawrenceville, GA.

Offices
1,240
Firms
472
Combined AUM
$20.7T
Firm-wide filings, not assets booked only here
Clients
3.36M
3,357,239 clients when Item 5C has a number
Avg / client
$6.18M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
AMERICAN WEALTH ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
NETWORTH FINANCIAL SERVICES, LLC

Investors

JOHN AUGUST SCHAARS
MICHAEL THOMAS ROBINSON
DARRELL TASMAN ROBERTS
DARRELL STEPHEN ROBERTS
MICHAEL JESSE CLIFFORD
James Darryl Tuenge
JOHN PAUL CHERRY
CHRISTOPHER THOMAS AUFLEGER
RICHARD ERIC SCHNEIDERMAN
Grace Sherilyn Aufleger
MARK WILLIAM TABAK
Tracy G Aufleger
RANDY L AUFLEGER
JOSHUA ANDREW MINORE
DUSTIN PAUL MCARTHUR
JACK J WANG
ABDOUL GADIRY DIALLO
SANGYONG KANG
ADIS CUKOVIC
Jeffrey Grimoldi
STACIE NGUYEN
JOSEPH OKORONTA
Mark Anthony Salmon
Jameel Muhammad
RYAN STANSELL HENDRIX
ED O. HOOSH
CHANDLER THOMAS WOOD
Brady Anderson Bennett
Reagan Curl
ROBERT JOSEPH OSTAPOWER
EVAN JOSEPH PROFETA
Mary Ansley Walker

Within 25 miles of Lawrenceville, GA, Best Investors lists 472 registered investment advisory firms with 1,240 offices nearby, managing about $20.7T in combined regulatory AUM across 3,357,239 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 Lawrenceville

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM