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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

JT STRATFORD, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
TRUIST ADVISORY SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
AE FINANCIAL & RISK MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CERNER CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
W&S BROKERAGE SERVICES, INC.
SOUND INCOME STRATEGIES, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC

Investors

TRAVIS GERALD ECHOLS
DAMON ERIC LADD-THOMAS
Stephen Carl Koehler
Deyka E Charneco
RICHARD JONES
AUTUMN JONES
JEANNE MARIE KERNEY
RICHARD JONES
Rory D Williams
JULIANA BILO
JOSHUA CECIL RYAN HAMRICK
ALI H ELNAJJAR
MARK PERDUE MILLER
DANIEL DINKINS
DANIEL HOWARD BARRACLIFF
JONATHAN GRANT FANNING
ShafiQ Ahmadi
Anson Kanjira
Marcelo C Hernandez
Lucas Walker Hopkins
Bryan Scott Glover
Tiffany Irene Miller
Grant Haddix Knight
Nicholas Dalton Franks
JOSHUA ANDREW CARR
RONALD JOSEPH HUCK
Jared C Nelson
LAURENCE MICHAEL WAJSMAN

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