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Best financial advisors in Lilburn, GA

Registered advisers within 25 miles of Lilburn, GA.

Offices
1,569
Firms
643
Combined AUM
$24.7T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,699,156 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
FORDHAM FINANCIAL SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC

Investors

Charles Bernard Ethridge
FREDERICK JOSEPH CTIBOR
Kenneth Howard
Diana Sanchez Nazario
Carlos A Rodriguez
Luis Estuardo Menendez
MICHAEL THOMAS ROBINSON
ROBERT JOHN FORDHAM
FAITH O OKOEGUALE
EDWARD GLENN COOK
Anson Kanjira
ARTURO RODRIGUEZ
JOSHUA ANDREW MINORE
Konsetta Noel Kelly
Patrick Desamours
Jordan Desamours
Alexandra Bailey Caviness
Samuel Ryan Glidewell
Trent Richard Lewis
ADIS CUKOVIC
Jeffrey Grimoldi
STACIE NGUYEN
JOSEPH OKORONTA
Mark Anthony Salmon
Jameel Muhammad
Rebecca Lee Pryor
DANIEL GEORGE CREWS
APRIL REED CREWS
Heidi Lynch Lue
Kyle Hill
Jason M Arnold
Dean S Spaniol

Within 25 miles of Lilburn, GA, Best Investors lists 643 registered investment advisory firms with 1,569 offices nearby, managing about $24.7T in combined regulatory AUM across 3,699,156 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 Lilburn

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