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Best financial advisors in Lithonia, GA

Registered advisers within 25 miles of Lithonia, GA.

Offices
1,153
Firms
506
Combined AUM
$23.2T
Firm-wide filings, not assets booked only here
Clients
3.66M
3,661,556 clients when Item 5C has a number
Avg / client
$6.34M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
BEACON FINANCIAL ADVISERS, INC.
EDWARD JONES
BROWN WEALTH MANAGEMENT, LLC
IMPACT PARTNERSHIP WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Investors

Kimberly Patrice Mays
Kevin Dempsey
MICHAEL DAVID CAMPBELL
Catherine Sanchez Genty
Dajah-Cherise Mitchell
Marcus Arnold
Frank Lee Arnold
WENDY ADELE BEAR
CHAD M LACKEY
Elizabeth Kemp Holcombe
Jason Witcher
Timothy Howell Johnson
ANDREW MCKINLEY BROWN
CHRISTOPHER THOMAS SHERIDAN
Andres Rubio
Ramina Sood Loomba
Michael Francis Macchione
BORGIA K YAPI
MARK KEVIN BLACKWELL
ASHLEY RINGGOLD DAVY
Walter Roger Hawk
Timothy Scott Baker
Casey Willett
JEFFREY ALLEN GLOVER

Within 25 miles of Lithonia, GA, Best Investors lists 506 registered investment advisory firms with 1,153 offices nearby, managing about $23.2T in combined regulatory AUM across 3,661,556 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 Lithonia

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