Best Investors Account Sign in

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

WORTHSCAPE, LLC
SHADOW VENTURES, LLC
COLLAB CAPITAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FLOYD GREEN FINANCIAL SERVICES, INC.
J.P. MORGAN SECURITIES LLC
ATTEND WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ATLANTA CAPITAL
CHARLES SCHWAB & CO., INC.
MML INVESTORS SERVICES, LLC
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
COLLECTIVE WEALTH PARTNERS, LLC
MENSAH FINANCE GROUP, LLC
CAPITALWIZE, LLC

Investors

ROBERT ANDREW JETMUNDSEN
LLOYD D WALKER
SHAWN THEODORE CURRY
Jason M Arnold
Dean S Spaniol
Kenneth Howard
FLOYD GREEN
KERRY MITCHELL
Craig A. Glover
ANTHONY J COLUNGA
Anthony Mario Bondoch
RAYMOND ANTHONY LATTY
CYRILL J ROUSSEAU
CLYDE HILL
JASON CLARK
COLEMAN WELLER
James Christopher Norton
Christopher James Metzger
Sang Hyeon Kim
Tyrone Cornell Gibson
Brooke Bierman
Ryan Odendahl
Elizabeth Paxson Neal
JONATHAN MICHAEL CONSTANT
JAMES HOMER MOORE
William Bennett Bradford
Bradley Leventhal
James Earl Staten
KAMILA ANN ELLIOTT
EMMA INOLA FOULKES
Thomas Windom
Kenny Nathan Conwell
Devin Lamont Alphin
DA-ZHA RICHEA JONES
Ike Ugonnaya Elele
CARLOS GABRIEL BONILLA GRAJALES

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