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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

CRESSET ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY
ADVOCACY WEALTH MANAGEMENT, LLC
P. G. EARL INVESTMENT ADVISERS, L.L.C.
AVANT GARDE CAPITAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
UBS FINANCIAL SERVICES INC.
MORGAN STANLEY
BLACKROCK FINANCIAL MANAGEMENT, INC
CORTLAND INVESTMENT MANAGEMENT, LLC
FORTE VENTURES
FORTE CAPITAL MANAGEMENT III L.L.C.
SB ADVISORY, LLC
SAN BLAS ADVISORY, INC.

Investors

TODD ALAN TAUTFEST
Deshon Patrick Robinson
NESHA PRATT ZEIGLER
Nicolas Jeremy Dykstra
Tiffany Czajka
Harrison Edward Marks
WILLIAM ALAN VOGEL
Christopher Jay Cowart
CHARLES EVERETT MARKWALTER
KURT THOMAS MOMAND
Ava Arjmand
Ryan Michael Vidal
Tate Maxwell Bielenberg
ROBINSON MARTIN
Jodi DHollosy
Jaaziel Mizraim Palacios Jaimes
Melissa Rojas
Melissa Leigh Coleman
Elizabeth Renae Torris
Nicholas James Taylor
PAUL GARRETT EARL
Wayne Dale Reid
MICHAEL STEVEN NIES
LEI SHAN
MARIA S WOOD
MATTHEW JAMES FLETCHER
RYAN H BODEN
NORMAN M DOE
ALLEN CLIFFORD JONES
JAMES MYERS
LAWRENCE IAN KASS
BRYAN CHRISTOPHER CHITWOOD
Ashley C Gardner
William HENSON Powell
PACE TAYLOR HUFF
MARK THOMAS LINENBERG
JOHN B MOBLEY
PAUL V ROMANO
BRIDGETTE A ISAACS
PHILIP EDWARD WAIT
MERLE WAYNE CAMPBELL
DONALD G BODNAR
ROBERT THOMAS KURTZ
Darren M Marold
JARRED M COLLINS
GARY ANTHONY JONES
Jason Anthony Halliburton
Jennifer Patrice Robinson
Jordan Leann Thompkins
Virginia Stuart Dalton
Nicole Maalizadeh
Daphne Denise Willis
Samuel Lynn Cagle
Wasan Al Mohamad
CAITLIN ANN LEAHY
Lloyd George Phipps
Taylor Mackenzie Hunter
Rhea Chawla
Nathan Carlson Deckert
Gerald P Kehoe
Elizabeth Hudgins
Ronald NATHANIEL White
Joseph Wallace Carrington
Andrea R Harris
SANDRA POPE EDWARDS
ALLAN NEIL HAMER
BRETT MAREK
MARK A HOWARD
JOSHUA ERIC KRENTZMAN
JOSEPH LAWRENCE CREWS
ANGELA C SIMPSON
WESLEY PEYDEN MCDAVID
Michael EDWARD Stogner
SABRINA N WILLIAMS
Samuel S Wright
TODD GAINOR HALLAUER
COLIN GREGORY WHITE
William Emanuel Jones
KEVIN RAY BARNES
MICHAEL JOHN RENSINK
BRADLEY PAUL COHEN
RAQUEL NALO
KATHERINE ELIZABETH PYSTRAK AZZARELLA
Melissa A Budnik
CHARLES AUSTIN STEPHENS
KARA ELIZABETH WORTHINGTON
William Floyd
LEVAN ARNESS LUNSFORD
KERRY SENNA
James M Occhiato
Michael D. Wright
Bradley John Kleinman
Sherah M Fairweather
Kelli S Gerkin
Alicia Dunlap-Dolby
NISARG D SHAH
CHRISTINA M BYRNES
SHIH YING TSAO
DIEGO ANDRES SARMIENTO
MATTHEW L WILLIAMS
KURT W JONES
MATTHEW H TOWNSEND
James M Lin
Sonia Crumpler
ZACHARY D ZWIEG
THIEN-HIEN NGUYEN
MICHAEL P CUSICK
MAXWELL T BINNER
ALEXANDER S SHINDNES
ELVYN M SANCHEZ
BRENT CHRISTOPHER COHEN
LEXA W MCDANIEL
Jeffrey Kim
JACOB STEVEN PIOTRACZK
Clayton Millsaps Roell
Patricia G Townsend
Howard L Joe
Patrice BARTON Smith
HORACE GREEN
Ricardo Brenner
William H Shipman
Raymond Bright
Nathaniel Elijah Williams
Nicholas Edward Iseman
Benjamin J Fourquet
Earl C Dunn
Martin F Holmes
Elise Ashburn Mueller
James May Jennings
Sarah Katrina Lloyd
Seng M Chio
Samuel Bailey Jowers
Sina Mohammad Askari
Colin Francis OHare
Ryan Gregory O'Hare
Priya Saha
Madlyn M Bocinsky
Austin C Tootle
Alexander C Ratchford
Trineka McLaurin
Jacob T Shrout
DAVID S BURROUGHS
Jason ARON Elfenbein
RICK BAKER
HEATHER MAUREEN HENN
ARTHUR W ROLLINS
ROBERT J LEVERTE
RONALD JUSTICE HUGHES
CRAIG NURNEY CAMP
CHAD RICHARD (II) FLEMING
EDWARD HOMER WHIDDON
Betty Jo Renner
David C Timms
ANDREA EDITH CESARE
JOHN WILEY SULLIVAN
David Scott Bowen
JOHN RICHARD ORR
JACQUELINE P BOWEN
Douglas W Broennle
Christopher Joseph Crock
RYAN SUTTON BROOME
REBECCA E RICHERSON
MAX SAMUEL DORE
JOSHUA PHUONG PHAM
KYLE D SALONE
WILLIAM A JANCI
Christopher Federico
DYLAN W TEMPLETON
ZHENGBANG LIU
VIVIAN MELILLO
Olivia Rose Pierre-Louis
Ariany Alejandra Haire
Callie Elizabeth Thompson
Delfino Landaverde
John Milton Cameron
Johanna Maria Velasquez
Annelise Dubrouillet
Amanda Louise Ladue
Taylor E Sharpe
Richard P Kenney
Paul Edward Oberst
Chase Scott Billington
Michael Patrick Murphy
Joseph Brooks Morris
Jason L Palmgren
Victtor Cabral
DOUGLAS CLINTON JUSTICE
ALF SALTER
HOSSAIN BENNY VARZI
SCOTT COLEMAN DOZIER
LEE EDWARD KEELER
DAVID LEON HALPERN
STANLEY ALAN SHARP
JOHN V GARRISON
MARY ELLEN GARRETT
ALEXANDER D WATTS
KRISTOPHER NINTZEL-O'HARE
Sara L Fenwick
STEVEN OSTROWSKI
JOHN JOSEPH INHOUSE
Michael Marino
Donald Edmond McDonough
WILLIAM L BROWN
JOSHUA BRUCE WALZER
JASON B NEIGHBORGALL
Katrice Gatlin
Christian Denise Williams
Bruce Taylor Burns
Nestor Hsu
Otto Menendez
Patrick D Ballance
BRIAN C SMITHERS
TERIUS NAYTHON DOLBY
William Bradford Linn
Megan J Coggin
Robert Michael Southall
Paul Byron Jones
Sequoyeth Simpson
Andrew Boel
Brittney Michelle Brinner
Evan D Nolley
Sofia G Varzi
Rahel Asfaw Demissie
KEEGAN JAMES WALSH
Frank Rigdon Jr.
BENJAMIN Houston PRICE
William H Grant
NESSA K ENGLEBRIGHT
Pablo Perezanta Olmedo
Christopher Lee Elizondo
David Van Horn
RONALD RYAN MCCALLUM
MICHAEL ANTHONY PEREZ
Kristeena Brown
JOHN AARON BOUDREAUX
ERIK B SEENEY
CROMWELL SANTOS BAUN
JON PAUL LEDOYEN
John Lee Shrewsbury
REBECCA JEAN DEHAINAUT
JOSEPH J DANATZKO
MAHA HILAL KHASHAN
JOHN J GARCIA
Patrick Leavitt
GREGORY D HUTTO
JASON R LANGIERI
LAUREN A GALVIN
Peter Cable Roessler
ADAM J WARD
Sanaa M Wong
JOHN FULLER
MARK D PROSPER
ROBERT SHANLEY RADLER
SCOTT RYAN BABBITT
Jeffrey Mark Bowman
WILLIAM SCARR SHEFTE
Kimson Huu Cao
JAMES L WORKMAN
christopher michael roumayeh
DENNIS CHUNG KUO KU
JEFFREY RODRIGUEZ-APONTE
Matthew Thomas Bumstead
STEVEN GREGORY PRICE
SHAWN CONAN SPELLACY
ALEXYS ULANDO MCKENZIE
CHARLES ALLEN BIRBARA
steven aibel
WALTER MACREE HESTER
Bruce Alfred Bouta
WILLIAM JOHN VLAHOULIS
Frank E Lumpuy
STEPHEN ALAN COLAVITO
JOHN CADENA
MAURICE LAWRENCE NAYLON
ADAM J GODINO
Scott Michael Bremus
RONALD B DOWEIDT

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