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Best financial advisors in Mccaysville, GA

Registered advisers within 25 miles of Mccaysville, GA.

Offices
14
Firms
8
Combined AUM
$2.77T
Firm-wide filings, not assets booked only here
Clients
387K
386,781 clients when Item 5C has a number
Avg / client
$7.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE WEALTH, LLC
CAPITAL MANAGEMENT SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Amanda Denise Payne
Thomas Ryan Franklin
Payton A Holt
Brett Cohee
Elizabeth L Bryant
Paul Leamen Davenport
SCOTT EDWARD STOOKSBURY
Elias F Alewel
Jared Kyle Arrant
JEFFREY IRA FOUTS
Christie L Standish
WILLIAM DANIEL COMBS
Martin Ross Titus
Michelle Denise Koneman
Julie Walton Carter
SHEILA RENEE ENGLEMAN
Jaime Lee Futch
CARMEN SMITH LANCE
BARBARA GAYLE HORTON

Within 25 miles of Mccaysville, GA, Best Investors lists 8 registered investment advisory firms with 14 offices nearby, managing about $2.77T in combined regulatory AUM across 386,781 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 Mccaysville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 CREATIVEONE WEALTH, LLC 62 clients · 230 advisers $6.25B AUM 7 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM 8 CAPITAL MANAGEMENT SERVICES, INC. 7 advisers $145M AUM