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Best financial advisors in Milledgeville, GA

Registered advisers within 25 miles of Milledgeville, GA.

Offices
13
Firms
10
Combined AUM
$5.48T
Firm-wide filings, not assets booked only here
Clients
815K
815,405 clients when Item 5C has a number
Avg / client
$6.72M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BLUEPRINT FINANCIAL STRATEGIES, LLC
CORECAP ADVISORS
MORGAN STANLEY

Investors

JAMES LEE GOFORTH
Robert Artis Williamson
Nathan Glenn Snow
JOHN DEREK PETTIGREW
Dana Irene Leary
Christopher M Babb
BRUCE H VAUGHN
TERESA ANN DYER
STEPHANIE DEAL JOHNSON
DAVID TODD HAMLIN
COLIN RANDOLPH MCCULLEY
DANNIELLE B MALDONADO
Matthew Fraser Roher
Crystal Smith Law
DUANE PHILLIP EASTER
Ashley Fisher
TIMOTHY GRAHAM BROYLES
Timothy J Pierson
WILLIAM KIRBY HARPE
LAURA ANN THOMPSON
ADAM MICHAEL CALLENDER
JACK RICHARD KRAPF

Within 25 miles of Milledgeville, GA, Best Investors lists 10 registered investment advisory firms with 13 offices nearby, managing about $5.48T in combined regulatory AUM across 815,405 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 Milledgeville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM