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Best financial advisors in Milton, GA

Registered advisers within 25 miles of Milton, GA.

Offices
1,559
Firms
617
Combined AUM
$22.0T
Firm-wide filings, not assets booked only here
Clients
3.37M
3,365,406 clients when Item 5C has a number
Avg / client
$6.54M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
PGI WEALTH MANAGEMENT
WESTHOLLOW WEALTH MANAGEMENT
EDWARD JONES
DIRECT INVESTMENT ADVISOR LLC
CETERA INVESTMENT ADVISERS LLC
VOYA FINANCIAL ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
BEST CAPITAL MANAGEMENT, LLC
LIFEMARK SECURITIES CORP.
SOINA FINANCIAL GROUP, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Joseph Edward Gaudino
MUHAMMAD SALAHUDDIN Khan
Samuel James Davis
Jermeir Lechet Jackson Stroud
JONATHAN BRYCE JONES
JON CHRISTIAN KEEVER
Dustin Mitchell Dorhout
TODD WILLIAM MCELROY
NICHOLAS WARD MCELROY
ERIN ELIZABETH MARTIN
CYNTHIA LYNN HUNT
Andrew Straton
J Cameron Zabko
Kenneth R Johnson
DANIEL MARK LAUGER
Dylan R Kepes
Ying Piao
JOHN THOMAS NEMETH
STEPHEN WAYNE POSTON
SHAHAB KHAN
JOHN SHELDON KIRKLAND
LEAH ELIZABETH SESTO
EDWARD EXUM BEST
John Howard Busey
HARKARAN SINGH TALWAR
Matt Ellis
Christopher R. Holness
HARRY MATTHEWS OLDHAM

Within 25 miles of Milton, GA, Best Investors lists 617 registered investment advisory firms with 1,559 offices nearby, managing about $22.0T in combined regulatory AUM across 3,365,406 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 Milton

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM