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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

THE STRATEGIC FINANCIAL ALLIANCE, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
SEEDTOB MANAGEMENT COMPANY, LLC
CPC ADVISORS, LLC
MRP CAPITAL INVESTMENTS, LLC
J.P. MORGAN SECURITIES LLC
EQUITABLE ADVISORS, LLC
NEW EDGE WEALTH
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HAVEN WEALTH GROUP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
BEEYOND CAPITAL, LLC

Investors

DAVID PAUL KAPCHINSKE
JOHN TERENCE DUNN
Erin De Lira
Kenan Fazlic
EDMUND ALAN FORTIER
TERRY P FORD
MICHAEL C PEMBERTON
Alexander Paslay
GERI LYNN LANNING
DAREN MELITON SEXTON
Patricia Ann Hayton
PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
DERRICK RAY HAYES
Gorav Baidwan
Andrew Thomas Smith
STEVEN MEADE HOWELL
BRENDAN HUGH KEELAN
CHAD SPENCER WILLIAMS
ROBERT THOMAS CHRISTIAN
Charul Bharat
MARC DALE GOLDSTEIN
PETER JAMES MIRALLES
MARK ALAN LAMPRECHT
AMY KALER WEBSTER
Samantha Megan Ashby

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