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Best financial advisors in Monticello, GA

Registered advisers within 25 miles of Monticello, GA.

Offices
37
Firms
19
Combined AUM
$4.13T
Firm-wide filings, not assets booked only here
Clients
741K
740,659 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
AVANTAX PLANNING PARTNERS, INC.
BINNERINVESTMENTS
BUTLER-DAVIS FINANCIAL GROUP, LLC
VALIC FINANCIAL ADVISORS, INC.
MERCER GLOBAL ADVISORS INC.

Investors

Derrell Winsor Anglyn
Robert Stephen Simoneaux
DAVID LARRY DERANEY
Ashley Fisher
TIMOTHY GRAHAM BROYLES
GREGORY WAYNE HAMMONDS
Virginia Cates Irby
Cody Lloyd Norris
Andrew Holland Hale
Cristian Colin
Jeremy Austin Harris
JACOB C BINNER
JOHN CARLYLE GARRETT
Kristen Stier Higgins
John William Thompson
Leah Nicole Harris
JON BAXTER BOUCHILLON
Isabell L Williams
Lydia C. Parker
Phillip Joseph Montgomery
J W Davis
Andrew Royce Baker
JAMES LLEWELLYN STORY
ROBERT DAUGHTRY
PEYTON ASBURY SMITH
THOMAS NEWTON SMITH
JASON D SHEARER
DANIEL DAVID SILVA
LEAH NANAE YANAGIYA
WALKER STEPHEN YOUNG
DEBORAH SWIFT SMITH
JOHN HOLT RUSSELL
CECIL WAINE SKINNER
HEATHER BENNETT
BEN R MERCHANT
CLIFFORD MCELRATH STEWART
GENTRY ARNETTE
RICHARD W PEARSON
EMILY DEESE FOSTER
BENJAMIN D MURRAY
Elizabeth Reed Gossett
WILLIAM WINSTON ENNIS
Raymond Mathew Sommer

Within 25 miles of Monticello, GA, Best Investors lists 19 registered investment advisory firms with 37 offices nearby, managing about $4.13T in combined regulatory AUM across 740,659 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 Monticello

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM