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Best financial advisors in Morrow, GA

Registered advisers within 25 miles of Morrow, GA.

Offices
1,023
Firms
473
Combined AUM
$22.9T
Firm-wide filings, not assets booked only here
Clients
3.65M
3,645,307 clients when Item 5C has a number
Avg / client
$6.28M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAPTRUST
BROOKSTONE CAPITAL MANAGEMENT LLC
CAPE INVESTMENT ADVISORY, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
IFG ADVISORY, LLC
INVESTHER FIDUCIARY SOLUTIONS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GAMSG FINANCIAL ADVISORS LLC

Investors

Paul Damien Rippa
Michael Jones
Taurice Bussey
Matthew J Rix
CHARLES BERNARD PYKE
JONATHAN SHANE HUNTER
Matthew Scott Godleski
Patrick James Plunkett
Megan Nicole Henry
MYRA JAYE POOLE
Takilya S Stewart
Torrey Thompson
JOHN EARLE REDFEARN
Dajah-Cherise Mitchell
SANDRA MICHELE PENTON
SHAFIQ VIRANI
DAVID BRIAN MCCLANAHAN
HALIE VANN HINCHEY GRAY
PORSCHE SIMONE LOVE
WILDER SAINT-VELUS
RICHARD ERLE PREVATT
James O'Regan
Jeffrey Weronick
Brian Minto
Lakena Cherise Belcher
SHERRY ANN DENNARD
MICHAEL A GREEN
Neha Mathur
Floyd Jermaine Gantt
CARLOS A MONTOYA

Within 25 miles of Morrow, GA, Best Investors lists 473 registered investment advisory firms with 1,023 offices nearby, managing about $22.9T in combined regulatory AUM across 3,645,307 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 Morrow

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM