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Best financial advisors in Mount Airy, GA

Registered advisers within 25 miles of Mount Airy, GA.

Offices
26
Firms
9
Combined AUM
$2.11T
Firm-wide filings, not assets booked only here
Clients
263K
262,853 clients when Item 5C has a number
Avg / client
$8.03M
Combined AUM ÷ clients

Nearby offices

Firms

JT STRATFORD, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LVZ, INC.
FORTRESS INVESTMENT ADVISORY, LLC
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

AUGUSTUS GRANT HAMES
MATTHEW ELLISON MIXON
ZACHARY CLAYTON PHILLIPS
Anthony Richard Dalton
Carlos Alexander Vazquez
Nicholas Jose Pruner
LACY MARTIN HASTIE
CHRISTOPHER EUGENE DINI
Aaron David Plaisted
Hunter Jay Plaisted
David Vernon Plaisted
CHRISTOPHER DOUGLAS GREENE
Richard Wayne Kimpling
NEIL MICHAEL REEMS
JOHNNY MALOY BURKETT
Kerri Dianne Davis
KELLY DANIEL FINGER
TRACY LYNNE TALLEY
Benjamin Lewis
Jonathan L Morphew
Steven Michael Chafin
Joshua Andrew Parker
Ara Elizabeth Joyce
JERRY ALLEN WRIGHT

Within 25 miles of Mount Airy, GA, Best Investors lists 9 registered investment advisory firms with 26 offices nearby, managing about $2.11T in combined regulatory AUM across 262,853 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 Mount Airy

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 CREATIVE FINANCIAL DESIGNS, INC. 473 clients · 166 advisers $2.94B AUM 6 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM 7 LVZ, INC. 2 clients · 17 advisers $1.13B AUM 8 JT STRATFORD, LLC 8 clients · 18 advisers $1.01B AUM