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Best financial advisors in Mount Vernon, GA

Registered advisers within 25 miles of Mount Vernon, GA.

Offices
5
Firms
4
Combined AUM
$1.34T
Firm-wide filings, not assets booked only here
Clients
91.4K
91,429 clients when Item 5C has a number
Avg / client
$14.7M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PARK AVENUE SECURITIES LLC
AE WEALTH MANAGEMENT, LLC

Investors

Jeffry Melton Palmer
Bradford Lee Owens
Brent Owens
CHARLES M JORDAN
SHAWN MICHAEL MALONEY

Within 25 miles of Mount Vernon, GA, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $1.34T in combined regulatory AUM across 91,429 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 Vernon

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 4 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM