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Best financial advisors in Oakwood, GA

Registered advisers within 25 miles of Oakwood, GA.

Offices
410
Firms
144
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,030,018 clients when Item 5C has a number
Avg / client
$4.19M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIDUCIARY CAPITAL, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITY SERVICES, INC.
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
MML INVESTORS SERVICES, LLC

Investors

CURTIS STACY COLLINS
FRANCES SNOWDEN HAMRICK
MATTHEW JOHN ENGLISH
Elizabeth Ashley Chesser
Bryan Powers Polanski
Michael Kenneth Lancaster
STEVEN CAIN SMITH
JOSEPH POLANSKI
Jeffrey Alan Sulka
Marilou Ripley Frizzell
KIMBERLY MICHELE FOX GRIFFIN
GARY LEE HARR
CHRISTOPHER M. LEMING
STEPHEN ANDREW KELLY
WILLIAM ELIJAH SOUTH
KYLE MICHAEL KOCH
JAMES DUNN HENDERSON
BRADLEY KARL ANDERSON
Russell Matthew Roush
David Matthew Gonzalez
Micah John Gear
Kristian Kvols Martin
Kenneth Christopher Johnson
Anthony Ward Dye
Rodney O Moore
JOHN KIENHOLZ SULHOFF
Jacob Reese Burnette
RICHARD HAMPTON YOUNG
ROGER EDWIN SULHOFF
JAMES ANTHONY MIRABILE
Christopher Scott Moore
BRIAN Moore
BRITTON D ADAMS
JOSEPH MICHAEL KENNEDY
SCOTT FRANKLIN HOGAN

Within 25 miles of Oakwood, GA, Best Investors lists 144 registered investment advisory firms with 410 offices nearby, managing about $12.7T in combined regulatory AUM across 3,030,018 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 Oakwood

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM