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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

J.P. MORGAN SECURITIES LLC
SEEDTOB MANAGEMENT COMPANY, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
JT STRATFORD, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEXUS CAPITAL INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
SAINT FRANCIS CAPITAL
WILSON FINANCIAL GROUP, LLC
CENTURION WEALTH MANAGEMENT LLC

Investors

Jonak Gonzalez
REGINALD W PINEDA
JANINA DOMENICA MORELLO
ZHONGQI LUO
WILLIAM ARLEN ILLG
TRAVIS GERALD ECHOLS
Abby Christine Reed
Isaiah Oh
STEPHEN DAVID MIMBS
LEE BYRON STEBBINS
JOHN MAYNARD BOLEN
AFZAL SADRUDDIN MITHWANI
COLE WALTERS
CHANG SOO HAN
ABDOUL GADIRY DIALLO
VICTOR KAIBIN SZE
CHRISTOPHER THOMAS AUFLEGER
RICHARD ERIC SCHNEIDERMAN
Grace Sherilyn Aufleger
MARK WILLIAM TABAK
Tracy G Aufleger
RANDY L AUFLEGER
VINCENT EDWARD CAINE
MICHAEL GORDON STETSON
KAYE VINCENT RIGGS
CHRISTOPHER GEORGE LEATHERS
ROBERT JASON RIFFLE
Robert L Cox

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