Best Financial Advisors in Ocilla, GA

Offices

Firms

Combined AUM

$3.59T

Firm-wide filings, not assets booked only here

Clients

322K

322,122 clients when Item 5C has a number

Avg / client

$11.1M

Combined AUM ÷ clients

Nearby offices

PRINCIPAL SECURITIES, INC.

113 E 4TH ST
OCILLA, GA 31774

Firms

PRINCIPAL SECURITIES, INC.

Investors

Owen G Paulk

Within 25 miles of Ocilla, GA, Best Investors lists 16 registered investment advisory firms with 21 offices nearby, managing about $3.59T in combined regulatory AUM across 322,122 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 Ocilla

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM

Nearby offices

PRINCIPAL SECURITIES, INC.

Firms

Investors

Largest firms in Ocilla