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Best financial advisors in Peachtree Cty, GA

Registered advisers within 25 miles of Peachtree Cty, GA.

Offices
156
Firms
56
Combined AUM
$9.07T
Firm-wide filings, not assets booked only here
Clients
980K
979,756 clients when Item 5C has a number
Avg / client
$9.26M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SYNOVUS SECURITIES, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
RIDGEBACK WEALTH MANAGEMENT
OSBORNE FINANCIAL PLANNING LLC
VETWORTH
WEALTHCARE FINANCIAL GROUP, INC.
LPL FINANCIAL LLC
BROOKSTONE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WAVERLY ADVISORS, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC

Investors

MELINDA CAROL WHITLOCK
JACOB ELLIS
BARRY GORDON ELLIS
LUKE ELLIS
GLENDA ELIZABETH WHITLOCK
Melissa Churampi
FELICIA LYNN VICTORIA
MARK RONALD MATULIA
MARSHALL MATULIA
SHAWN CHRISTOPHER MERCER
WILLIAM S WALLER
Scott Trammell
Kyle Patrick Ray
TISA BIANCA Osborne
ANDREW JOSEPH LANGDON
Michael Stephens Martin
Colin A Evert
Jennifer Lee Culpepper
JOHN C ROGERS
MARTIN ALEXANDER SMITH
LINDSAY BENJAMIN WALTOWER
Scott Merrell Fennel
Keriann Mitchell
William Brett Bexley
PRESTON CODY SHARPE
Brian Mathew Chustz
Nathan Ellyson
EMMETT BARRY BEARD
James Zebedee Burgess
Patrick Joseph Michel
Madison Olivia Nixon
Don Carter
Vincenzo Ronald McCaffrey
Casey Petrello Kelly
SCOTT ANDERSON HOLLOWELL
GWEN B GARRISON
MEGAN L MCMILLAN

Within 25 miles of Peachtree Cty, GA, Best Investors lists 56 registered investment advisory firms with 156 offices nearby, managing about $9.07T in combined regulatory AUM across 979,756 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 Peachtree Cty

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM