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Best financial advisors in Pendergrass, GA

Registered advisers within 25 miles of Pendergrass, GA.

Offices
238
Firms
87
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,518,514 clients when Item 5C has a number
Avg / client
$4.41M
Combined AUM ÷ clients

Nearby offices

Firms

KINGSWOOD WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
FARTHER
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
MERSEREAU, LAZENBY & ROCKAS, L.L.C.
PREMIER FINANCIAL ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ARCH PARTNERS WEALTH MANAGEMENT, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

James Andrew Buckner
Jason Parker
ISAAC CHAPMAN PAINTER
Alexander George Bavosa
Michele Kerrtrice Pearson Tucker
Joshua R. Salo
Spencer Wyatt McCain
Cara Hedden
ELIZABETH KATE WATERS
WILLIAM PAUL BELCHER
LAWRENCE JAMES ROEMER
DERIC BERNARD GOVERNALE
STEVEN MARSHALL JULIAN
DEREK MAURICE LAWSON
CHARLES LESLIE FRAZIER
JESSE MITCHELL FRAZIER
Craig Allen Bansbach
STEVEN OSCAR WYKOFF
Laura Elizabeth Rockas
TIMOTHY DAGGETT MERSEREAU
RICHARD SAMUEL BRYSON
RICHARD EVAN LEVINE
Tara Lynn Judd
Wesley Z McMichael
Michael John Sullivan
ROBERT CHRISTOPHER GAILLARD
WORDE ANDERSON MCCLUNG
Branden J Collins
JOHN D. D. COLEGROVE
JEROME THOMAS HANSEN
RENEE HOUSER
JAMES ROBERT BORTAK

Within 25 miles of Pendergrass, GA, Best Investors lists 87 registered investment advisory firms with 238 offices nearby, managing about $11.1T in combined regulatory AUM across 2,518,514 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 Pendergrass

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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