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Best financial advisors in Pinehurst, GA

Registered advisers within 25 miles of Pinehurst, GA.

Offices
12
Firms
8
Combined AUM
$1.90T
Firm-wide filings, not assets booked only here
Clients
239K
238,600 clients when Item 5C has a number
Avg / client
$7.95M
Combined AUM ÷ clients

Nearby offices

Firms

LVZ, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
KESTRA PRIVATE WEALTH SERVICES, LLC
SYNOVUS SECURITIES, INC.
HALLEY HILL WEALTH MANAGEMENT LLC
VALIC FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC

Investors

ROBERT JACKSON STEWART
MICHAEL FLYNN BROWNING
Kyle Kimmel
Jeffery George Whelchel
Jessica Reese
Richard E Smith
Ronald Chris Kinnas
Marlon D'angelo Rhodes
Zachary Thomas Purvis
ABBY GORDY
JOHN MARSHALL LAMBERTH
JAMES LLEWELLYN STORY
MICHAEL JOHN SCHULTZ
Jason Clark Lord
Ben Drew Cravey
TERRI YVONNE MINTER

Within 25 miles of Pinehurst, GA, Best Investors lists 8 registered investment advisory firms with 12 offices nearby, managing about $1.90T in combined regulatory AUM across 238,600 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 Pinehurst

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM 4 KESTRA PRIVATE WEALTH SERVICES, LLC 109 clients · 218 advisers $13.5B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 SYNOVUS SECURITIES, INC. 100 clients · 180 advisers $8.45B AUM 7 LVZ, INC. 2 clients · 17 advisers $1.13B AUM 8 HALLEY HILL WEALTH MANAGEMENT LLC 1 advisers $17.9M AUM