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Best financial advisors in Porterdale, GA

Registered advisers within 25 miles of Porterdale, GA.

Offices
101
Firms
35
Combined AUM
$9.08T
Firm-wide filings, not assets booked only here
Clients
1.18M
1,179,307 clients when Item 5C has a number
Avg / client
$7.70M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
BUTLER-DAVIS FINANCIAL GROUP, LLC
EXECUTIVE MONEY MANAGERS, INC.
REAGAN FINANCIAL PLANNING LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IMPACT PARTNERSHIP WEALTH, LLC

Investors

JOHN CARLYLE GARRETT
Cody Lloyd Norris
Andrew Holland Hale
Cristian Colin
Jeremy Austin Harris
JON BAXTER BOUCHILLON
Andrew Royce Baker
J W Davis
Isabell L Williams
Lydia C. Parker
Phillip Joseph Montgomery
Raymond Mathew Sommer
TIMOTHY JAMES HUTCHESON
Ayanna Bogan
Dally Hubbard East
BENJAMIN A. EGGERS
Mark Simons Reagan
Timothy Scott Baker
Casey Willett
Walter Roger Hawk
Ramina Sood Loomba
Andres Rubio
Elizabeth Kemp Holcombe
Jason Witcher
CHRISTOPHER THOMAS SHERIDAN

Within 25 miles of Porterdale, GA, Best Investors lists 35 registered investment advisory firms with 101 offices nearby, managing about $9.08T in combined regulatory AUM across 1,179,307 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 Porterdale

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 CAPTRUST 963 advisers $1.24T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM