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Best financial advisors in Sandy Springs, GA

Registered advisers within 25 miles of Sandy Springs, GA.

Offices
1,721
Firms
681
Combined AUM
$24.6T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,700,229 clients when Item 5C has a number
Avg / client
$6.64M
Combined AUM ÷ clients

Nearby offices

Firms

HB WEALTH
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KOVACK ADVISORS, INC.
BAUGH & ASSOCIATES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
BENEDICT FINANCIAL ADVISORS, INC.
EDWARD JONES
NAVY FEDERAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STONEX ADVISORS INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
UNIFIED INVESTMENT MANAGEMENT

Investors

SAMUEL JASON GRANT
Armana C. Milbry
Cameron Michael DiTerlizzi
CHARLES THEODORE ROTHERMEL
LARRY JACK BAUGH
Derek Hunter Baugh
CHRIS EDWARD GUTSCHENRITTER
PETER GUTSCHENRITTER
BRENDA S DOZIER
TRAVIS MATTHEW JAMES
ASHLEY ARMSTRONG THOMPSON
Robert John Hamill
JAMES ROCKE SENKBEIL
Kariyah Ward
Robert Allen Whitaker
MARK ALAN BEAVER
Leviticus Brown
Jeffrey B Fleuriot
ZACK CURTIS NAPIER
Allison Israel
RONALD EDWARD JONES
RICHARD GEORGE MACKELFRESH
JOSEPH P KURELIC
Kirsten Marie Gruber
JASON WILLIAM PECK
BRYAN ROGER LEWIS
ANDREW HOEFLINGER
DANIEL JUSTIN LEWIS
KELLY Joseph BOWLING
DAVID L BURCH
Eddie Joseph LeBlanc
STEPHEN ZACHARY COLE
SUSAN ELLEN TRASS
JEREMY PAUL REESE
Ann Ravenel Dickerson
Diego Rivadeneira
Charlie Nicholas Hasel
DAVID T WEITZ
RYAN MALEC

Within 25 miles of Sandy Springs, GA, Best Investors lists 681 registered investment advisory firms with 1,721 offices nearby, managing about $24.6T in combined regulatory AUM across 3,700,229 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 Sandy Springs

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM