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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

THE KEYSTONE FINANCIAL ALLIANCE, LLC
SOVEREIGN'S CAPITAL MANAGEMENT, LLC
PRIVATE FAMILY WEALTH ADVISORS
AURORA INVESTMENT COUNSEL
KDHB V CAPITAL MANAGEMENT, LLC
YOUNG INVESTMENT ADVISORS, INC
BLUESTONE WEALTH PLANNING, LLC
JOEL SMITH & ASSOCIATES, LLC
MCKINNEY ASSET MANAGEMENT INC.
CIGX, LLC
GREEN ZONE CAPITAL MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DECISIONMAP WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
CARDEA CAPITAL ADVISORS, LLC
AFF FUND MANAGER, LLC
AWM CAPITAL, LLC
PARK AVENUE SECURITIES LLC

Investors

BRIAN BENNETT HENDERSON
Thomas Elliott Hedleston Healy
SCOTT ROBERT MACKENZIE
DAVID JOHN YUCIUS
MICHAEL THOMAS DOYLE
Brian Houghton
Parker Philpot
JONATHAN BERMUDEZ
MICHAEL TIMOTHY YOUNG
TY JEFFREY YOUNG
PHILIP DUNWOODY COX
Joel Smith
JOHN EDWARD MCKINNEY
ERICH JASON SCHWERD
Christopher Blythe
Casey Thomas Patrick
Seth Taylor Adams
CHRISTY ALLISON HANSARD
LUKE LUCK BENNETT
Jordan Thomas Hillyer
JOHN LOWREY STONE
Joseph Andrew Havasy
Jack David Pennington
Marcy Espinosa Hanson
THOMAS MARION JOHNSON
Joscelyn Joseph Worrell
RHEA YVONNE FEARS
Kevin Ross
Charles Michael Toole
CECELIA NELSON
ASHAUNDA MICHELLE DAVIS
SAMUEL STENGER RENKEN
ADAM THOMAS YOUNGMAN
ERYK WATSON
LEE THOMAS PENLAND

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