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Best financial advisors in Scottdale, GA

Registered advisers within 25 miles of Scottdale, GA.

Offices
1,582
Firms
647
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,697,235 clients when Item 5C has a number
Avg / client
$6.62M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
FERGUSON SHAPIRO LLC
EDWARD JONES
DECATUR CAPITAL MANAGEMENT, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
KINGSWOOD WEALTH ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FINANCIAL LAB
DM CAPITAL MANAGEMENT, LLC
VIP WEALTH ADVISORS
TRUIST ADVISORY SERVICES, INC.
MINERVA PLANNING GROUP
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

JEFFREY ALLEN GLOVER
James Boswell
Ryan James Florence
Sarah Jane Wylde
KEVIN MICHAEL FERGUSON
MAURY ALAN SHAPIRO
Phillip Nelson
James Hoover Herndon
Kimberly Smith Hudson
DEGAS A WRIGHT
ARTHUR EDWARD ROSSER
SUZANNE ARLENE KOMISAR
ALVA EBENEZER O'NEAL
KEITH EARL SPELMON
MOHAMED AALEN
Lewis F Brooks
James David Ewing
William Robert Harris
Laura Catherine Davis
MARK ALLEN STANCATO
TONIA LEIGH HAMMOND
MICAH SANDERS PORTER
JAMES CHRISTOPHER BROWN
Amy Mawson
Madison Martin
DAVID PAUL KANNE
Alex Michael Pack
Brijette Ortiz
SHARON FAYE MILLER
BRADLEY PATTERSON

Within 25 miles of Scottdale, GA, Best Investors lists 647 registered investment advisory firms with 1,582 offices nearby, managing about $24.5T in combined regulatory AUM across 3,697,235 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 Scottdale

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