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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

RAYMOND JAMES & ASSOCIATES, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
BAUGH & ASSOCIATES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
DONALDSON CAPITAL MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
BENEDICT FINANCIAL ADVISORS, INC.
EDWARD JONES
OSAIC WEALTH, INC.
KOVACK ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

QURDRICKA LASHAWN WARD
DAVID ANTHONY MARTIN
JOSHUA LOGAN NEWMAN
ROBERT GLENN SCHWARTZ
PETER DOUGLAS CWALINA
HARVEY MICHEL SCHNEIDER
LENARD MARK IGLAR
THEODORE RONALD MEIHOFER
MARY ALICE FUENTES FORD
JOHN DAVID CRAWFORD
ERIK STEVEN LAWSER
EDWARD PHILIP SCHERER
JARRETT S FRIERSON
DAMION GRANT
MALCOLM C TARVER
MARTIN LEO TRUAX
Thomas Hugh McLaren
WILLIAM JOSEPH GENTHERT
Thomas E Weaver
Alaina Mattix
Craig Allen Belisle
Evan Miles Quinn
John Wilmer Ellard
RONALD JOSEPH HUCK
Jared C Nelson
LAURENCE MICHAEL WAJSMAN
BRENDA S DOZIER
DOUGLAS MITCHELL CRENSHAW
LAMAR MAURICE WARE
MARY THERESA WILLIAMS
Ican Damilola Osinjolu
William S Larmore
Joseph B Switay
ROLAND ROBERT LARMORE
JOHN LAWRENCE CONNOLLY
ALLAN MARK GOTTLIEB
LARRY JACK BAUGH
Derek Hunter Baugh
CHRIS EDWARD GUTSCHENRITTER
PETER GUTSCHENRITTER
RICHARD JOHN LOMBARDI
THOMAS D LEE
LAUREL LOUISE RESENDEZ
KAREN JUDITH LEE
CONNIE SUE WEEMS-SCOTT
PAUL REVIERE PEELER
CYNTHIA LYNN SKAGGS
BRIAN FRANCIS QUINN
JAMES MICHAEL IRVIN
STEVEN MICHAEL REENTS
JAMES KEVIN GARRETT
ANDREW John COLASCIONE
JESSICA NORRIS CALLAHAM
MORELAND BINFORD BELL
DAVID HAMILTON GAYNES
MARK JOSEPH STEVENS
DAVID LEE CREW
JAMES STEPHEN CALLAHAM
JACOB KELLY SANDERS
CHARLES HUGH CURRIE
BRICE DOUGLAS SILVER
Graham Reynolds
Cameron Michael DiTerlizzi
MARK PERDUE MILLER
Gray Robert Long
MARCUS JACK BLOOM
Armana C. Milbry
Diana Sanchez Nazario
Carlos A Rodriguez
Luis Estuardo Menendez
TRAVIS MATTHEW JAMES
ASHLEY ARMSTRONG THOMPSON
Robert John Hamill
JAMES ROCKE SENKBEIL
Kariyah Ward
Robert Allen Whitaker
MARK ALAN BEAVER
Luke Stephen Webber
BRANDON GUTIERREZ
LINDA ANN VU
JOHN ALLEN DRAPER
KEVIN J RUTH
EMILY LAUREN BOYD-BROWN
JEFFREY DAVID BRAMLETT
CHARLES THEODORE ROTHERMEL
RICHARD WILLIAM WARD
BRADFORD STANLEY WALSH
CHRISTOPHER TEIXEIRA DOS SANTOS

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