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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MASTERPLAN RETIREMENT CONSULTANTS
GRADIENT INVESTMENTS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CPC ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
BROOKSTONE WEALTH ADVISORS, LLC
SUREPATH FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
THIRD ACT RETIREMENT PLANNING, INC.
JT STRATFORD, LLC

Investors

Yasmina Rabhi
Charul Bharat
EVAN MARK FRICKS
MARK BRIAN FRICKS
WILDER SAINT-VELUS
GERI LYNN LANNING
DAREN MELITON SEXTON
Patricia Ann Hayton
MICHAEL C PEMBERTON
Alexander Paslay
EDMUND ALAN FORTIER
TERRY P FORD
JONATHAN BRYCE JONES
Erin De Lira
Kenan Fazlic
Michael Jason Pefferly
Brennon Jamison DeMeritt
Ragan William Gootee
Ryan C Butterfield
Joshua Ryan Tenery
Draven Henderson
NATHANIEL PAPILLION
James O'Regan
Thomas Young
CHRISTOPHER MARTE HOFFMAN
DAVID LEE MILLER
KENNETH ALAN O'LEARY
Matthew Atwood
Jennifer Kathryn Moseley
Thomas Gordon Cloud
TRAVIS GERALD ECHOLS

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