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Best financial advisors in Smoke Rise, GA

Registered advisers within 25 miles of Smoke Rise, GA.

Offices
1,532
Firms
635
Combined AUM
$24.4T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,696,724 clients when Item 5C has a number
Avg / client
$6.61M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
DUE WEST WEALTH ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ELM3 FINANCIAL GROUP, LLC
CAPITAL ENDURANCE GROUP, INC
2ND HALF CAPITAL, LLC
LPL FINANCIAL LLC
WEALTHCARE ADVISORY PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
BAER WEALTH MANAGEMENT
EAGLE STRATEGIES LLC
J. P. BRINKER UYS & CO., LLC
BANYAN CAPITAL MANAGEMENT, INC.

Investors

STEPHAN CLAUS OSTER
JOHN PATRICK ROUGHEN
David Wayne Spinks
Troy Lynn Harmon
Michael Eugene Terry
STACEY ANN NICKENS
Monica Ladson
Margaret Nickens
Roxane Sue Dimon
PATRICK MAHER DAILEY
Douglas Earl Bentle
JONATHAN ALAN OWENBY
EMILY DEVINE MORGAN
SHANNON ANDREW SULLIVAN
DAVIS Howland CULWELL
CHARLES SOUKUP
Calvin Tracy Meeks
Thomas Clayton Ellis
Richard Delbert Newcomb
Justin H Cook
NATHAN RONALD RACHELS
Cody Brannon Moore
ARMAND PATRICK GLASSMAN
DARRIN STUART COHEN
JEFFREY THOMAS JONES
FELEATHA EANES HYDE
TARA L SHANNON
Michael Holcomb
JACOB MICHAEL ZUNIGA
LISA LYNN DISNEY
THOMAS EUGENE MCNAULL
CHRISTOPHER THOMAS AUFLEGER
RICHARD ERIC SCHNEIDERMAN
Grace Sherilyn Aufleger
MARK WILLIAM TABAK
Tracy G Aufleger
RANDY L AUFLEGER
Lisa Kay Helin
KENNETH JAMES BAER
RACHEL MARIE WILDER
NATHAN Allan YORK
SHU Y WANG
Sagar Shah
PUNEET SETH
BENJAMIN BING YIN
Sueann Orlowski Lin
Charles W Limberis
SCOTT WILLIAM MACKALL
ENOS WILBUR SLAUSON
MARC BENJAMIN COHEN
ADRIAN RICHARD JOHN GANSON
Drew Douglas Estes
WILLIAM Albert KNORR

Within 25 miles of Smoke Rise, GA, Best Investors lists 635 registered investment advisory firms with 1,532 offices nearby, managing about $24.4T in combined regulatory AUM across 3,696,724 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 Smoke Rise

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