Best Investors Account Sign in

Best financial advisors in Social Circle, GA

Registered advisers within 25 miles of Social Circle, GA.

Offices
118
Firms
53
Combined AUM
$9.22T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,370,512 clients when Item 5C has a number
Avg / client
$3.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AVANTAX PLANNING PARTNERS, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
FIFTH THIRD SECURITIES, INC.

Investors

Heidi Lynch Lue
Kyle Hill
LONNIE JACOB WOODALL
Kimberly Patrice Mays
Kevin Dempsey
RAYMOND ANTHONY LATTY
CYRILL J ROUSSEAU
KEITH WAYNE CHILDS
TOM J ELLIOT
BRYAN SCOTT HUTTO
CHRISTOPHER GEORGE LEATHERS
ROBERT JASON RIFFLE
Paige Goza Simmons
RODERICK ORVILLE AGARD
ALEXANDER BENNETT GREENE
JORDAN BOWIE LOSHY
Joshua Brian Mashburn
GREGORY WAYNE HAMMONDS
JOSHUA ANDREW MINORE
Virginia Cates Irby
JAMES MERCER TREADWELL
Lee Ryan Brinson
John Arlington Gholson
Elizabeth Roberson Carter
Teresa Renee Sylvester
Jason M Arnold
Dean S Spaniol
Caleb Stokes
JESSE ASTORGA
Patrick William Dally

Within 25 miles of Social Circle, GA, Best Investors lists 53 registered investment advisory firms with 118 offices nearby, managing about $9.22T in combined regulatory AUM across 2,370,512 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 Social Circle

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM