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Best financial advisors in Saint Simons Island, GA

Registered advisers within 25 miles of Saint Simons Island, GA.

Offices
68
Firms
40
Combined AUM
$9.99T
Firm-wide filings, not assets booked only here
Clients
893K
892,626 clients when Item 5C has a number
Avg / client
$11.2M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
SYNOVUS SECURITIES, INC.
AMB WEALTH, LLC
ISLAND ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

ERNEST MAXWELL CHAMPION
JAMES RUSSELL MAGBEE
BEVERLY JEAN TRAINOR
James Robert Sexton
JOHN D ROSE
GLENN T FERRELL
JAMES GREER BROWN
CHRISTIAN D MAHANY
TERESA A JOHNSON
Damon Paul Ellison
FREDRICK WILLIAM ZEH
ERIKA SKARLET CHAMBLISS
MARK ERIC DAVIS
Lauren Castrop Smith
Mark D Johnson
Virginia Ray Johnson
THOMAS TURNER NEELY
Davis P Knox
Nathan F Kohlhoff
Landon Brandt-Siemion
MAGGIE E DUTTON
HARRY DAVIS JONES
JOSHUA PHILLIP FERGUSON
Nathan O Rikansrud
Kirk Matthew Farkas
Jeffrey Rauworth White
Mark Robert Lehrkamp
DAVID HORMELL RICE
Keith ALAN Dober
DEBORAH M RICE
James Matthew Coleman
William Goodhue
MICHAEL REX CROSETT
Brice Alexander Gushen Ramsey
ROBERT WAYNE MARTIN
CARL BRIAN COOLIDGE
Staci Bagwell Bennett
Chandler Norris
Isabella Grace Williams
Jennifer W Gordon

Within 25 miles of Saint Simons Island, GA, Best Investors lists 40 registered investment advisory firms with 68 offices nearby, managing about $9.99T in combined regulatory AUM across 892,626 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 Saint Simons Island

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM