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Best financial advisors in Stephens, GA

Registered advisers within 25 miles of Stephens, GA.

Offices
105
Firms
58
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,418,675 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

34 FINANCIAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
ACROPOLIS PARTNERS LLC
SOUND INCOME STRATEGIES, LLC
LPL FINANCIAL LLC
FARTHER
OGLESBY WEALTH STRATEGIES, LLC
KINGSWOOD WEALTH ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
SYNOVUS SECURITIES, INC.

Investors

THOMAS JAMES HOULE
MARVIN GENE STROZIER
Robert Bryant McNeill
Michael Bruce Morris
Patrick John McCabe
MICHAEL SHANE DEKLE
ROBERT RHETT BUTLER
Maury Edwin Adcock
James Edward Neves
Andrew Glaston Guthrie
JONATHAN ALLEN HOUSE
WILLIAM Samuel JONES
Cara Hedden
ELIZABETH KATE WATERS
Mindy Oglesby
Johnathan Wesley Scott
MELISSA ANN ATKINSON
James Andrew Buckner
Jason Parker
ISAAC CHAPMAN PAINTER
Alexander George Bavosa
JACQUELINE NICOLE EKARD
DANIEL ADAIR BLEDSOE
NANCY BISHOP
ALAN MICHAEL POSEY

Within 25 miles of Stephens, GA, Best Investors lists 58 registered investment advisory firms with 105 offices nearby, managing about $10.1T in combined regulatory AUM across 2,418,675 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 Stephens

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM