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Best financial advisors in Stockbridge, GA

Registered advisers within 25 miles of Stockbridge, GA.

Offices
693
Firms
317
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,059,387 clients when Item 5C has a number
Avg / client
$7.00M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
LPL FINANCIAL LLC
EDWARD JONES
CAPTRUST
BROOKSTONE CAPITAL MANAGEMENT LLC
CAPE INVESTMENT ADVISORY, INC.
KINGSWOOD WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GAMSG FINANCIAL ADVISORS LLC
IFG ADVISORY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAPITAL AND PLANNING, LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.

Investors

SAVITRI CRENSHAW
William Davis Washington
TERRIE LEE CLARK
ANDREW BURTON STONE
Paul Damien Rippa
Michael Jones
Taurice Bussey
Matthew J Rix
Megan Nicole Henry
MYRA JAYE POOLE
Takilya S Stewart
CHARLES BERNARD PYKE
JONATHAN SHANE HUNTER
Matthew Scott Godleski
Patrick James Plunkett
Torrey Thompson
JOHN EARLE REDFEARN
LOGAN BROOKS LOWREY
SHERRY ANN DENNARD
HALIE VANN HINCHEY GRAY
SIMONE YVONNE SOWELL-ODOM
PAUL S JAMES
JOSEPH M NORTON
MICHAEL LESTER EDMONDSON
JUSTIN RUSSELL FLORENCE
MICHAEL A GREEN
Yajaira Ponce
Brian Minto
Lakena Cherise Belcher
Jeffrey Weronick
Thomas Young

Within 25 miles of Stockbridge, GA, Best Investors lists 317 registered investment advisory firms with 693 offices nearby, managing about $21.4T in combined regulatory AUM across 3,059,387 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 Stockbridge

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