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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

COLLAB CAPITAL, LLC
HOMEGROWN FINANCING, INC.
JAMESTOWN, L.P.
MIO PARTNERS, INC.
IREF CAPITAL PARTNERS LLC
KM CAPITAL MANAGEMENT, LTD.
SMARR FINANCIAL SERVICES INC.
AEGIS CAPITAL GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
HAVEN GLOBAL PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE WEALTH ADVISORS, LLC

Investors

MINHO CHO
JOSEPH ANDREW FESTE
GREGORY A SMARR
Braeden James Davidson
Matthew R Marston
BOGDAN VASILJEVIC
DOLORES CARMEN CADETTE
KENNETH RICHARD HOLLEY
Matthew Thomas Fry
BRUCE ROBERT OLMSTEAD
Nathan Maurice Smit
Christopher Keith Cummings
Sara A Piekutowski
HUBERT LYLE
CHRISTIAN D BEYERS
DENNIS BERNARD DAVIS
ANDREW MARTIN CRAIS
ALEXANDER CANANI
MICHAEL ALSTON HILL
Eric Mazeall Cecere
GABRIEL RODRIGUEZ
MICHAEL ALLEN STONE
Jared Sanders

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