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Best financial advisors in Stone Mountain, GA

Registered advisers within 25 miles of Stone Mountain, GA.

Offices
1,571
Firms
646
Combined AUM
$24.4T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,696,926 clients when Item 5C has a number
Avg / client
$6.61M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LEGACY WEALTH ADVISORS, LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SYNOVUS SECURITIES, INC.
TRUIST ADVISORY SERVICES, INC.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
CLARIS FINANCIAL ADVISORS, INC.

Investors

JEFFREY ALLEN GLOVER
Konsetta Noel Kelly
Patrick Desamours
Jordan Desamours
Alexandra Bailey Caviness
THOMAS ALAN FLISS
JOHN MCLAREN
Samuel Crawford
Franklin Roy Apperson
LEROY TANKER
CHERYL RENEE PALLANT
Angel D Rivera
Sambat Ngy
PHILLIP WAYNE ALDRIDGE
Kefei Xin
AFUA KUSIWAH BANDOH
BEKIRA MONSHE THOMAS MARK
KRISTEN ELIZABETH PLOWMAN
FAITH O OKOEGUALE
TIMOTHY HARRELL MARTIN
TIMOTHY WILLIAM WINTER
Johnathan Clark
Jordan Girton
SHARON FAYE MILLER
William P Anderson
LEE ANTHONY BAKER

Within 25 miles of Stone Mountain, GA, Best Investors lists 646 registered investment advisory firms with 1,571 offices nearby, managing about $24.4T in combined regulatory AUM across 3,696,926 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 Stone Mountain

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