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Best financial advisors in Sugar Hill, GA

Registered advisers within 25 miles of Sugar Hill, GA.

Offices
915
Firms
323
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,071,606 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
EDWARD JONES
BANKERS LIFE ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PARAMOUNT INVESTMENT ADVISORS
POLARIS ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
WEALTH 360, LLC
OSAIC WEALTH, INC.
CAPITAL RESEARCH ADVISORS, LLC
CHARLES SCHWAB & CO., INC.

Investors

BRANDON MILTON HASTINGS
Bailey Bowen Murray
JEFFERY MONROE FORRESTALL
DAVID A. DODSON
JOLETTE NICOLLE LANDRESS
Samuel McAllister Heath
Bryan Calvin Richards
FRED TOMMY VAN DYCK
Kaiya Burton
CHARLES EVERETT WILLIAMS
DYAN ECHEVARRIA
EDWARD BERNARD SEAY
CHRISTOPHER DOUGLAS HARDY
Robert Alan Sell
DAVID MATTHEW HORNE
MAIRA CANO
Joshua R. Salo
CHRISTOPHER THOMAS STAPLES
RHONDA LEE GROVER
SHAYNA MARKEL
STEVEN EDWARD MARKEL
STEVEN EARL SMITH
Branden J Collins
JOHN D. D. COLEGROVE
JEROME THOMAS HANSEN
Adil Ramzan Ali
Michael Joseph Sheen

Within 25 miles of Sugar Hill, GA, Best Investors lists 323 registered investment advisory firms with 915 offices nearby, managing about $16.2T in combined regulatory AUM across 3,071,606 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 Sugar Hill

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM