Best financial advisors in Sugar Valley, GA

Registered advisers within 25 miles of Sugar Valley, GA.

Offices

65

Firms

25

Combined AUM

$6.69T

Firm-wide filings, not assets booked only here

Clients

592K

592,339 clients when Item 5C has a number

Avg / client

$11.3M

Combined AUM ÷ clients

Nearby offices

STARR-MATHEWS FINANCIAL, LLC

215 NORTH PIEDMONT STREET
CALHOUN, GA 30701

EDWARD JONES

100 N COURT ST
CALHOUN, GA 30701

WELLS FARGO CLEARING SERVICES, LLC

315 S WALL ST
CALHOUN, GA 30701

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

320 S Piedmont St.
Calhoun, GA 30701

EDWARD JONES

401 SOUTH WALL STREET STE 103
CALHOUN, GA 30701

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

276 Curtis Pkwy. NE
Calhoun, GA 30701

EDWARD JONES

1201 Dews Pond Road SE Ste 9
Calhoun, GA 30701

OSAIC WEALTH, INC.

200 PROFESSIONAL COURT SUITE B
CALHOUN, GA 30701

LYLES WEALTH MANAGEMENT LLC

105 LAUREL CREEK RD. SUITE 11B
CALHOUN, GA 30701

DALTON WEALTH PLANNERS

1515 ABUTMENT RD, SUITE 105
DALTON, GA 30721

EDWARD JONES

1209 W WALNUT AVE STE 3
DALTON, GA 30720

12.8 miles away

LPL FINANCIAL LLC

2201 EXECUTIVE PARK DR
DALTON, GA 30720-3720

13.2 miles away

STRATOS WEALTH PARTNERS, LTD

2201 EXECUTIVE PARK DRIVE
DALTON, GA 30720

13.2 miles away

CETERA INVESTMENT ADVISERS LLC

500 EAST WALNUT STREET
DALTON, GA 30721

13.3 miles away

RAYMOND JAMES & ASSOCIATES, INC.

710 S. THORNTON AVENUE, SUITE B
DALTON, GA 30720

13.4 miles away

LPL FINANCIAL LLC

603 S THORNTON AVE STE 204
DALTON, GA 30720

13.4 miles away

CPC ADVISORS, LLC

200 W Emery Street Suite 1
Dalton, GA 30720

13.5 miles away

LPL FINANCIAL LLC

404 S THORNTON AVE
DALTON, GA 30720

13.6 miles away

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

105 N PENTZ STREET
DALTON, GA 30720

13.8 miles away

EDWARD JONES

117 N HAMILTON STREET
DALTON, GA 30720

13.9 miles away

Firms

STARR-MATHEWS FINANCIAL, LLC

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

LYLES WEALTH MANAGEMENT LLC

DALTON WEALTH PLANNERS

LPL FINANCIAL LLC

STRATOS WEALTH PARTNERS, LTD

CETERA INVESTMENT ADVISERS LLC

RAYMOND JAMES & ASSOCIATES, INC.

CPC ADVISORS, LLC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Investors

DANIEL ANDERSON PAYNE

JASON EDWARD HOLLAND

JAMES S MATHEWS

LISA JEANETTE MCCANLESS

Max Edward Holland

James Timothy Mull

DAVID WADE PAYNE

DONALD WESTLIN GIFFORD

JOHN HAYWARD LORD

Brian Todd Burton

Dillon Thomas Ledbetter Brock

DUVAN LEDBETTER BROCK

Jimmy Dewayne Bowen

ETHAN DAVIS CRUMP

TAYLOR LEIGH MCBEE

WILLIAM RUSSELL DUDLEY

ADRIAN DEVON LYLES

MILLER TALLEY JONES

Christopher Shiflett

MITCHELL G. OLIVER

AMY BEAVERS GRAMMER

MATTHEW C OLIVER

MICHAEL WAYNE ARY

Vance Walker Embry

ALLEN PAUL PETWAY

Joshua Ben Voisine

Matthew Ryan Queener

WILBURN JOEL HUDSON

James Matthew Dekota Boling

Robert Eric Bishop

Zachary Tyler Woody

Within 25 miles of Sugar Valley, GA, Best Investors lists 25 registered investment advisory firms with 65 offices nearby, managing about $6.69T in combined regulatory AUM across 592,339 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 Valley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM