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Best financial advisors in Tate, GA

Registered advisers within 25 miles of Tate, GA.

Offices
331
Firms
140
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
3.01M
3,011,936 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

KIKER WEALTH MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
HOLCOMB FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC

Investors

PAUL KELL KIKER
JOHN HARDIN ALEXANDER
Michael Dillon Smith
Robert Alexander Snelgrove
William Kenneth Hearn
WILLIAM ALAN HORNE
Mary Alice Cantrell
Clyde Long Cody
Jake Alexander Vazquez
Shirley Cantrell Prather
James C. Mizell
John Rooney
Paul Andrew Fernandez
Deyka E Charneco
JANELLE ANNE ROONEY
SUSAN REZNOR MOONE
Eric Holcomb
Chaminda Mahawela
HARRISON L FISHER
THOMAS D LEWIS
Kellee Turcotte Lee
Lester Allen Bourne
Michael Harper
TRUMMIE LEE PATRICK
Matthew Steven Ellis
Kelly Abbott Ellis
ROBERT NUNES HENRIQUES
MATTHEW WILLIAM OLIVER
KENYETTA ANN STEWART
Pat David Holcombe
MICHAEL WILLIAM LEONARD
Sarah Katherine Kendall
JACK LYNDON SHAMPINE

Within 25 miles of Tate, GA, Best Investors lists 140 registered investment advisory firms with 331 offices nearby, managing about $14.1T in combined regulatory AUM across 3,011,936 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 Tate

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