Best financial advisors in Waco, GA

Registered advisers within 25 miles of Waco, GA.

Offices

28

Firms

14

Combined AUM

$5.57T

Firm-wide filings, not assets booked only here

Clients

416K

415,972 clients when Item 5C has a number

Avg / client

$13.4M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

108 Stonebridge Blvd Ste. F
Bremen, GA 30110

ENTERPRISE WEALTH PARTNERS, LLC

155 HEAD AVE., SUITE A
TALLAPOOSA, GA 30176

STATE FARM INVESTMENT MANAGEMENT CORP.

1101 PACIFIC AVENUE
Breman, GA 30110

LPL FINANCIAL LLC

1606 MAPLE ST
CARROLLTON, GA 30117

10.5 miles away

EDWARD JONES

937B MAPLE STREET
CARROLLTON, GA 30117

10.9 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

600 MAPLE ST
CARROLLTON, GA 30117

11.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

119 MAPLE STREET SUITE 314
CARROLLTON, GA 30117

11.2 miles away

LPL FINANCIAL LLC

119 MAPLE ST
CARROLLTON, GA 30117-3230

11.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

306 Rome St A1
Carrollton, GA 30117

11.2 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

412 ADAMSON SQUARE 2ND FLOOR [REMOTE/ OFFICE OF CONVENIENCE]
CARROLLTON, GA 30117

11.3 miles away

EDWARD JONES

410 COLLEGE STREET
CARROLLTON, GA 30117

11.3 miles away

EDWARD JONES

102 TROJAN DR SUITE B
CARROLLTON, GA 30117-4327

11.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

205 Lee Street
Carrollton, GA 30117

11.5 miles away

PFS INVESTMENTS INC.

522 NEWNAN ST STE C
CARROLLTON, GA 30117

11.5 miles away

PFS INVESTMENTS INC.

522 NEWNAN STREET STE A
CARROLLTON, GA 30017

11.5 miles away

COMMONWEALTH FINANCIAL NETWORK

551 Newnan Street
Carrollton, GA 30117

11.6 miles away

LPL FINANCIAL LLC

820 DIXIE STREET
CARROLLTON, GA 30117

11.8 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

209 CORPORATE DR. STE. 200
CARROLLTON, GA 30117

11.9 miles away

INDEPENDENT ADVISOR ALLIANCE, LLC

108 Corporate Drive
Carrollton, GA 30117

11.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

848 BANKHEAD HWY
CARROLLTON, GA 30117

12.3 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

ENTERPRISE WEALTH PARTNERS, LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

PFS INVESTMENTS INC.

COMMONWEALTH FINANCIAL NETWORK

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

INDEPENDENT ADVISOR ALLIANCE, LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

JASON CARR TEMPLETON

SCOTT A HOUSTON

STARLA MICHELLE THOMPSON

JOSEPH WALTER GARRETT

STEVEN LEE HOLMES

JEREMY TYLER SABO

CLAYTON SHAW ROBINSON

HELEN VIRGINIA ELDRIDGE REEVE

Derick Troy Newton

Brody M Parkerson

Amit Jaiswal Kalwar

DAVID MARION POLLARD

ROBERT SHANE SULLIVAN

John Wesley Moore

DAVID ANTHONY BREWER

GEORGE CHRISTMAN

Frederick Eugene O'Neal

JAYLEN WILLIAM JONES

Tiffany Dawn Middleton

John Paul Martin

JOEL AARON SHIREY

PAMELA F ROBINSON

JOHN LINO GRILLO

JACKSON TYLER GRILLO

SILKE LISA WOLF

ELLY ROSE CHAPMAN

MICHAEL LOUIS STONE

Christopher Blake Kitchens

JONATHON GLEN MONSOUR

JASON KEITH NORTON

KIMBERLY DAWN MOORE

JASON RANDALL BACKUS

BRIAN WILLIAM HUNGERFORD

Within 25 miles of Waco, GA, Best Investors lists 14 registered investment advisory firms with 28 offices nearby, managing about $5.57T in combined regulatory AUM across 415,972 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 Waco

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM