Best financial advisors in Waleska, GA

Registered advisers within 25 miles of Waleska, GA.

Offices

284

Firms

107

Combined AUM

$8.11T

Firm-wide filings, not assets booked only here

Clients

2.18M

2,177,883 clients when Item 5C has a number

Avg / client

$3.73M

Combined AUM ÷ clients

Nearby offices

COMPASS FINANCIAL ADVISORY SERVICES, LLC

210 Oak Hollow Ct.
White Georgia, GA 30184

EDWARD JONES

367 Waleska Road
Canton, GA 30114

HOLCOMB FINANCIAL

157 REINHARDT COLLEGE PARKWAY, STE 900
CANTON, GA 30114

STATE FARM INVESTMENT MANAGEMENT CORP.

191 Riverstone Pkwy
Canton, GA 30114

LPL FINANCIAL LLC

185 W MAIN ST STE F
CANTON, GA 30114

EDWARD JONES

115 ACADEMY ST SUITE 100
CANTON, GA 30114-3008

WELLS FARGO CLEARING SERVICES, LLC

1413 RIVERSTONE PKWY
CANTON, GA 30114

J.P. MORGAN SECURITIES LLC

1453 RIVERSTONE PKWY, STE 100
CANTON, GA 30114

PFS INVESTMENTS INC.

270 E MAIN ST STE K
CANTON, GA 30114

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

270 E MAIN ST STE M [SATELLITE]
CANTON, GA 30114

EDWARD JONES

321 EAST MAIN STREET
CANTON, GA 30114

EDWARD JONES

461 EAST MAIN STREET
CANTON, GA 30114

EDWARD JONES

3760 SIXES ROAD SUITE 114
CANTON, GA 30114

11.5 miles away

EDWARD JONES

150 PROMINENCE POINT PARKWAY SUITE 800
CANTON, GA 30114

11.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

95 Whitfield Dr Ste F
Jasper, GA 30143

11.8 miles away

EDWARD JONES

95 WHITFIELD DR STE B
Jasper, GA 30143-0000

11.8 miles away

CETERA INVESTMENT ADVISERS LLC

3395 SIXES ROAD STE 2401
CANTON, GA 30144

11.8 miles away

BROOKSTONE WEALTH ADVISORS, LLC

3395 Sixes Road Suite 2405
Canton, GA 30114

11.8 miles away

EDWARD JONES

744 NOAH DR SUITE 103
JASPER, GA 30143-8705

12.2 miles away

GRIFFITH & WERNER, INC.

111 MOUNTAIN BROOK DRIVE SUITE 208
CANTON, GA 30115

12.4 miles away

Firms

COMPASS FINANCIAL ADVISORY SERVICES, LLC

HOLCOMB FINANCIAL

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

PFS INVESTMENTS INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CETERA INVESTMENT ADVISERS LLC

BROOKSTONE WEALTH ADVISORS, LLC

GRIFFITH & WERNER, INC.

Investors

LAUREN ROSE TANKSLEY

Kellee Turcotte Lee

Lester Allen Bourne

TRUMMIE LEE PATRICK

JACK LYNDON SHAMPINE

HARRISON L FISHER

Chaminda Mahawela

ROBERT NUNES HENRIQUES

MATTHEW WILLIAM OLIVER

KENYETTA ANN STEWART

Pat David Holcombe

MICHAEL WILLIAM LEONARD

Matthew Steven Ellis

Kelly Abbott Ellis

Sarah Katherine Kendall

Charles Fredric Simon

Daniel Louis DeScalzo

Richard Price Wilkes

WILLIAM ALAN HORNE

Mary Alice Cantrell

Robert Louis Smith

KEITH BRIAN LAVENDER

Clyde Long Cody

Jake Alexander Vazquez

Shirley Cantrell Prather

James Chancelor Beck

Gregory Scott Phelps

Weslee Drew Williams

Robert Kyle Tomlinson

Stephen D. Nolan

Within 25 miles of Waleska, GA, Best Investors lists 107 registered investment advisory firms with 284 offices nearby, managing about $8.11T in combined regulatory AUM across 2,177,883 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 Waleska

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM