Best Investors Account Sign in

Best financial advisors in White Oak, GA

Registered advisers within 25 miles of White Oak, GA.

Offices
17
Firms
11
Combined AUM
$2.89T
Firm-wide filings, not assets booked only here
Clients
240K
240,446 clients when Item 5C has a number
Avg / client
$12.0M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIRST COMMAND ADVISORY SERVICES
WELLS FARGO CLEARING SERVICES, LLC
IFG ADVISORY, LLC
OSAIC WEALTH, INC.
NAVY FEDERAL INVESTMENT SERVICES, LLC
GWN SECURITIES INC.
ALLSTATE FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Misty Marie Kern
Toi Valentina Vislisel
MICHAEL JAMES FARNHAM
JENNIFER JOAN COX
Donna Elizabeth Pinter
Brian Richard Baldus
JAMES ROY MAGNESS
Carolyn Elizabeth Moreno
Logan Harrison Jones
Patrick Robert Jones
Jeffrey Robert Jones
Heather Sue Hoch
THOMAS WILLIAM STARK
JEROME PATRICK OWENS
PAUL BREWTON WALKER
Charles Harold Weathers
Wendy Pittman Creppel
JUSTIN Reed TAYLOR
JONATHAN STAPLETON KRINER
Jacob Chance Tipton
BRANDI LYDE WHITFIELD
Nancy Susanne Dean
SCARLETT BELFLOWER TOMPKINS
DOUGLAS ARTHUR PHELPS
WILLARD A. PHILLIPS

Within 25 miles of White Oak, GA, Best Investors lists 11 registered investment advisory firms with 17 offices nearby, managing about $2.89T in combined regulatory AUM across 240,446 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 White Oak

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 IFG ADVISORY, LLC 298 clients · 104 advisers $4.76B AUM