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Best financial advisors in Winder, GA

Registered advisers within 25 miles of Winder, GA.

Offices
348
Firms
117
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,847,320 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
SAINT FRANCIS CAPITAL
LINCOLN INVESTMENT
INDEPENDENT FINANCIAL PARTNERS
FORDHAM FINANCIAL SERVICES, INC.
FIRST ADVISORS NATIONAL, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC

Investors

Kimberly Johnson Almond
TROY WOOD BECKETT
DAVID LOUIS ANDEREGG
Xavier Railey
Brendon Planz
Roderick Clayton Trahan
DEBORAH LEA GIORDANO-MANNO
Shelby Riden Hall
CHRISTOPHER GEORGE LEATHERS
ROBERT JASON RIFFLE
VINCENT EDWARD CAINE
MICHAEL GORDON STETSON
KAYE VINCENT RIGGS
BRIAN PATRICK CRANFORD
RICHARD ALLEN CARNES
STEPHAN COPELAND BARTON
DAVID HAWLEY GLEESON
Cody Carpenter
Preston Joseph Nunnally
ERIC THOMAS SCOGGINS
DOUGLAS FORTIER TURGEON
Paul Schlitz
AMY LOUISE HOLSTEIN
RALPH MALCOLM BROOKS
AARON DAS
Brison Andrew Kendal Mann
Brandon Lee Loggins

Within 25 miles of Winder, GA, Best Investors lists 117 registered investment advisory firms with 348 offices nearby, managing about $11.7T in combined regulatory AUM across 2,847,320 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 Winder

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM