Best financial advisors in Winfield, GA

Registered advisers within 25 miles of Winfield, GA.

Offices

37

Firms

23

Combined AUM

$5.86T

Firm-wide filings, not assets booked only here

Clients

463K

462,628 clients when Item 5C has a number

Avg / client

$12.7M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

516 MAIN STREET
THOMSON, GA 30824

EDWARD JONES

206 EAST HILL STREET
THOMSON, GA 30824

INDEPENDENT FINANCIAL PARTNERS

200 John Deere Parkway P.O. Box 458
Grovetown, GA 30318

19.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4779 Washington Rd
Evans, GA 30809

20.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

4777 Washington Road
Evans, GA 30809

20.5 miles away

MANN ADVISORY SERVICES, LLC

306 SCARLETT CT
EVANS, GA 30809

20.8 miles away

AMERITAS ADVISORY SERVICES, LLC

4571 Cox Rd Ste B
Evans, GA 30809

21.2 miles away

EDWARD JONES

140 N BELAIR ROAD SUITE 4
EVANS, GA 30809

21.4 miles away

WELLS FARGO CLEARING SERVICES, LLC

101 S BELAIR RD
AUGUSTA, GA 30907

21.5 miles away

LPL FINANCIAL LLC

4468 COLUMBIA RD
AUGUSTA, GA 30907

21.6 miles away

CETERA INVESTMENT ADVISERS LLC

4385 WASHINGTON ROAD
EVANS, GA 30809

21.9 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

620 RONALD REAGAN DR
EVANS, GA 30809

LPL FINANCIAL LLC

627 RONALD REAGAN DR.
EVANS, GA 30809

WELLS FARGO CLEARING SERVICES, LLC

4363 WASHINGTON RD
EVANS, GA 30809

FIRST CITIZENS INVESTOR SERVICES, INC.

450 N Belair Road
Evans, GA 30809

22.2 miles away

PFS INVESTMENTS INC.

4325 WASHINGTON RD STE 110
EVANS, GA 30809

22.3 miles away

FIRST COMMAND ADVISORY SERVICES

3015 Allen Dr
Evans, GA 30809

22.3 miles away

TRUIST ADVISORY SERVICES, INC.

4212 WASHINGTON RD FL 1
EVANS, GA 30809

22.8 miles away

EDWARD JONES

727 INDUSTRIAL PARK DRIVE STE 4
EVANS, GA 30809

22.8 miles away

CETERA INVESTMENT ADVISERS LLC

4210 Columbia Rd Ste 13B
Martinez, GA 30907

22.9 miles away

Firms

INDEPENDENT FINANCIAL PARTNERS

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MANN ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIRST CITIZENS INVESTOR SERVICES, INC.

PFS INVESTMENTS INC.

FIRST COMMAND ADVISORY SERVICES

TRUIST ADVISORY SERVICES, INC.

Investors

Caleb Frederick Kidd

EDWARD DARNELL WILLIAMS

KELLEY KENT LAWRENCE

WILLIAM BUCKLEY CAYWOOD

Keenan Darrell Mann

Joan Dawson Kerr

LARRY BRENT WELDER

BRANDON ANDERSON BOWMAN

Nicholas Coleman Cheadle

Jennifer Corley Phillips

James Thomas Lambert

JOHN MICHAEL DEGERONIMO

SHANNON RENEE NEAL

JASON WILLIAM NEAL

CHRISTOPHER STEVEN IKERD

Benjamin James Peterson

SUSAN COX SMALL

LANEE YEOMANS LEVERETT

Anthony Joseph Almeter

GARY RAYMOND BAXTER

Kevin Richard Knitter

Sherleen M Udasco

Stephen Edward Dorsey

Anthony Duane Crawford

BRYAN FRANK TUSCHEN

Anthony G Gallo

Within 25 miles of Winfield, GA, Best Investors lists 23 registered investment advisory firms with 37 offices nearby, managing about $5.86T in combined regulatory AUM across 462,628 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 Winfield

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM