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Best financial advisors in Winters Chapel, GA

Registered advisers within 25 miles of Winters Chapel, GA.

Offices
1,712
Firms
677
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,699,809 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PATHWAY FINANCIAL ADVISORS, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
J. P. BRINKER UYS & CO., LLC
BANYAN CAPITAL MANAGEMENT, INC.
EADS & HEALD WEALTH MANAGEMENT
PERSIUM ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHSTAR INVESTMENT PARTNERS
NORTHSTAR INVESTMENT PARTNERS
WEALTH SCIENCE ADVISORS LLC
KOVACK ADVISORS, INC.
OSAIC WEALTH, INC.

Investors

JOHN JOSEPH ANDREW GAGNE
KALEN SIAVASH TAVASSOLI
PATRICK LOVELL
GEORGE CHRISTMAN
DARREN JAMES BECK
Christopher J Mays
David C. Cook
AHMED H ZAKI
LAILA ELIZABETH ZAKI
DAVID MURRAY MCINNIS
Drew Douglas Estes
WILLIAM Albert KNORR
RAYMOND RUSSELL PROPHATER
Kimberly Conner Brown
STEPHEN LYLE GRINER
PATRICK ANDREW UNGASHICK
Phillip Nelson
WILLIAM CAREY BOWEN
Joel Thomas Rabanal
Alison Nicole Gould
Francine Payne
MICHAEL CLAYTON MURRAY
ALEXEI VICTOROVICH LUTSAYEV
Anna Jeltje Hubert
KIMBERLY SHARKEY EVANS
SCOTT MCALLISTER STEWART
THOMAS FARMER HEALD
ROBERT STEWART EADS
MATTHEW SCOTT EADS
SCOTT DAVID JAMES
DAVID ANDREW THOMPSON
Alexander Stoehr
Nicholas Meyer
TERRY BURTON PRILLAMAN
ELIZABETH HAMILTON-WALKER
CARLY ADA O'BRIEN
JAMES WILLIAM EXLEY
Taylor Keith Malone
Sarah Kathryn Pryor
Connor E Jones
RHETT NEASE EXLEY
LOUISE CAMPBELL SCHATKE
ANDRE SHANE VANHORN
GLENN SAMUEL FRANK
RYAN ASHLEY STEWART
DAVID A VANHORN
JOHN JAMES MCHALE
DAVID HARLAN MITCHLER
Konsetta Noel Kelly
Patrick Desamours
Jordan Desamours

Within 25 miles of Winters Chapel, GA, Best Investors lists 677 registered investment advisory firms with 1,712 offices nearby, managing about $24.5T in combined regulatory AUM across 3,699,809 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 Winters Chapel

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM