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Best financial advisors in Winterville, GA

Registered advisers within 25 miles of Winterville, GA.

Offices
96
Firms
53
Combined AUM
$9.80T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,414,585 clients when Item 5C has a number
Avg / client
$4.06M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
TRADEMARK CAPITAL MANAGEMENT INC.
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SYNOVUS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
FULLY FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
FARTHER
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CANNON FINANCIAL STRATEGISTS, INC.

Investors

Patrick John McCabe
ROBERT RHETT BUTLER
James Edward Neves
MICHAEL SHANE DEKLE
Michele Kerrtrice Pearson Tucker
JACQUELINE NICOLE EKARD
DANIEL ADAIR BLEDSOE
NANCY BISHOP
Grant Patrick Parker
Natalie Love King
MATTHEW TRACY BRINKLEY
NICHOLAS JUSTIN BRANNEN
ANDREW MICHAEL RASMUSSEN
AMANDA JADE FOSTER
REID DOUGLAS GOLDEN
Comer Brooks Woodruff
JENNA ELIZABETH DAVIS
Larry Craig Dennis
BENJAMIN ISAAC JACOBS-NICHELSON
Ryan Miller Rasmussen
Amanda K Brooks
MARSHALL Taylor Morgan
Joanne Lynn Renshaw
JESSICA Lastrapes HIGGINS
Diaundra W Hall
MARCUS BURTON CHILDS
TOM H ALLEN
MILLIE J ROVNY
MEG PARKER
WILLIAM TRAVIS BOYLES
MARISA D JUNKINS
Mary Katherine Griffith
Samuel Blake Hudson
John Gary Hudson
Joseph B Frierson
JODI WATSON
MATTHEW CURRIE
JOSHUA DILLAN CHILDS
Allan Wiltshire
JOSEPH CUNNINGHAM FRIERSON
James D Edwards
BENJAMIN R ROBERTS
JAMES WILLIAM BOYLES
Er'rynne L Comstock
CARY CHRISTIAN FOSTER
JOHN BELL KEEBLE
Cara Hedden
ELIZABETH KATE WATERS
Colleen Boggess
RICHARD SIDNEY FERGUSON
ROY NUNNALLY ROBERTS
EDWARD ADAMS FERGUSON
MICHAEL KING FITZGERALD
Trey Michael Kelly
MARK HOUSTON MITCHELL
PATRICK BLAKE MITCHELL
DENNIS REX BRADBERRY
Akshay Anish Patel
KRISTIN LYNN SMITH
JOHN RUFUS COLE
RACHEL ANN SMITH
LOUIS NICHOLAS PAPPAS
Stephen Kuzniak
R. Marshall Danner
Ian Payne
Robert B Farr
Fletcher Anthony Sheffield
JEFFREY JON YOUNG
MATTHEW RYAN GOYEN
Kelly Lanier Goekjian
Kevin Steed VanCise
William Cody Bodrey
Logan Thomas Harr
Kristen Bell Manweiler
Joseph Arthur Lyons
Samuel McCoy Wages
Camden Michael Leak
PHILLIP KYLE YANCEY
JAMES ALLAN MIDDLETON
KELLY L DIXON
JONATHAN POPE NORTH
JACK WILLIAM REILLEY
Robert Montague Carlton
Landon John Ragle
GEORGE HAMILTON WILLIAMS

Within 25 miles of Winterville, GA, Best Investors lists 53 registered investment advisory firms with 96 offices nearby, managing about $9.80T in combined regulatory AUM across 2,414,585 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 Winterville

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