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Best financial advisors in Woodstock, GA

Registered advisers within 25 miles of Woodstock, GA.

Offices
1,620
Firms
668
Combined AUM
$25.3T
Firm-wide filings, not assets booked only here
Clients
3.42M
3,421,952 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

WOODSTOCK WEALTH MANAGEMENT, INC.
MCAP INVESTMENT MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LEGACY PARTNERS FINANCIAL GROUP, LLC
TURNER WEALTH ADVISORY
LPL FINANCIAL LLC
IMPACT PARTNERSHIP WEALTH, LLC
TRUIST ADVISORY SERVICES, INC.
HORNOR, TOWNSEND & KENT, LLC
KANAKARIS AND ASSOCIATES
INDEPENDENT FINANCIAL PARTNERS
PFS INVESTMENTS INC.

Investors

WILLIAM JASPER RAIKE
NILE JOSEPH STEIGERWALD
CHRISTOPHER SCOTT TOMOLONIS
DANIEL AARON MERCER
RICHARD JANKUS
CURTIS MONTGOMERY MINKS
RUTH ANN BARRIOS
PATRICK JOHN FITZSIMMONS
ANTHONY DOUGLAS BRANCA
MARYBETH GARRY
THOMAS JOHN DUDEK
John Flint
Tom Ridge
Danielle Beth Herritt
DOUGLAS MARRINSON
Garrett Hentschel
Ivan Antonio Garcia
ANTHONY GEORGE JABALEY
JASON PAUL FLURRY
KRISTIN GERDVIL
WILLIAM DAVID TURNER
Louis M Seeley
Derek D Hurt
CHRISTOPHER BRADEN WALLACE
PHILLIP CHRISTOPHER WALLACE
Brady Christopher Watkins
Aleksander Ryan Searcy
Aaron Alex Dixon
PAUL MICHAEL SCAGLIONE
JAMES KENNETH SMITH
GEORGE HOWARD BECK
TOMAS A PARKS
GLENN DAVID GUTHRIE
TOMAS HARRY PARKS
JAMES THOMAS GREENWELL
MARK A KANAKARIS
SCOTT DILLON BECHELY
GARRETT L HOLCOMBE
GARY LYLE HOLCOMBE
NICHOLAS MARRANO
KENNETH ALLEN MILLSAPPS
Alissa Michelle Pounds
RENEE HOGGARD JENKINS

Within 25 miles of Woodstock, GA, Best Investors lists 668 registered investment advisory firms with 1,620 offices nearby, managing about $25.3T in combined regulatory AUM across 3,421,952 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 Woodstock

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