Best Investors Account Sign in

Best financial advisors in Zebulon, GA

Registered advisers within 25 miles of Zebulon, GA.

Offices
30
Firms
14
Combined AUM
$3.31T
Firm-wide filings, not assets booked only here
Clients
473K
473,168 clients when Item 5C has a number
Avg / client
$6.99M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
RULE ONE PARTNERS, LLC
WAVERLY ADVISORS, LLC

Investors

Andrew Issac Magness
Ansley Crystyne Sturgill
DAVID LARRY DERANEY
Derrell Winsor Anglyn
Robert Stephen Simoneaux
PRINCESS LUCILLIA DASANA BROWN
SHAWN CHRISTOPHER MERCER
WILLIAM S WALLER
Scott Trammell
RICHARD ERLE PREVATT
PHILIP BRADLEY TOWN
PRESTON CODY SHARPE
Brian Mathew Chustz
Nathan Ellyson
EMMETT BARRY BEARD

Within 25 miles of Zebulon, GA, Best Investors lists 14 registered investment advisory firms with 30 offices nearby, managing about $3.31T in combined regulatory AUM across 473,168 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 Zebulon

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WAVERLY ADVISORS, LLC 69 clients · 226 advisers $29.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM