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Best financial advisors in Atlanta, ID

Registered advisers within 50 miles of Atlanta, ID.

Offices
28
Firms
26
Combined AUM
$4.34T
Firm-wide filings, not assets booked only here
Clients
339K
339,206 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
SKY-MOUNTAIN CAPITAL MANAGEMENT
NORTHBANK CAPITAL MANAGEMENT, LLC
AMERICAN CAPITAL ADVISORY, LLC
PGP ADVISORS, LLC
MERCER GLOBAL ADVISORS INC.
PINYON PINE CAPITAL LLC
PIOS CAPITAL, LLC
LPL FINANCIAL LLC
PACIFIC PEAK ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
TUGBOAT VENTURES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
U.S. BANCORP ADVISORS, LLC
HAZLETT WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
RBC CAPITAL MARKETS, LLC
NORTHSIDE CAPITAL MANAGEMENT LLC
ROBERTSON STEPHENS

Investors

MATTHEW DAVID WALO
THOMAS E NELSON
AMANDA ZOE COLEMAN
RENEE SUE FALTINGS
Aurelie Bayer-Boloix
MAUNSEL MCDONALD HICKEY
IAN WALT JAMESON
MATTHEW ROSS MCNEAL
DOUGLAS DAVID FABIAN
KATHERINE ANNE FINCHER
JAMES RAYMOND EVERITT
MARK LAWRENCE ESHMAN
JASON ROBERT WILLIAMS
Brandon Scott Davis
DAVID MICHAEL LOGSDON
Sean Michael Kovich
Robin Jean Robertson
SUZANNE WATSON JENNER
GREGORY ALAN FAIRFIELD
Jacob Thomas Watson
SHERI LEE JOHNNIE
LORI LANDAU NURGE
Christopher P Williams
Mark Bucknall
MICHAEL LANDAU
Neil Lloyd Siegel
SUZANNE MARIE HAZLETT
RICHARD LEE SCHWARTZBARD
ERIN HARMON
Joan DuQuette
JEFFREY DAVIS CURRIE
HAROLD TODD HARMON
DIANE BANTA
JULIE NILES STEINMAN
JOHN L GILLIGAN

Within 50 miles of Atlanta, ID, Best Investors lists 26 registered investment advisory firms with 28 offices nearby, managing about $4.34T in combined regulatory AUM across 339,206 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 Atlanta

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM