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Best financial advisors in Atlanta, NY

Registered advisers within 25 miles of Atlanta, NY.

Offices
23
Firms
13
Combined AUM
$3.13T
Firm-wide filings, not assets booked only here
Clients
747K
746,663 clients when Item 5C has a number
Avg / client
$4.20M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ALLWORTH FINANCIAL, L.P.
EDWARD JONES
HYJC CAPITAL OF WNY
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
VANDERBILT ADVISORY SERVICES
BLACKRIDGE ASSET MANAGEMENT, LLC
PFS INVESTMENTS INC.
CL WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC

Investors

Joseph Fox
TERRY JAY MUCHLER
LAUREN ANNE HEIMAN
Raymond Auman
Nicholas Kelley
Thomas F Beers
William B Henry
Benaiah James Henry
ROBERT THOMAS KOCZENT
JOHN EDWARD HAUGH
CHRISTOPHER PAUL YUSKIW
DAVID RHYS EICHENHOFER
COLLIN JAMES HAWES
Pamela Jean Rudolph
SHAWN MICHAEL BENEDICT
Paul Calvin Deagle
LEA M BANCROFT
CAROLYN ANN PHILLIPS
ALLEN COHEN
CHRISTINA M. HAND
TIM DEAN VANGORDER
JACOB D CARRIER
BRADLEY JOHN DONNER
GARY LYLE EVERTS
JAMES WILLIAM SCOTT
AUTUMN LYNZI SMITH
DOMINIC RUZZINE
MARK ERNEST ADAM
Brent James Ascroft
Keegan R. Ryan
William A. Fiorica
Ryan Schwedfeger

Within 25 miles of Atlanta, NY, Best Investors lists 13 registered investment advisory firms with 23 offices nearby, managing about $3.13T in combined regulatory AUM across 746,663 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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 ALLWORTH FINANCIAL, L.P. 309 advisers $33.6B AUM