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Best financial advisors in Marietta, SC

Registered advisers within 25 miles of Marietta, SC.

Offices
337
Firms
127
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,774,460 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
ENVISION PLANNING, LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AE WEALTH MANAGEMENT, LLC
MUTUAL ADVISORS, LLC

Investors

Bernard Francis Leonard
Jared Michael Fackrell
Marie Sessa Dotson
JAMES ALLEN MORRISON
ROBERT JERALD DOTSON
BRAD DAVID SCHWARTZ
ANDREW GARRETT MORRIS
Michael Austin
Keith William Johnson
Lenward Wesley Jones
JAMES DEWEY WILEY
PATRICK STEVEN SALLEE
SCOTT EDWARD PRICE
MATTHEW JAMES DICKELMAN
JAMES TOWNSEND TANNER
JOHN CLARON MCCORMICK
ROGER HAROLD AIKEN
Stephanie Morgan Winterrowd
David Joseph Maupin
JULIANNA HENDERSON
DEANE CHRISTOPHER GAUTHIER
THOMAS BLAIR CRAVEN
KELLY DISSETTE MAUMENEE
DWAYNE WESLEY POWELL
JOHN NEWMAN GLOVER
STEFANIE LINN ROBINSON
Christopher A West
Eric C Perless
Mark Alan Isabelli
Bradley Steven Groth
Sandra Ann Shaw
Ken Douglas Adams
Michael A Amoroso
Michael Angel Cano
Sarah Marie Dupree
CARL ANTHONY LEBLANC
RENEE GEORGETTE LAGUE
THOMAS C CONNELLY
Timothy Lynn Askew
Ryan Scott Harman
Michelle Lewis Huntley
JOSHUA JAMES MILLER

Within 25 miles of Marietta, SC, Best Investors lists 127 registered investment advisory firms with 337 offices nearby, managing about $14.9T in combined regulatory AUM across 2,774,460 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 Marietta

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM