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Best financial advisors in Atlanta, TX

Registered advisers within 25 miles of Atlanta, TX.

Offices
18
Firms
10
Combined AUM
$3.27T
Firm-wide filings, not assets booked only here
Clients
251K
251,314 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
CARROLL ADVISORY GROUP
RAINEY FINANCIAL LLC

Investors

JOSEPH DYLAN THOMPSON
LONNY LEE WINTERS
Michael Lynn Smith
Caden Edward Thompson
KEVIN LEE SHERMAN
Cher Ivins Welch
Beau Allen Baker
DUSTIN MACK STRINGER
WILLIAM HUDDLESTON
PAUL DAVID MAGNESS
KALE DAVID MAGNESS
KRISTINA LYNN SMITH
Trina Thomas Armstrong
Melford Duane Pierce
Steven Ray Seals
Jonathan Shane Biddy
LORIE LOUISE WALLING
CHRISTOPHER DALLAS SHIPP
JAMES GARRETT CRANFORD
ADRIAN JAMES SPARKS
Brett Rutledge McClaran
DEVIN ANTHONY CARROLL
Nicholaus Ryne Domachowski
Jeremy David Reed
ALEXANDER WHITTINGTON DAVIS
Matthew Stephens
Jimmy Boyle
Steven Forrest Rainey

Within 25 miles of Atlanta, TX, Best Investors lists 10 registered investment advisory firms with 18 offices nearby, managing about $3.27T in combined regulatory AUM across 251,314 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM