Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Savannah, GA
Every SEC-registered investment adviser representative at a firm office in Savannah, with the firms that employ the most of them.
310 registered advisors work in Savannah; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (53). 0 list the CFP designation and 245 are also registered broker representatives.
Firms with the most advisors in Savannah
Advisors in Savannah, A to Z (first 300 of 310)
Search all of Georgia →- Alexander C. AldrichThrivent Investment Management Inc.
- Mark I. AllenBull Street Advisors · Certified Financial Planner
- Edward F. Ambrose IIISound View Wealth Advisors Group, LLC
- Matthew J. AmmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Wilson AndressStifel, Nicolaus & Company, Incorporated
- Steven M. ArkinArkin Financial Advisors, LLC · Chartered Financial Consultant
- James K. AronsonAronson Asset Management, Inc.
- Lori L. AronsonAronson Asset Management, Inc.
- Ronald E. AspinwallWells Fargo Clearing Services, LLC
- Christopher S. AuclairEdward Jones
- Emile J. BabinGibbs Wealth Management, LLC · Certified Financial Planner
- Steven C. BaconStifel, Nicolaus & Company, Incorporated
- Maria E. BaileyMorgan Stanley
- Harrison W. BarnesFlorida Financial Advisors, LLC
- Craig Barrow IIIStifel, Nicolaus & Company, Incorporated
- David C. Barrow IIIStifel, Nicolaus & Company, Incorporated
- George H. BarrowStifel, Nicolaus & Company, Incorporated
- Thornton D. BarrowStifel, Nicolaus & Company, Incorporated
- Jessica G. BarryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William C. BatchelorWells Fargo Clearing Services, LLC
- Jessica W. BatesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher M. BeaudryCharles Schwab & Co., Inc.
- Kevin BeckwithMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Aaron BeersEdward Jones
- Timothy W. BeersEdward Jones · Chartered Financial Consultant
- Kimberly R. BeiterThe Fiduciary Group
- Barrett G. BentonWells Fargo Clearing Services, LLC
- Hayden L. BlowThe Fiduciary Group · Chartered Financial Analyst
- Kelly L. BouchillonSound View Wealth Advisors Group, LLC · Certified Financial Planner
- Melissa K. BouchillonSound View Wealth Advisors Group, LLC · Certified Financial Planner
- Trisha M. BoyettEdward Jones
- Christopher A. BrennanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lawrence A. BrodyWells Fargo Clearing Services, LLC
- Louis A. BrodyWells Fargo Clearing Services, LLC
- Patrick J. BrooksLPL Financial LLC · Certified Financial Planner
- Richard P. BrooksMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Marianne K. BrouilletteSollinda Capital Management LLC
- Bess B. BrunsonThe Fiduciary Group
- Nicholas R. BuchananLPL Financial LLC
- James J. BuchmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Vernon L. Buchman IIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Griffin S. BurnsFlorida Financial Advisors, LLC
- Royce A. BurnsRaymond James & Associates, Inc. · Certified Financial Planner
- Malcolm L. ButlerThe Fiduciary Group
- Vivian B. ButlerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Adam R. ByckEquitable Advisors, LLC
- Alastair W. CairnsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert CampbellCommonwealth Financial Network · Certified Financial Planner
- Cheryl H. CarlonWells Fargo Advisors Financial Network, LLC
- Morgan M. CarterWells Fargo Clearing Services, LLC
- Rolando Castellanos IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jennifer L. CatarinoThrivent Investment Management Inc.
- Grace ChehanskyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lloyd P. ChildsMorgan Stanley
- Frank A. Chisholm Jr.Morgan Stanley
- Frank A. Chisholm IIIMorgan Stanley
- William W. Chisholm Jr.Tidewater Wealth Advisors
- Joshi L. ClareMorgan Stanley
- Chloe ClarkTruist Advisory Services, Inc.
- John D. ClementsWells Fargo Clearing Services, LLC
- Tara F. CoatesT. Rowe Price Associates, Inc.
- Marshall ColemanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher S. CornettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jordy R. Cortes SanchezFlorida Financial Advisors, LLC
- Brian S. CoulterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jaden A. CoulterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sharon P. CourseyMorgan Stanley
- Christopher J. CowanSollinda Capital Management LLC
- Josephine A. CrakeValic Financial Advisors, Inc.
- Mathew CremeansCommonwealth Financial Network
- Edmund L. Curlee IIIFirst City Capital Management Inc.
- Edmund L. Curlee IVFirst City Capital Management Inc.
- William V. CusterFlorida Financial Advisors, LLC
- Ashley E. DandoWells Fargo Clearing Services, LLC
- Bernice DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael C. DayoubAlpha Financial Management, Inc. · Certified Financial Planner
- Gonzalo De Quesada Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Viridiana De SantiagoFlorida Financial Advisors, LLC
- Holley K. DeanStifel, Nicolaus & Company, Incorporated
- Teri L. DeikeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James E. Diemer Jr.MML Investors Services, LLC
- Nolan DobieszFlorida Financial Advisors, LLC
- Trent DotyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- James A. Doubleday IIIThrivent Investment Management Inc.
- Douglas E. DuchStifel, Nicolaus & Company, Incorporated
- Nathan R. DurhamWells Fargo Clearing Services, LLC · Certified Financial Planner
- Colin A. DuvallThe Fiduciary Group
- Kyle B. DwyerSouthstate Private Capital Management LLC · Certified Financial Planner
- Phillip N. EdwardsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John F. EvansSageguard Financial Group, LLC · Certified Financial Planner
- Shay E. FitzgeraldThe Fiduciary Group
- Michael G. FogartyCommonwealth Financial Network · Chartered Financial Consultant
- Jason B. FordWells Fargo Clearing Services, LLC
- Carrie L. FornofWells Fargo Clearing Services, LLC
- Christopher P. FrohnWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jordy FuentesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Walker O. GaultneyOsaic Wealth, Inc.
- Edgar L. GayFirst City Capital Management Inc. · Chartered Financial Analyst
- Cassidy GirouxEquitable Advisors, LLC
- Kimberly C. GoodKcg Investment Advisory Services LLC · Certified Financial Planner, Chartered Financial Consultant
- Joel P. GoodmanThe Fiduciary Group · Chartered Financial Analyst
- Watson T. GrapengeterConcurrent Investment Advisors, LLC
- Jennifer K. GraysonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy K. GriffisTruist Advisory Services, Inc. · Chartered Financial Analyst
- Kassidy I. GrinerTruist Advisory Services, Inc.
- Carlos A. GuarderasMorgan Stanley
- Denise L. GugliottaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James L. GuzmanJ.P. Morgan Securities LLC
- Harry W. HaaseCambridge Investment Research Advisors, Inc.
- Kaleena R. HaleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Oscar E. Ham IIISound View Wealth Advisors Group, LLC · Certified Financial Planner
- Jared A. HammersThe Fiduciary Group · Chartered Financial Analyst
- William J. HannanWells Fargo Clearing Services, LLC
- Jeanne M. HanrahanMorgan Stanley
- G. C. Harden IIIStifel, Nicolaus & Company, Incorporated · Chartered Financial Analyst
- Mariaglenda HarrisWells Fargo Clearing Services, LLC
- Melinda K. HarrityWells Fargo Advisors Financial Network, LLC
- John H. Haslam IIIMML Investors Services, LLC
- David P. HaverstickAbles, Iannone, Moore & Associates, Inc.
- Jeffrey A. HeederMorgan Stanley · Certified Financial Planner
- Joshua S. HeglandSound View Wealth Advisors Group, LLC · Certified Financial Planner
- James M. Heidt IIICommonwealth Financial Network
- Mickey L. HendersonLPL Financial LLC
- Nicholas HendersonFlorida Financial Advisors, LLC
- Adam R. HessThrivent Investment Management Inc.
- Leslie M. HetagerTruist Advisory Services, Inc.
- Rebecca S. HickmanRaymond James & Associates, Inc.
- David W. HillEdelman Financial Engines
- Michael T. HoffmanTruist Advisory Services, Inc.
- Lindsey M. HollandMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephen H. HootenMorgan Stanley
- Christopher M. HooverEdward Jones · Certified Financial Planner
- Robert S. HowardMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Samuel M. HubbardT.R.u.e. Coastal Capital, LLC · Chartered Financial Analyst
- Kevin J. HughesJ.P. Morgan Securities LLC
- Jacqueline A. HuntMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Justin J. HurdLPL Financial LLC · Certified Financial Planner
- Thomas J. HusseyRaymond James & Associates, Inc.
- Jeffrey A. IannoneAbles, Iannone, Moore & Associates, Inc.
- Jade IslasThrivent Investment Management Inc.
- Kaitlyn S. JacksonStifel, Nicolaus & Company, Incorporated
- Marvin W. JacksonAbacus Wealth Factors, LLC · Certified Financial Planner
- Brandon JamesStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Melanie B. JayeEagle Strategies LLC
- Megan H. JohnsonRaymond James & Associates, Inc.
- Staceyanne N. JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jason B. JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas A. JordanWells Fargo Clearing Services, LLC
- Ron A. JoseyStifel, Nicolaus & Company, Incorporated
- Ryan A. JoseyStifel, Nicolaus & Company, Incorporated
- Maria JusticeAbles, Iannone, Moore & Associates, Inc.
- Kerri A. KanoyWells Fargo Clearing Services, LLC
- William H. KeatonConcurrent Investment Advisors, LLC
- James D. Kellogg Jr.Raymond James Financial Services Advisors, Inc.
- Brianna KerekesEdward Jones · Certified Financial Planner
- Hunter C. KicklighterFisher Investments
- Alan D. KinneyWells Fargo Clearing Services, LLC
- Richard J. KirschWells Fargo Clearing Services, LLC
- Justin M. KohlerThe Fiduciary Group · Certified Financial Planner
- Seth KovenskyLPL Financial LLC · Certified Financial Planner
- John M. KurinijWells Fargo Clearing Services, LLC
- Adesola O. KuyoroState Farm Investment Management Corp.
- Kelly La VoieLPL Financial LLC
- Jenna N. LabonneFlorida Financial Advisors, LLC
- Meridth LamasState Farm Investment Management Corp.
- Chelsea B. LandreauSound View Wealth Advisors Group, LLC
- Christopher H. LaneStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Richard K. LaneValic Financial Advisors, Inc.
- Nathalie A. LanzaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Adam W. LeeWells Fargo Clearing Services, LLC
- Sissy S. LevyStifel, Nicolaus & Company, Incorporated
- Brett LewisConstant Cashflow, LLC
- Ian H. LewisLegacybridge Wealth Management, LLC
- Cody A. LongFlorida Financial Advisors, LLC
- Shureen LongWells Fargo Clearing Services, LLC
- Amanda C. LordMorgan Stanley
- Richard C. Lutz Jr.Raymond James Financial Services Advisors, Inc.
- William L. LynchEquitable Advisors, LLC
- Thomas C. Madison IIIMML Investors Services, LLC
- Michael P. MageeInvestment Performance Services LLC
- Eusef B. MalikMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patricia B. MallardMorgan Stanley
- Joseph T. MannIndependent Financial Partners
- Brian R. MarkowitzRaymond James & Associates, Inc.
- Anthony A. MartinValmark Advisers, Inc. · Certified Financial Planner
- Robert V. Martin IVStifel, Nicolaus & Company, Incorporated
- Todd H. MartinValmark Advisers, Inc. · Chartered Financial Consultant
- Christina MartinezStifel, Nicolaus & Company, Incorporated
- Isbett Martinez MoralesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph W. Martynek Sr.Edward Jones
- Philip M. McAlpinMorgan Stanley
- Scott B. McGhieThe Fiduciary Group · Chartered Financial Analyst
- Marci A. McGregorMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Josh N. McIntoshTrimaran Capital
- Margaret McIntyreWells Fargo Clearing Services, LLC
- Michael R. McLeodThe Fiduciary Group · Certified Financial Planner
- Tyrin L. McRaePrincipal Advised Services
- John N. McVeigh IIIUpland Capital Management, LLC
- Robert S. McWilliams Jr.Commonwealth Financial Network
- Michael J. MellaCambridge Investment Research Advisors, Inc.
- Coleman MeyerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mona D. MikellStifel, Nicolaus & Company, Incorporated
- Donna D. MinorMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William J. Monroe IIIStifel, Nicolaus & Company, Incorporated
- Catherine A. MontilvaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Harry G. Moore IIWells Fargo Clearing Services, LLC
- C E. MorrisMorgan Stanley
- Conlin X. MullerAbles, Iannone, Moore & Associates, Inc.
- James A. MullisMML Investors Services, LLC
- Amanda L. MurphyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kaitlyn J. MurphyThe Fiduciary Group
- Kristen B. MurphyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kevin O'NeilMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John O'Rourke IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Patrick S. OneilMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian P. OrrMorgan Stanley
- Michael D. OwensCommonwealth Financial Network
- Justin C. Ozdany-NewmanMML Investors Services, LLC
- Robert R. Pace Jr.Truist Advisory Services, Inc.
- Rhonda D. PadgettMorgan Stanley
- Rebecca L. PageSouthstate Private Capital Management LLC
- Jack E. ParkerWells Fargo Clearing Services, LLC
- Justin ParkerMorgan Stanley · Certified Financial Planner
- Sherry D. ParkerStifel, Nicolaus & Company, Incorporated
- Allison D. ParsonsSynovus Securities, Inc.
- Harshil R. PatelWells Fargo Clearing Services, LLC
- James N. Pember Sr.Morgan Stanley
- Patrick H. Perry Jr.Synovus Securities, Inc.
- Thomas L. PetersonLPL Financial LLC
- Marty A. PhillipsStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Raymundo PiquionMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John E. Porter IIIMorgan Stanley
- Sasha L. PoulosMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John R. PowellMorgan Stanley
- Kyle D. PowersThe Fiduciary Group · Certified Financial Planner
- Benjamin E. PriceRaymond James & Associates, Inc.
- Robert R. ProssWells Fargo Clearing Services, LLC · Certified Financial Planner
- Robin B. PulaskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan PurificacionEdward Jones
- Beatriz RamosjustoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas M. ReevesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dana M. Reimer Jr.Thrivent Investment Management Inc.
- Edwin G. ReynoldsCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Scott S. RichardsonWells Fargo Clearing Services, LLC
- Charlton A. RiegnerThrivent Investment Management Inc.
- Reginald C. Riggins Jr.MML Investors Services, LLC · Chartered Financial Consultant
- Angela H. RitzertTruist Advisory Services, Inc.
- Benjamin A. RobbinsThrivent Investment Management Inc.
- Casey J. RobertsMorgan Stanley · Certified Financial Planner
- James P. RobertsonAmeriprise Financial Services, LLC
- Cadijha J. RobinsonFlorida Financial Advisors, LLC
- Jason E. RockwellMML Investors Services, LLC
- Michael RossT.R.u.e. Coastal Capital, LLC
- Joel M. RotkowEquitable Advisors, LLC
- Ira M. RubyMorgan Stanley
- Robert J. RuffoMorgan Stanley
- Gordon W. RussAlpha Financial Management, Inc.
- Priya B. SadaranganiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stewart L. SchwabeMorgan Stanley
- Momodou B. SenghoreEdward Jones · Certified Financial Planner
- Edwin C. Shepherd IIIAe Wealth Management, LLC
- Jennifer A. ShuttleworthFirst Command Advisory Services
- Mark SilversSound View Wealth Advisors Group, LLC · Certified Financial Planner
- Raymond Q. SingletaryWassaw Sound Management, LLC · Certified Financial Planner
- Kimberly M. SkallaLPL Financial LLC
- John P. Skeadas IIIFirst City Capital Management Inc. · Chartered Financial Analyst
- Donald J. SloneEtch Financial
- Bryan M. SmithCommonwealth Financial Network
- John C. Smith Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
- Michael H. SmithLegacybridge Wealth Management, LLC
- Chris P. SotusMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Heather J. StanleyWells Fargo Clearing Services, LLC
- Roseanne StavelyLPL Financial LLC
- Steven L. SteinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Amy SteinertLPL Financial LLC
- Ryan A. StewartWells Fargo Advisors Financial Network, LLC
- Hannah R. StrongUBS Financial Services Inc.
- Lauren A. StuhmerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paulsteven R. SumulongMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William P. TankersleyFlorida Financial Advisors, LLC
- Michael E. TaylorWells Fargo Clearing Services, LLC
- Lucy W. ThomasWells Fargo Clearing Services, LLC
- George ThompsonStifel, Nicolaus & Company, Incorporated
- Thomas D. Thomson Jr.Stifel, Nicolaus & Company, Incorporated
- Aaron M. TillingerWells Fargo Clearing Services, LLC
- Savannah R. ToddThrivent Investment Management Inc.
- Roland K. Towery IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Barbara P. TreadwellOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Daniel C. UmbelMorgan Stanley
- Andrew H. VandenbergVdb Wealth · Chartered Financial Analyst
- Cynthia V. VogelStifel, Nicolaus & Company, Incorporated
- Kevin P. VogelStifel, Nicolaus & Company, Incorporated
- Thomas J. WallingCetera Investment Advisers LLC · Certified Financial Planner
- Amy I. WebbCreative Planning
- Martin J. WelchThrivent Investment Management Inc.
- Matthew J. Whelan Jr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Frank S. Wieczorek Jr.Edward Jones
- Richard A. WilliamsCambridge Investment Research Advisors, Inc.
- Grant K. WilsonMercer Global Advisors Inc.
- Owen J. WincklerMerrill Lynch, Pierce, Fenner & Smith Incorporated
Other cities in Georgia
All of Georgia →Atlanta 4,593Alpharetta 1,169Marietta 328Duluth 219Athens 214Augusta 177Macon 172Cumming 163Roswell 155Woodstock 144Columbus 129Gainesville 129Peachtree City 126Kennesaw 110Suwanee 100Watkinsville 92Sandy Springs 90Lawrenceville 78Canton 72Newnan 67Valdosta 67Decatur 64Peachtree Corners 62Rome 61
Questions
How many financial advisors are in Savannah, GA?
310 investment adviser representatives are registered at firm offices in Savannah, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 245 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Savannah?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 53 registered advisors in Savannah, followed by Wells Fargo Clearing Services, LLC with 33.
How do I check a financial advisor in Savannah?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.