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Best financial advisors in Andalusia, AL

Registered advisers within 25 miles of Andalusia, AL.

Offices
10
Firms
7
Combined AUM
$3.46T
Firm-wide filings, not assets booked only here
Clients
564K
563,670 clients when Item 5C has a number
Avg / client
$6.15M
Combined AUM ÷ clients

Nearby offices

Firms

CAPSTONE WEALTH ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC

Investors

Terry Michael Wilson
Shon McClung
JARRED KIEL ODOM
TINA MICHELLE CAMPBELL
William Andrew Greenwald
Ellis William Greenwald
WILLIAM MARK CHAMBERS
Ronald Wayne Sansom
Phillip Craig Hamm
Elizabeth Gantt Cotter
Alison Carol Rhodes

Within 25 miles of Andalusia, AL, Best Investors lists 7 registered investment advisory firms with 10 offices nearby, managing about $3.46T in combined regulatory AUM across 563,670 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 Andalusia

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 CAPSTONE WEALTH ADVISORS, LLC 1 clients · 2 advisers $13.2M AUM