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Best financial advisors in Athens, AL

Registered advisers within 25 miles of Athens, AL.

Offices
88
Firms
28
Combined AUM
$7.60T
Firm-wide filings, not assets booked only here
Clients
1.28M
1,284,787 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MORGAN STANLEY
AXIENT INVESTMENT ADVISORS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.

Investors

Randall Walker Price
Austin J Price
BRIAN CYRIL KING
STUART PAUL WILSON
Micah Lee Joy
JOHN LAKIN GARTH
Jerrod Kyle Hester
Tucker B Walters
Stephen T Phraner
BRIAN JONES
DEBBIE LORENE BRADFORD
SHELLEY HOWARD
BROOKS JUDSON COLLINS
ERIC GALVIN JOHNSON
SHELLEY LYNNE BYRD
TRACEY HENDRIX
JEREMY RONALD GOSS
MATT MORRIS
DUDLEY JOHN DUPUIS
DONALD FULLER
PAMELA HOLTZCLAW
TY RAY KEENUM
PAUL MORRIS
BRYAN COLE
JAMES TACKETT
JAMES ANTHONY BARNETT
THOMAS ROSS
Joseph Brent Gosnell
Tore K Haavik
TREVOR JAMES BUTCHER
CHRISTOPHER TOD SMITH
BARRY HILL
SHELLI ELIZABETH WAGGONER
DONALD RICHARD BARTHEL
LUCI REBECCA WOODARD
MICAH TODD LOWRY
JONATHAN NORTON ANDERSON
RONALD L. CLARK
AMY LOYD COOK
JARED R. MILLER
SARAH KATELYN SMITH
Michele Alexandra Hightower
Nicholas E Newton
RICHARD NOLAN SANDERS
JOHN W PYLANT
JOHN REESE HAMN
BENJAMIN HOUSTON WYKER
JOHN WILLIAM WYKER
HENRY ANDREW HOLLIDAY
William Jasper Eddy
ALFRED DEWAYNE EDDY
PATRICIA DOUGLAS WINSETT
ROBERT TODD CARDEN
RICHARD REICHERT
Clay Parris
CALEB ANDREW LAWLER
Trace Quinton Lentz
Maxime Andre Jean Faure
TRACY LAMAR LENTZ
RICHARD DWIGHT THOMPSON
GEORGE RAY BREEDEN
THOMAS C MCCLESKEY
William Wyker
HUGH JEFFERSON HINSON

Within 25 miles of Athens, AL, Best Investors lists 28 registered investment advisory firms with 88 offices nearby, managing about $7.60T in combined regulatory AUM across 1,284,787 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 Athens

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM