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Best financial advisors in Banks, AL

Registered advisers within 25 miles of Banks, AL.

Offices
4
Firms
4
Combined AUM
$289B
Firm-wide filings, not assets booked only here
Clients
24.0K
24,042 clients when Item 5C has a number
Avg / client
$12.0M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.

Investors

BRYANT SMITH
JERRY FLOYD SHIRLEY
MARY VIRGINIA TROTTER
Ashley Riley Chaisson
CHARLES HENRY CARSON
TYSON REX PUGH

Within 25 miles of Banks, AL, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $289B in combined regulatory AUM across 24,042 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 Banks

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 2 BENJAMIN F. EDWARDS & COMPANY, INCORPORATED 23 clients · 519 advisers $18.9B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 ALLSTATE FINANCIAL ADVISORS, LLC 358 advisers $142M AUM