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Best financial advisors in Burkville, AL

Registered advisers within 25 miles of Burkville, AL.

Offices
42
Firms
29
Combined AUM
$7.81T
Firm-wide filings, not assets booked only here
Clients
688K
687,930 clients when Item 5C has a number
Avg / client
$11.4M
Combined AUM ÷ clients

Nearby offices

Firms

STONEX ADVISORS INC.
EDWARD JONES
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
FIRST COMMAND ADVISORY SERVICES
JACKSON THORNTON WEALTH MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELON PARTNERS
CAPTRUST
WAVERLY ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
VALIC FINANCIAL ADVISORS, INC.

Investors

HEATHER WILSON SMITH
Benjamin M Bailey
Kenneth L Easterling
Katherine B Petty
DAVID WAYNE WALLACE
WANDA DOTSON WALLACE
James L Adams
RAY SMITH POOLE
Michael Robert Watson
Jason Paul Batrez
James Goble
Jeffrey Earl Jones
Beau Daryl Greer
David Parker Greer
KIMBERLY LYNCH MASON
LUTHER JERRELL MITCHELL
CRYSTAL MICHELLE SMITH
NANCY MAC BROWN
CLARENCE CRENSHAW PRITCHETT
ALLISON HARTZOG GUICE
JAMES ADAM CAUSEY
JUSTIN KRISTIAN CLARK
CAROL KELLEY HARRISON
Christine Ashley Hull
CHAPPELL HENRY LIPSCOMB HILL
YOUNG WILKERSON STEVENSON
JOHN ELSBERRY STEINER
Robert James Allan
Brian Scott Mitchell
Robin Andrew Godwin
Mark Alan Bishop
Hannah Wadsworth
Oliver L Haynes
Edward Virgil Welch
ANNELIESE ERNESTINE ROEMER
IRBY JONES THOMPSON
KEARY LEE FOSTER
ERIC DEWON CHAPPELL
AARON CHRISTOPHER BETHUNE
HARRY LEE JACKSON
TRAVIS RYAN FULLER
Hunter Webster Harrison

Within 25 miles of Burkville, AL, Best Investors lists 29 registered investment advisory firms with 42 offices nearby, managing about $7.81T in combined regulatory AUM across 687,930 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 Burkville

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM