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Best financial advisors in Calera, AL

Registered advisers within 25 miles of Calera, AL.

Offices
193
Firms
77
Combined AUM
$7.35T
Firm-wide filings, not assets booked only here
Clients
1.61M
1,606,591 clients when Item 5C has a number
Avg / client
$4.58M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AE WEALTH MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
FIRST HEARTLAND CONSULTANTS, INC.
WEALTH MANAGEMENT
LPL FINANCIAL LLC

Investors

JOSEPH CRAIG DORRIS
JAMES THOMAS CARR
Jason Kyle Mims
HOWARD NEIL BAILEY
MICHAEL ANTHONY JOHNS
Wesley Benjamin Guy
Jeffrey French Foose
CHAD ALAN REID
CARL RAYMOND STRINGFELLOW
BLAKE STREET BOLDEN
Joseph Dean Chambers
Ryan Fagerstrom
Daniel L Logan
JOHN BRYANT BLACKMON
FREDERIC LUTHER SJOSTROM
SAMUEL BLAKE GUY
RALPH PATRICK MOORE
Jacob Greene
Cole Delford Czajkoski
David Gunn Pradat
TYLER ANN HILL
Danielle Alexandra Pittler
THOMAS WOODS HILL
ALEXANDER MCCAIN WALLEY
Genesis Marie Hooks
John Stephen Heacock
TONI LYLE HILL
Jeanna Marie Stephens
Joseph Robert Prokop
Lellwyn Michael Griffin
Ty Matthew Miller
ROBERT LEE MOODY
MILTON OLIVER BOOTH
ADAM PAUL VANSANT
ROBERT CLAUDE NORMAN
Jason Reynolds Hatley
HARLAN ASHLEY PAGE
MARCUS ALAN HUME
GREGORY RAY POWELL

Within 25 miles of Calera, AL, Best Investors lists 77 registered investment advisory firms with 193 offices nearby, managing about $7.35T in combined regulatory AUM across 1,606,591 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 Calera

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM