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Best financial advisors in Carrollton, AL

Registered advisers within 25 miles of Carrollton, AL.

Offices
11
Firms
9
Combined AUM
$2.76T
Firm-wide filings, not assets booked only here
Clients
245K
245,386 clients when Item 5C has a number
Avg / client
$11.2M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
VALMARK ADVISERS, INC.
LPL FINANCIAL LLC
FIRST COMMAND ADVISORY SERVICES
SILVER OAK SECURITIES, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
IFG ADVISORY, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Mark Gilliam
WILLIAM JAMES BALLARD
Joshua Hays Read
John Michael Prince
Michael Tyler Covington
Michael Tanner Ivey
Austin Reid Hulsey
Alex Justin Holliman
Dennis Edward Holliman
TONY RANDAL JACKSON
STEVAN LENOIR BLACK
SUZETTE BURNS BATES
MORGAN BAIN NICKELS
DANETTE WEST STARKS
ERNEST MARTIN BLACKBURN
JEFFREY W CHASE
AMY ELIZABETH SHELTON

Within 25 miles of Carrollton, AL, Best Investors lists 9 registered investment advisory firms with 11 offices nearby, managing about $2.76T in combined regulatory AUM across 245,386 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 Carrollton

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 5 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 VALMARK ADVISERS, INC. 380 clients · 285 advisers $10.2B AUM 8 IFG ADVISORY, LLC 298 clients · 104 advisers $4.76B AUM