Best Investors Account Sign in

Best financial advisors in Columbiana, AL

Registered advisers within 25 miles of Columbiana, AL.

Offices
361
Firms
156
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,099,592 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AE WEALTH MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
EAVE CAPITAL MANAGEMENT LLC
LEGACY CAPITAL PARTNERS LLC
CREATIVEONE WEALTH, LLC
CENTAURUS FINANCIAL, INC.
TRUEWEALTH ADVISORS, LLC

Investors

JAMES THOMAS CARR
JOSEPH CRAIG DORRIS
Jason Kyle Mims
CHESTER LEE LEWIS
RETHA BROWN HAGOOD
JORDAN ERIC JOHNSON
GEORGE PAULLARD WEST
S. TRAVIS CREEKBAUM
Wesley Benjamin Guy
Jeffrey French Foose
HOWARD NEIL BAILEY
CHAD ALAN REID
Joseph Dean Chambers
CARL RAYMOND STRINGFELLOW
BLAKE STREET BOLDEN
Ryan Fagerstrom
Daniel L Logan
JOHN BRYANT BLACKMON
FREDERIC LUTHER SJOSTROM
Todd W Talbot
KENNETH Charles REEVES
WILLIAM STEWART CARPENTER
Kenneth Wayne Askew
PAUL BENSON MARKS
Christopher Ryan Phillips
DANIEL RICHMOND JONES
JERRY W MCDONALD
LARRY JASON SIMS
JUDY DENISE HOLT
Anthony Scott Shunnarah
Warren Berry Marshall
RONALD DEWEY PAULK
BRIAN HEATH PAULK

Within 25 miles of Columbiana, AL, Best Investors lists 156 registered investment advisory firms with 361 offices nearby, managing about $13.5T in combined regulatory AUM across 2,099,592 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 Columbiana

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM