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Best financial advisors in Coosa Pines, AL

Registered advisers within 25 miles of Coosa Pines, AL.

Offices
131
Firms
65
Combined AUM
$7.42T
Firm-wide filings, not assets booked only here
Clients
1.51M
1,514,141 clients when Item 5C has a number
Avg / client
$4.90M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LEGACY CAPITAL PARTNERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CREATIVEONE WEALTH, LLC
AE WEALTH MANAGEMENT, LLC
CENTAURUS FINANCIAL, INC.
FIRST FIDELITY GROUP LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
RFG ADVISORY, LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

SHEILA H CURTIS
Jesse Michael Gum
Jason Kyle Mims
JAMES THOMAS CARR
JOSEPH CRAIG DORRIS
CHESTER LEE LEWIS
RETHA BROWN HAGOOD
JORDAN ERIC JOHNSON
GEORGE PAULLARD WEST
S. TRAVIS CREEKBAUM
Todd W Talbot
KENNETH Charles REEVES
WILLIAM STEWART CARPENTER
Preston Taylor Wolfe
MARK ROBERT MIEHLE
PAUL BAILEY TURNBOW
BROOK DRENNEN ACTON
DONALD DRENNEN WILLIAMS
PHILLIP ANDREW BLANKENSHIP
LINDSAY BRIGHAM LUKETIC
LISA ALLENBACH PETTIS
DEREK R BURROW
WILLIAM MURPHY OWEN
LOUIS ALLEN MCDONOUGH
KRIS ERIK HEISLER
JEREMY WALKER YOUNG
STUART GARNER
MICHAEL J MELVIN
RUSSELL SHERMAN HAMLIN

Within 25 miles of Coosa Pines, AL, Best Investors lists 65 registered investment advisory firms with 131 offices nearby, managing about $7.42T in combined regulatory AUM across 1,514,141 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 Coosa Pines

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