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Best financial advisors in Cullman, AL

Registered advisers within 25 miles of Cullman, AL.

Offices
30
Firms
16
Combined AUM
$3.03T
Firm-wide filings, not assets booked only here
Clients
276K
276,082 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

NEXT PHASE ADVISORS
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
ALLYSIAN WEALTH PLANNING
WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
UPTICK PARTNERS, LLC
HORNOR, TOWNSEND & KENT, LLC
EAGLE STRATEGIES LLC
ANDREW GARRETT INC.

Investors

JEREMIAH KEITH NOLEN
SETH BRYAN LAYTON
Anthony Swihart
JOSEPH VICTOR D'ANTONIO
Christopher Ronald Mann
Lindsay Metcalf Rhodes
John Jeb Williamson
Tesha Brewer
STEPHEN Cyle FREEMAN
Kimberly LASHAN Simmons
RAYMOND CECIL MITCHELL
Jerry Wayne Carden
Christopher James Mayo
Brian William Spaeth
JOHN DAVID ISBELL
Jared Davis
Katie E Brown
DONALD WAYNE WARNKE
Devin Allen
Casey J Brown
Nicholas W Shugarts
Madeline Claire Shugarts
Dallice Olivia Attaway-Jones
Angela Marie Henderson
Lincoln Kyle Marcum
Robert Moore Payne
Lawrence Graham Stidham

Within 25 miles of Cullman, AL, Best Investors lists 16 registered investment advisory firms with 30 offices nearby, managing about $3.03T in combined regulatory AUM across 276,082 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 Cullman

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM