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Best financial advisors in Equality, AL

Registered advisers within 25 miles of Equality, AL.

Offices
11
Firms
7
Combined AUM
$1.39T
Firm-wide filings, not assets booked only here
Clients
59.2K
59,167 clients when Item 5C has a number
Avg / client
$23.4M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
BLALOCK WILLIAMS, LLC
CETERA INVESTMENT ADVISERS LLC
AVIDIAN WEALTH SOLUTIONS
TRANSAMERICA RETIREMENT ADVISORS, LLC

Investors

RONALD PEACOCK CARROLL
Andrew Curry Walters
SUSAN CLAYTON MOORE
John Butler Blalock
Devereaux Lee Williams
Eric Vaughn Hyde
Logan Albia Steers
LEIGH ANN Wren
MATTHEW ALLEN DARBY
Hunter Webster Harrison
SHERI EDDINGS ROBINSON
JENNIFER CLARK BASKERVILLE

Within 25 miles of Equality, AL, Best Investors lists 7 registered investment advisory firms with 11 offices nearby, managing about $1.39T in combined regulatory AUM across 59,167 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 Equality

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 4 TRANSAMERICA RETIREMENT ADVISORS, LLC 322 advisers $18.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 AVIDIAN WEALTH SOLUTIONS 3 clients · 44 advisers $4.76B AUM 7 BLALOCK WILLIAMS, LLC 2 clients · 2 advisers $243M AUM