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Best financial advisors in Fitzpatrick, AL

Registered advisers within 25 miles of Fitzpatrick, AL.

Offices
45
Firms
30
Combined AUM
$9.82T
Firm-wide filings, not assets booked only here
Clients
1.91M
1,905,970 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
INVISTA ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VANDERBILT ADVISORY SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STONEX ADVISORS INC.
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

LARY ANDREW BURTON
James Rodney Bledsoe
ROBERT EUGENE ADAMS
WILLIAM CREED HURLEY
Richard Scott Perkins
JORDAN M HALLORAN
SANDRA SUMMERLIN DOWNING
MATTHEW ALLEN DARBY
JOSEPH TYLER BARED
David Chadwick Conoly
CARL BRANDT MCDONALD
MICHAEL JAMES BARRANCO
MARY KATHRYN SMITH
LISA MARIE FREE
MICHAEL AUSTIN BARRANCO
DONALD G. CHASTAIN
Kendra Byrd
LAWRENCE A CRISP
Caroline Crisp Hall
KIMBERLY MICHELLE JENNINGS
HUNTER PHELPS MASSEY
HENRY BENJAMIN COKER
BRECK ALLEN HONEA
Heather Anne Grubbs
MATTHEW WILSON ANDRESS
Caleb Michael Blackburn
FLETCHER GIBSON
CLAY P COOK
CAROLE WEEKS DUFFEY
Lauryl Braiden Sheppard
Jonathan Eugene Shoffner
KATYE S DELASHAW
MARY BETH BRISCOE
David Franklin Evans
GEORGE LEWIS MARDRE
SHONIC TROY LEE
SHEREE ARMSTRONG LUKER
DAVID F. EVANS
Kimberly S Williamson
KATHLEEN MARY SCHOUDEL
MITCHELL FREDRICK DUBINA
JOHN W DUNN
Robert Kirby Sasser
GREGORY CLYDE PITTMAN
GILBERT TODD MEADOWS
LEHMAN BENJAMIN EASTERLING
JAMES EDWARD KLINGLER
JAMES EDWARD KLINGLER
ROBERT EMMET SEIBELS
BENJAMIN WATSON WALKER
FRANKLIN WOODWARD SHEPARD
JOHNNY FLOYD DUNN
Mary Ann Pittman Hall
DAVID ROBERT GOLSON
FRED BOWMAN BEAR
EDWIN H JOHNSON
DIANNE DEMPSEY
LAURA SIKES
WILLIAM HARRIS
GLORIA SANDERS ELLER
JOHN MATTHEW BURNS
HOLLEY S PIERCE
REBECCA ELIZABETH GRIFFIN
Sang Yop Chung
Davis Mikiel Brown
Leeanne Phillips Dean
Charles Connor Mcginty
MABRY STONE PHILLIPS
MELVIN DERRICK SIKES
Amanda Allen Burchard
Seth Lawrence Meadows
William Kevin Jordan

Within 25 miles of Fitzpatrick, AL, Best Investors lists 30 registered investment advisory firms with 45 offices nearby, managing about $9.82T in combined regulatory AUM across 1,905,970 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 Fitzpatrick

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM