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Best financial advisors in Five Points, AL

Registered advisers within 25 miles of Five Points, AL.

Offices
17
Firms
12
Combined AUM
$3.34T
Firm-wide filings, not assets booked only here
Clients
438K
437,669 clients when Item 5C has a number
Avg / client
$7.62M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
SYNOVUS SECURITIES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
BAKER WEALTH GROUP LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE FIDUCIARY ALLIANCE
EDWARD JONES

Investors

LARRY BERNARD DUNCAN
NOAH HILL KING
MICHAEL ARNOLD INGERSOLL
TRACY HAMBLET BRYANT
MICHAEL JOHN MERCER
LISA MARIE WILSON
JAMES RUSSELL DAVIDSON
ANDREW ROBERT GAY
BROOKS DAVID ROBINSON
CYNTHIA GARNER LITTLE
BOBBY HARVEY LUMPKIN
ALLINA DRESSLAR BELL
JOSHUA DILLARD WILLIAMS
Ellen Doerr Howard
JOHN ATKINSON SHINKLE
Catherine Farmer Head
ALICIA DAWN SIMPSON
PATRICK JORDAN FLORA
Aaron Cornelius Mabon
SUMMER PARMER DEAL
ROBERT MORSE ELLIS
JOSEPH WILLIAM ELLIS
TYLER STEVEN BAKER
Madeline H Smith
MARK MORELLE HEADRICK
DANIEL LEE PHILLIPS
KYLE WILLIAM CRAWFORD
MICHAEL PARKER CHILDRESS
David Christopher Evert
GLENN HOLLAND WARE
STEPHANIE HAND MCCLAIN
Steven Paul Boatner
Aaron Christian

Within 25 miles of Five Points, AL, Best Investors lists 12 registered investment advisory firms with 17 offices nearby, managing about $3.34T in combined regulatory AUM across 437,669 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 Five Points

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM