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Best financial advisors in Foley, AL

Registered advisers within 25 miles of Foley, AL.

Offices
90
Firms
46
Combined AUM
$9.65T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,335,177 clients when Item 5C has a number
Avg / client
$4.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GRANT FINANCIAL GROUP
NBT CAPITAL MANAGEMENT, INC.
TRUEWEALTH ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL INDEPENDENT ADVISORS, LLC

Investors

Lisa Marie Cooper
PHILIPPE EMMANUEL TROUILLOT
CHRISTI DENEEN KOEHLE
BRETT ANDREW LAFERRERA
MEGAN MARGARET CONWELL
JESSICA LYNN LAFERRERA
TERA SUSAN WIGGINS
JACKSON GREY HENSON
Dillon Matthew Smith
Jarrett Lee King
Chantz Braxton Blackmon
Jason Michael Kozon
Haley Elizabeth Blackmon
Lezli McNider Thomason
Christopher Madison Roper
ROBERT STEPHEN HANLEY
Zachery Chase Estes
JOHN SHELBURN GRANT
JOHN EDWARD RICE
Declan John McClelland
Robert Charles McDowell
Douglas Brian Hillis
ROBERT MATTMULLER GRANT
Brandon William Hill
DAVID N KETCHEM
MELANIE GARRETT PURVIS
George Haikel Harris
ROBERT AUBREY HART
RONALD DWAYNE MOXNESS
KAROL HELI HEREDIA
David Scott Bedford
PAUL GREGORY GLOBETTI
WAYNE A GRUENLOH

Within 25 miles of Foley, AL, Best Investors lists 46 registered investment advisory firms with 90 offices nearby, managing about $9.65T in combined regulatory AUM across 2,335,177 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 Foley

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM