Best Investors Account Sign in

Best financial advisors in Fort Davis, AL

Registered advisers within 25 miles of Fort Davis, AL.

Offices
5
Firms
3
Combined AUM
$1.09T
Firm-wide filings, not assets booked only here
Clients
234K
233,619 clients when Item 5C has a number
Avg / client
$4.66M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Investors

LARY ANDREW BURTON
James Rodney Bledsoe
ROBERT EUGENE ADAMS
WILLIAM CREED HURLEY
Logan Albia Steers
Richard Scott Perkins
JORDAN M HALLORAN
SANDRA SUMMERLIN DOWNING
MATTHEW ALLEN DARBY
JOSEPH TYLER BARED
BRECK ALLEN HONEA

Within 25 miles of Fort Davis, AL, Best Investors lists 3 registered investment advisory firms with 5 offices nearby, managing about $1.09T in combined regulatory AUM across 233,619 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 Fort Davis

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM