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Best financial advisors in Fort Mitchell, AL

Registered advisers within 25 miles of Fort Mitchell, AL.

Offices
55
Firms
24
Combined AUM
$8.46T
Firm-wide filings, not assets booked only here
Clients
842K
842,040 clients when Item 5C has a number
Avg / client
$10.0M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
MOMENTUM WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
FIRST COMMAND ADVISORY SERVICES
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
SYNOVUS SECURITIES, INC.
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

CYNTHIA ILISE CHILKURI
LORI J ALLEN
ROBERT K DAVID
JOSEPH BRITT DAVID
WRIGHT BROWN WADDELL
M THAD ESTES
CAMPBELL C BLEKE
DEREK PAUL SCRIVNER
ANTONIA M DOLLOFF
ROBERT K. DAVID
KENNETH ANTHONY COUTURE
Dennis R Hendrix
MATTHEW DAVID HIGHTOWER
ANSON GARRETT COTTLE
Christopher Scott Donohoe
David Matthew Folds
ROBERT WILLIAM DOERR
JACK DILLARD WILLIAMS
JAMES KIMBROUGH SHEEK
James Jordan
DAN EUGENE ANDERSON
WADE LINDSEY TURNER
BRICE RANIER THOMPSON
Shawn Michael Broe
DAWSON SPENCER DELL
Ismael Espada
RONICA ANN SMITH
MARK WILLIAM HUDSON
ZACHARY TWAIN AVERY
ANTONIO CORDELL FORTSON
JOHN MADISON MIZE
Halle Ginter
TIMOTHY DAVID KARR
Patrick Hojan
CYNTHIA KAY WOODS
ELLIOT LAURENCE SCHWARTZ
AMANDA RAY LAMBERTUS
HEATHER DAWN KIRKLAND
GENE FREDERICK GUNDERSON
ROBERT LAMAR PERSONS
CHARITY KELLER
ROBERT PARKER VARNER
BLAKE BRIAN BOURNE
BRANDON LAMAR FIELDS
MICHELLE JESSUP MCKENZIE
JEFFREY MERCER HUDSON
THOMAS NOLAN PENDLETON
CAROL M PERDUE
JASON RAY GRAHAM
JEFFREY ALLEN KRIETEMEYER

Within 25 miles of Fort Mitchell, AL, Best Investors lists 24 registered investment advisory firms with 55 offices nearby, managing about $8.46T in combined regulatory AUM across 842,040 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 Mitchell

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM