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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

NEWEDGE ADVISORS
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SYNOVUS SECURITIES, INC.
TOWNSEND WEALTH MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MARS CAPITAL MANAGEMENT LLC

Investors

BRYAN DELORUM NORRIS
JODY KEITH DAVIS
SUSAN ANN LOMBARDO
LAUREN GRINER ISOM
KERMIT ROOSEVELT GRINER
Christian Luis Fontanez-Virella
LOUIE EUGENE BURRUS
RICHARD LEE TOELLE
Benjamin Richard Toelle
CHARLES WALTER COLLINS
JOSHUA JAMES LOVE
JAMES CHRISTOPHER GEMES
Jerry A Broughton
STEPHEN SCOTT LORENTZ
CAROLINE MOYER
TRAVIS FITZGERALD WADE
ROBERT DUSTIN WILSON
DIANA LYNN GAUS
STEPHANIE BOWEN HEARD
Vance Whitley
DIANA MARAZIA SANFORD
GUY LEONARD SEXTON
BURNETT KENNETH TOWNSEND, JR
TYLER ASHLEY TOWNSEND
MICHAEL GLEN COPELAND
S JAY PARKER
WHITNEY E SHACKELFORD
Brandy Mae Otterbacher Ragan
LISA SINDLE STEPPE
JOHN DITMAN FLORY
JASON M KELLY
DAVID CHRISTOPHER HANCOCK
GINA L HALL
Averett Hill Flory
Alexander Mathes Ballard
Archie Jay Morris
Robert A Piper
ARCHIE JAY MORRIS
REMBERT CLIATT HOUSER
REBECCA ROBINSON GOLDSMITH
Bradley Stevens Brooks
Theresa Michele Mayes
ASHISH NARENDRA DOSHI

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