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Best financial advisors in Fort Payne, AL

Registered advisers within 25 miles of Fort Payne, AL.

Offices
10
Firms
6
Combined AUM
$1.27T
Firm-wide filings, not assets booked only here
Clients
49.2K
49,218 clients when Item 5C has a number
Avg / client
$25.8M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THE MCGRIFF ALLIANCE
XYPN INVEST

Investors

BRIAN T DEGAETANO
JOHN QUINCY AKINS
Vicky Kirby
Thomas Matthew Guice
Selena Roxanne Clifton
Matthew William Hale
BILLY WESS MCGRIFF
DOUGLAS LYNN CROWE
John Todd Davis
Jesse Cole Biddle

Within 25 miles of Fort Payne, AL, Best Investors lists 6 registered investment advisory firms with 10 offices nearby, managing about $1.27T in combined regulatory AUM across 49,218 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 Payne

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 3 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 XYPN SAPPHIRE 65 advisers $1.25B AUM 6 THE MCGRIFF ALLIANCE 17 clients · 2 advisers $21.2M AUM