Best financial advisors in Groveoak, AL

Registered advisers within 25 miles of Groveoak, AL.

Offices

29

Firms

13

Combined AUM

$3.58T

Firm-wide filings, not assets booked only here

Clients

483K

482,627 clients when Item 5C has a number

Avg / client

$7.42M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

229 MAIN ST W SUITE A
RAINSVILLE, AL 35986

12.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

299 HWY 75 N
ALBERTVILLE, AL 35951

13.7 miles away

EDWARD JONES

428 N CARLISLE ST UNIT A
ALBERTVILLE, AL 35950

LPL FINANCIAL LLC

431 GUNTER AVENUE
GUNTERSVILLE, AL 35976

14.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

400 Gunter Avenue
Guntersville, AL 35976

14.3 miles away

EDWARD JONES

503 BLOUNT AVENUE
GUNTERSVILLE, AL 35976

14.4 miles away

LPL FINANCIAL LLC

2208 RINGOLD ST STE 101
GUNTERSVILLE, AL 35976-1581

14.5 miles away

LPL FINANCIAL LLC

711 GUNTER AVE
GUNTERSVILLE, AL 35976

14.6 miles away

PRIVATE ADVISOR GROUP, LLC

112 Sand Mountain Dr. NW
Albertville, AL 35950

14.9 miles away

PRIVATE ADVISOR GROUP, LLC

112 Sand Mountain Dr
Albertville, AL 35950

14.9 miles away

EDWARD JONES

3883 BRASHERS CHAPEL ROAD
GUNTERSVILLE, AL 35976

15.1 miles away

EDWARD JONES

1325 GUNTER AVE
GUNTERSVILLE, AL 35976

15.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1528 Gunter Ave
Guntersville, AL 35976

15.3 miles away

EDWARD JONES

1632 Gunter Avenue
GUNTERSVILLE, AL 35976

15.5 miles away

CETERA INVESTMENT ADVISERS LLC

2025 GUNTER AVE
GUNTERSVILLE, AL 35976

15.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2330 Highway 431
Boaz, AL 35957

EDWARD JONES

210 S Broad Street
SCOTTSBORO, AL 35768

16.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

202 S Broad St.
Scottsboro, AL 35768

16.4 miles away

CETERA INVESTMENT ADVISERS LLC

510 EAST LAUREL
SCOTTSBORO, AL 35768

16.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

601 EAST LAUREL STREET
SCOTTSBORO, AL 35768

16.4 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PRIVATE ADVISOR GROUP, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Matthew William Hale

Rodney Clay Thornton

STEVEN RAY KNOWLES

William Brock Colvin

Jennifer Ann Netherton

John Clay Dollar

GUY HAMILTON CAFFEY

ADAM THOMAS O'SHIELDS

Michael Cody Phillips

GEORGE DENTON GILLEN

DAVID MCEWEN BRIDGES

AARON SCOTT BELGARD

MICHAEL WESTWICK ALRED

MITCHELL BLAKE GORE

JATHAN W STISHER

Todd Robert Carroll

Jacob Matthew Murphy

Janna Daleena Carroll

JONATHAN EUGENE ANDERSON

KIMBERLY TAYLOR LEE-Hammett

Rebecca Lynn Kilgore

Malorie C Griffith

DAVID LYNN NICHOLAS

Tara Amanda Nicholas

TYLER RYAN SHANKLES

Mark Wallace Chapman

Joseph Hunter Gilbert

Jon Riggs Bergman

Within 25 miles of Groveoak, AL, Best Investors lists 13 registered investment advisory firms with 29 offices nearby, managing about $3.58T in combined regulatory AUM across 482,627 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 Groveoak

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM