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Best financial advisors in Hartselle, AL

Registered advisers within 25 miles of Hartselle, AL.

Offices
74
Firms
26
Combined AUM
$7.20T
Firm-wide filings, not assets booked only here
Clients
1.35M
1,350,194 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AXIENT INVESTMENT ADVISORS LLC
MORGAN STANLEY

Investors

Robert Moore Payne
Stacy C Turney
CHRISTOPHER ALLEN HUMPHRIES
SCOTT MICHAEL LASLO
KRISTEN C WAGG
Mitchell B Owens
KEVIN MICHAEL STUART
LORI HARDY HOTUNG
Jonathan Lance Holt
Cynthia L Smith
CHADWICK SHULL
HUGH JEFFERSON HINSON
William Wyker
Trace Quinton Lentz
Maxime Andre Jean Faure
TRACY LAMAR LENTZ
RICHARD DWIGHT THOMPSON
GEORGE RAY BREEDEN
THOMAS C MCCLESKEY
ROBERT TODD CARDEN
RICHARD REICHERT
PATRICIA DOUGLAS WINSETT
William Jasper Eddy
ALFRED DEWAYNE EDDY
JOHN REESE HAMN
BENJAMIN HOUSTON WYKER
JOHN WILLIAM WYKER
HENRY ANDREW HOLLIDAY
JOHN W PYLANT
CHRISTOPHER TOD SMITH
BARRY HILL
SHELLI ELIZABETH WAGGONER
DONALD RICHARD BARTHEL
LUCI REBECCA WOODARD
MICAH TODD LOWRY
JONATHAN NORTON ANDERSON
RONALD L. CLARK
AMY LOYD COOK
JARED R. MILLER
SARAH KATELYN SMITH
Michele Alexandra Hightower
Nicholas E Newton
RICHARD NOLAN SANDERS

Within 25 miles of Hartselle, AL, Best Investors lists 26 registered investment advisory firms with 74 offices nearby, managing about $7.20T in combined regulatory AUM across 1,350,194 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 Hartselle

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM