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Best financial advisors in Holly Pond, AL

Registered advisers within 25 miles of Holly Pond, AL.

Offices
33
Firms
15
Combined AUM
$3.25T
Firm-wide filings, not assets booked only here
Clients
400K
399,956 clients when Item 5C has a number
Avg / client
$8.11M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
NEXT PHASE ADVISORS
ALLYSIAN WEALTH PLANNING
TRANSAMERICA FINANCIAL ADVISORS, LLC
WEALTH MANAGEMENT
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UPTICK PARTNERS, LLC
HORNOR, TOWNSEND & KENT, LLC
GATEWAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC

Investors

Katie E Brown
JEREMIAH KEITH NOLEN
SETH BRYAN LAYTON
Lindsay Metcalf Rhodes
Christopher Ronald Mann
Kimberly LASHAN Simmons
RAYMOND CECIL MITCHELL
Jerry Wayne Carden
Christopher James Mayo
John Jeb Williamson
STEPHEN Cyle FREEMAN
Anthony Swihart
JOSEPH VICTOR D'ANTONIO
JOHN DAVID ISBELL
Jared Davis
Brian William Spaeth
Devin Allen
Casey J Brown
Nicholas W Shugarts
Madeline Claire Shugarts
DONALD WAYNE WARNKE
Tesha Brewer
Dallice Olivia Attaway-Jones
ANDREW MICHAEL FERGUSON
Lincoln Kyle Marcum
JONATHAN EUGENE ANDERSON
Angela Marie Henderson

Within 25 miles of Holly Pond, AL, Best Investors lists 15 registered investment advisory firms with 33 offices nearby, managing about $3.25T in combined regulatory AUM across 399,956 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 Holly Pond

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 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM