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Best financial advisors in Hoods Crossroads, AL

Registered advisers within 25 miles of Hoods Crossroads, AL.

Offices
27
Firms
17
Combined AUM
$3.73T
Firm-wide filings, not assets booked only here
Clients
809K
808,617 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC

Investors

CHADWICK CARTER MESSINA
Emmanuel Martinez
MARTIN WAYNE ADAMS
Baylor Scott Millhoff
JOHN DAVID HOLT
Stephen James Sink
BRIAN ASHLEY NELSON
TANNER LANE KENNEDY
Jason Riley
Corey Fortner

Within 25 miles of Hoods Crossroads, AL, Best Investors lists 17 registered investment advisory firms with 27 offices nearby, managing about $3.73T in combined regulatory AUM across 808,617 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 Hoods Crossroads

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM