Best financial advisors in Joppa, AL

Registered advisers within 25 miles of Joppa, AL.

Offices

39

Firms

16

Combined AUM

$3.23T

Firm-wide filings, not assets booked only here

Clients

477K

477,394 clients when Item 5C has a number

Avg / client

$6.77M

Combined AUM ÷ clients

Nearby offices

GATEWAY WEALTH MANAGEMENT, LLC

4951 SPRING CREEK DRIVE
GUNTERSVILLE, AL 35976

15.5 miles away

EDWARD JONES

3186 ALABAMA HIGHWAY 157
CULLMAN, AL 35058

15.6 miles away

CETERA INVESTMENT ADVISERS LLC

2025 GUNTER AVE
GUNTERSVILLE, AL 35976

15.6 miles away

EDWARD JONES

1632 Gunter Avenue
GUNTERSVILLE, AL 35976

STATE FARM INVESTMENT MANAGEMENT CORP.

1528 Gunter Ave
Guntersville, AL 35976

16.1 miles away

EDWARD JONES

1325 GUNTER AVE
GUNTERSVILLE, AL 35976

16.3 miles away

LPL FINANCIAL LLC

2208 RINGOLD ST STE 101
GUNTERSVILLE, AL 35976-1581

16.8 miles away

LPL FINANCIAL LLC

711 GUNTER AVE
GUNTERSVILLE, AL 35976

16.8 miles away

EDWARD JONES

503 BLOUNT AVENUE
GUNTERSVILLE, AL 35976

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

400 Gunter Avenue
Guntersville, AL 35976

LPL FINANCIAL LLC

431 GUNTER AVENUE
GUNTERSVILLE, AL 35976

STATE FARM INVESTMENT MANAGEMENT CORP.

1846 Brantley Ave NW
Cullman, AL 35055

17.1 miles away

TRANSAMERICA FINANCIAL ADVISORS, LLC

214 2ND AVENUE S.E.
CULLMAN, AL 35055

17.2 miles away

ALLYSIAN WEALTH PLANNING

219 4TH AVENUE SE
CULLMAN, AL 35055

17.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

101 1st Ave NE Ste. 150
Cullman, AL 35055

17.2 miles away

LPL FINANCIAL LLC

111 4TH ST SE
CULLMAN, AL 35055

17.3 miles away

EDWARD JONES

117 5TH ST SE
CULLMAN, AL 35055-4329

17.3 miles away

WEALTH MANAGEMENT

418 1st Ave SE
Cullman, AL 35055

17.3 miles away

EDWARD JONES

909 2ND AVENUE NW
CULLMAN, AL 35055

17.3 miles away

UPTICK PARTNERS, LLC

101 2ND AVENUE SW
CULLMAN, AL 35055

17.4 miles away

Firms

GATEWAY WEALTH MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

TRANSAMERICA FINANCIAL ADVISORS, LLC

ALLYSIAN WEALTH PLANNING

WEALTH MANAGEMENT

UPTICK PARTNERS, LLC

Investors

ANDREW MICHAEL FERGUSON

JONATHAN EUGENE ANDERSON

Janna Daleena Carroll

Jacob Matthew Murphy

GEORGE DENTON GILLEN

DAVID MCEWEN BRIDGES

AARON SCOTT BELGARD

MICHAEL WESTWICK ALRED

Michael Cody Phillips

GUY HAMILTON CAFFEY

ADAM THOMAS O'SHIELDS

John Clay Dollar

Dallice Olivia Attaway-Jones

Kimberly LASHAN Simmons

RAYMOND CECIL MITCHELL

Jerry Wayne Carden

Christopher James Mayo

Lindsay Metcalf Rhodes

JOHN DAVID ISBELL

STEPHEN Cyle FREEMAN

Christopher Ronald Mann

John Jeb Williamson

Nicholas W Shugarts

Madeline Claire Shugarts

Within 25 miles of Joppa, AL, Best Investors lists 16 registered investment advisory firms with 39 offices nearby, managing about $3.23T in combined regulatory AUM across 477,394 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 Joppa

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 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM