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Best financial advisors in Lockhart, AL

Registered advisers within 25 miles of Lockhart, AL.

Offices
21
Firms
12
Combined AUM
$3.50T
Firm-wide filings, not assets booked only here
Clients
602K
602,364 clients when Item 5C has a number
Avg / client
$5.81M
Combined AUM ÷ clients

Nearby offices

Firms

DORGEOLIS CAPITAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PARK AVENUE SECURITIES LLC
MOORS & CABOT, INC.
CAPSTONE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ARETE WEALTH ADVISORS, LLC

Investors

Michael Alexander Listman
Elizabeth Gantt Cotter
BLAINE ROBERT TEW
JAMES BRENT CRAIG
Reagan Hobbs
Phillip Craig Hamm
SARA C FORDYCE
Dustin Chandler Holloway
Yvonne L Shanklin
Terry Michael Wilson
Shon McClung
WILLIAM MARK CHAMBERS
PAUL E. LOWREY
William Andrew Greenwald
Ellis William Greenwald
JOE WILLIAM FAULK
JARRED KIEL ODOM
Ronald Wayne Sansom
GEORGE EDWARD BORINSKI
PATRICIA KELLEY BORINSKI
TINA MICHELLE CAMPBELL
CHARLES GREGORY MAJORS
Mary Murphy
Timothy Nathaniel Singleton

Within 25 miles of Lockhart, AL, Best Investors lists 12 registered investment advisory firms with 21 offices nearby, managing about $3.50T in combined regulatory AUM across 602,364 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 Lockhart

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 8 KINGSVIEW WEALTH MANAGEMENT, LLC 120 advisers $8.96B AUM