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Best financial advisors in Marbury, AL

Registered advisers within 25 miles of Marbury, AL.

Offices
25
Firms
14
Combined AUM
$3.76T
Firm-wide filings, not assets booked only here
Clients
264K
263,504 clients when Item 5C has a number
Avg / client
$14.3M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FIRST COMMAND ADVISORY SERVICES
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
STONEX ADVISORS INC.
PNC WEALTH MANAGEMENT LLC
WELON PARTNERS
JACKSON THORNTON WEALTH MANAGEMENT, LLC
CAPTRUST

Investors

KEVIN WAYNE LIVELY
Patrick A Mckinney
James Goble
Renee Watts Green
MELINDA COOK MCCULLOUGH
JEREMY SHANE HAY
James Ellwood Edwards
Kristen Morgan Guy
Hunter Webster Harrison
MATTHEW ALLEN DARBY
Jeffrey Earl Jones
Beau Daryl Greer
David Parker Greer
Benjamin M Bailey
Kenneth L Easterling
Katherine B Petty
DAVID WAYNE WALLACE
WANDA DOTSON WALLACE
HEATHER WILSON SMITH
James L Adams
RAY SMITH POOLE
Michael Robert Watson
Jason Paul Batrez
Eric Vaughn Hyde
MICHAEL ANTHONY JOHNS
JOHN ELSBERRY STEINER
Robert James Allan
KIMBERLY LYNCH MASON
LUTHER JERRELL MITCHELL
CRYSTAL MICHELLE SMITH
NANCY MAC BROWN
CLARENCE CRENSHAW PRITCHETT
ALLISON HARTZOG GUICE
JAMES ADAM CAUSEY
JUSTIN KRISTIAN CLARK
Brian Scott Mitchell
Robin Andrew Godwin
Mark Alan Bishop
Hannah Wadsworth
Oliver L Haynes
Edward Virgil Welch

Within 25 miles of Marbury, AL, Best Investors lists 14 registered investment advisory firms with 25 offices nearby, managing about $3.76T in combined regulatory AUM across 263,504 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 Marbury

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPTRUST 963 advisers $1.24T 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 WAVERLY ADVISORS, LLC 69 clients · 226 advisers $29.9B AUM