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Best financial advisors in Margaret, AL

Registered advisers within 25 miles of Margaret, AL.

Offices
288
Firms
139
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.01M
2,006,629 clients when Item 5C has a number
Avg / client
$6.71M
Combined AUM ÷ clients

Nearby offices

Firms

AMERITAS ADVISORY SERVICES, LLC
MEASURED CAPITAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT FINANCIAL PARTNERS
TRUEWEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Investors

Noah Joseph Lohan
SETH JACKSON EDGIL
DAVID RANDALL GUTTERY
RICHARD MAJORS WAID
PAUL JOSEPH VAHLE
Michael Thomas Hunter
ANGELA HATTEN MIXON
Gregory Tremblay
Stephen James Sink
PABLO ANDRES MIRANDA
BRIAN WORLEY
James Zachary Taylor
VIRGINIA HOLBROOK MORRIS
GENE RICHARD HITCHCOCK
IAN MICHAEL MADDOX
FREDDY JOE WILLIAMSON
Christopher Ryan Phillips
AMIR KHAN
SARA ANNE HIBBS
Joseph Miles Johnson
MICHAEL WINTER
CHADWICK CARTER MESSINA
MARTIN WAYNE ADAMS
Jason Riley
Corey Fortner
EDWARD GENE ROBINSON
Adrian Rusch
Tyler Logan Jones

Within 25 miles of Margaret, AL, Best Investors lists 139 registered investment advisory firms with 288 offices nearby, managing about $13.5T in combined regulatory AUM across 2,006,629 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 Margaret

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM