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Best financial advisors in Montevallo, AL

Registered advisers within 25 miles of Montevallo, AL.

Offices
283
Firms
122
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.06M
2,056,917 clients when Item 5C has a number
Avg / client
$6.44M
Combined AUM ÷ clients

Nearby offices

Firms

AE WEALTH MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
ADS WEALTH MANAGEMENT LLC
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
FIRST HEARTLAND CONSULTANTS, INC.
ONEAMERICA SECURITIES, INC.

Investors

HOWARD NEIL BAILEY
Jeffrey French Foose
Wesley Benjamin Guy
CHAD ALAN REID
CARL RAYMOND STRINGFELLOW
BLAKE STREET BOLDEN
Joseph Dean Chambers
Ryan Fagerstrom
Ty Matthew Miller
ROBERT LEE MOODY
MILTON OLIVER BOOTH
ADAM PAUL VANSANT
ROBERT CLAUDE NORMAN
Jason Reynolds Hatley
HARLAN ASHLEY PAGE
MARCUS ALAN HUME
GREGORY RAY POWELL
AARON KEITH GAMMON
Keith Howell Foster
Kurt Russell Britnell
ANTONIO DEWAYNE SANKEY
TRENTON L GERINGER
Matthew Jeffrey Hope
ROBERT JEFFREY ROSS
STEWART KIRBY PARKS
JOHN BRYANT BLACKMON
FREDERIC LUTHER SJOSTROM
RALPH PATRICK MOORE
Daniel L Logan
Timothy Jeffrey Dolan
Arnold Lee Dorman
ALEXANDER J TAULIEN
TYLER SIMPSON CAMP
MARK LOVOY
SAMUEL BLAKE GUY
AARON JAMES WINNING
Joseph Robert Prokop
Lellwyn Michael Griffin

Within 25 miles of Montevallo, AL, Best Investors lists 122 registered investment advisory firms with 283 offices nearby, managing about $13.2T in combined regulatory AUM across 2,056,917 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 Montevallo

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