Best financial advisors in Montrose, AL

Registered advisers within 25 miles of Montrose, AL.

Offices

167

Firms

65

Combined AUM

$9.33T

Firm-wide filings, not assets booked only here

Clients

2.14M

2,138,992 clients when Item 5C has a number

Avg / client

$4.36M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

7695 COTTAGE HILL RD SUITE B
MOBILE, AL 36695

19.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2502 Schillinger Road Suite 13
Mobile, AL 36695-4123

19.4 miles away

CETERA INVESTMENT ADVISERS LLC

421 SOUTH HWY 43 S
SARALAND, AL 36571

19.5 miles away

LPL FINANCIAL LLC

1063 INDUSTRIAL PKWY
SARALAND, AL 36571

19.6 miles away

WELLS FARGO CLEARING SERVICES, LLC

7105 AIRPORT BOULEVARD
MOBILE, AL 36608

19.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1535 SCHILLINGER RD S SUITE A
Mobile, AL 36695

19.9 miles away

EDWARD JONES

207-A SHELTON BEACH RD
SARALAND, AL 36571

20.2 miles away

PNC WEALTH MANAGEMENT LLC

7860 AIRPORT RD
MOBILE, AL 36608

20.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

400 Saraland Blvd N Ste B
Saraland, AL 36571

20.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2394 Dawes Road Suite 101
Mobile, AL 36695-8348

20.8 miles away

EDWARD JONES

22394 MIFLIN RD STE 202
FOLEY, AL 36535

21.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

9120 Airport Boulevard Suite M
Mobile, AL 36608

GRANT FINANCIAL GROUP

24045 MIFLIN RD
ELBERTA, AL 36530

22.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

3817 Gulf Shores Pkwy Ste 2
Gulf Shores, AL 36542

22.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

191 NorthShore Circle Ste 100
Gulf Shores, AL 36542-2822

22.7 miles away

CETERA INVESTMENT ADVISERS LLC

9885 AIRPORT BLVD
MOBILE, AL 36608

EDWARD JONES

9948 AIRPORT BLVD SUITE 1
MOBILE, AL 36608

23.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

10 Peninsula Blvd Suite 3
Gulf Shores, AL 36542

23.2 miles away

NBT CAPITAL MANAGEMENT, INC.

24752 Beachwood Road
Elberta, AL 36530

23.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

7930 Moffett Rd Suite A
Semmes, AL 36575

23.4 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

GRANT FINANCIAL GROUP

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

NBT CAPITAL MANAGEMENT, INC.

Investors

Corey Paul Musgrave

Keith Buckman Woodham

BRIAN DENNIS CASEY

MICHAEL KEITH GRAHAM

BRITNEY CELESTE WEAVER

JORDAN ANDREW ELLIS

JEREMY B KILPATRICK

Chadwick R Jackson

AMIN JAMES RAPHAEL RATHLE

Laurel Hope Flowers

ANDREW JOHN MEYERS

Chantz Braxton Blackmon

Jason Michael Kozon

Haley Elizabeth Blackmon

Lezli McNider Thomason

Mollie Catherine Singleterry

JOHN SHELBURN GRANT

Christopher Madison Roper

ROBERT STEPHEN HANLEY

Zachery Chase Estes

NATHAN RYAN NOVOTNY

Eric William Rickey

David Scott Bedford

JOHN EDWARD RICE

Within 25 miles of Montrose, AL, Best Investors lists 65 registered investment advisory firms with 167 offices nearby, managing about $9.33T in combined regulatory AUM across 2,138,992 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 Montrose

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM