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Best financial advisors in Moody, AL

Registered advisers within 25 miles of Moody, AL.

Offices
369
Firms
157
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.09M
2,090,906 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 25 miles of Moody, AL, Best Investors lists 157 registered investment advisory firms with 369 offices nearby, managing about $13.5T in combined regulatory AUM across 2,090,906 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 Moody

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