Best Investors Account Sign in

Best financial advisors in Mountain Brook, AL

Registered advisers within 25 miles of Mountain Brook, AL.

Offices
395
Firms
162
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,055,555 clients when Item 5C has a number
Avg / client
$4.42M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
KASSOUF WEALTH ADVISORS, LLC
NEW CAPITAL PARTNERS
DMC WEALTH MANAGEMENT, LLC
ANDERSON ASSET MANAGEMENT
FAIRVOY PRIVATE WEALTH, LLC
SOUTHERN OAK CAPITAL, LLC
FIRST COMMAND ADVISORY SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STONEX ADVISORS INC.
AE WEALTH MANAGEMENT, LLC
BIRMINGHAM CAPITAL MANAGEMENT CO INC
TRUST ADVISORY GROUP LTD
USA FINANCIAL SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Ramey Thomas Harrell
Rachel Easterling Reynolds
SHANNON JON PIKE
DAVID PAUL KASSOUF
GERARD JOSEPH KASSOUF
MICHELLE GRUNEWALD PIKE
Jonathan Gerard Kassouf
Caroline Calton Gayle
DAVID MICHAEL CLARK
BRIAN HUNTER ANDERSON
STEPHEN MICHAEL DAVIS
Alma Maric
CLAUDIA M JOHNSTON
DAVID NEAL CARROLL
ASHLEY COUNTS DAVIS
Justin Rowe
John Mitchell Horton
DANIEL LAWSON BASS
ALLAN LEE MCCLURE
JOHN DAVID EDWARDS
MATTHEW SHANNON WILSON
RYAN MICHAEL PARKER
Andrew Kyle Foshee
JAMES BRIAN GAULD
CHARLES ALAN HAND
ERNEST LINO JORDAN
Patrick W Evans
KATHERINE BRADSHAW BALLARD
MICHAEL BINGHAM BALLARD
DAVID CRAWFORD CHAMPION
WILLIAM HAMPTON COUCHMAN
HARVEY THOMAS SMITH
Amir Lauber
Jeffery Ames Riley
MICHAEL J DUNHAM
ROBERT BLAIR GRAHAM
PATRICK WAYNE BUSSEY
MILIND JAGDISH SHAH
JILLIANNE WILKINSON
ALBERT A VELEZ
ROBERT CLYMER HENDRICKSON
CHRISTOPHER ROBERT GRUDZINSKI
SHANE OTTO
Alison J Brown
ANDREW IAN MASON
Derek Mitchell Samples
Matthew Ryan Hill
Tyler Hayden Lankford
Graysen Thompson
Jorge Villacorta
Reed A Parrish
KEVIN SCOTT DICK
GARY EDWIN UNG
ROBERT CHARLES MILLER
DAVID WILLIAM ALLEN
Nathan Collins
WILLIAM ALBERT MARTIN
JONATHAN ALAN ROSENTHAL
CHRISTOPHER LOUIS LICATA
JOHN ROSARIO BENFANTI
BEVERLY GREENE SURLES
FRANK STEPHEN SPARGER
MARC EVAN NUFRIO
ERIC COHEN
RANDALL KEITH BEARD
JAMES KIRK WISLOSKI
KENNETH MICHAEL PEAVY
RYAN MARSHALL DANTINNE
STEVEN PAUL COOK
THOMAS RAYMOND NEWBAUER
Kingston Julio Wong
KENNETH YUEN
Alvaro Torres
SHANE JASON NEAL
BRENT ALAN NELSON
JOSEPH HENRY MARKS
BRADLEY S LAY
BRIAN LANE PARKER
CHRISTOPHER JOHN MATSEUR
LAWRENCE PAIGE SEIDEN
Eric Perich
Robert John Erickson
RUSSELL GARNETT ELLIS
Dustin Perkins
Thomas Christopher Bryant
JOEL HARVEY FISHMAN
SAMUEL PAUL OHANIAN
Hugh Richard Zeffer
Vincent S Capone
Bradley Stone Justice
Samuel Moorhead
Peter Thomas Saab
Charles Thomas Bridges
Chase Michael Henderson
TIMOTHY NOLAN RAY
PETER SAAB
DEBORAH LOPEZ EAGEN
JOSEPH TURPIN DRAKE
GREGORY DEE HOVANIC
KRISTYN SPATES BAYLES
MARK HUGO
DAVID WHITCOMB HENNINGS
Carmen Elaine Mitchell
PETER ARTHUR TEDDE
ARTHUR JOSEPH KOLE
CRAIG WILLIAM TROJAHN
LESLIE CAMERON FINN
GEORGE WILBUR DAWKINS
Steven Lowell Smith
GUSTAVO ENRIQUE ALFONSO
DANIEL WOODROW BIRD
STEPHEN THOMAS LANNIGAN
SANG CHANG YI
MANDIE LUCENTE HIZNAY
VINCENT ANTHONY PILOLLI
BYRON KEITH FORD
ANTHONY RICHARD DAPRILE
Lisa Kaess
DANIEL E. JAMROZ
BRIAN JOHN TEWKSBURY
DUSTIN HOFFMAN STURM
Richard Sheldon Harader
DANIEL MANCIA NUNES
COLIN MASON WINKLER
Michael Murray
Kyle Christopher Kelley
Connor John Bain
Christopher Floyd
Taylor Austin Fann
Claire Noelle Frederick
Vinny DiRenzo
DURBIN DON MCDERMOTT
WILLIAM WALLACE WOLFE
WALTER ELTING STORM
MARK CHARLES HEBERGER
TED WESLEY BAIRD
LAWRENCE P KENNARD
MARK JERRY BRAVERMAN
LISA ANN WIECHERT
AUDIE GEAN REA
JOHN ROBERT MCCARTHY
MARK EDWARD FLAHERTY
MARIA MCKEON GREGORIEV
MILLARD BLAND MORRISON
JOSEPH ANTHONY DAMBROSIO
Kathryn Rooney Vera
Oscar David Rubiano
JAMES ABRAHAM SATTERFIELD
MATTHEW CHARLES KELLEY
MICHAEL THOMAS LUCHTENBURG
Priscilla Vultaggio
MICHAEL STEVEN AMES
SUGEIDY V MEDEROS
MICHAEL DAVID WOYTOWICH
JUSTIN THIGPEN
Alex Picone
Heather Leigh Smith
Thomas Raymond Bahmer
Cade Seymour
GORDON LEE CRENSHAW
FRANKLIN CHRISTOPHERS
Meagan Christina Calvert
MAYO M WOODWARD
WILDER DOUGLAS CARNES
PETER PATRICK CAHILL
MARCUS BRYANT RICHARDSON
MICHAEL THOMAS LYTLE
ROBERT KELLY
RONALD CHASE WOODRUFF
BERNARD EDWARD NUGENT
WILLIAM HENRY MCCANCE
JAY WILSON CARTER
MICHAEL STARR CAPUTO
PARKER HARTLINE
ROGER ALAN HARTLINE

Within 25 miles of Mountain Brook, AL, Best Investors lists 162 registered investment advisory firms with 395 offices nearby, managing about $13.5T in combined regulatory AUM across 3,055,555 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 Mountain Brook

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