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Best financial advisors in North Florence, AL

Registered advisers within 25 miles of North Florence, AL.

Offices
45
Firms
19
Combined AUM
$8.31T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,389,290 clients when Item 5C has a number
Avg / client
$5.98M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

James Nelson Hartley
Rick East
John Wyatt Norris
Scott Brian Cooper
Taylor Brian Cooper
Carson Brady Cooper
DAVID CHRISTOPHER REED
John Mark Riggs
Robert Michael Jones

Within 25 miles of North Florence, AL, Best Investors lists 19 registered investment advisory firms with 45 offices nearby, managing about $8.31T in combined regulatory AUM across 1,389,290 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 North Florence

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM