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Best financial advisors in Oak Hill, AL

Registered advisers within 50 miles of Oak Hill, AL.

Offices
12
Firms
6
Combined AUM
$1.71T
Firm-wide filings, not assets booked only here
Clients
230K
230,018 clients when Item 5C has a number
Avg / client
$7.43M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
EQUITABLE ADVISORS, LLC
STONEX ADVISORS INC.

Investors

GLENN E BRANUM
CHRISTOPHER DOUGLAS GRIFFIN
Zeb Daniel Schofield
DAVID CLIFTON SMITH
KEVIN MELTON SIMMONS
JULIE MELTON SIMMONS
CHARLES THOMAS CAMMACK
JOHN BURNS MORRIS
Jodi Lundy Chambers
Clyde Mark Gerald
HEATHER WILSON SMITH
Benjamin M Bailey
Kenneth L Easterling
Katherine B Petty

Within 50 miles of Oak Hill, AL, Best Investors lists 6 registered investment advisory firms with 12 offices nearby, managing about $1.71T in combined regulatory AUM across 230,018 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 Oak Hill

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 5 STONEX ADVISORS INC. 52 clients · 242 advisers $5.09B AUM 6 BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. 6 clients · 72 advisers $906M AUM