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Best financial advisors in Oneonta, AL

Registered advisers within 25 miles of Oneonta, AL.

Offices
30
Firms
19
Combined AUM
$3.84T
Firm-wide filings, not assets booked only here
Clients
809K
808,617 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
AMERITAS ADVISORY SERVICES, LLC
MEASURED CAPITAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUEWEALTH ADVISORS, LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
MWA FINANCIAL SERVICES INC.

Investors

Lincoln Kyle Marcum
Angela Marie Henderson
RICHARD MAJORS WAID
PABLO ANDRES MIRANDA
Noah Joseph Lohan
SETH JACKSON EDGIL
DAVID RANDALL GUTTERY
Tyler Logan Jones
JERRY FLOYD ELLETT
Michael Thomas Hunter
ANGELA HATTEN MIXON
Gregory Tremblay
James Zachary Taylor
AMIR KHAN
WESLEY JOHN PATTERSON
VIRGINIA HOLBROOK MORRIS
GENE RICHARD HITCHCOCK
IAN MICHAEL MADDOX
FREDDY JOE WILLIAMSON
Christopher Ryan Phillips
Donald R Davis
KANDICE MICHELLE GUPTA
SARA ANNE HIBBS
Joseph Miles Johnson
MICHAEL WINTER
PAUL JOSEPH VAHLE
Jacob Alan Young

Within 25 miles of Oneonta, AL, Best Investors lists 19 registered investment advisory firms with 30 offices nearby, managing about $3.84T in combined regulatory AUM across 808,617 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 Oneonta

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM