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Best financial advisors in Opelika, AL

Registered advisers within 25 miles of Opelika, AL.

Offices
54
Firms
27
Combined AUM
$6.96T
Firm-wide filings, not assets booked only here
Clients
1.36M
1,355,477 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

INSIGNIA WEALTH ADVISORY
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
VALMARK ADVISERS, INC.
CETERA INVESTMENT ADVISERS LLC
AVOW WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
LIPSCOMB INVESTMENT GROUP, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Laurel Jackson Buckalew
KEVIN JAMES GROTLISCH
Carson Brady Cooper
David Dunn
FINN MERRITT PRICE
Blake Hayden Henry
Arian Hanson Nakhjavan
TOBIN BREWSTER AYERS
William Everett Loosier
Matthew James Coffey
NATHAN ADAM KASTNER
Nathan Thompson Mitchell
Charles Lynn Gable
DANIEL J RICHARDSON
JAMES R. HIMMELWRIGHT
John B. Boles
RICHARD FRANKLIN HOERLEIN
CATHERINE MARTIN JOHNSTON
Mallory Bailey Stein
Martin Keith Branch
FRED LANN MIDDLETON
Elizabeth Marguerite Middleton
JOHN CARSON WILLIFORD
William John Williford
JULIE HODGES MELTON
SARA KATHRYN POWELL
Samuel D Neff
CHARLES ROSSER BROWN
JONI LYNNE BRACKETT
JAMES DONNELL BOLTON
SUSAN G CAYLOR
Jericho Ryan Wilson
Thomas Alexander Adent II
BRYAN M BLACKBURN
STEPHANIE LEAH CATHERINE DELANO
DAVIS DENSON LIPSCOMB
THOMAS PATRICK MEAGHER
PAUL SIMMONS
LEWIS NOLEN LAMBERTH
Mary Ann Pittman Hall
JOHN PAUL SIMMONS

Within 25 miles of Opelika, AL, Best Investors lists 27 registered investment advisory firms with 54 offices nearby, managing about $6.96T in combined regulatory AUM across 1,355,477 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 Opelika

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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