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Best financial advisors in Orange Beach, AL

Registered advisers within 25 miles of Orange Beach, AL.

Offices
109
Firms
57
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.12M
2,120,321 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

NBT CAPITAL MANAGEMENT, INC.
GRANT FINANCIAL GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
TRUEWEALTH ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NAVY FEDERAL INVESTMENT SERVICES, LLC

Investors

JOHN EDWARD RICE
JOHN SHELBURN GRANT
Christopher Madison Roper
ROBERT STEPHEN HANLEY
Douglas Brian Hillis
Chantz Braxton Blackmon
Jason Michael Kozon
Haley Elizabeth Blackmon
Lezli McNider Thomason
Zachery Chase Estes
Declan John McClelland
Robert Charles McDowell
Brandon William Hill
DAVID N KETCHEM
ROBERT MATTMULLER GRANT
ROBERT AUBREY HART
RONALD DWAYNE MOXNESS
KAROL HELI HEREDIA
MELANIE GARRETT PURVIS
George Haikel Harris
PHILIPPE EMMANUEL TROUILLOT
CHRISTI DENEEN KOEHLE
BRETT ANDREW LAFERRERA
MEGAN MARGARET CONWELL
JESSICA LYNN LAFERRERA
TERA SUSAN WIGGINS
JACKSON GREY HENSON
Dillon Matthew Smith
Jarrett Lee King
Lisa Marie Cooper
David Scott Bedford
KATHRYN CECILIA HILL
TROY SPENCER SCHOONOVER

Within 25 miles of Orange Beach, AL, Best Investors lists 57 registered investment advisory firms with 109 offices nearby, managing about $10.5T in combined regulatory AUM across 2,120,321 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 Orange Beach

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM