Best Investors Account Sign in

Best financial advisors in Perdido Beach, AL

Registered advisers within 25 miles of Perdido Beach, AL.

Offices
169
Firms
77
Combined AUM
$9.78T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,103,955 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
KINGSMAN WEALTH MANAGEMENT INC.
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
VM. GROUP
CETERA INVESTMENT ADVISERS LLC
CHARLES SCHWAB & CO., INC.
SYNOVUS SECURITIES, INC.
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

PAUL KUNZ
JOHN FREDERICK COSGROVE
Katie Ilene Kingsman
Frank Pesce III
THOMAS FRANKLIN DIETRICH
BRETT MICHAEL DEAVENPORT
BAILEY HARGRAVE
BRANDON JOSEPH DEVRIES
RUSSELL JAY MORRISON
DEREK SEBASTIAN RYDER
John Felix Ronderos
James Kenneth Johnson
Nadia L Basilone
JASON JAMES FULLER
JOHN IVAN MAYFIELD
JENNIFER S POLAND
John H Shoemaker
Nathanael Frank Allen
Michael John Mealy
KAREN S BURKE
REAGAN CARUSO
PAULA ROE TURNER
Dr. Alfredo Gerardo Discepolo
DU V TRAN
Larry Grant Murphy
Miranda L King
TIMOTHY BRIAN MCLARTY
WILLIAM BRIAN WRIGHT
Timothy Letsch
CHRISTINA M STRAUT
THOMAS MATTHEW MITCHAM
Charles David Pipes
ANGELA BETH LANE
JASON MICHAEL LOMBARDO
JOSHUA TODD TRAHAN
BRYAN LAMAR HAZELWOOD
TODD ZABORSKI
NATHAN THOMAS BABB
JOHN MILLARD SHAFFER
Jarrod Bruce Dawson
MATTHEW WAYNE SCHMIDT
DANIEL DAVID HERMAN
MONICA LEA SHERMAN
Robert Bayley Kornemann
ROBERT ANTHONY ALFT

Within 25 miles of Perdido Beach, AL, Best Investors lists 77 registered investment advisory firms with 169 offices nearby, managing about $9.78T in combined regulatory AUM across 2,103,955 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 Perdido 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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM