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Best financial advisors in Plantersville, AL

Registered advisers within 25 miles of Plantersville, AL.

Offices
12
Firms
6
Combined AUM
$2.52T
Firm-wide filings, not assets booked only here
Clients
440K
439,566 clients when Item 5C has a number
Avg / client
$5.74M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

JOHN BURNS MORRIS
CHARLES THOMAS CAMMACK
DAVID CLIFTON SMITH
KEVIN MELTON SIMMONS
JULIE MELTON SIMMONS
Zeb Daniel Schofield
CHRISTOPHER DOUGLAS GRIFFIN
Renee Watts Green
James Ellwood Edwards
Kristen Morgan Guy
KEVIN WAYNE LIVELY
Patrick A Mckinney
MELINDA COOK MCCULLOUGH
JEREMY SHANE HAY
MICHAEL ANTHONY JOHNS

Within 25 miles of Plantersville, AL, Best Investors lists 6 registered investment advisory firms with 12 offices nearby, managing about $2.52T in combined regulatory AUM across 439,566 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 Plantersville

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 6 BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. 6 clients · 72 advisers $906M AUM