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Best financial advisors in Point Clear, AL

Registered advisers within 25 miles of Point Clear, AL.

Offices
165
Firms
65
Combined AUM
$9.33T
Firm-wide filings, not assets booked only here
Clients
2.14M
2,138,992 clients when Item 5C has a number
Avg / client
$4.36M
Combined AUM ÷ clients

Nearby offices

Firms

GREAT VALLEY ADVISOR GROUP, LLC
CAPITAL SQUARE, LLC
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
NAVIANT PARTNERS, LLC
APTUS CAPITAL ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
GULF COAST FINANCIAL ADVISORS
PFS INVESTMENTS INC.
LEAVELL INVESTMENT MANAGEMENT, INC.
NBC SECURITIES, INC.

Investors

BRIAN WEBER CHEW
CLINTON DAVID MARTIN
MARK CRIDER CALLAHAN
WILL TUCKER CALLAHAN
JEFFERY LYN HOWARD
William Bradley Howard
Alexander Theo Theodore
Evan M Ross
Matthew Blevins
MITZI BUSBY ROLLINS
ROBERT SAMUEL CHAMBERS
JEFFREY ALAN PHILLIPS
GEOFFREY FORD KENNEDY
DOUGLAS FORD KENNEDY
RICHARD MARTIN PHYFER
Tenzin Phuntsok
MARK ALAN CALLAHAN
JOHN LUKE TYNER
BECKHAM DAVID WYRICK
Joseph Robert King
William Herbert Graham
WILLIAM CARROLL GARDNER
Alexandra Elizabeth Romero
JOHN ROBERT GUAGLIARDO
JOSEPH ROBERT NATHANIEL SYKORA
JOHN DAVID GARDNER
BRADLEY Joseph RAPKING
JOHN WILLIAM GOLDSBERRY
David W Wagner
Elliott Randolph Marks
Susan Anne Cade
PAUL RANKIN
JONATHAN JED NORRIS
Michael John Waters
Joshua Boyd Null
BRANDON FISHER
TYLER STEVEN GRAHAM
KATHERINE JANE JARGO
JOHN WADE THERRELL
TAMARA DAVIS MORTON
DALE BARTON ELLIOTT

Within 25 miles of Point Clear, AL, Best Investors lists 65 registered investment advisory firms with 165 offices nearby, managing about $9.33T in combined regulatory AUM across 2,138,992 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 Point Clear

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