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Best financial advisors in Robertsdale, AL

Registered advisers within 25 miles of Robertsdale, AL.

Offices
137
Firms
59
Combined AUM
$9.18T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,100,443 clients when Item 5C has a number
Avg / client
$4.37M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MADISON AVENUE SECURITIES, LLC
AE WEALTH MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
GRANT FINANCIAL GROUP
OSAIC WEALTH, INC.
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Investors

TIMOTHY PAUL SIMMONDS
Kurt Rahe
Walter Sanderson Wright
WAYNE A GRUENLOH
Joseph Jackson Schultz
Jeremy Daniel Fowler
WILLIAM RICHARD BOWMAN
KHOI BAO NGOC NGUYEN
KARI KRISTEN FOUST
WILLIAM H COPELAND
Bryan Daniel Etheridge
Ruddie Marques Powell
Adam Donald Cartwright
ALEX BRUMBACK
Brandon Herbert Baum
Monica Comer
PATRICK BOYD BRYANT
JAMES A BARNES
TYLER WADE LOVETT
ANDREW ERIC JURNOVOY
Warren John Johnson
Christian Robert Early
Andrea Lynn Mack
Michaela Belle Hintz
Daniel Testa
Jose Angel Robles
DAVID MATTHEW WALLIN
Donald Renwick Campbell
Michael Lawrence Hodge
Dillon Matthew Smith
Jarrett Lee King
JACKSON GREY HENSON
CHRISTI DENEEN KOEHLE
BRETT ANDREW LAFERRERA
MEGAN MARGARET CONWELL
JESSICA LYNN LAFERRERA
TERA SUSAN WIGGINS
PHILIPPE EMMANUEL TROUILLOT
Lisa Marie Cooper
EDWARD FRANCIS NELSON
David B Padgett
Jeffrey M Hendrix
Randall Kevin Fidler
Colby Shane Dalrymple
JOHN SHELBURN GRANT
MELISSA CONNELL BALLARD
ROSS ANDREW HARDY
JAMES HENRY HARDY
JAMES ALOYSIUS CONWELL
ADAM PHILLIP BELL
STEPHEN ANTHONY PIERCE
Carla Mixon Stewart
Jason Wayne Carter

Within 25 miles of Robertsdale, AL, Best Investors lists 59 registered investment advisory firms with 137 offices nearby, managing about $9.18T in combined regulatory AUM across 2,100,443 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 Robertsdale

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