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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

AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HHM WEALTH ADVISORS, LLC
TURNER FINANCIAL GROUP, INC.
LPL FINANCIAL LLC
THE RETIREMENT PLANNERS, USA, LLC
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
BENJAMIN F. EDWARDS & COMPANY, INC.
ARMADA ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT VALLEY ADVISOR GROUP, LLC
VM. GROUP

Investors

MICHAEL ANDREW HOEFLICH
WHITNEY MARIE STRECK
Shawn Marie Kelly
Kristin D de Boisblanc
Joshua Joseph Benavente
Evan Jacob Seagle
SCOTT ALLEN KLAASSEN
ANDREW TANG
Thavaselan Subramaniam
MOHAMMED SULTAN GHOURI
JOHN JOSEPH KOSTIC
Zachary Brooks
Christopher Madison Roper
ROBERT STEPHEN HANLEY
Danny Gene Steele
RICHARD CARRINGTON WRIGHT
JOSEPH ROBERT PETERSON
JOHN DAVID STRICKLER
Michael Joseph Utke
Jacob L Singleton
Bradley Jerome Keel
DAVID WAYNE MCKEAN
Thomas Drew Lick
Trevor Samuel Odom
WESLEY SYFRETT ODOM
THOM WENDELL NEWCOMB
YU-MEI L WILLIAMSON
Alysa Chesnut
JOHN MICHAEL KIZZIAH
Johanna J McGill
Zachery Chase Estes
BRIAN WEBER CHEW
Robert Charles Lucier
John Felix Ronderos

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