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Best financial advisors in Shelby, AL

Registered advisers within 25 miles of Shelby, AL.

Offices
117
Firms
49
Combined AUM
$4.85T
Firm-wide filings, not assets booked only here
Clients
659K
658,540 clients when Item 5C has a number
Avg / client
$7.37M
Combined AUM ÷ clients

Nearby offices

Firms

ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
SUMMIT FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SOUTHERN FINANCIAL GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
RFG ADVISORY, LLC
ADS WEALTH MANAGEMENT LLC
MML INVESTORS SERVICES, LLC
FIRST FIDELITY GROUP LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

MICHAEL J MELVIN
JOHN HENRY GRAY
JAMES ERNEST DRISKELL
CINDY MAYS CHANDLER
PAUL BAILEY TURNBOW
BROOK DRENNEN ACTON
ROBERT DOUGLAS HOWARD
AMANDA OVERTON REID
KEVIN JEROME LACEY
JILL SUZETTE SMITH
AUSTIN JASON TURNBOW
KENNETH COBB
AUSTIN RYAN HARTLINE
RUSSELL LESTER TATE
EDWARD ALAN BUTLER
MARY CATHERINE REYNOLDS STRASSNER
PATRICK ROBERT NELIS
ALYNN JAY PLAISTED
BRANDON ASHLEY HORTON
STEPHEN LYNN GARRETT
PATRICK CHRISTOPHER GARRETT
ANDREW WARREN SCHAPER
STEPHEN LYNN GARRETT
MARK PERKINS
DAVID SCOTT PRUITT
KENNETH A GADDIS
LISA IRBY GADDIS
SAM ALBERT DAYHOOD
ADAM DEXTER JENKINS
DAVID FRANKLIN PAINTER
CHRISTOPHER TODD HOLDER
Peter Andrew Schilli
CONJIA DELYNN BRIDGES
LAURA P BRITT
ASJHA NOELLE WHITE-SILAS
JESSE W SAUNDERS
RICHARD ALTON BRITT
FREDERIC LUTHER SJOSTROM
BRADLEY J KAMMAN
ANTONIO DEWAYNE SANKEY
TRENTON L GERINGER
Matthew Jeffrey Hope
ROBERT JEFFREY ROSS
STEWART KIRBY PARKS
JOHN CALVIN KELLY
JOHN WILLIAM PFAUDLER
Adrian Joseph Castellano
DENNIS RANDALL LAIRD
JACK BURNETTE
Alison Burnette Castellano
KEVIN WADE HARPER
Lexiss Perez Gallegos
CRYSTAL LEE BOWLES
STEPHEN D IACONIS
CONRAD E COOK
JAMES BRADLEY DISMUKES
CHADWICK MATTHEW GRIGGS
Michael Reed Elkins
MARK ROBERT MIEHLE
CHARLES RADFORD ANDREWS
ALLISON COOK
NICHOLAS J GARDNER
JAMES C GIBSON
Christopher Glenn Thomason
JACK ERIC DIXON
ROBERT PERRY
RANDALL L MEINBERG
Ty Matthew Miller
ROBERT LEE MOODY
MILTON OLIVER BOOTH
ADAM PAUL VANSANT
ROBERT CLAUDE NORMAN
Jason Reynolds Hatley
HARLAN ASHLEY PAGE
MARCUS ALAN HUME
GREGORY RAY POWELL

Within 25 miles of Shelby, AL, Best Investors lists 49 registered investment advisory firms with 117 offices nearby, managing about $4.85T in combined regulatory AUM across 658,540 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 Shelby

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM