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Best financial advisors in Steele, AL

Registered advisers within 25 miles of Steele, AL.

Offices
39
Firms
22
Combined AUM
$7.82T
Firm-wide filings, not assets booked only here
Clients
841K
841,248 clients when Item 5C has a number
Avg / client
$9.29M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LEVEL FOUR ADVISORY SERVICES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES & ASSOCIATES, INC.
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SUMMIT FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
AXIENT INVESTMENT ADVISORS LLC
STONEX ADVISORS INC.

Investors

WESLEY JOHN PATTERSON
Donald R Davis
KANDICE MICHELLE GUPTA
BRIAN ASHLEY NELSON
TANNER LANE KENNEDY
Lincoln Kyle Marcum
Baylor Scott Millhoff
JOHN DAVID HOLT
John Philip Day
JASON COPELAND
TROY WAGNON
TANA LEE NORRIS
CHRISTOPHER REYNOLDS
JEFFREY ADAM LITTLE
Lynn Brown Young
Jeffrey Brock Little
Angela Marie Henderson
RICHARD MAJORS WAID
MARK PERKINS
George Jackson Douthit
CHRISTOPHER J STAPLETON
DAWN WILLIAMSON LUCY
TANNER SETH HAMMETT
THOMAS LAMAR SMITH
KRISTI ALEXANDER CROMER
Katie Phipps Smith
CARL LAVERN HART
RONALD DEAN CLARK
CHARLES MICHAEL JONES
MYSTIE DENAE MCGLONE
Heather Leigh Smith
CLAYTON HEATH SIMMONS
ROBERT EUGENE STARZL

Within 25 miles of Steele, AL, Best Investors lists 22 registered investment advisory firms with 39 offices nearby, managing about $7.82T in combined regulatory AUM across 841,248 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 Steele

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM