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Best financial advisors in Three Notch, AL

Registered advisers within 25 miles of Three Notch, AL.

Offices
6
Firms
5
Combined AUM
$1.45T
Firm-wide filings, not assets booked only here
Clients
41.0K
40,980 clients when Item 5C has a number
Avg / client
$35.4M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
PACKERLAND BROKERAGE SERVICES, INC.
EDWARD JONES

Investors

JOHN DAVID MOTT
ANN STARKEY DEVINE
Phillip Shuler
Kendall Vincent Smith
Kelli Wierzbicki
William Matthew Griggs

Within 25 miles of Three Notch, AL, Best Investors lists 5 registered investment advisory firms with 6 offices nearby, managing about $1.45T in combined regulatory AUM across 40,980 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 Three Notch

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 PACKERLAND BROKERAGE SERVICES, INC. 25 clients · 181 advisers $1.36B AUM