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Best financial advisors in Toney, AL

Registered advisers within 25 miles of Toney, AL.

Offices
153
Firms
59
Combined AUM
$9.80T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,460,571 clients when Item 5C has a number
Avg / client
$3.98M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
ELLIS WEALTH ADVISORS, LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
LAMONT TRADING ADVISORS, INC.
FIRST COMMAND ADVISORY SERVICES
HORNOR, TOWNSEND & KENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HAMILTON CAPITAL ADVISORS LLC

Investors

AVERY DEAN JACOBS
Miranda Yount
Jonathan D Smith
Thomas Andrew Mitchell
Michael Mixon Ellis
MICHAEL MIXON ELLIS
Kavon Westberry
Rickey Glenn Gosa
CHRISTOPHER DONELL JONES
Justin Wright
Barbara Jollae Ferrara
Lee Alan Donaldson
S. PHILLIP POITEVINT
TAMMY JEAN GADDES
BLAKE N BROWN
BILLY GENE BROWN
STEPHEN BERNARD KINCER
PAUL JOSEPH LAMONT
Andrew Witt
STEPHEN SMITH JACKSON
DAVID RAY FANNING
Jason Todd Osborne
CHARLTON KENNETH ROCHESTER
MICHAEL PATRICK VALLELY
JOSEPH BRIAN SHORTT
Mark Randall Arn
Robert W Yerkey
JOHN DONALD STOVER
BRANDON JAMES WHITE
CIERRA LYNN SATHER-JENNINGS
Nathan Dean Hardiman
SVETLANA SERGEEVNA CHAMPLIN
JAKIE MONROE CHILDERS
AMY W Morgan
KIMBERLEE DAWN BLAXTON
JOSHUA MONROE CHILDERS
Abigail Alexandra Adams
Abigale K Heartbalm
Shabaka McKey
Matthew Cole McBride
ZACHARY FLINT NAGLE
WILBERT LAMAR HAMILTON

Within 25 miles of Toney, AL, Best Investors lists 59 registered investment advisory firms with 153 offices nearby, managing about $9.80T in combined regulatory AUM across 2,460,571 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 Toney

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM