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Best financial advisors in Trussville, AL

Registered advisers within 25 miles of Trussville, AL.

Offices
372
Firms
157
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.09M
2,090,906 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

GREYBOX INVESTMENTS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ABACUS INVESTMENTS LLC
MAINSAIL ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HARBERT FUND ADVISORS, LLC
HOIST CAPITAL PARTNERS I GP, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
NAVIGATE WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FORAGER CAPITAL MANAGEMENT, LLC
PARK LANE ADVISORS, LLC
COOK & BYNUM CAPITAL MANAGEMENT, LLC
BROOKLINE INVESTMENTS, INC.
H/N MANAGEMENT
GREEN FINANCIAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Len Phillip Rittberg
KENNETH JAMES CARLSON
DONIE MARTIN CARLSON
ROY R RUMBLEY
Matthew Thomas DiSalvo
ROBERT DUDLEY SMITH
Andrew Hagan Brignac
WILLIAM HARVEY PARSONS
Charles Albert Moss
William Brandon Gooding
FERLINCIA MARQUITE PATTERSON
GEORGE MICHAEL TUCKER
STANTON B INGRAM
Laree Kennedy
JOSHUA ATLEY THAGGARD
RAYMOND KIP REUTER
RYAN MICHAEL MOULIN
ETHAN THOMAS BOOTH
MARY MEADOWS LIVINGSTON
EMEEL BADIE SALEM
Kelly McLane Morgan
Alisha Riley Hall
WILLIAM EVANS DOUGHTY
JAMES EDWARD ANDREW LOFTIN
JAMES RAINER TWIFORD
DAVID WAYNE GREEN
ANDREW Mitchell CLANTON

Within 25 miles of Trussville, AL, Best Investors lists 157 registered investment advisory firms with 372 offices nearby, managing about $13.5T in combined regulatory AUM across 2,090,906 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 Trussville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM