Best Investors Account Sign in

Best financial advisors in W Jefferson, AL

Registered advisers within 25 miles of W Jefferson, AL.

Offices
197
Firms
105
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
1.46M
1,463,075 clients when Item 5C has a number
Avg / client
$7.86M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Michael Reed Elkins
Jason Lippeatt
MATTHEW BRANTON LAIRD
Toby Michael Banks
THOMAS HARMON FERRELL
Luke T Ferrell
MICHAEL WAYNE WIGINTON
Jerry Clarence Porch
Jerry Clarence Porch
ANDREW JEREMY CARTWRIGHT
JOSH Scott VANFLETEREN
Caitlin Ila Gossett
DAVID LOUIS LYON
RON EUGENE OPOLKA
BRIAN HERBERT HELD
Kindle C Rudolph
KENNETH L DEAN
GEORGE GRAM NOLEN
Colby Stanford
Timothy Lee Ferguson
Andrew Wayne Bentley
JOYCE BURT LADD
KATHERINE ELIZABETH SCHABLOW
GREG J MARTIN
JULIE LYNN BELL
Tyler William Neil
GREGORY SHAWN BROOKS
KYLE REED WINDHAM
PAUL R WINDHAM
SAMUAL SCOTT CANTRELL
KENNETH ADAM RUSSELL
KIMBERLY SUE YOUNG
MICHAEL DOUGLAS MATLOCK
DANIEL JACOB TAMBURELLO
Morgan Hankins
RUSSELL WILLIAM JORDAN
Anne Carr Bethea
TUCKER RAY GROVES
ELIZABETH C. SCIBETTA
LESLIE D WOOD
WESLEY LAMAR TALLEY
ADAM TODD RHOADES
JUSTIN KYLE THOMPSON
ROBERT PERRY

Within 25 miles of W Jefferson, AL, Best Investors lists 105 registered investment advisory firms with 197 offices nearby, managing about $11.5T in combined regulatory AUM across 1,463,075 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 W Jefferson

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM