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Best financial advisors in Heflin, LA

Registered advisers within 25 miles of Heflin, LA.

Offices
18
Firms
9
Combined AUM
$2.31T
Firm-wide filings, not assets booked only here
Clients
646K
646,473 clients when Item 5C has a number
Avg / client
$3.57M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
TUCKER ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
RAINEY ASSET MANAGEMENT, INC.
AMERITAS ADVISORY SERVICES, LLC
PFS INVESTMENTS INC.
DANIEL SANT, CPA
J.P. MORGAN SECURITIES LLC

Investors

Trusten Alexander Holy
JOHN LOGAN MCCONATHY
Robert Drew White
STEPHEN PAUL MCMURRY
Rodney Lee Clements
NANCY KAREN NELSON
Larry Wayne Gray
Michael J Suggs
STEVEN RIDGLEY RAINEY
RICHARD CONRAD COCHRAN
STEVEN BLAKE RAINEY
DAVID BRYAN ROMERO
EVERETT LAVELL GREEN
Hunter Cole Greene
ROBERT BRANDON HARPER
BEAU ALLEN WILLIAMS
Andrew Thomas Robinson
Jacob Horton
Lora Craig Slack
THOMAS IKE AWAGU
Michael E Reagan
ARTHUR RODERICK CARMODY
VERNON TERRELL KALMBACH

Within 25 miles of Heflin, LA, Best Investors lists 9 registered investment advisory firms with 18 offices nearby, managing about $2.31T in combined regulatory AUM across 646,473 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 Heflin

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 5 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 TUCKER ASSET MANAGEMENT LLC 60 advisers $604M AUM