Best Investors Account Sign in

Best financial advisors in Charlotte, FL

Registered advisers within 25 miles of Charlotte, FL.

Offices
2
Firms
2
Combined AUM
$1.40T
Firm-wide filings, not assets booked only here
Clients
34.3K
34,293 clients when Item 5C has a number
Avg / client
$40.9M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Richard Douglas Smidt
Mari Gallegos

Within 25 miles of Charlotte, FL, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $1.40T in combined regulatory AUM across 34,293 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 Charlotte

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