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Best financial advisors in Alamance, NC

Registered advisers within 25 miles of Alamance, NC.

Offices
263
Firms
95
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.17M
2,167,313 clients when Item 5C has a number
Avg / client
$5.69M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SILVER OAK SECURITIES, INCORPORATED
VALIC FINANCIAL ADVISORS, INC.
PROVIDENT WEALTH MANAGEMENT
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
INTEGRITY ADVISORY SOLUTIONS
STATE FARM INVESTMENT MANAGEMENT CORP.
ATLANTIC UNION MUNICIPAL ADVISORS, INC

Investors

Matthew Chase Johnson
James Henry Johnson
MICHAEL Douglass JONES
CYNTHIA DENISE REAVIS
LAURA C COLLINS
KATRINA MICHELLE STALLS
Charles Edward Morgan
James H Capps
Eric J Crowl
SHANNON MIGUEL HARRIS
JOHN ROSS BELLINGHAM
Joshua Martin
ERIN LYNCH COCKMAN
Robert Grandison Cockman
DOUGLAS RUSSELL EVERETT
STOWE NIXON PARKER
JILL PARRISH MIDDLETON
AUSTIN MICHAEL DAUGHERTY
Cole James Sanders
Jeffrey Scott Blaser
Brian William Spangler
GREGORY YOWELL ELLINGTON
ANDREW DOUGLAS DAVIS
Brooke Thornton Carpenter
James Hayden Fleming
Matthew Wyant Garcia
BETTY PARRISH ANDREWS
WILLIAM CAMPBELL FISHER
RICHARD NORTHRUP FISHER
TIMOTHY REID BOLINGER
LOGAN GREY SHARPE
RACHEL ELIZABETH WALSTON
Walter Steven Yates
Alec Lloyd
Ronald Craig Smith
ANDREA NICOLE COCKERHAM
Graham Harding Moore
Rodney Eric Pack
Jonathan David Foster

Within 25 miles of Alamance, NC, Best Investors lists 95 registered investment advisory firms with 263 offices nearby, managing about $12.3T in combined regulatory AUM across 2,167,313 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 Alamance

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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