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Best financial advisors in Amity, NC

Registered advisers within 25 miles of Amity, NC.

Offices
250
Firms
91
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,755,915 clients when Item 5C has a number
Avg / client
$4.91M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
PRINCIPAL ADVISED SERVICES
EDWARD JONES
EVERSTAR ASSET MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IFG ADVISORY, LLC
CREDIT UNION INVESTMENT SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JARROD ADAMS INVESTING, LLC
C2 INVESTMENT GROUP
MIKE ADAMS FINANCIAL ADVISORS, INC.
&PARTNERS

Investors

SALLY ANN BROOKS
BRAD DOUGLAS BRADY
ERIC DEAN BRADY
PETER CRESSY LIVINGSTON
ORLANDO JOHN RICCI
Janice Duffy Lowrance
Ronald James Ceccarini
Nicholas K Caropreso
Daniel D Antonelli
Thomas Andrew James
Ravi Jayant Mujumdar
Thomas Hamilton
LEE CHRISTOPHER LARSON
Fu Pei Yuet
CHRISTOPHER R BICE
KURT ENGELHARDT
Matthew Philip Short
CHARLES EDWARD MOORE
Adam Spencer Bloom
Ryan William Bloom
Benjamin Irvin Johnson
Patrick Garnet Schaffer
AUSTIN JONATHAN LYTLE
ERNEST BRAD HATLEY
JACOB DUKE HARDY
DEREK SAMUEL COFFREN
TODD MACDONALD PETERSEN
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Anupama Narayanan Brookins
Patrick Allen Nielsen
Megan H Hinson
JARROD THOMAS ADAMS
Isaac Neidbalson
MARK DAVID TEICHMAN
CARL NORMAN BALLARD
Fawzi Jaber Hyder
NICHOLAS JOHN ANDROVICH
MICHAEL CHRISTOPHER DAVIS
ALEXANDER RAPHAEL COHEN
TOD EDWARD WELLS
SARAH MICHELLE RHODES
STEVEN ROBERT GIGUERE
ELLIOTT PRICE ASHE
CLAUDIA PAOLA ANGELES PONCE

Within 25 miles of Amity, NC, Best Investors lists 91 registered investment advisory firms with 250 offices nearby, managing about $13.5T in combined regulatory AUM across 2,755,915 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 Amity

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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