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Best financial advisors in Angier, NC

Registered advisers within 25 miles of Angier, NC.

Offices
429
Firms
177
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,801,327 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
CREDIT UNION INVESTMENT SERVICES
SPC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
QUEST 10 WEALTH BUILDERS, INC.
SABER CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAPITAL FINANCIAL MANAGEMENT NC, INC
GRADIENT INVESTMENTS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GOOD LIFE ADVISORS, LLC
RED OAK CAPITAL ADVISORS

Investors

RYAN TIMOTHY POPE
JOSHUA ANDREW BARWICK
STEPHEN BARRETT BARDEN
Thomas G. Gervase
JUSTIN JOSEPH MCKAY
Thomas King
KENNETH DARRELL STEPHENSON
ANDREW DIXON DAVENPORT
VALERIE MARIE SEYMOUR
JOHN HAMLIN HUBER
CHRISTOPHER PAUL VASQUES
MICHAEL ROBERTO NUNEZ
Jeroen Wesley Stone
David A Hernandez
Kevin Perrault
GREGORY THOMAS KLEIN
BRIAN RUIZ
DONALD RAYMOND DELARIA, JR.
WESLEY CLAYTON HAMILTON
Ryan Patrick Williams
Mary Elizabeth Poag Twiddy
Tammy Matthews
Dylan Santeramo
Angela Johnson Brown
JAMES ROBINSON MINOR
Amber W Honeycutt
Robin Lynn Wellings Loftus
Heather Mercer Oakley

Within 25 miles of Angier, NC, Best Investors lists 177 registered investment advisory firms with 429 offices nearby, managing about $18.1T in combined regulatory AUM across 2,801,327 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 Angier

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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM