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Best financial advisors in Apex, NC

Registered advisers within 25 miles of Apex, NC.

Offices
787
Firms
301
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,146,117 clients when Item 5C has a number
Avg / client
$6.23M
Combined AUM ÷ clients

Nearby offices

Firms

CAPITAL FINANCIAL ADVISORY GROUP, LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
BLUE WATER CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HUNTER STREET INVESTMENT ADVISORS LLC
BSG ADVISERS
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

PETER JOSE' D'ARRUDA
MATTHEW CARLETON SCUDERI
Bryson A King
PARKER R HOLLAND
BRIAN WILLIAM THORNTON
Julio Aguirre
Rodney Fauth
Jennifer Matlock Lewis
TERRANCE ANTHONY GREEN
Deborah Lynn Hobart
MEREDITH MCBURNEY BARBOUR
RYAN MATHURIN VERDERY
Anita Johnson Hearn
Bonnie Lynn Fischer
Jonathan Reed Bandy
Wendy Ann Garrett
Michael Brian O'Rourke
MATTHEW CHARLES MAIERS
JOSEPH ANTHONY MALFEO
KEVIN CRAIG COCHRAN
Daniel Brian Conklin
GEORGE TAKACS NOWACK
William T Laundon
CHARLES DEAN LEEDY
ROBERT FRANCIS PICHA
LAIRD WALLACE HEPBURN
KRISTOFER R ALBAN
Suyoung Cha
JUSTIN MICHAEL STRUBLE
GEORGE ANDREW LEISURE
Kevin Robert Overcash
James Anthony McMahon
Stephen Hedrick
Bilan Ariel Stribling
DANIEL ARNEY
AMY GORE WILLIAMS
Jacquelyn Chau Tran
Todd Christopher Mendler
ROBERT WILLIAM VOLPE
Ryan Gregory Monteleone

Within 25 miles of Apex, NC, Best Investors lists 301 registered investment advisory firms with 787 offices nearby, managing about $19.6T in combined regulatory AUM across 3,146,117 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 Apex

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