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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

ENVESTNET PMC
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.
FRAZIER FINANCIAL CONSULTANTS, LLC
GILDER PARTNERS FOR GROWTH, LLC
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
EDWARD JONES
FLORIDA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNIVERSITY FINANCIAL STRATEGIES, LLC.
JME WEALTH MANAGEMENT
FIFTH THIRD SECURITIES, INC.

Investors

Eli Dixon Hill
Mabel Abane Cheonwi
DAVID JOHN STUCKEY
DEBORAH JANE FRAZIER
RICHARD PATRICK FRAZIER
EMILY JANE SUMNER
THOMAS ROBERTS CANNON
CHAD LEON STAFFORD
ADAM J MORGAN
Ransom Garris Stokes
Mary Rebecca Crook Skinner
DENNIS FRANCIS FINGERS
ROBERT ANDREW LOVAS
Brian Robert Luce
JOHN ELDRIDGE PARHAM
HARRY EDWARD O'CONNER
WILLIAM STEPHEN MILLER
Shannon Michelle Jenke
Daniel Coney Ryon
Chase C Hickok
HUNTER BOSTWICK
CHRISTOPHER SCOTT MAXWELL
Dillon George Donechie
Charles Adelbert Trafford
Miller Towson
Logan Earl Davison
Sufia Farooqi
Peter Michael Ridgway
Remington Aaron Cox
Seth Loren Goldschmidt
Jonathan Yueze Wu
Evan Joseph Francis
Michael Pilotos
MATTHEW BERNARD PHILLIPS
Andrew Lucius Turner
NICOLE JUNE ROBERTSON
MARTIN A FROST
MARC ERIC CRAM
PAMELIA MURRAY HERNDON
MARK SEAN KELLY
RYAN CHARLES EMMINGER
KONSTANTINOS DAVID HEMMERLY
DAVID HUNTER MARSHALL

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