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Best financial advisors in Arcadia, NC

Registered advisers within 25 miles of Arcadia, NC.

Offices
239
Firms
89
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,935,946 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
PFS INVESTMENTS INC.
MITTELMAN JONES TAX & WEALTH
YOUR CAPITAL FINANCIAL, LLC
ON INVESTMENT MANAGEMENT CO
STATE FARM INVESTMENT MANAGEMENT CORP.
WRENN HOUSE INVESTMENTS LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
HORIZON FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ACCRUENT WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Investors

SCOTT FISTER STEWART
DIANE JONES WIMMER
ROGER LEE CALHOUN
Troy Merritt Blamer
CHRISTOPHER ROBERT HARDING
MICHAEL JAMES LARSON
David Rodrigo Mittelman
STEVEN FREDERICK GOLDEN
STEFANO GERALD HAMILTON
JAMES BRYAN DANIEL
FRANK C. MILLER
SHANNON A THOMPSON
Jasmine Mikell
RICHARD SAMUEL BASHAM
JOY LYNN RICHARDSON
RICHARD EDWARD WHITAKER
KENNETH CLIFTON DAVIS
KATHRYN PATRICIA HIGGINS
BEN MAY MILLER
Jon Anthony Canupp
WILLIAM EDWARD HEGE
Benjamin Douglas Hadley
Steven Jacob Rubin
Julia Revels Powers
PERRY GRAY HUDSPETH
SCOTT DUNNING WALKER
JOSEPH M PERKINS
SAMUEL SEYMOUR MERRICK
JOHN JOSEPH BRAIS
Angel Broughton Moorefield
Sean Bokhoven
Weston Claude Bryan
NATHAN Jeffery SNOW
DAVID JOESPH KLEPEISZ
JASON MICHAEL BOWERS
Ronda Golden Faggart
Ashley M Pritchett
Caleb Nathanael Barker
ANA EVELYN NELSON
JASON MARCUS ALLEN
BRENDA GALE BLANKENSHIP
JEFFREY DEAN PRIDDY
MICHAEL CHARLES WITTENBERG

Within 25 miles of Arcadia, NC, Best Investors lists 89 registered investment advisory firms with 239 offices nearby, managing about $13.3T in combined regulatory AUM across 2,935,946 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 Arcadia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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