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Best financial advisors in Archdale, NC

Registered advisers within 25 miles of Archdale, NC.

Offices
441
Firms
147
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,950,933 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TERRA WEALTH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS
CONCURRENT INVESTMENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
SLEDGE AND COMPANY WEALTH ADVISORS

Investors

BRITTANEY LEIGH
Mark Edward Grantham
JEFFREY ADAM FULLER
Tracy Lance Collins
STEVEN DOUGLAS BRACKMAN
Jeffery Cole
Patrick D Adams
DONNETTE SUE DRAPER
CYNTHIA A KELLEY
TIMOTHY J GIBSON
Eric J Crowl
VICKY T TSITSERAS LEONARD
Deborah Sedberry Morand
Adolfo John Montesa
MATTHEW PETER THIEL
Ryan Matthew Nance
VICKI UNDERWOOD BERTHOLOMEY
LUKAS METZ HEAVNER
SCOTT ALLEN TILLEY
Connel Dale Ware
Robert Garland
Joel H Payne
Richard Anderson
Thomas S Lembeck
Christopher Whitley Holbrook
James T Gooding
CHRISTINA MARIE VAN VOORHIS
James R Squires
EMILY CASE PROMISE
Alexander Colin Lohrman
STEPHEN MICHAEL LAFRANCE
ROBERT CARLTON BLAKELY
DAVID SANFORD THOMPSON
REEVES JOSHUA THOMPSON
DEANNA CHERYL POST
TIMOTHY BRYAN REID
JON DODSON HARRIS
WILLIAM WARREN ARMFIELD
Bradley Tomlin
BRADFORD CECIL CLINARD
Warren Richard Lackey
Warren Richard Lackey
JAMIE DAVID SLEDGE
Kurt Williams Shuler
WARREN CHAD CARRICK
JUSTIN DAVID SLEDGE

Within 25 miles of Archdale, NC, Best Investors lists 147 registered investment advisory firms with 441 offices nearby, managing about $15.5T in combined regulatory AUM across 2,950,933 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 Archdale

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM