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Best financial advisors in Archers Lodge, NC

Registered advisers within 25 miles of Archers Lodge, NC.

Offices
589
Firms
218
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,127,230 clients when Item 5C has a number
Avg / client
$5.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
PFS INVESTMENTS INC.

Investors

Katherine McLeod Johnson
MICHAEL SCOTT PARRISH
MICHAEL JOSEPH YOUNG
Melanie Sue Marlow-Scheffler
Amber Nichole Clos
ERIK EMMANUEL RODRIGUEZ-LOPEZ
Robert Martin Eargle
Aurea Estelle de la Cruz Wangerien
Thomas King
James M Branan
JUSTIN JOSEPH MCKAY
Robert Lee Dunn
Tod M. Cattani
JOSHUA ANDREW BARWICK
STEPHEN BARRETT BARDEN
Jennifer Howard Evans
Alan N Kennedy
Maria Curran Williams
Crystal Coltrain Dempsey
Jesse J Malone
Katherine Hammond Wall
MATTHEW HOYLE DAVIS
GRADY N SMITH
CHARLES CURTIS CALLOWAY
LYNDAH C TELLO
LAURA MYERS
ALFREDO CAMARGO
Prescott Lewis Padgett

Within 25 miles of Archers Lodge, NC, Best Investors lists 218 registered investment advisory firms with 589 offices nearby, managing about $18.6T in combined regulatory AUM across 3,127,230 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 Archers Lodge

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