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Best financial advisors in Arden, NC

Registered advisers within 25 miles of Arden, NC.

Offices
193
Firms
72
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.45M
2,446,488 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CREDIT UNION INVESTMENT SERVICES
KENNETH FRENKE & CO
CETERA INVESTMENT ADVISERS LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
PROSPERITY CAPITAL ADVISORS
LPL FINANCIAL LLC
SIGNAL ADVISORS WEALTH, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC
FIFTH THIRD SECURITIES, INC.
CHARLES SCHWAB & CO., INC.

Investors

Steven Sasser
KATHY BIVENS YORK
KENNETH FARR DOWNER
KEVIN CLARE HUSTON
Hunter Thomas Osborne
JULIA NICOLE ROBERTS
KEVIN CHRISTOPHER RENZ
Mark Samuel Nesbitt
Abraham Johnson
Nathan David Garnett
REBECCA NOBLETT ROBERTS
MOLLY HILLYARD RICE
AUDRIANNA ISLAS
ERIC BUEL DUBOSE
MICHAEL LOUIS COLE
ALEXANDER BAXTER LANE
Dustyn Taylor Livesay
ADAM SPENCER CAREY
Jake R Giles
GLEN RICHARDS PIER
Catherine Basnight Reid
STEPHEN ROBERT JUDGE
MELISSA TERRY FINCH
Bailey Baron Killough
Kristi Lynn House
Paul August Buckle
Robert A Roth
Kelcey Marie Geisendorfer
JEFFERY JACK PALMER
MATTHEW MARK OCONNOR
GARY NEAL PARRIS
ANDREW THOMAS BECK
CHARLES BERRYHILL
Isaias Puente
MATT CHILES EDWARDS
DANIEL CHARLES STANUSH
Rebekah Hope Michel
DAVID PERRY VANCE
Matthew Cole Plymale
RAVIN URMISH PATEL

Within 25 miles of Arden, NC, Best Investors lists 72 registered investment advisory firms with 193 offices nearby, managing about $11.4T in combined regulatory AUM across 2,446,488 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 Arden

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM