Best Investors Account Sign in

Best financial advisors in Ardmore, NC

Registered advisers within 25 miles of Ardmore, NC.

Offices
300
Firms
107
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,936,343 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.
PARK AVENUE SECURITIES LLC
DARDA FINANCIAL
VIRTUE CAPITAL MANAGEMENT, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
THE HUNTINGTON INVESTMENT COMPANY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
SCHOLAR FINANCIAL ADVISING, LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
UBS FINANCIAL SERVICES INC.
STRATEGIC ADVISERS LLC
OPPENHEIMER & CO. INC.
SCHWAB WEALTH ADVISORY, INC.

Investors

BRENDA GALE BLANKENSHIP
JEFFREY DEAN PRIDDY
MICHAEL CHARLES WITTENBERG
DAVID EARL RATCLIFFE
PAUL DAVID ADKINS
Samuel W Jensen
ADAM W WHICKER
DAVID MADISON SATTERWHITE
GERALD S HAYNIE
EDWIN F HILL
Danny Merle Freeman
NICK DELL'AQUILA
STANLEY DARRYL HAYES
Isaiah Reed Simon
Terry Phillip Dennison
JONATHAN CHAD HAYNES
JUDITH ANDERSON SMITH
Sean Michael Newby
Noah Matthew Lewis
Stephan Douglas Shipe
Evan Lawrence Mills
DEREK STEFAN CHESHIRE
KARYN LYNN HARRIS
TAMMY S CHILDRESS
GEOFFREY TODD LYNCH
MARY SOPHRONIA MARTIN
JOHN KENNON MARTIN
SCOTT ALLAN SETTELEN
THOMAS STACY DILLON
WESLEY HOWARD PERRY
MELISSA WILLIAMS COMBS
JAMES CONRAD GRAHAM
STACY LEE HENNESSEE
DONNA MARIE SHORE
KATHRYN SANDERS ORLICK
WILLIAM BRADLEY LANDSCHOOT
OLIVIA HENNESSEE ROSEKRANS
ALEXANDER STEVENS
SANDRINE GOBLE
ANASTASIIA SHELEST
MEGAN LEE AYSCUE
EMMA RILEY
JOHN KENNETH COX
TIMOTHY WAYNE BARNES
ROBERT PHILIP MALTZAHN
TODD HAMILTON CHASE
JAMES DANIEL CHOPLIN
RACHEL MEREDITH ELLIS
CURTIS CHARLES DILLON
GEORGE ALLEN GILLESPIE
MICHAEL ANDREW DOWELL
ROBERT ALAN PROCTOR
BRIAN PAUL HUNSBERGER
NEIL CHARLES REBELLO
KATHARINE TAYLOR CAIN
DENISE CAUDILL ABSHER
BRONWYN ANDERSON FLOWER
JOHN MARK COPLEY
CASEY BLAKE BUMGARNER
EVAN QUINCY HANDY
MARY EDMINSON NEWCOMB
RALPH SANTFORD GARNER
BROOK NICHOLAS BIDDY
LEE WESTON SALISBURY
AMY CATHERINE PITTS
ZACHARY M BROWN
JOHN DEVIN SHROPSHIRE
TONY MARCEL THOMPSON
MICHAEL SCOTT FAHEY
KELLIE ANNE CLIBORNE
KARINA SILVESTRI
DAVID SONG
STEVEN JOSEPH BOWERS
CRYSTAL KIMBERLY ANTWANETTE PINNIX
Denzel Monte Hanes
NYASHA MANYARA RAY
JASON SCOTT CLUKEY
LYDELL LAMONT THOMPSON
CHRISTOPHER RYAN WOMACK
MARK PRESTON SHELTON
DAVID DONALD BETHONEY
ALISON BOWMAN JONES
JONATHAN ALEXANDER VARGAS
BRITTANY LYNN MOTE
MARK PERRY GOLDSTON
CHERILYN RAYE MOLLOHAN
ITZEL GOLDSBOROUGH
BENJAMIN KYLE MILLIGAN
RANIERI P. R. FERREIRA
ENRIQUE ARANDA GARCIA
JOYLETTE JOHNSON
STUART FICKLEN VAUGHN
PHILIP KIRBY JEFFERSON
PAUL JOSEPH MITKISH
BRUCE ALFRED BIRD
RICHARD ROBERT ASH
JORDAN FELIX
CHARLES WILLIAM TRIPP
LUIS ALBERTO RIVERA
GISELLE VARGAS MADSEN
MARCUS RYAN OWENS
ROBERT DEAN SCHUTZ
PAUL DREES HAAG
COLBY REBECCA EDMONDS
BRANDON CHASE
EDWARD IVAN CRUZ ORTIZ
SCOTT KENNETH YOUNG
CHRISTINE RYAN
AMY ELIZABETH SIMMONS
Candace Farabee
Dana M Corcoran
John Childers
Wesley Randall Huff
William Forrest Childers
Kevin J Westrich
GARY LEW WARREN
HUDSON BAZEMORE
TORVA LARSON SMITH
JOHN C SETZER
Bradley R Pitts
EDWARD LEE RAYMER
JOBETH PANCOAST SOUZA
Sandlin Millaway Douglas
JOSHUA CLAYTON JOHNSON
Michelle W Seamon
Tammy M Watts-Quesinberry
Jessica Taylor Barger
Nathan William Plybon
Brent Wesley Collins
Kyle James Quinlivan
William Todd Poole
Samuel James Olsen
Katherine Wiley
Jonathan Keith Norman
BRETT CARTER LEDGERWOOD
Forrest CHARLES Childers
MICHAEL E FORSYTH
Jennifer L Shealey
DOMINIC MICHAEL ESPOSITO
Beverly Burke
Ben T Lawson
Lauren M Watts
JENNIFER HOBBS
MICHAEL PHELAN
MACKENZIE HARRIS URQUHART
BYRON MASON JOHN PHIPPS
WILLIAM GOODSON
CRYSTAL DIAMOND
JAMES KLUTTZ
TOM GOODSON
JAMES EVERETT ABERNETHY
ANGEL HERMAN
DAVID NEWBOLD SMITH
BENJAMIN WILLIAMSON SYDNOR
JOHN MCNEELY DUBOSE
JOHN R. FISHER
PHILIP LUCIEN PLEASANTS
William Banks Wall
BEVERLY JO FUNDERBURK
BONNIE NICODEMUS SUTHER
JEFFREY ROBERT HERMAN
MARK JAMES ROBINSON
JORDAN K BALMFORTH
ELIJAH HENRY PAYTON
MATTHEW JAMES STEFFES
MITCHEL DAYLEY
ANDREW BONNER
BRENT PARMENTER
ANISA NAKAWATASE-IBARRA
MATTHEW JAMES WILLIFORD
KAYLEY ASHTEN COYLE
NICOLE MARIE HELCHER
GRAYSON HARRIS
CLINTON MAYFIELD
TANNER GRAY ROBINSON
TYLER PRESTON BRITTON
NELSON MAHAN KELLY
RYAN ARTHUR DEUEL
CHRISTOPHER SWIFT MUNNELLY
LAURA LYNN THOMFORDE
JANE SMITH OKULSKI
JOEL BERRY
EUGENE GRAY SMITH
David Landrum
WILLIAM ALAN CARY

Within 25 miles of Ardmore, NC, Best Investors lists 107 registered investment advisory firms with 300 offices nearby, managing about $13.5T in combined regulatory AUM across 2,936,343 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 Ardmore

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