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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

EDWARD JONES
LPL FINANCIAL LLC
HORIZON FINANCIAL SERVICES, LLC
ALPHASTAR CAPITAL MANAGEMENT
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
CASSIA CAPITAL PARTNERS LLC
OSAIC INSTITUTIONS, INC.
GRAND STREET CAPITAL MANAGEMENT, L.L.C.
VERGER CAPITAL MANAGEMENT
ROBERT W. BAIRD & CO. INCORPORATED
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Alexis Simpson Reeves
MELISSA RAGSDALE HOLDEN
JARED GABRIEL JOHNSON
ALLEN DOUGLAS RAY
Garrett Douglas Ray
SEAN MICHAEL STARLING
JASON PAUL STERN
RYAN EDWARD BEAUDRY
CARLA WICKLINE THRASHER
Christie B Severino
TRACY CLINTON DUNCAN
Anthony Guy Diffenbaugh
Jodie Nicole Baker
LAURA ELAINE BANASIEWICZ
STEVEN BRIAN GALLO
William Brandon James
Thomas Frazier Laws
JONATHAN MICHAEL MARZANO
Lori S Smith
Michael A McGilvary
CHARLES DEWEY BARHAM
JAMES RELEFORD HELVEY
Benjamin Parker Haynes
ANDREW ROBERT MILLER
Odysseus James Chamis
Campbell David Thompson
Ian Hunter Tannehill
THOMAS RAY ATKINSON
WILLIAM HOWARD MORRIS
PERRY THEAFUS CABEAN
JOHN GILLETTE BURNS
Stephen J Edwards
Jacob R Hoheisel
Jane Virginia Dunlap
JEFFREY KENT TROLLINGER
CHRISTOPHER SCOTT WRAY
JENNIFER M POWELL
Richard Edmund Shore
KARVER S BOLTON
Troy Merritt Blamer
CHRISTOPHER ROBERT HARDING
SCOTT ANDREW SOUTHERLAND
HUNTER HARRISON COORDS

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