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Best financial advisors in Assembly, NC

Registered advisers within 25 miles of Assembly, NC.

Offices
104
Firms
54
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,138,036 clients when Item 5C has a number
Avg / client
$9.43M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Jennifer Marmie Johnston
Molly Boyce
Colbie Edward Dwiggins
CHAD LANDON MCMAHON
KEVIN WILLIAM DONOCHOD
SETH ABRAHAM SHIMANSKY
JACKEY JOSEPH WEBB
SHANNON E CARLOCK
LARRY EUGENE EAST
MATHEW UNDERWOOD
JENNY STILES HOLLAND
GRANVILLE JOSEPH YOUNCE
Jenny Marie Martin
JEFFREY CHAD MURI
Ashley Jennifer Cedrone
Jeremy Lloyd Phillips
CAITLIN JILL GILMAN
DAWN MICHELE MCALLEN
Emily Warren McCurry
Travis Jacob Brotherton
Martin Sohovich
Sandi Jacob Carroll
MARK KENNON LEAR
MARK KENNETH BLAKEMAN
CLYDE MOULTRIE DANGERFIELD
Kara Paige Bridges
Scott Smith
Steven Nathaniel Long
THOMAS KYLE CLAYTON
KELLY MIELOCH SPARKS
Justin Adam Castle
Julie Kristine Lucas
Charles N Miller
Jeffrey Loy Weller
PAUL WICKLIFFE CATHEY
MARIAH Rose Dockery

Within 25 miles of Assembly, NC, Best Investors lists 54 registered investment advisory firms with 104 offices nearby, managing about $10.7T in combined regulatory AUM across 1,138,036 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 Assembly

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