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Best financial advisors in Avon, NC

Registered advisers within 50 miles of Avon, NC.

Offices
7
Firms
7
Combined AUM
$2.52T
Firm-wide filings, not assets booked only here
Clients
399K
399,383 clients when Item 5C has a number
Avg / client
$6.31M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC INSTITUTIONS, INC.
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
DARE CAPITAL MANAGEMENT, LLC

Investors

Matthew Forrest
Jason Hollis Johnson
JASON CRAIG SHERWOOD
Kelli Rose Harmon
Jason Borland
JOIE PITTMAN WHITE
JOSEPH RICHARD CAMPBELL

Within 50 miles of Avon, NC, Best Investors lists 7 registered investment advisory firms with 7 offices nearby, managing about $2.52T in combined regulatory AUM across 399,383 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 Avon

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 STRATOS WEALTH PARTNERS, LTD 376 clients · 377 advisers $18.6B AUM 5 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 6 DARE CAPITAL MANAGEMENT, LLC $21.3M AUM 7 CREDIT UNION INVESTMENT SERVICES 36,300 clients · 262 advisers $111.0K AUM