Best Investors Account Sign in

Best financial advisors in Barber, NC

Registered advisers within 25 miles of Barber, NC.

Offices
250
Firms
91
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,755,915 clients when Item 5C has a number
Avg / client
$4.91M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
MASTERS TAX AND FINANCIAL PLANNING LLC
WELLS FARGO CLEARING SERVICES, LLC
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
OPUS FINANCIAL ADVISORS, INC.
THOMPSON WEALTH ADVISORS
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SPARK ASSET MANAGEMENT GROUP
STONEX ADVISORS INC.
MML INVESTORS SERVICES, LLC

Investors

James William Shoobridge
ZACHARY DAVID PAYNE
BRENT CURTIS BOWMAN
DAVID LEGRAND PAYNE
JENNIFER Dayle Walker
NICOLAS LEE GILLIAM
Jeffrey Leonard Kerr
Joel Torres
Dorthy Nichole Hilt
BARBARA DELLINGER WITTEBORN
MARY TURNER MASTERS
Donald Melvin Masters
ELI ABRAM FLORES
ASHLEY KELLY PHARR
TOU YANG
William J Dixon
SHAWN MICHAEL FLEMING
JOHN GREGORY STEVENSON
NINA STAPLES LLOYD
Nilsa Michelle Daniel
JANNA MICHELLE DEEGAN
LISA HALL FOX
JAMES TERRY STAPLES
William Paul Morgan
Brian Jarrett Sohovich
Elizabeth Steele Rankin Dailey
Kelsey Oliver Sowers
Scarlett s Chapman
Deneen Danner Wells
Steve Ray Englebert
Sarah Elizabeth Mangan
RUSSELL BRIAN WINTHROP
Samuel Richard Reavis
DONALD G COGGINS
TIMOTHY JOHN BAIN
ERIC CHRISTOPHER SIDES
JAMES EDWARD MENIS
LINCOLN G MILLER
JOHN JOSEPH EUCHNER
DAVIS LEE WHITLEY

Within 25 miles of Barber, NC, Best Investors lists 91 registered investment advisory firms with 250 offices nearby, managing about $13.5T in combined regulatory AUM across 2,755,915 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 Barber

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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