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Best financial advisors in Belmont, NC

Registered advisers within 25 miles of Belmont, NC.

Offices
1,000
Firms
361
Combined AUM
$23.3T
Firm-wide filings, not assets booked only here
Clients
3.76M
3,755,060 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RHINO WEALTH MANAGEMENT
LPL ENTERPRISE, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
COPPELL ADVISORY SOLUTIONS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ADVISORSTRUST PARTNERS LLC
PROSPERA FINANCIAL SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
WEALTHPOINT ADVISORS
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CATAWBA RIVER CAPITAL

Investors

ERIC SCOTT WILLIFORD
PHILIP THOMAS CHAMPION
STEPHEN TODD VAN DER MEID
ANDREA JO BUSCHUR
RYAN JOHN SCHRIFT
EDWIN JAMES CRISP
Paul L Goetz
Donald Monroe Hartsoe
Kelly Hartsoe Barnett
STEPHEN DOUGLAS NORTON
Alaina Marie Sanders
JOSEPH PATRICK ROOP
Brian Seidenwand
EVERETT COLE FRANKS
NICKLES Gregory SPRYN
TAYLOR DEAN LEE
Connor Richard Emmert
Sarah Elizabeth Nestingen
SHAUN FRANCIS MOYNIHAN
Alessandro Price
GREGORY VINCENT CHERRY
MICHAEL ERIC FAYED
DAVID WATTS MCMAHAN
Maxwell Sommers Neisler
ANNA MCMAHAN HOUSER
TIMOTHY CARL FOX
CHANDLER ALAN HAHN
LAUREN SKIDMORE IVESTER
Julio C Gaviria
CORY ADAM SHUFORD
KYLE DAVID SIKES
Josh Haggard
Nathaniel Ray Peoples
ROBERT JOHN FURLONG
PATRICK CAREY OWENS
RAYMOND ALLEN WHITNER
Elizabeth A Bartunek
Mark E Lucas
ROBERT PAUL BOGGS

Within 25 miles of Belmont, NC, Best Investors lists 361 registered investment advisory firms with 1,000 offices nearby, managing about $23.3T in combined regulatory AUM across 3,755,060 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 Belmont

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 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM