Best financial advisors in Belwood, NC

Registered advisers within 25 miles of Belwood, NC.

Offices

124

Firms

35

Combined AUM

$7.28T

Firm-wide filings, not assets booked only here

Clients

860K

860,209 clients when Item 5C has a number

Avg / client

$8.47M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1235-1 FALLSTON RD
SHELBY, NC 28150

LPL FINANCIAL LLC

107 E Grover St
SHELBY, NC 28150

10.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

941 E Marion Suite 1
Shelby, NC 28150

11.2 miles away

EDWARD JONES

201 N Morgan St
Shelby, NC 28150-4430

11.2 miles away

LPL FINANCIAL LLC

201 S. WASHINGTON ST., STE 102
SHELBY, NC 28150

11.4 miles away

EDWARD JONES

217 EAST MAIN ST
CHERRYVILLE, NC 28021

11.5 miles away

MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

310-2 EAST GRAHAM STREET
SHELBY, NC 28150

11.5 miles away

MML INVESTORS SERVICES, LLC

523 S DeKalb St
Shelby, NC 28150

11.7 miles away

EDWARD JONES

1427 E MARION STREET SUITE F
SHELBY, NC 28150

11.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

1610 E MARION ST STE 150 LAKESIDE COMMONS COMPLEX
SHELBY, NC 28150

12.2 miles away

EDWARD JONES

1105 EAST DIXON BLVD SUITE 4
SHELBY, NC 28152-6839

12.7 miles away

CREDIT UNION INVESTMENT SERVICES

1729 E Dixon Blvd
Shelby, NC 28150

13.1 miles away

EDWARD JONES

651 SOUTH POST ROAD
SHELBY, NC 28152

13.4 miles away

EDWARD JONES

841 W HIGHWAY 27
Lincolnton, NC 28092

16.2 miles away

CREDIT UNION INVESTMENT SERVICES

2104 Shelby Rd
Kings Mountain, NC 28086

16.9 miles away

MML INVESTORS SERVICES, LLC

218 W Main St
Lincolnton, NC 28092

EDWARD JONES

115 EAST MAIN STREET
LINCOLNTON, NC 28092

17.1 miles away

COMMONWEALTH FINANCIAL NETWORK

236 E. Main Street
Lincolnton, NC 28092

17.2 miles away

LEONARD WEALTH MANAGEMENT, LLC

312 EAST WATER STREET
LINCOLNTON, NC 28092

17.3 miles away

GREAT VALLEY ADVISOR GROUP, LLC

333E. Main Street
Lincolnton, NC 28092

17.3 miles away

Firms

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

MML INVESTORS SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CREDIT UNION INVESTMENT SERVICES

COMMONWEALTH FINANCIAL NETWORK

LEONARD WEALTH MANAGEMENT, LLC

GREAT VALLEY ADVISOR GROUP, LLC

Investors

Garrett Scott Sharp

PHILLIP WALLACE POSTON

KATHLEEN ELIZABETH BRIDGES

Adam Kevin Larsen

RICHARD JASON WINN

RICHARD DALE WINN

Brentley William Jenkins

Jackson Reid Wilson

PATRICK LAWRENCE MAUNEY

ROBERT GRAHAM PITT

Wade Phillip Hartman

THOMAS ALLAN MCNICHOL

Jamie Burgin Richard

Sara Anne Richard

SHEILA D DOBBINS

LACEY FORE BEAM

JAMES MONROE TAPP

Stephen Lee Price

NICHOLAS MCNEILL CATO

Jonathan Merrill Rhodes

Cooper Bumgarner

Tony Randall Walker

Michael Talbott Macomson

JOSEPH MUNDY RHYNE

Candance Bryan Heavner

JOSEPH CAIN LEONARD

CARMEN MARIA BOLIUS ANDREWS

Within 25 miles of Belwood, NC, Best Investors lists 35 registered investment advisory firms with 124 offices nearby, managing about $7.28T in combined regulatory AUM across 860,209 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 Belwood

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM