Best Investors Account Sign in

Best financial advisors in Bennett, NC

Registered advisers within 25 miles of Bennett, NC.

Offices
50
Firms
26
Combined AUM
$5.78T
Firm-wide filings, not assets booked only here
Clients
709K
709,033 clients when Item 5C has a number
Avg / client
$8.15M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
RELIANT INVESTMENT PARTNERS, LLC
GOLDEN PINE ADVISORY, LLC
LEVEL FOUR ADVISORY SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Todd M Graddy
Chadwick Douglas Virgil
JAMES AARON THOMAS
Kevin Christopher Maley
Clinton James Paul Chapman
Blake Stewart
Erica Hayes Miller
Michael Wayne Hayes
Shari Becker
Amanda Wood Klier
Lorin Noelle Wagler
JOHN PATRICK HUTCHINSON
ROBERT JAY WAGLER
MARK ALAN BARE
Gregory Robert Grimshaw
Troy Puchalski
Kevin M Ley
THOMAS PATRICK WALTERS
THOMAS PATRICK WALTERS
MICHAEL A LEACH

Within 25 miles of Bennett, NC, Best Investors lists 26 registered investment advisory firms with 50 offices nearby, managing about $5.78T in combined regulatory AUM across 709,033 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 Bennett

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

1 CAPTRUST 963 advisers $1.24T 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM