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Best financial advisors in Bessemer City, NC

Registered advisers within 25 miles of Bessemer City, NC.

Offices
253
Firms
94
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
2.99M
2,992,164 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

AMY MARIE LONGFELLOW
FADY HANI IBRAHIM
ERIC SCOTT WILLIFORD
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
Adam Kevin Larsen
NICHOLAS GARDNER BRIGHAM
Alessandro Price
STEPHEN TODD VAN DER MEID
ANDREA JO BUSCHUR
GREGORY VINCENT CHERRY
RYAN JOHN SCHRIFT
EDWIN JAMES CRISP
Paul L Goetz
Donald Monroe Hartsoe
Kelly Hartsoe Barnett
MICHAEL ERIC FAYED
DAVID WATTS MCMAHAN
Maxwell Sommers Neisler
ANNA MCMAHAN HOUSER
PATRICK CAREY OWENS
RAYMOND ALLEN WHITNER
Elizabeth A Bartunek
Mark E Lucas
MICHAEL DAVID HOLDENRID
WILLIAM KAYS GARY
Thomas John Fogarty

Within 25 miles of Bessemer City, NC, Best Investors lists 94 registered investment advisory firms with 253 offices nearby, managing about $13.9T in combined regulatory AUM across 2,992,164 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 Bessemer City

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