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Best financial advisors in Biltmore Lake, NC

Registered advisers within 25 miles of Biltmore Lake, NC.

Offices
181
Firms
70
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.12M
2,124,358 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREDIT UNION INVESTMENT SERVICES
BANKERS LIFE ADVISORY SERVICES, INC.
EDWARD JONES
W&S BROKERAGE SERVICES, INC.
INTEGRATED ADVISORS NETWORK LLC
LPL ENTERPRISE, LLC
INVEST APPALACHIA FUND MANAGER LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
ALLSTATE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FORVIS MAZARS WEALTH ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Luke Warren McKelvy
PAUL WICKLIFFE CATHEY
MARIAH Rose Dockery
Eric Douglas Henry
Ryan C Watkins
Keith Moore
Kelley Floyd
Gregory Stuart O'Neal
LONNIE WAYNE KERBS
Phillip Tyler West
ALYSSA LINDSEY JOHNSON
SYDNEY Katrina HYATT
Matthew Cole Plymale
NATHAN DOUGLAS O'STEEN
David Edward Matz
JEFFERY JACK PALMER
Steven Phillip Harder
MICHAEL JAY RAYMOND
Jennie Wells
Michael Austin
LECA BRADLEY HARRIS
Sandi Jacob Carroll
MARK KENNON LEAR
MARK KENNETH BLAKEMAN
Charles N Miller
Jeffrey Loy Weller
Kara Paige Bridges
Scott Smith
CLYDE MOULTRIE DANGERFIELD
Adrian George Castner Vassallo
SUZANNE R. HOLBERT
DOLLIE BEDDINGFIELD Halford
ASHLEY WITT ISRAEL
Zachary Thomas Hunt
Steven Sasser

Within 25 miles of Biltmore Lake, NC, Best Investors lists 70 registered investment advisory firms with 181 offices nearby, managing about $11.1T in combined regulatory AUM across 2,124,358 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 Biltmore Lake

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM