Best Investors Account Sign in

Best financial advisors in Bradfords Cross Roads, NC

Registered advisers within 25 miles of Bradfords Cross Roads, NC.

Offices
276
Firms
89
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,742,320 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

INSPIRE ADVISORS, LLC
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
THOMPSON WEALTH ADVISORS
EDWARD JONES
OPUS FINANCIAL ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
MASTERS TAX AND FINANCIAL PLANNING LLC
CETERA INVESTMENT ADVISERS LLC
SPARK ASSET MANAGEMENT GROUP
STONEX ADVISORS INC.
CREDIT UNION INVESTMENT SERVICES
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Penny Jean Paugh
MATTHEW ROBERT CONRAD
Theodore John DeLisi
SHAWN MICHAEL FLEMING
JOHN GREGORY STEVENSON
Scarlett s Chapman
Deneen Danner Wells
Steve Ray Englebert
Sarah Elizabeth Mangan
RUSSELL BRIAN WINTHROP
Samuel Richard Reavis
William Paul Morgan
Brian Jarrett Sohovich
Elizabeth Steele Rankin Dailey
Kelsey Oliver Sowers
William J Dixon
NINA STAPLES LLOYD
Nilsa Michelle Daniel
JANNA MICHELLE DEEGAN
LISA HALL FOX
JAMES TERRY STAPLES
ELI ABRAM FLORES
ASHLEY KELLY PHARR
TOU YANG
MARY TURNER MASTERS
Donald Melvin Masters
BARBARA DELLINGER WITTEBORN
TIMOTHY JOHN BAIN
ERIC CHRISTOPHER SIDES
JENNIFER Dayle Walker
Joel Torres
Dorthy Nichole Hilt
James Lawrence Magee
Russell D Ahlers
Kayla Reed Smith
Noah Hollowell
Jeffrey Leonard Kerr
James William Shoobridge

Within 25 miles of Bradfords Cross Roads, NC, Best Investors lists 89 registered investment advisory firms with 276 offices nearby, managing about $14.0T in combined regulatory AUM across 2,742,320 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 Bradfords Cross Roads

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