Best Investors Account Sign in

Best financial advisors in Branon, NC

Registered advisers within 25 miles of Branon, NC.

Offices
184
Firms
84
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,608,871 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
LPL FINANCIAL LLC
ALPHASTAR CAPITAL MANAGEMENT
HORIZON FINANCIAL SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
GOOD LIFE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
MML INVESTORS SERVICES, LLC
COMPASS FINANCIAL SERVICES, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC

Investors

SEAN MICHAEL STARLING
Nathaniel Sturgill
Timothy Michael Johnson
Barry Kendell Revis
RALPH CURTIS MILLER
Campbell David Thompson
Calvin Bruce Hodgin
Kenneth Judson Bell
Wesley Calvin Hodgin
ALLEN DOUGLAS RAY
Garrett Douglas Ray
MELISSA RAGSDALE HOLDEN
JARED GABRIEL JOHNSON
Elizabeth Bahena
Frank H. Beals
Eric Haughwout
Kenneth Edward Wiles
Kenneth Sheldon Jones
CHRISTOPHER SCOTT KING
JASON THOMAS SINGLETON
JAMES STEVEN OWINGS
JUSTIN ALLEN HALL
TODD WAYNE LOCKHART
GRANT RYAN BRIDGES
KEVIN JOHN EBBINK
Charmon M Baker
Salvador Valencia
STEVEN EDWARD BRENDLE
DANIEL THURSTON CROUSE

Within 25 miles of Branon, NC, Best Investors lists 84 registered investment advisory firms with 184 offices nearby, managing about $12.9T in combined regulatory AUM across 2,608,871 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 Branon

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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