Best financial advisors in Brindle Town, NC

Registered advisers within 25 miles of Brindle Town, NC.

Offices

85

Firms

30

Combined AUM

$6.80T

Firm-wide filings, not assets booked only here

Clients

683K

682,519 clients when Item 5C has a number

Avg / client

$9.96M

Combined AUM ÷ clients

Nearby offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

32 NORTH MAIN ST. SUITE B
MARION, NC 28752

15.5 miles away

EDWARD JONES

160 S MAIN STREET
MARION, NC 28752

15.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

70 N Main St Ste 1
Marion, NC 28752

15.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

145 N MAIN ST
MARION, NC 28752

15.5 miles away

LPL FINANCIAL LLC

202 RIDGE ST NORTHWEST
LENOIR, NC 28645

15.9 miles away

LPL ENTERPRISE, LLC

222 HARPER AVENUE NW BOX 309
LENOIR, NC 28645

16.2 miles away

EDWARD JONES

222-C HARPER AVENUE NORTHWEST
LENOIR, NC 28645

16.2 miles away

CREDIT UNION INVESTMENT SERVICES

1004 W TATE STREET MARION, NC, USA, 28752
Marion, NC 28752

16.4 miles away

CREDIT UNION INVESTMENT SERVICES

503 Wilkesboro Blvd NE
Wilkesboro, NC 28645

16.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

1005 BLOWING ROCK BLVD
LENOIR, NC 28645

EDWARD JONES

136 TREMONT PARK DR NE
LENOIR, NC 28645

17.3 miles away

LPL FINANCIAL LLC

140 TREMONT PARK DR NE
LENOIR, NC 28645

17.3 miles away

PORTFOLIO MEDICS, LLC

The Shuford Building 12 Falls Avenue, Office 3
Granite Falls, NC 28630

EDWARD JONES

13924 S 226 HWY
SPRUCE PINE, NC 28777

18.3 miles away

EDWARD JONES

496B Balsam Avenue
SPRUCE PINE, NC 28777

20.7 miles away

ADVISORY SERVICES NETWORK

1440 Old Lenoir Road Suite D
Hickory, NC 28601

21.3 miles away

ADVISORY SERVICES NETWORK

1440 Old Lenoir Rd. Suite D
Hickory, NC 28601

21.3 miles away

EDWARD JONES

1410-B OLD LENOIR ROAD
HICKORY, NC 28601

21.4 miles away

EDWARD JONES

903 U S Highway 321 N W
Hickory, NC 28601

21.5 miles away

LPL FINANCIAL LLC

3023 S NC 127 HWY
HICKORY, NC 28602-8284

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

CREDIT UNION INVESTMENT SERVICES

PORTFOLIO MEDICS, LLC

ADVISORY SERVICES NETWORK

Investors

JOSEPH DONALD DAVIS

James Cameron Boles

James Hudon Engelman

CHAD DAVID TONEY

Andrew Livingston

CHADWICK PAUL HENDERSON

ROBERT ONEIL FLOYD

JUSTIN JORDAN LONG

ROBERT ONEIL FLOYD

Rachel G Gilley

Ryan Michael West

Zachary Tyler Cook

JOSE JOHNSON GRANADOS PEREZ

Christy Bradshaw Hayes

Ethan Kirk Gilley

JOHN LAWRENCE DAVIS

Harrison Douglas Gardner

PATRICK WILSON HOLMES

Thomas A Perkins

Harry Howard Crosby

ERIC DWAYNE WHITENER

JASON DOUGLAS BECKLEY

LOUIS STANLEY WETMORE

Amanda Drum Dowell

William R Barlow

William Kelly Barlow

Jeffrey Scott Almond

JODY BRADY DELVECHIO

Within 25 miles of Brindle Town, NC, Best Investors lists 30 registered investment advisory firms with 85 offices nearby, managing about $6.80T in combined regulatory AUM across 682,519 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 Brindle Town

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM