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Best financial advisors in Broadway, NC

Registered advisers within 25 miles of Broadway, NC.

Offices
126
Firms
59
Combined AUM
$8.97T
Firm-wide filings, not assets booked only here
Clients
676K
676,238 clients when Item 5C has a number
Avg / client
$13.3M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC WEALTH MANAGEMENT LLC
CREDIT UNION INVESTMENT SERVICES
BEACON POINTE ADVISORS, LLC
EDWARD JONES
WEST FINANCIAL STRATEGIES, INC.
DAVENPORT & COMPANY LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
PARK AVENUE SECURITIES LLC
CAPTRUST
OSAIC INSTITUTIONS, INC.

Investors

Ahmed Iri Monley
Sydney Kristina Dugan
CHARLIE LEE WELBORN
William Andrew Haddock
James Ernest Mitchell
James Ernest Mitchell
MILTON LEE WEST
CHARLES FREDERICK VON CANON
Angela Johnson Brown
LAUREL GODFREY JOHNSON
HEATHER MCCOY WICKER
CARTER MATHIS
Brian T. Mathis
JAMES WALSTON SHEARIN
Douglas M Gay
Gregory Scott Pace
Leigh Ann Harris
Lauren W Cox
Dargan Lucas Moore
Amber Hinton Kidd
Johnathan Christan Stephens
JARED LEE SPENCER
Bobby M Pulgarin
TIMOTHY WAYNE WILSON
THOMAS M ROSSER
Eric Thomas Vernon
CHARLES MURPHY PADERICK
Ian Hunter Vernon
Renee Davis Thomas
MILLER D ROBINS
WILLIAM KELLER NORMANN
Lisa Morris Pace
JAMES BRADSHAW PARRISH
JOHN THOMAS QUIGGLE

Within 25 miles of Broadway, NC, Best Investors lists 59 registered investment advisory firms with 126 offices nearby, managing about $8.97T in combined regulatory AUM across 676,238 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 Broadway

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM