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Best financial advisors in Brown Summit, NC

Registered advisers within 25 miles of Brown Summit, NC.

Offices
316
Firms
107
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,341,797 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MISSION WEALTH MANAGEMENT, LP
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WHICHARD ROACH FINANCIAL
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ATLANTIC UNION MUNICIPAL ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
CLEF FINANCIAL, LLC
INTEGRITY ADVISORY SOLUTIONS

Investors

Eric Daniel Allen
Maxwell Gebauer
Blake Wooten
MICHAEL WINN BARNES
KELLEY JANE WHEATON
Richard Stephen Edmonds
ROBERT PAUL EDMONDS
Braydan C. Meyers
Jerome Matthew DeWane
Felix Reinaldo Delgado
PHYLLIS GILKER LANCASTER
SUSAN AMY RIZZI
Macy Birch Teer
James David Garrison
Kevin A Pattman
James H Capps
Eric J Crowl
Kent Durand Simmons
Kermit J Coble
Kevin Benton Parrish
Brooke Thornton Carpenter
James Hayden Fleming
Matthew Wyant Garcia
BETTY PARRISH ANDREWS
WILLIAM CAMPBELL FISHER
RICHARD NORTHRUP FISHER
TIMOTHY REID BOLINGER
LOGAN GREY SHARPE
RACHEL ELIZABETH WALSTON
Walter Steven Yates
Alec Lloyd
Ronald Craig Smith
STOWE NIXON PARKER
GREGORY YOWELL ELLINGTON
ANDREW DOUGLAS DAVIS
JILL PARRISH MIDDLETON
AUSTIN MICHAEL DAUGHERTY
Cole James Sanders
Jeffrey Scott Blaser
Brian William Spangler
JAMES AUSTIN KING
JOSHUA NEAL MYERS
STEVEN ANTHONY PATTON
Christopher Joseph Arena
DOUGLAS RUSSELL EVERETT

Within 25 miles of Brown Summit, NC, Best Investors lists 107 registered investment advisory firms with 316 offices nearby, managing about $12.8T in combined regulatory AUM across 2,341,797 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 Brown Summit

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 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