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Best financial advisors in Browns Summit, NC

Registered advisers within 25 miles of Browns 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

EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
HORNOR, TOWNSEND & KENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ONEDIGITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OLDE TOWNE FINANCIAL MANAGEMENT CO.
LPL FINANCIAL LLC
VIRTUE CAPITAL MANAGEMENT, LLC
1808 CAPITAL PARTNERS
VALIC FINANCIAL ADVISORS, INC.

Investors

Andrew Jay Mayon
Michael S Warner
ROBERT JACKSON WEBB
Jhereg Fillmore
DANIEL JUN LEE
JOHN CALIER WATSON
ISAAC MARK CRITCHLOW
Tyson Lewis Murphy
Kerry Idlebird
Chasity Nicole Griffin
Dora F Neubauer
KIMBERLY COOKE GORDON
Richard Alex Dutch
RAVISHANKAR BALASUBRAMANIAM
CHRISTOPHER RYAN WOMACK
Geoffrey Scott Haigler
Eric Clifton Simpson
Trevor Daniel Haga
Marc Lin Cobb
Daniel Southard
GERALD TERRY SUMMERLIN
MATTHEW ALAN STRATTON
JAMES PAUL HUBER
DOROTHY CAMERON AYDLETT
Jonas Phillip Boyer
PATRICK NOEL RUSH
JOHN WILLIAM MARSKE
Kaitlyn Rose Lingard
Isaiah Matthew Martin
MICHAEL TODD BROWN
JENNIFER ANN WHISENANT
JAMES A HALSCH
GLENN W. MOSSELLER
JOHN NEIL PROIA
GEORGE LINWOOD HALL
DAVID CHARLES ANDERSON
KEN SHEETZ ANDERSON
WILLIAM R PEELER
ALVAN MACAULEY ARON
STEPHEN BREWER CARRUTHERS

Within 25 miles of Browns 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 Browns 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