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Best financial advisors in Butner, NC

Registered advisers within 25 miles of Butner, NC.

Offices
664
Firms
258
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,137,960 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FORTRESS PRIVATE LEDGER, LLC
PFS INVESTMENTS INC.
SJF MANAGEMENT LLC
CONDUCTOR CAPITAL MANAGEMENT, LLC
CAPITAL SOLUTIONS ADVISORS, LLC
SUMMIT FINANCIAL, LLC
VESTED FINANCE
HATTERAS VENTURE PARTNERS

Investors

GINGER BRANDON CHRISTMAS
Christopher David Ellis
KIMBERLY STROUSE COZART
CARLTON WAYNE EDWARDS II
Lauren Wimple Murphy
BRIAN CHRISTOPHER FUTCH
THOMAS ADRIAN TAYLOR
MARY ELIZABETH MCBROOM
EAGAN XAVIER ROONEY
Brett Walters
Tamra Kaye Ellis
brock A adams
Andrew Lee Metz
Henry Hopkins Newton
Alexander Gregory Nelson
MICHAEL RICHARD HEMMERICH
ELRIDGE LEE EMERY
Nahnsan Guseh
TODD EDWARD ZEMPEL
JOSEPH GLENN MOORE
Joseph Michael Gordon
Anna Elizabeth Lewis
Douglas Scott Dickerson
ONOUFRIOS GEORGE MEGALOUDIS
ROBERT ADAM WILLIAMS

Within 25 miles of Butner, NC, Best Investors lists 258 registered investment advisory firms with 664 offices nearby, managing about $17.6T in combined regulatory AUM across 3,137,960 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 Butner

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM