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Best financial advisors in Cajahs Mountain, NC

Registered advisers within 25 miles of Cajahs Mountain, NC.

Offices
106
Firms
34
Combined AUM
$6.98T
Firm-wide filings, not assets booked only here
Clients
696K
696,310 clients when Item 5C has a number
Avg / client
$10.0M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
LPL ENTERPRISE, LLC
CREDIT UNION INVESTMENT SERVICES
PORTFOLIO MEDICS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RCX CAPITAL GROUP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JOSE JOHNSON GRANADOS PEREZ
CHADWICK PAUL HENDERSON
JOHN LAWRENCE DAVIS
Harrison Douglas Gardner
Christy Bradshaw Hayes
Ethan Kirk Gilley
ROBERT ONEIL FLOYD
JUSTIN JORDAN LONG
ROBERT ONEIL FLOYD
Rachel G Gilley
Zachary Tyler Cook
Billy C Chick
PATRICK WILSON HOLMES
GARY THOMAS MOSS
MARK WALKER
Steven Ellis Fisher
Maryann Diamond
JEAN-LOUIS GUINCHARD
PAUL ANGELO MANESE
Pamela Palka Watson
Jonathan Adam Jackson
John Michael Sanders
WILLIAM MARSHALL HELMS JR
Jason A Sirmon
Tyler David Moore
James Claywell Hogan
ROBERT ALEXANDER MCCUISTON

Within 25 miles of Cajahs Mountain, NC, Best Investors lists 34 registered investment advisory firms with 106 offices nearby, managing about $6.98T in combined regulatory AUM across 696,310 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 Cajahs Mountain

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