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Best financial advisors in Canton, NC

Registered advisers within 25 miles of Canton, NC.

Offices
178
Firms
69
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.12M
2,124,358 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

Sandi Jacob Carroll
MARK KENNON LEAR
MARK KENNETH BLAKEMAN
CLYDE MOULTRIE DANGERFIELD
Kara Paige Bridges
Scott Smith
Colbie Edward Dwiggins
Jenny Marie Martin
SHANNON E CARLOCK
LARRY EUGENE EAST
MATHEW UNDERWOOD
JENNY STILES HOLLAND
GRANVILLE JOSEPH YOUNCE
Emily Warren McCurry
Travis Jacob Brotherton
JEFFREY CHAD MURI
JACKEY JOSEPH WEBB
CAITLIN JILL GILMAN
DAWN MICHELE MCALLEN
Ashley Jennifer Cedrone
Jeremy Lloyd Phillips
KEVIN WILLIAM DONOCHOD
SETH ABRAHAM SHIMANSKY
Martin Sohovich
CHAD LANDON MCMAHON
Jennifer Marmie Johnston
Molly Boyce
Lindsey Robert Caughel
Jason M Lefler
MILTON GAY TYNCH
MICHAEL STEPHEN BOULOS
Joshua Maines Tilley
Luke Warren McKelvy
Eric Douglas Henry

Within 25 miles of Canton, NC, Best Investors lists 69 registered investment advisory firms with 178 offices nearby, managing about $11.1T in combined regulatory AUM across 2,124,358 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 Canton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM