Best financial advisors in Caroleen, NC

Registered advisers within 25 miles of Caroleen, NC.

Offices

83

Firms

33

Combined AUM

$9.36T

Firm-wide filings, not assets booked only here

Clients

1.14M

1,136,341 clients when Item 5C has a number

Avg / client

$8.23M

Combined AUM ÷ clients

Nearby offices

COMMONWEALTH FINANCIAL NETWORK

294 South Broadway
Forest City, NC 28043

EQUITABLE ADVISORS, LLC

115 CHERRY MOUNTAIN STREET
FOREST CITY, NC 28043

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

124 YARBORO STREET
Forest City, NC 28043

PFS INVESTMENTS INC.

179 W MAIN ST STE 116
FOREST CITY, NC 28043

EDWARD JONES

351 Butler Road
FOREST CITY, NC 28043

STATE FARM INVESTMENT MANAGEMENT CORP.

881 W Main St
Forest City, NC 28043

CREDIT UNION INVESTMENT SERVICES

117 DANIEL RD
Forest City, NC 28043

CETERA INVESTMENT ADVISERS LLC

393 Oak Street
Spindale, NC 28160

EDWARD JONES

119 Huntley St.
Spindale, NC 28160

10.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

269 N Washington St
Rutherfordton, NC 28139-2405

11.6 miles away

EDWARD JONES

206 Chesnee Highway Suite L
GAFFNEY, SC 29341

13.8 miles away

EDWARD JONES

201 N Morgan St
Shelby, NC 28150-4430

13.9 miles away

LPL FINANCIAL LLC

201 S. WASHINGTON ST., STE 102
SHELBY, NC 28150

14.1 miles away

LPL FINANCIAL LLC

107 E Grover St
SHELBY, NC 28150

14.1 miles away

MML INVESTORS SERVICES, LLC

523 S DeKalb St
Shelby, NC 28150

14.1 miles away

MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

310-2 EAST GRAHAM STREET
SHELBY, NC 28150

14.2 miles away

EDWARD JONES

1105 EAST DIXON BLVD SUITE 4
SHELBY, NC 28152-6839

14.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

941 E Marion Suite 1
Shelby, NC 28150

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1229 W. FLOYD BAKER BLVD.
GAFFNEY, SC 29341

15.2 miles away

EDWARD JONES

1203 W FLOYD BAKER BLVD
GAFFNEY, SC 29341

15.2 miles away

Firms

COMMONWEALTH FINANCIAL NETWORK

EQUITABLE ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CREDIT UNION INVESTMENT SERVICES

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

Investors

Tracy Armstrong Faucette

Bradford Thorne

NICHOLAS HAYES ELLIOTT

Ivey Deecon Bright

MATTHEW PATRICK BRIGHT

JAMES RICKY SHERRILL

Elijah Benfield Poe

Gregory Scott Poe

Joshua David Poe

JONERIK HUBBARD

Joshua Paul Justice

Daniel Reed Hudson

Grant Dana Threlfall

Martin Kevin Larsen

Michael Anthony Loiacono

Andrew Thomas Tisdale

Tara Wilkerson Buckley

Adam Kevin Larsen

RICHARD JASON WINN

RICHARD DALE WINN

PHILLIP WALLACE POSTON

Wade Phillip Hartman

THOMAS ALLAN MCNICHOL

Jackson Reid Wilson

PATRICK LAWRENCE MAUNEY

ROBERT GRAHAM PITT

Stephen Lee Price

KATHLEEN ELIZABETH BRIDGES

JEFFREY LEE RICHARDSON

Brian Luther Ware

Within 25 miles of Caroleen, NC, Best Investors lists 33 registered investment advisory firms with 83 offices nearby, managing about $9.36T in combined regulatory AUM across 1,136,341 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 Caroleen

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM