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Best financial advisors in Carolina Hills, NC

Registered advisers within 25 miles of Carolina Hills, NC.

Offices
179
Firms
71
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.12M
2,121,903 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
PROSPERITY CAPITAL ADVISORS
KENNETH FRENKE & CO
FIRST CITIZENS INVESTOR SERVICES, INC.
LPL FINANCIAL LLC
EDWARD JONES
SIGNAL ADVISORS WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.

Investors

CHARLES SMITH
MELISSA TERRY FINCH
Bailey Baron Killough
Kristi Lynn House
REBECCA NOBLETT ROBERTS
MOLLY HILLYARD RICE
AUDRIANNA ISLAS
ERIC BUEL DUBOSE
MICHAEL LOUIS COLE
ALEXANDER BAXTER LANE
Abraham Johnson
Nathan David Garnett
Hunter Thomas Osborne
Dustyn Taylor Livesay
ADAM SPENCER CAREY
Jake R Giles
GLEN RICHARDS PIER
Catherine Basnight Reid
KENNETH FARR DOWNER
JULIA NICOLE ROBERTS
KEVIN CHRISTOPHER RENZ
Mark Samuel Nesbitt
STEPHEN ROBERT JUDGE
Kyle Michael Jambon
Paul August Buckle
Robert A Roth
Kelcey Marie Geisendorfer
BRIAN THOMAS FORTUNE
KEVIN CLARE HUSTON
MATTHEW MARK OCONNOR
KATHY BIVENS YORK
GARY NEAL PARRIS
ANDREW THOMAS BECK
CHARLES BERRYHILL

Within 25 miles of Carolina Hills, NC, Best Investors lists 71 registered investment advisory firms with 179 offices nearby, managing about $10.9T in combined regulatory AUM across 2,121,903 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 Carolina Hills

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