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Best financial advisors in Carolina Shores, NC

Registered advisers within 25 miles of Carolina Shores, NC.

Offices
86
Firms
40
Combined AUM
$6.72T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,223,976 clients when Item 5C has a number
Avg / client
$5.49M
Combined AUM ÷ clients

Nearby offices

Firms

TD PRIVATE CLIENT WEALTH LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UNITED BROKERAGE SERVICES, INC
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BUCK WEALTH STRATEGIES, LLC
WEALTH MANAGEMENT ADVISORS, LLC

Investors

ROGER HENRY WEISMILLER
Tiffany Musso
Jeremy S Johnson
Silvia M Sevast
Henderson Louviere
Brian William Karg
Justin Taft Shaw
Lynne M Robinson
Taylor W Faile
THOMAS MICHAEL MULDOON
Monty Dean Faile
Maxwell Faile
THOMAS JAMES BORNASCHELLA
WENDEL GREGORY YOUNG
MATTHEW RANDY MILLIGAN
Bryan Stephen Kaye
DANIEL AARON FORD
DREMA KAY SMITH
HEATHER ANN EDWARDS
Harold McCager Mitchell
Alister K Chick
Theopolus S Mickles
Taneisha L. Gore
Andrew Nelson Hazle
Richard Ernest Lundy
John Ingraham
Evan Cutler
Trent Richardson
Timothy M White
WILLIAM DAVIS MILLIGAN
Angela Sue Diehl
Jared L Diehl
JARROD DANIEL GOULD

Within 25 miles of Carolina Shores, NC, Best Investors lists 40 registered investment advisory firms with 86 offices nearby, managing about $6.72T in combined regulatory AUM across 1,223,976 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 Shores

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM