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Best financial advisors in Carrboro, NC

Registered advisers within 25 miles of Carrboro, NC.

Offices
580
Firms
234
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,810,792 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

VERITY ASSET MANAGEMENT
EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
ATLANTIC PRIVATE WEALTH, LLC
SAFE HARBOR FAMILY CAPITAL, LLC
LIONLIGHT CAPITAL, L.P.
TARHEEL ADVISORS, LLC
INTERCAROLINA FINANCIAL SERVICES, INC.
MAZE FINANCIAL PLANNING

Investors

Lorren Manton Bryant
Daniel Coney Ryon
Chase C Hickok
DAVID JOHN STUCKEY
GREGORY STEVEN LOPEMAN
Jessica L Villagrana
Hayden B Steelman
Kyle Fredrick Hoopes
STEPHEN MICHAEL ELLIS
DAVID JOSEPH GILNER
CHRISTOPHER DANIEL THOMAS
ANDREW WILLIAM BLASS
Joseph P Acquanita
Chase Thomas Wietfeld
Samuel Eden Soliman
LEA TAYLOR TOWNES
JOHN ERIC BERGLAND
WESLEY ALAN FRADY
Christopher Steven Richards
Tyler W Davis
RYAN VERNE GLOVER
WALTER ARMSTRONG HINSON
William David Richards
JOHN GARY HAMILTON
JAMES GREGORY CORDELL
WILLIAM HENRY BUNCH
NICOLE JUNE ROBERTSON
MARTIN A FROST
MARC ERIC CRAM
PAMELIA MURRAY HERNDON
Thomas J Holtz
William Patrick Phelan
Cynthia Crystal Royal

Within 25 miles of Carrboro, NC, Best Investors lists 234 registered investment advisory firms with 580 offices nearby, managing about $15.3T in combined regulatory AUM across 2,810,792 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 Carrboro

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM