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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

CHARLES SCHWAB & CO., INC.
RESURGENT ADVISORS
BOLIN CREEK WEALTH ADVISORS LLC
MODERN CAPITAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
HIGHTOWER ADVISORS, LLC
PEACE OF MIND WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
COLONY FAMILY OFFICES, LLC
MORGAN CREEK CAPITAL MANAGEMENT, LLC

Investors

Jacqueline Wade
CHRISTOPHER SHAWN ELMORE
Walter Morgan Spencer
Martha Lozano Petzold
Zachary Alex McDonald
James McDaniel
NICHOLAS DOYLE
Joseph Walter Piescik
MATTHEW WEBER POHLMAN
AUSTIN LANE BROWN
JOSEPH MICHAEL MARQUES
Adam David Seidman
TRANG HOANG PHAM
LEE MORRIS MCPHERSON
Rea Ptacin
WILLIAM PATRICK LANGDON
Kyle Lanning Clements
TONJA ANN WOMBLE
MADHULAVI MAJUMDER
Jannel Buckley
Rachelle Marie Rosario
Brandon Mendoza
STEVEN HALKO
ALISHA MARLENE BYRD
Cameron Francis Barclay
Brady Robert Bronico
MICHAEL STEPHEN MUMFORD
HEATHER A GODWIN
LEIGH CAROL KEMPF
INDRANATH LAHIRI
Benjamin Henry Roberts
Christopher Brandon Combs
Jordin Hudson Peiffer
David O McBride
Xinyu Feng
JOSEPH GOODE VICARS
Marvin J Carver
Cynthia Clark
MEGHAN CARRINGTON PORTER
Michelle ODOM Beanland
Susan E Batchelor
DAVID GAYLE BOMAR
Vivian Skye Roberts
VANESSA ZWIGART HAYTHORN
Alexandra Tyburski
GAYLE BOMAR
FRANK HERMAN DWORSKY
ROBERT CHRISTOPHER GARRETT
JOHN M BERARD
RICHARD EDWARD DWORSKY
Kelly M Meshaw
David R Jester
Brendan J Knoflicek
THOMAS GREY MILLER
JANE HARRIS YARBOROUGH
Haleh Moddasser
Nicholas Jon Tolerton
WILTON RODWELL DRAKE
KIMBERLEY ANN PALLADINO
TABITHA J CONCEPCION
CHARLES TEER WALKER
JOHN WILSON EBERHARD
CARLA TENEAL TYNER
Devesha Sidharth Solanki
KARLA H. FLICK
STEPHEN DIKEMAN REED
JENNIFER L. HOSELTON
RICHARD NAVILLE RAND
WILLIAM PEYTON JR.
ALEXIS W BLANKS
BRET LANKFORD PATERSON
TIMOTHY L. RAUWALD
Heather Nicole Green
JUSTIN BURNET WARING
WYMAN THOMAS BYRD

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