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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

BROOKS FINANCIAL OF NORTH CAROLINA, LLC
EDWARD JONES
OSAIC ADVISORY SERVICES, LLC
ONYX WEALTH MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
PARALLEL ADVISORS, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
PAPPAS VENTURES
FULBRIGHT FINANCIAL CONSULTING, PA
STATE FARM INVESTMENT MANAGEMENT CORP.
DIVERSIFIED INVESTMENT SERVICES LLC

Investors

LEONARD JEROME BROOKS
Gregory Scott Archer
Angelo Posillico
John David Todd
CURTIS RANDALL BYRD
HANS ECKART SCHEIL
THOMAS R GRIFFITH
BRUCE ALLAN FRANKEL
MARTIN DAVIS HENSLEY
TIMOTHY CHANDLER ATKINS
EDWARD ASHOD TIRYAKIAN
Amanda Rose Sakmar
LANDON CLAY BAUCOM
Tyler D Parker
DAMON GREGORY LICHTENBERGER
Sydney Nicole Miller
Ryan Paul Rosenberger
Joshua Darren Whaley
Zachary Daniel Bittenbender
Raphael McGee
Noah Pettee
EDWARD DANA FULBRIGHT
Jay Ritz
Michael Vuke
Michael Anders Esser
JOHN CHARLES BLAND
JONATHAN EDWARD HILL
Rodney Elery Hooks
James Craige Summers
Morgan C Thrasher

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