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Best financial advisors in Carthage, NC

Registered advisers within 25 miles of Carthage, NC.

Offices
65
Firms
43
Combined AUM
$7.28T
Firm-wide filings, not assets booked only here
Clients
1.55M
1,553,206 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

MARK R. LEMMOND CPA, PLLC
TRUIST ADVISORY SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
OSAIC WEALTH, INC.
LEVEL FOUR ADVISORY SERVICES
RELIANT INVESTMENT PARTNERS, LLC
GOLDEN PINE ADVISORY, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
ANCHOR POINT FINANCIAL PLANNING LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
POTTLE FINANCIAL SERVICES, INC
FOUNDERS FINANCIAL ALLIANCE, LLC
FIRST COMMAND ADVISORY SERVICES
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

JAMES EDWARD FITCH
WILLIAM ANDREW HANLON
ILIR BERBERI
JAMES MICHAEL BAKER
TREVOR MICHAEL PATTERSON
THOMAS PATRICK WALTERS
THOMAS PATRICK WALTERS
Lorin Noelle Wagler
JOHN PATRICK HUTCHINSON
ROBERT JAY WAGLER
MARK ALAN BARE
Gregory Robert Grimshaw
Troy Puchalski
Kevin M Ley
TODD ANDREW WALTON
MICHAEL A LEACH
Edward Terral Hill
JODY LYNN BEENE SMITH
Christshon Hicks
BARBARA ANNE LUTKE
William W Thomas
NOELLE GRANVILLE MCINTYRE
Anna Bair Pottle
Jacob Britt Lawson
John Robert Lawson
MICHAEL TAFT GANTT
DAVID YODER
KATHERINE MARGARET KING
STEVEN JOSEPH MENENDEZ
BETTY BLAKE KING
MARK DOUGLAS AVERELL
DAVID B. PALMER
HILLARY KRISTIN ROGERS
Judson Bullard
GARY MICHAEL THOMAS
CHRISTOPHER TODD HUNT
TRACEY LEE MCINNIS
David Alan Hammond
JOSEPH BAILEY VAUGHAN
Richard Russell Palmer
RICHARD RUSSELL PALMER
WILLIAM ROBERT EASTMAN

Within 25 miles of Carthage, NC, Best Investors lists 43 registered investment advisory firms with 65 offices nearby, managing about $7.28T in combined regulatory AUM across 1,553,206 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 Carthage

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 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM