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Best financial advisors in Cary, NC

Registered advisers within 25 miles of Cary, NC.

Offices
849
Firms
316
Combined AUM
$22.8T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,183,412 clients when Item 5C has a number
Avg / client
$7.17M
Combined AUM ÷ clients

Nearby offices

Firms

TRANSAMERICA FINANCIAL ADVISORS, LLC
EDWARD JONES
AE WEALTH MANAGEMENT, LLC
DENTAL INNOVATION ALLIANCE MANAGEMENT COMPANY, LP
LPL FINANCIAL LLC
REDHAWK WEALTH ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
WYATT FINANCIAL L.L.C.
CORECAP ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
TRUIST ADVISORY SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Roberto Pflaumer
Krista A Biondolillo
Bradford Williamson Wilson
MARK RICHARD COURTEMANCHE
Frederick William Cutter
EVAN JAMES KRAMLICH
Joseph Lucente
CARMAN THEODORE HICKS
Paul Richards
LINDA MARIE BARROWS
Tristan Alan Helms
Brady Jarvis Mathias
Jessie Epperson Harris
Robert Law Hill
JIM K WYATT
MICHAEL HENRY TOVE
WILLIAM JOSHUA PARSONS
LISA LUKE WORKMAN
FRED MICHAEL ASFOURY
Jason Andrew Kristof
Keely Jacobs Keelan
Sarah C Hancock
JACOB HAAS
Mark Russel Kean
CHRISTOPHER STEPHEN JOHNSON
MATTHEW THOMAS MALONE
JAMES ROBERT SHAUGHNESSY
JONATHAN WALKER
KARA Michelle BULLOCK
DARLENE HOLT SCOGGINS
LAUREN LENGEFELD MEDLIN
PHILLIP JOEL HARRIS
JAMES Earl MISHOE
STEPHEN GREGG ELLIS

Within 25 miles of Cary, NC, Best Investors lists 316 registered investment advisory firms with 849 offices nearby, managing about $22.8T in combined regulatory AUM across 3,183,412 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 Cary

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM