Best financial advisors in Casar, NC

Registered advisers within 25 miles of Casar, NC.

Offices

116

Firms

37

Combined AUM

$7.06T

Firm-wide filings, not assets booked only here

Clients

864K

863,945 clients when Item 5C has a number

Avg / client

$8.18M

Combined AUM ÷ clients

Nearby offices

CREDIT UNION INVESTMENT SERVICES

221 Enola Rd
Morganton, NC 28655

13.7 miles away

EDWARD JONES

507 B BURKEMONT AVE
MORGANTON, NC 28655

14.5 miles away

CREDIT UNION INVESTMENT SERVICES

130 CARBON CITY ROAD
MORGANTON, NC 28655

15.2 miles away

MML INVESTORS SERVICES, LLC

116 S Sterling St Suite 101
Morganton, NC 28655

15.4 miles away

WELLS FARGO CLEARING SERVICES, LLC

101 W UNION 2ND FL
MORGANTON, NC 28655

15.5 miles away

LPL FINANCIAL LLC

205 NORTH KING STREET
MORGANTON, NC 28655

15.5 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

207 E. UNION ST. PO BOX 1786
MORGANTON, NC 28655

15.5 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

217 NORTH STERLING STREET
MORGANTON, NC 28655

15.5 miles away

TRUIST ADVISORY SERVICES, INC.

105 AVERY AVE
MORGANTON, NC 28655

15.5 miles away

TRUIST ADVISORY SERVICES, INC.

105 AVERY AVE FL 2
MORGANTON, NC 28655

15.5 miles away

EDWARD JONES

305 E UNION ST SUITE A-125
MORGANTON, NC 28655

15.6 miles away

EDWARD JONES

304 NORTH STERLING STREET
MORGANTON, NC 28655

15.6 miles away

EDWARD JONES

100 COLLETT ST
MORGANTON, NC 28655

15.6 miles away

EDWARD JONES

111A White St
Morganton, NC 28655-3461

15.6 miles away

LPL FINANCIAL LLC

141 MAIN ST W
VALDESE, NC 28690

15.7 miles away

EDWARD JONES

130 MAIN STREET WEST SUITE 1
VALDESE, NC 28690

15.7 miles away

EDWARD JONES

353 SANFORD DR
MORGANTON, NC 28655

15.8 miles away

EDWARD JONES

1235-1 FALLSTON RD
SHELBY, NC 28150

15.9 miles away

LPL FINANCIAL LLC

107 E Grover St
SHELBY, NC 28150

16.5 miles away

EDWARD JONES

201 N Morgan St
Shelby, NC 28150-4430

Firms

CREDIT UNION INVESTMENT SERVICES

MML INVESTORS SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

TRUIST ADVISORY SERVICES, INC.

Investors

Kelly Sue Childs

CASSANDRA NODINE SMITH

THOMAS O BLACKWELL

MARSHA TONEY CARVER

TRAVIS JONATHAN MULL

BRENDA WHISNANT WHITE

WILLIAM DONALD HAUGEN

JOHN FRANKLIN BLACK

WILLIAM B CANNON

JORDAN NASH GREENE

ROBERT ALFRED BROCKLAND

EDWINA RUMFELT GOWAN

ASHLEY MOODY GALLION

LAURA VIA CHATHAM

DANIEL JOHN COLLINSON

Martin Joseph Sohovich

Tyler Chance Barnhardt

Rachel G Gilley

Rondal Scott Mulwee

Joseph Matthew Anderson

Rachel Nicole Weiland

Maryann Diamond

Steven Ellis Fisher

Chad Adam Burel

Garrett Scott Sharp

PHILLIP WALLACE POSTON

Adam Kevin Larsen

Within 25 miles of Casar, NC, Best Investors lists 37 registered investment advisory firms with 116 offices nearby, managing about $7.06T in combined regulatory AUM across 863,945 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 Casar

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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