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Best financial advisors in Cashiers, NC

Registered advisers within 25 miles of Cashiers, NC.

Offices
29
Firms
14
Combined AUM
$4.89T
Firm-wide filings, not assets booked only here
Clients
504K
503,826 clients when Item 5C has a number
Avg / client
$9.71M
Combined AUM ÷ clients

Nearby offices

Firms

COVENANT INVESTMENT SOLUTIONS L.L.C.
CAPTRUST
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
CREDIT UNION INVESTMENT SERVICES

Investors

DONALD BRIAN MCCLELLAN
ROBIN LYNN COOK
Todd Donald Holder
Mary Beth Brody
JUSTIN ANDREW SOUMA
Olivia G Swift
Benjamin Joseph Rodriguez
MICHAEL FRANCIS WIERCINSKI
TIFFANY LEANN GILL
TODD MATTHEW KURSTIN
William Lee DeWandeler
AMY MARIE WOLFE MANSHACK
William Paul Barr
GARY VON HOBBS
Russell Wayne Hawkins
Adam Joel Wright
JERRY ALLEN WRIGHT
Ara Elizabeth Joyce
Joshua Andrew Parker
KELLY MIELOCH SPARKS
Steven Nathaniel Long
THOMAS KYLE CLAYTON
Justin Adam Castle
Julie Kristine Lucas

Within 25 miles of Cashiers, NC, Best Investors lists 14 registered investment advisory firms with 29 offices nearby, managing about $4.89T in combined regulatory AUM across 503,826 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 Cashiers

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

1 CAPTRUST 963 advisers $1.24T 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM