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Best financial advisors in Catawba Heights, NC

Registered advisers within 25 miles of Catawba Heights, NC.

Offices
983
Firms
358
Combined AUM
$23.1T
Firm-wide filings, not assets booked only here
Clients
3.76M
3,755,036 clients when Item 5C has a number
Avg / client
$6.14M
Combined AUM ÷ clients

Nearby offices

Firms

MOORE INVESTMENT PARTNERS, LLC
HOLLAND CAPITAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES & ASSOCIATES, INC.
ALTITUDE CAPITAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WEALTH FOR YOU FINANCIAL, LLC
ONESEVEN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SIMPLICITY WEALTH
J.P. MORGAN SECURITIES LLC
ARETE WEALTH ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Jason Nix Moore
Nicholas Arthur Nielsen
Bryce Adams
Anthony Thomas Burns
PAIGE HILL PASSERALLO
DUSTIN LISK
JAY Xavier HITSELBERGER
WILLIAM DESMOND STAFFORD
John Gordon Burns
SCOTT PATRICK ELLIS
THOMAS CLARK
Cameron John Chapman
BRIAN ERNEST CHAPMAN
CARL STEVEN MYERS
Carl Edwards
Jacob William Loucks
JORDAN JEFFREY WALTERS
WILLIAM BRADEN BARLOW
Brian DAVID Parrish
CHRISTINE KELLER GOLDSMITH
DIANE MARIE SULLIVAN
Cynthia Berenize Galvan
Hetal Bhanubhai Sethi
Courtland Stout
Daniel Stephen Wimer
KOREY SPEIGHT
Isabella Peterson
Taysha M Hogarth
Cole L Cecconi
Nicholas Sarno
ELIZABETH ANN LACHANSKI
James Davidson Henry
Angela JEAN Evans
ANNA S MILLER
DIEDRICH DOUGHTY OGLESBEE
BRYAN W HANEY
MARK F ESPOSITO
MICHAEL T LANPHIER
JASMINE SEHGAL
GREGORY K RECORD
MARK WILCOX BADALAMENTI
MARK RINDNER
John Paul Shea Sullivan
Katie Elizabeth Scott
EZIO JOAQUIN PALOMEQUE
MATTHEW THORPE ROBERTS
Parth Parikh
Chaminuka Ayinde Holliman
Brady Christopher Berger
Michael B Jones
Thomas Henry Olsen
Andrew Thomas Holden
REBECCA A DAY
JOEL ROBERT BURNS
THOMAS JOSEPH BERGER
Lana WENDLAND Hillis
JULIA HOPE MARBLE
ANDREW ALAN HARDING
WILLIAM STUART ANNIN
William STEPHEN Mitchell
JIM E CANTALUPO
DAVID K FINBY
DOUGLAS HENRY RIVLIN
DANIELLE LYN DANNER
MICHAEL N FIRESTONE
EDISON SCOTT MILLER
MONICA VADHERA
Matthew Jordan Scott
Andrew Thomas Surla
GLENDA GAIL MCCONNEGHEY
SCOTT ANTHONY BIEDRYCKI
EVAN CARL SCOTT
ALEJANDRO LUNA
ALEYDA YAJAIRA MAYLONE
Krupaben Patel
Turner Bobbitt
WILLIAM CRAIG MAYEUX
Olivia Major
Elizabeth Jane Feagans
Collin Joseph Kotek
Thomas Warren Ketzer
Justin Paul Litzenberger
William David Osman
RICHARD JON FULLER
JAYASHREE RAJESH
PATRICK C HALE
Nicholas Ryan Medlin
JENNIFER LEE JOST
Ashley Dambreville
LOUIS JOHN LAROSA
Mariana Vega Ortega
KYLE Christopher BRYANT
SHAMECIA CARTER
SHALENEE YALLA
JOSEPH S SILVA
MONIQUE CYNTHIA RYAN

Within 25 miles of Catawba Heights, NC, Best Investors lists 358 registered investment advisory firms with 983 offices nearby, managing about $23.1T in combined regulatory AUM across 3,755,036 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 Catawba Heights

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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