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Best financial advisors in Catawba, NC

Registered advisers within 25 miles of Catawba, NC.

Offices
280
Firms
96
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,764,242 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
INSPIRE ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Tim Bryson
COLBY TODD BOLICK
Penny Jean Paugh
MATTHEW ROBERT CONRAD
Theodore John DeLisi
Sarah White
ANNE ABERNETHY
HENRY PHILLIP ABERNETHY WEPNER
TIM WEPNER
Kathy S Kuczenski
LISA STREET BAVERSO
Terry Dewayne Eskind
Katie Booth Goforth
TIFFANY JO HART
DAVID CALDWELL BROWN
Tiffany Nicole Dugger Little
WILLIAM CHARLES BRACKEN
Florance A Johnson
MICHAEL DAVID GERKEN
RYAN KEITH SPLEET
Natalie Rose Raatz
William Thomas Payne
Jeffrey Leonard Kerr
DARHYL RUSSELL PULLEY
THOMAS MILTON NORTH
KYLE J THOMAS
ANNETTE TURNER BURKHARD

Within 25 miles of Catawba, NC, Best Investors lists 96 registered investment advisory firms with 280 offices nearby, managing about $14.2T in combined regulatory AUM across 2,764,242 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

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM