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Best financial advisors in Cedar Grove, NC

Registered advisers within 25 miles of Cedar Grove, NC.

Offices
219
Firms
99
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,709,750 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
FOUNDERS FINANCIAL ALLIANCE, LLC

Investors

MATT FLETCHER ROBERTS
ANGELA TONEY SWANGER
Joseph Davis Pipkin
CHELSEA HUNT TRIMBLE
Daniel Francis Shannon
Timothy D Hinton
JOHN MICHAEL NETHERTON
John David Wagner
Nicklaus Parker
Samuel Joshua Parker
Matthew Lee Lovette
Michael Wayne Hughes
Nicholas Cellini
KARI GABRIELLE ANDRADE
STEPHEN HAROLD SORRELL
Jody Anne White
Thomas Kent Struckmeyer
DeMarcus A Bowden
JIMMY RAY DOOLEY
Anthony Christopher Sconzo
ERIC THOMAS HAWKINS
SCOTT ALAN GARERA
TERRENCE LYMAN DONOGHUE
Evan M Dietz
WILLIAM CHAD HORNER
BRITTANY HORNER ASHWORTH
WILLIAM CURTIS HORNER

Within 25 miles of Cedar Grove, NC, Best Investors lists 99 registered investment advisory firms with 219 offices nearby, managing about $13.1T in combined regulatory AUM across 2,709,750 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 Cedar Grove

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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