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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

INTEGRITY ADVISORY SOLUTIONS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
CAROLINA FINANCIAL ADVISORY, INC.
EDWARD JONES
SILVER OAK SECURITIES, INCORPORATED
KUHN ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DAVENPORT & COMPANY LLC
INTEGRATED WEALTHCARE, LLC
CETERA INVESTMENT ADVISERS LLC
AZIMUTH PLANNING GROUP, LLC
ATLANTIC UNION MUNICIPAL ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

DOUGLAS RUSSELL EVERETT
NANCY JEAN WILLIAMS
SHANNON MIGUEL HARRIS
JOHN ROSS BELLINGHAM
Charles Edward Morgan
MICHAEL Douglass JONES
Kyle John Feduccia
MARK ANDREW KUHN
ROBERT HUNTER OUTEN
Calvin Edwin Williamson
Willard Lonnie Causey
Nikolas Cory Pry
Ryan Scott Kelly
JAMES WALSTON SHEARIN
Joseph Dawson Link
MICHAEL SHAYNE RUFFING
August Kenneth Pye
Jordan Gipe Rogers Celeste
John Gallagher
PATRICK LAWRENCE BRIA
Christopher Chance Bleeker
JOSHUA Christopher POLIDORI
Kelby Watson
Katherine Sofia Vargas
Julie Gerstmayr Kelly
JAMES HOWARD TUCKER
Brian William Spangler
JILL PARRISH MIDDLETON
AUSTIN MICHAEL DAUGHERTY
Cole James Sanders
Jeffrey Scott Blaser
SHERRI LYNN Rose
GREGORY YOWELL ELLINGTON
ANDREW DOUGLAS DAVIS
STOWE NIXON PARKER

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