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Best financial advisors in Cedar Mountain, NC

Registered advisers within 25 miles of Cedar Mountain, NC.

Offices
120
Firms
43
Combined AUM
$7.57T
Firm-wide filings, not assets booked only here
Clients
1.85M
1,852,761 clients when Item 5C has a number
Avg / client
$4.08M
Combined AUM ÷ clients

Nearby offices

Firms

ENCOMPASS ADVISORS, LTD.
LPL FINANCIAL LLC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
ENVISION PLANNING, LLC
AE WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
VERITAS INVESTMENT ADVISORY GROUP LLC

Investors

JON RANDOLPH GREEN
GERALD TYRE HENDRIX
Carson Gray Waddell
William Tyre Hendrix
JONATHAN MICHAEL LAROCCA
Kyle Jacob McDonald
Theodore Whitlock
Joshua Maines Tilley
Jason M Lefler
MILTON GAY TYNCH
MICHAEL STEPHEN BOULOS
Lindsey Robert Caughel
Bernard Francis Leonard
Jared Michael Fackrell
Sandra Ann Shaw
Ken Douglas Adams
Michael A Amoroso
David Joseph Maupin
Marie Sessa Dotson
JAMES ALLEN MORRISON
ROBERT JERALD DOTSON
BRAD DAVID SCHWARTZ
ANDREW GARRETT MORRIS
Michael Austin
Keith William Johnson
Lenward Wesley Jones
Sarah Marie Dupree
CARL ANTHONY LEBLANC
RENEE GEORGETTE LAGUE
THOMAS C CONNELLY
JAMES DEWEY WILEY
PATRICK STEVEN SALLEE
SCOTT EDWARD PRICE
MATTHEW JAMES DICKELMAN
JAMES TOWNSEND TANNER
JOHN CLARON MCCORMICK
ROGER HAROLD AIKEN
BARRY CRAIG MACDONALD
JULIANNA HENDERSON
Paul Brian Mayes

Within 25 miles of Cedar Mountain, NC, Best Investors lists 43 registered investment advisory firms with 120 offices nearby, managing about $7.57T in combined regulatory AUM across 1,852,761 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 Mountain

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM