Best financial advisors in Cedar Rock, NC

Registered advisers within 25 miles of Cedar Rock, NC.

Offices

106

Firms

34

Combined AUM

$6.98T

Firm-wide filings, not assets booked only here

Clients

696K

696,310 clients when Item 5C has a number

Avg / client

$10.0M

Combined AUM ÷ clients

Nearby offices

WELLS FARGO CLEARING SERVICES, LLC

1005 BLOWING ROCK BLVD
LENOIR, NC 28645

LPL FINANCIAL LLC

202 RIDGE ST NORTHWEST
LENOIR, NC 28645

LPL FINANCIAL LLC

140 TREMONT PARK DR NE
LENOIR, NC 28645

EDWARD JONES

136 TREMONT PARK DR NE
LENOIR, NC 28645

LPL ENTERPRISE, LLC

222 HARPER AVENUE NW BOX 309
LENOIR, NC 28645

EDWARD JONES

222-C HARPER AVENUE NORTHWEST
LENOIR, NC 28645

CREDIT UNION INVESTMENT SERVICES

503 Wilkesboro Blvd NE
Wilkesboro, NC 28645

EDWARD JONES

7535 VALLEY BLVD
BLOWING ROCK, NC 28605

12.9 miles away

PORTFOLIO MEDICS, LLC

The Shuford Building 12 Falls Avenue, Office 3
Granite Falls, NC 28630

14.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

4469 BAMBOO RD MUTTON CROSSING STE 105
BOONE, NC 28607

16.2 miles away

EDWARD JONES

130 MAIN STREET WEST SUITE 1
VALDESE, NC 28690

16.3 miles away

LPL FINANCIAL LLC

141 MAIN ST W
VALDESE, NC 28690

16.3 miles away

RCX CAPITAL GROUP ADVISORS, LLC

271 SLEEPY VALLEY DRIVE
BOONE, NC 28607

16.4 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1800 BLOWING ROCK ROAD
BOONE, NC 28607

16.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

206 Southgate Dr Ste 21A
Boone, NC 28607

16.4 miles away

CREDIT UNION INVESTMENT SERVICES

1470 Blowing Rock Rd
Boone, NC 28607

16.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

895 State Farm Rd Ste 201
Boone, NC 28607

16.7 miles away

EDWARD JONES

147 MEADOWVIEW DRIVE
BOONE, NC 28607

16.7 miles away

LPL ENTERPRISE, LLC

584 STATE FARM RD. SUITE 207
BOONE, NC 28607

16.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

805 State Farm Rd Ste 203
Boone, NC 28607-4914

Firms

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

CREDIT UNION INVESTMENT SERVICES

PORTFOLIO MEDICS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RCX CAPITAL GROUP ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JOSE JOHNSON GRANADOS PEREZ

CHADWICK PAUL HENDERSON

JOHN LAWRENCE DAVIS

Harrison Douglas Gardner

Christy Bradshaw Hayes

Ethan Kirk Gilley

ROBERT ONEIL FLOYD

JUSTIN JORDAN LONG

ROBERT ONEIL FLOYD

Rachel G Gilley

Zachary Tyler Cook

PATRICK WILSON HOLMES

GARY THOMAS MOSS

Steven Ellis Fisher

Maryann Diamond

JEAN-LOUIS GUINCHARD

PAUL ANGELO MANESE

Pamela Palka Watson

Jonathan Adam Jackson

John Michael Sanders

WILLIAM MARSHALL HELMS JR

Tyler David Moore

James Claywell Hogan

ROBERT ALEXANDER MCCUISTON

Within 25 miles of Cedar Rock, NC, Best Investors lists 34 registered investment advisory firms with 106 offices nearby, managing about $6.98T in combined regulatory AUM across 696,310 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 Rock

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM