Best Investors Account Sign in

Best financial advisors in Chapel Hill, NC

Registered advisers within 25 miles of Chapel Hill, NC.

Offices
675
Firms
270
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,812,489 clients when Item 5C has a number
Avg / client
$6.05M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
BOLIN CREEK WEALTH ADVISORS LLC
MODERN CAPITAL ADVISORS, LLC
RESURGENT ADVISORS
TRUIST ADVISORY SERVICES, INC.
AZIMUTH PLANNING GROUP, LLC
AMPHORA WEALTH MANAGEMENT, LLC
PHOENIX WEALTH ADVISORS INC.
OLD PEAK FINANCE
EDWARD JONES
MODERN WEALTH MANAGEMENT, LLC
CAROLINA FINANCIAL ADVISORY, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FRAZIER FINANCIAL CONSULTANTS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

TRANG HOANG PHAM
LEE MORRIS MCPHERSON
Rea Ptacin
AUSTIN LANE BROWN
JOSEPH MICHAEL MARQUES
Adam David Seidman
MATTHEW WEBER POHLMAN
JOSEPH RYAN DENNEY
SHERRI LYNN Rose
AmyJo Young McElfresh
Eric John Sobocinski
Anthony John Giunipero
Kelly A Ward
MICHELE SUZANNE NETTESHEIM
EMMA ELIZABETH JACKSON
MARK JOSEPH RHOADES
MICHAEL DONOVAN JACKSON
GEORGIOS LIVANOS
ALLISON MARIE FRY
Erin Alguire Vickery
DANIEL ALAN ROUTH
Justin James May
James Grant Mosher
Audrey Elizabeth Kayser
Alexandria Jeter
THEODORE RICHARD WAECHTER
Danielle Elizabeth Hochstetter
Keith Minton
LAWRENCE FRANCIS MCMANUS
Christopher Duke Demetropoulos
TERESA BACKUS TRAVIS
Johnaustin Javaun Chapman
Thomas J Holtz
William Patrick Phelan
Cynthia Crystal Royal
NICOLE JUNE ROBERTSON
MARTIN A FROST
MARC ERIC CRAM
PAMELIA MURRAY HERNDON
DEBORAH JANE FRAZIER
RICHARD PATRICK FRAZIER
MAGGIE DENNY BURKE
SAMUEL PHILIP BRIGGS
EMELYN LARISSA SEBASTIAN
Denisse Soto Cruz
Justin Moore

Within 25 miles of Chapel Hill, NC, Best Investors lists 270 registered investment advisory firms with 675 offices nearby, managing about $17.0T in combined regulatory AUM across 2,812,489 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 Chapel Hill

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM