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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

FORTRESS PRIVATE LEDGER, LLC
SJF MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
CAPITAL SOLUTIONS ADVISORS, LLC
XPONANCE LLC
CREDIT UNION INVESTMENT SERVICES
OSAIC ADVISORY SERVICES, LLC
ONYX WEALTH MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
PARALLEL ADVISORS, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
BROOKS FINANCIAL OF NORTH CAROLINA, LLC
PAPPAS VENTURES
WELLS FARGO CLEARING SERVICES, LLC

Investors

MICHAEL RICHARD HEMMERICH
brock A adams
Brett Walters
Tamra Kaye Ellis
Nahnsan Guseh
SUMALI SANYAL
CHELSEA HUNT TRIMBLE
John David Todd
MARY ELIZABETH MCBROOM
EAGAN XAVIER ROONEY
CURTIS RANDALL BYRD
HANS ECKART SCHEIL
THOMAS R GRIFFITH
BRUCE ALLAN FRANKEL
MARTIN DAVIS HENSLEY
TIMOTHY CHANDLER ATKINS
EDWARD ASHOD TIRYAKIAN
LEONARD JEROME BROOKS
Eric Cameron Williams
Joshua F Wagenaar
Lili Oy-Ling Engelhardt
THOMAS ADRIAN TAYLOR

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