Best Investors Account Sign in

Best financial advisors in Charlotte, NC

Registered advisers within 25 miles of Charlotte, NC.

Offices
1,396
Firms
512
Combined AUM
$29.3T
Firm-wide filings, not assets booked only here
Clients
3.83M
3,831,334 clients when Item 5C has a number
Avg / client
$7.66M
Combined AUM ÷ clients

Nearby offices

Firms

VINTAGE WEALTH MANAGEMENT GROUP
STEPSTONE PRIVATE WEALTH
FIRST CITIZENS ASSET MANAGEMENT, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
TLG ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
LEGACY WEALTH MANAGEMENT
FIFTH THIRD WEALTH ADVISORS LLC
MOSAIC CAPITAL PARTNERS LLC
COLLWICK FUNDS GP, LLC
BROADTREE PARTNERS MANAGEMENT, LLC
RIDGEMONT PARTNERS MANAGEMENT, LLC
HB WEALTH
FALFURRIAS MANAGEMENT PARTNERS LP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

DENSEL FLEMING
JEFFREY NEIL CHAPMAN
CIJI NICHOLE FISHER
HAROLD ALLEN LOCKWOOD
KIMBERLY ANN RUSSEL-BOWMAN
ROBERTA K DAWSON
Adam Dinkins
Kelly Marie West
Emily Morgan Jones
Danny Duy Pham
Ashley Renee Fowler
Dimitri Olegovich Tcherkassov
Alice Forbes Boyle Jenkins
Marc Kevin Horgan
Robert Christopher Maloney
STEPHEN WAYNE PARK
THOMAS DARRLE CLINE
TRACI JEAN DIBLASIO
JENNIFER MARIE STOODY
DAVID BOYD LENTZ
GEORGE COLTRANE BENOIT
NORMAN EDWARD KIRKWOOD
BRIAN MERRITT SHERWOOD
SCOTT HARRINGTON ANGEL
KRISTIN NICOLE KOPTYRA
Marie-Jose Bettis
JAMES RUTLEDGE CARSON
ERNEST L KIEFER
ANN THAI DUONG HUYNH
KENNETH ALAN HOLLANDER
CHRISTOPHER WILLIAM JONES
JUSTIN DANIEL POPHAM
ROBERT RANKIN NIMOCKS
Amanda Gail Berry
JOHN THOMAS TIERNEY
Angela Till Klosterman
Marcus Terrell Richbourg
Alex Yarem
David Wright Durham
William Oliver Gibson
William Charles Robbins
MICHAEL J WASSELL
MARCUS EUGENE ATKINSON
WILLIAM FLETCHER HESTER
ETHAN SETH VAN ECK
Dakota Logan Murray
William Terry Lanford
JOSEPH FRITZ GRANT
WONEITA Carneisa Burdno
Matthew Thomas Giuttari
Connell Robert Maclean
THOMAS SANDERLIN OWENS
KARL-HEINZ M LEROY
JULIA NICOLE ROBERTS
Robert Ison Lane
Robyn Haley Pegram
KATHERINE Tracy Pepper
AMY Tingle CHAPIN
Justin Jeffrey Sheik
AARON NATHANIEL EMORY
Jackson DeWitt King
CARL ALBERT MODECKI
James Clyde Phillips
Walter Bennett Jethro
MADISON FRYE
Monica Elena Wilson
Andrea Stewart
Sara Elizabeth Downing
BRIAN PATRICK CORBETT
NATHAN STOUFFER
William Covington Crouch
MATTHEW INGRASSIA
Tiffany Ku
Joseph Al Lambert
Ethan Kirby
CHRISTOPHER LEE BANKS
CHRISTOPHER EDWARD OSMOND
CAROLYN LEIGH BALZANO
ERIC BENJAMIN HOUSMAN
Andrew Dilz
Rebecca Wren Warner
BRIAN ROGER WILLIAMS
Lisa Ellen Marino
Patrick Michael Kitson
Steven Hollester Politowski
RYAN JEREMY LOVE
David ERIC Bremen
Bonnie Leah Covington
Lina Marcela Clarke
PETER L HUYNH
Jack Rielly Fishbaugh
Zachary Gerard Stephan
LORI GUNDER AMEO
Kevin Sexton
D'ARCY ANN HENSON
Kimberly B Speer
David K Thomas
NIMISHA GOHIL
Monica MARIA Snider
STANLEY J BELCZYK
NASTASSIA Denise MIMMS
WILLIE E ARRINGTON

Within 25 miles of Charlotte, NC, Best Investors lists 512 registered investment advisory firms with 1,396 offices nearby, managing about $29.3T in combined regulatory AUM across 3,831,334 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 Charlotte

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM