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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

AMERITAS ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VALMARK ADVISERS, INC.
CARDINAL COMPANIES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CHURCHILL INVESTMENT MANAGEMENT, LLC
ALLSPRING GLOBAL INVESTMENTS, LLC
ALLSPRING FUNDS MANAGEMENT, LLC
OSAIC WEALTH, INC.
GRANT THORNTON FINANCIAL ADVISORS LLC
CAPE INVESTMENT ADVISORY, INC.
IMPACT PARTNERSHIP WEALTH, LLC
SCHWAB WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
FRONT PORCH FINANCIAL ADVISORY
ASCENTIS INDEPENDENT ADVISORS, LLC
DYER & COMPANY, L.L.C.

Investors

JERRY DEAN CARPENTER
Jose Enmanuel Holguin
LUIS HERNAN GRANADOS GOMEZ
Jason Edward Shepherd
EDWIN BRUTON PEACOCK
LAUREN DAVONNE WILLIAMS
CONNIE WILLIAMS
JONATHAN VICTOR BLAKE
SCOTT PATRICK DEGRAEVE
Daniel Jacob Dolan
Alexander Nicholas Cautela
John Moore Carr
EVAN SPENCER LYONS
JEFFERSON LINWOOD PITT
ISABELLA SOPHIA XENAKIS
JOEL BURRIS
MICHAEL SHANE WAGNER
SCHUYLER DREW HOWE
DAVID EDWARD BUFFIE
RICHARD GERARD BROWN
ANDREW JOSEPH HOWE
ERIC ALAN WELCH
JOSEPH HAGNER
SAMUEL DEAN TURNER
ADAM ELIOT QUELER
CHARLES WILLIAM GALLMAN
Carter Thomas Stockwell
THOMAS PATRICK FLYNN
Jordan Marc Zeledon
EVAN JARED MCCARTHY
KEVIN KELLY
HEATHER NICOLE HAMMONDS
DAVID SCOTT WELTON
JOHN PAUL MAYBURY
Thomas Sims
CONOR CETOLA
JOHN SAMUEL FITCH
Brandon Thomas
Holden Bobb
GEOFFREY HENRY OWEN
THOMAS CLARKSON WORTH
James Raymond Newman
Grant Christopher Wilson
THOMAS GRAY DYER
Caroline Elise Hawkins

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