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Best financial advisors in Charolotte, NC

Registered advisers within 25 miles of Charolotte, NC.

Offices
1
Firms
1
Combined AUM
$111.0K
Firm-wide filings, not assets booked only here
Clients
36.3K
36,300 clients when Item 5C has a number
Avg / client
$3
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES

Investors

JORDAN ROBERT NICHOLS

Within 25 miles of Charolotte, NC, Best Investors lists 1 registered investment advisory firm with 1 office nearby, managing about $111.0K in combined regulatory AUM across 36,300 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 Charolotte

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

1 CREDIT UNION INVESTMENT SERVICES 36,300 clients · 262 advisers $111.0K AUM