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Best financial advisors in CHAROTTE, NC

Registered advisers within 25 miles of CHAROTTE, NC.

Offices
2
Firms
2
Combined AUM
$821B
Firm-wide filings, not assets booked only here
Clients
226K
226,137 clients when Item 5C has a number
Avg / client
$3.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PRINCIPAL ADVISED SERVICES

Investors

Curtis Lyman Ott
Jeremy Long

Within 25 miles of CHAROTTE, NC, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $821B in combined regulatory AUM across 226,137 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 CHAROTTE

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 PRINCIPAL ADVISED SERVICES 16,537 clients · 260 advisers $1.42B AUM