Best financial advisors in Cherryville, NC

Registered advisers within 25 miles of Cherryville, NC.

Offices

151

Firms

45

Combined AUM

$8.21T

Firm-wide filings, not assets booked only here

Clients

1.11M

1,110,538 clients when Item 5C has a number

Avg / client

$7.40M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

217 EAST MAIN ST
CHERRYVILLE, NC 28021

EDWARD JONES

841 W HIGHWAY 27
Lincolnton, NC 28092

EDWARD JONES

1235-1 FALLSTON RD
SHELBY, NC 28150

EDWARD JONES

1427 E MARION STREET SUITE F
SHELBY, NC 28150

WELLS FARGO CLEARING SERVICES, LLC

1610 E MARION ST STE 150 LAKESIDE COMMONS COMPLEX
SHELBY, NC 28150

MML INVESTORS SERVICES, LLC

218 W Main St
Lincolnton, NC 28092

EDWARD JONES

115 EAST MAIN STREET
LINCOLNTON, NC 28092

COMMONWEALTH FINANCIAL NETWORK

236 E. Main Street
Lincolnton, NC 28092

LEONARD WEALTH MANAGEMENT, LLC

312 EAST WATER STREET
LINCOLNTON, NC 28092

GREAT VALLEY ADVISOR GROUP, LLC

333E. Main Street
Lincolnton, NC 28092

STATE FARM INVESTMENT MANAGEMENT CORP.

941 E Marion Suite 1
Shelby, NC 28150

FIFTH THIRD SECURITIES, INC.

402 E MAIN ST
LINCOLNTON, NC 28092

FIRST CITIZENS INVESTOR SERVICES, INC.

425 E. Main Street
Lincolnton, NC 28092

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

517 E Main Street
Lincolnton, NC 28092

UNITED BROKERAGE SERVICES, INC

901 E Main St
Lincolnton, NC 28092

10.3 miles away

LPL FINANCIAL LLC

107 E Grover St
SHELBY, NC 28150

10.3 miles away

CREDIT UNION INVESTMENT SERVICES

1729 E Dixon Blvd
Shelby, NC 28150

10.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1203 E Main St
Lincolnton, NC 28093

10.5 miles away

EDWARD JONES

651 SOUTH POST ROAD
SHELBY, NC 28152

10.6 miles away

CREDIT UNION INVESTMENT SERVICES

110 Sigmon Rd
Lincolnton, NC 28092

10.7 miles away

Firms

WELLS FARGO CLEARING SERVICES, LLC

MML INVESTORS SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

LEONARD WEALTH MANAGEMENT, LLC

GREAT VALLEY ADVISOR GROUP, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

FIFTH THIRD SECURITIES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

UNITED BROKERAGE SERVICES, INC

LPL FINANCIAL LLC

CREDIT UNION INVESTMENT SERVICES

Investors

Brentley William Jenkins

Cooper Bumgarner

Garrett Scott Sharp

Jamie Burgin Richard

Sara Anne Richard

SHEILA D DOBBINS

LACEY FORE BEAM

JAMES MONROE TAPP

Michael Talbott Macomson

JOSEPH MUNDY RHYNE

Candance Bryan Heavner

JOSEPH CAIN LEONARD

CARMEN MARIA BOLIUS ANDREWS

KATHLEEN ELIZABETH BRIDGES

FRANCES KAY PUMPHREY

MELISSA ANN SPIVEY

Samuel Dyk Hershberger

ROBIN BIDDY RADOVICH

PHILLIP WALLACE POSTON

NICHOLAS MCNEILL CATO

John Varney Gregory

Jonathan Merrill Rhodes

Ashlie Kelley Link

DEANA MARIE SPAINHOUR

Within 25 miles of Cherryville, NC, Best Investors lists 45 registered investment advisory firms with 151 offices nearby, managing about $8.21T in combined regulatory AUM across 1,110,538 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 Cherryville

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM