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Best financial advisors in Climax, NC

Registered advisers within 25 miles of Climax, NC.

Offices
318
Firms
111
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,342,595 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
SILVER OAK SECURITIES, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PHOENIX FINANCIAL SOLUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
STRATEGIC ADVISORY PARTNERS
ONEDIGITAL
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ATLANTIC UNION MUNICIPAL ADVISORS, INC

Investors

MICHAEL JOSEPH LONANO
UNO NIEEBAN
William Thomas Austin
Kacie N Loye
COLBY REBECCA EDMONDS
BENJAMIN KYLE MILLIGAN
NYASHA MANYARA RAY
JASON SCOTT CLUKEY
MICHAEL Douglass JONES
Dora F Neubauer
KIMBERLY COOKE GORDON
Richard Alex Dutch
RAVISHANKAR BALASUBRAMANIAM
CHRISTOPHER RYAN WOMACK
Isaiah Matthew Martin
WENDELL PHILEMON JONES
Chasity Nicole Griffin
ERICA ROHLFING LYALL
BLAISE STEVENS
Christopher Rogan Harris
Roy Anthony Hyde
Ronda Golden Faggart
Ashley M Pritchett
MATTHEW ALAN STRATTON
JAMES PAUL HUBER
DOROTHY CAMERON AYDLETT
Jonas Phillip Boyer
PATRICK NOEL RUSH
JOHN WILLIAM MARSKE
Kaitlyn Rose Lingard
Alexa Paige Ritz
Patrick Steven O'Clair
Brooke Thornton Carpenter
James Hayden Fleming
Matthew Wyant Garcia
BETTY PARRISH ANDREWS
WILLIAM CAMPBELL FISHER
RICHARD NORTHRUP FISHER
TIMOTHY REID BOLINGER
LOGAN GREY SHARPE
RACHEL ELIZABETH WALSTON
Walter Steven Yates
Alec Lloyd
Ronald Craig Smith
STOWE NIXON PARKER
GREGORY YOWELL ELLINGTON
ANDREW DOUGLAS DAVIS
Tracy Lance Collins

Within 25 miles of Climax, NC, Best Investors lists 111 registered investment advisory firms with 318 offices nearby, managing about $13.0T in combined regulatory AUM across 2,342,595 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 Climax

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM