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Best financial advisors in Colfax, NC

Registered advisers within 25 miles of Colfax, NC.

Offices
471
Firms
151
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,950,105 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

CAPITAL INVESTMENT ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
HORIZON FINANCIAL SERVICES, LLC
EDWARD JONES
JANNEY MONTGOMERY SCOTT LLC
COMMONWEALTH FINANCIAL NETWORK
SHEETS SMITH WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
COMPASS FINANCIAL SERVICES, INC.

Investors

STEVEN BENNETT HARRELL
JASON PAUL STERN
RYAN EDWARD BEAUDRY
CARLA WICKLINE THRASHER
Christie B Severino
TRACY CLINTON DUNCAN
Anthony Guy Diffenbaugh
Jodie Nicole Baker
LAURA ELAINE BANASIEWICZ
SCOTT DUNNING WALKER
JOSEPH M PERKINS
SAMUEL SEYMOUR MERRICK
JOHN JOSEPH BRAIS
Angel Broughton Moorefield
Odysseus James Chamis
MICKEY LEE SMITH
Griffin L Smith
Edith Jean Broccolo
MICHAEL DEAN STOKES
JOSHUA ROBERT DONLEY
Corbin Taylor Watson
Andrew Wesley Weaver
MICHAEL COLE OWEN
PAUL ANDREW EBERT
TIMOTHY CLAY EBERT
JOHN RICHARD SHEETS
PHU MINH Roy O
TRENT RYAN SHEETS
THOMAS EDWARD CARTEE
NTINA Karagiannis Skoteiniadis
PAUL THOMAS ANTHONY
MARY CAROLINE SHAMBURG
JEFFREY MERRILL CHRISTOPHER
ROBERT EMERSON PIKE
DAVID BEELER GILBERT
Camden Duane Norman
STEVEN EDWARD BRENDLE
DANIEL THURSTON CROUSE
SCOTT EUGENE SAFFER
JAMES MICHAEL MCBRIDE
MYRON DOWELL MITCHELL
JOHN ALVIN BARROW
Salvador Valencia
JASON MICHAEL BOWERS
KEVIN JOHN EBBINK
Charmon M Baker

Within 25 miles of Colfax, NC, Best Investors lists 151 registered investment advisory firms with 471 offices nearby, managing about $15.3T in combined regulatory AUM across 2,950,105 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 Colfax

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM