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Best financial advisors in Columbus, NC

Registered advisers within 25 miles of Columbus, NC.

Offices
150
Firms
52
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
1.75M
1,751,252 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THE AMERIFLEX GROUP
EDWARD JONES
ADVISORY SERVICES NETWORK
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
INTELLIVEST WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
COMMONWEALTH FINANCIAL NETWORK

Investors

MARY B STEELE
JOHN NEVILLE BOYLE
CYNTHIA MARESCA BOYLE
TIFFANY NICOLE BISHOP FREEL
LENA MCCALL MEREDITH
Beth Head
DUDLEY CARLISLE WHITLOCK
WALLACE BRUCE MASON
Christopher Byron Chestnut
Carol A Hartis
Taylor Renee Jones
MICHAEL KEITH ASHWORTH
LISA PAGE MURPHY
Bryson Mitchell Shook
KATHERYN LEE GORDON
James Jackson Geddings
Juan Landaverde Martinez
Sydney Marie Ludwig
Jill Davis Hughey
Mitchell Garrison Barnette
Philip Emory Moore
Daniel Reed Hudson
Logan Martin Dickey
MICHAEL JAMES DICKEY
Grant Dana Threlfall
Martin Kevin Larsen
Michael Anthony Loiacono
Andrew Thomas Tisdale
Elijah Benfield Poe
Gregory Scott Poe
Joshua David Poe
Joshua Paul Justice
THOMAS ALEXANDER ROYLSTON
glenn stephen griffin
JONERIK HUBBARD
Tracy Armstrong Faucette
Bradford Thorne

Within 25 miles of Columbus, NC, Best Investors lists 52 registered investment advisory firms with 150 offices nearby, managing about $11.4T in combined regulatory AUM across 1,751,252 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 Columbus

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM