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Best financial advisors in Concord, NC

Registered advisers within 25 miles of Concord, NC.

Offices
774
Firms
297
Combined AUM
$21.6T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,393,153 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
HORNOR, TOWNSEND & KENT, LLC
FIFTH THIRD SECURITIES, INC.
PARK AVENUE SECURITIES LLC
ALPHASTAR CAPITAL MANAGEMENT
UWHARRIE INVESTMENT ADVISORS, INC.
MILL CAPITAL MANAGEMENT, LLC
CADENCE WEALTH PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DAVID ALAN BAUCOM
Tyler David Ervin
Lexter Stuut Fennell
Matthew Brandon Leonard
WILLIAM BRIAN KING
BRADLEY PATRICK KONAWALIK
Daniel Paul Boehm
ADAM F SAILERS
WILLIAM A HARRIS
Trenton Kenneth Whalen
JON CHRISTIAN YANCEY
Max Miller
Bruce Jeffrey Lau
Andrew Carson Ricciarelli
Michael John Hanzlik
Marshall Ward
ROBERT BUGG BRANNAN
DAVID CRAWFORD BEACH
JONATHAN WILLIAM RHONEY
Paul Norman Clark
BRIAN JAMES SEAY
Nicholas Alan O'Kelly
SEAN MICHAEL WILLIAMS
STEPHEN RALPH SMITH
CHERYL GARCIA SALERNO
Jennifer Gunther Astles
PRZEMYSLAW WASZCZENIUK
Mark Edward Whitley
KEVIN PATRICK O'HARE
Christopher William Borras

Within 25 miles of Concord, NC, Best Investors lists 297 registered investment advisory firms with 774 offices nearby, managing about $21.6T in combined regulatory AUM across 3,393,153 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 Concord

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM