Best financial advisors in Connelly Spg, NC

Registered advisers within 25 miles of Connelly Spg, NC.

Offices

113

Firms

37

Combined AUM

$7.25T

Firm-wide filings, not assets booked only here

Clients

701K

700,740 clients when Item 5C has a number

Avg / client

$10.4M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

141 MAIN ST W
VALDESE, NC 28690

EDWARD JONES

130 MAIN STREET WEST SUITE 1
VALDESE, NC 28690

CREDIT UNION INVESTMENT SERVICES

221 Enola Rd
Morganton, NC 28655

LPL FINANCIAL LLC

3023 S NC 127 HWY
HICKORY, NC 28602-8284

EDWARD JONES

2005 FRYE AVE
HICKORY, NC 28602

EDWARD JONES

507 B BURKEMONT AVE
MORGANTON, NC 28655

10.4 miles away

MML INVESTORS SERVICES, LLC

116 S Sterling St Suite 101
Morganton, NC 28655

10.6 miles away

EDWARD JONES

111A White St
Morganton, NC 28655-3461

10.7 miles away

EDWARD JONES

305 E UNION ST SUITE A-125
MORGANTON, NC 28655

10.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

101 W UNION 2ND FL
MORGANTON, NC 28655

10.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

207 E. UNION ST. PO BOX 1786
MORGANTON, NC 28655

10.7 miles away

TRUIST ADVISORY SERVICES, INC.

105 AVERY AVE
MORGANTON, NC 28655

10.8 miles away

TRUIST ADVISORY SERVICES, INC.

105 AVERY AVE FL 2
MORGANTON, NC 28655

10.8 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

217 NORTH STERLING STREET
MORGANTON, NC 28655

10.8 miles away

LPL FINANCIAL LLC

205 NORTH KING STREET
MORGANTON, NC 28655

10.8 miles away

EDWARD JONES

100 COLLETT ST
MORGANTON, NC 28655

10.9 miles away

EDWARD JONES

304 NORTH STERLING STREET
MORGANTON, NC 28655

10.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1155 Southgate Corp Park
Hickory, NC 28601

11.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1155 Southgate Corporate Park SW
Hickory, NC 28601

11.3 miles away

EDWARD JONES

353 SANFORD DR
MORGANTON, NC 28655

11.5 miles away

Firms

LPL FINANCIAL LLC

CREDIT UNION INVESTMENT SERVICES

MML INVESTORS SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

TRUIST ADVISORY SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

Maryann Diamond

Steven Ellis Fisher

Kelly Sue Childs

JODY BRADY DELVECHIO

THOMAS O BLACKWELL

Rachel Nicole Weiland

Martin Joseph Sohovich

Tyler Chance Barnhardt

Rachel G Gilley

MARSHA TONEY CARVER

TRAVIS JONATHAN MULL

BRENDA WHISNANT WHITE

WILLIAM DONALD HAUGEN

ROBERT ALFRED BROCKLAND

LAURA VIA CHATHAM

DANIEL JOHN COLLINSON

EDWINA RUMFELT GOWAN

ASHLEY MOODY GALLION

JOHN FRANKLIN BLACK

WILLIAM B CANNON

JORDAN NASH GREENE

Joseph Matthew Anderson

Rondal Scott Mulwee

STEVEN LEMUEL SPARKS

HENRY LAWRENCE THOMPSON

CHARLES ALLEN ROGERS

Alexander Rhyne Johnson

Chad Adam Burel

Within 25 miles of Connelly Spg, NC, Best Investors lists 37 registered investment advisory firms with 113 offices nearby, managing about $7.25T in combined regulatory AUM across 700,740 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 Connelly Spg

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM