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Best financial advisors in Cornelius, NC

Registered advisers within 25 miles of Cornelius, NC.

Offices
828
Firms
313
Combined AUM
$22.1T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,427,953 clients when Item 5C has a number
Avg / client
$6.45M
Combined AUM ÷ clients

Nearby offices

Firms

CONCURRENT INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
ASPIRE PRIVATE CAPITAL
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
INTEGRATIVE PLANNING, INC.
ALPHASTAR CAPITAL MANAGEMENT
PFS INVESTMENTS INC.
AVENTUS INVESTMENT ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC

Investors

PATRICK GERARD SCHULTZ
ELIZABETH M HOBSON
FRANKLIN JEFFREY MCELROY
Wesley C Taylor
Gregory Garrard Padgitt
JOHN BRYAN PHILPOTT
THOMAS JAMES FARRELL
JAIME LUIS GUEVARA
Antonio Montez Burkett
THOMAS KEITH KELLY
TRENTON ALEXANDER DERRICK
ANTHONY JOSEPH RICH
TYLER DANIEL CRAWFORD
Patrick Michael Hipkens
ANDREW MEADE BREASURE
KYLE TRAVIS MAYO
GEORGE TYLER BOWERY
ZACHERY R ADAMS
David Joseph Byrne
David Gustaf Hahl
Jacob Miller
JARED EDWARD NEWMAN
SHAWN PATRICK LEE
Nicholas John Lavella
ANDREW JAMES GIBSON
PHILLIP THOMAS BLOYD
DONALD RAY RICE
Duke Michael Smith
KATHERINE MARIE BEARGIE
Matthew M Strzelczyk
MICHAEL BOGGIANO
Michael Allen Carpenter
Patrick Alexander Muldowney
Alisha Wright
DAVID RICHARD TILLOU
BRIAN R BACH
PAUL SCOTT TAYLOR
RICHARD ANTHONY BERRY
Christopher Douglas Risher
Eric Vaughn Craven
MICHAEL JAMES QUINLAN
SCOTT JAMES JACOB
JONATHAN PATRICK BLEVINS
JASON HATHCOCK
THOMAS JOSEPH DINGLEY
ROBERT ANTHONY BEARGIE
BRIAN KENJI WILLIAMS
Bjorn E Borg
Robin Stacey House
Zach Buettner
Vincent Anthony Tizono
Andrew Philip Barnett
Stephen James Schneider
Brett Douglas Anderson
Austin Chandler Dixon
Luis Chase Lopez
Michelle Lyn Holliday
James Lincoln Wynn
ZACHARY ALEXANDER POPOVEC
Shaun Davis Mathena
Tanner J Ellsworth
JONATHAN BLAKE BURKLUND
Casey Kellen McIntyre
RUFUS MACK HUNLEY
BENJAMIN RICHARD THOMAS SEAMAN
Megan Z Culver
Robert G Hammans
Benjamin S. Schmidling
Michele Cash Thompson
Ethan M Bemis
Michael Jerome Allen
Brian Richard DeVries
James C Sweasy
Hugh C Bishop
NATHAN L CLARK
Boyd Barnhardt
FRIEND MICHAEL WILLIAMS
BRICE W PAYNE
Justin Douglas Champlain
BRENDAN JAMES REMUS
Andrew Harris Ball
Michael Brett Richardson
Joshua J Gussler
Tyler Marshall Bennett
SARA CATHERINE MILAM
JASON MARK WECKEL
LARRY ALLEN HYDE
Lucas Graham Dengler
Bradley Nicholas Nauman
Hunter O Matthews
EMILEE L. EPPLER
Christopher M Stout
DEBRA JEANNE CARMODY
Justin Lea Dean
DAVID CLIFFORD HALL
Garrett Douglas Ray
Michael John Meilleur
DEXTER ALLAN MCCORMICK
JAMES RYAN BOGGUS
Trenton Kenneth Whalen
REID MATHEWS
WILLIAM Christopher BRUMLOW
Andrew Joshua Avery
Brantley Patrick Claunch
ERIC ROGERS GADDY
Arron Price
Shawn Michael Sigler
MARK SZEGHY
Sean Michael Travis
William Matthew Cheek
JEFFREY PETER HARE
JASON E LIST
STEVEN GILBERT JOHNSON
Joseph Walker Haney
Richard Neil Younts
CHARLES MIKEL THOMPSON
GLEN ANDREW ARCHER
WILLIAM GERARD DAGIT
JOHN AUGUSTUS GODFREY
PATRICIA ELIZABETH GODFREY

Within 25 miles of Cornelius, NC, Best Investors lists 313 registered investment advisory firms with 828 offices nearby, managing about $22.1T in combined regulatory AUM across 3,427,953 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 Cornelius

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