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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

MML INVESTORS SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
BROOKSTONE CAPITAL MANAGEMENT LLC
CARY STREET PARTNERS
GIBERT WEALTH MANAGEMENT
&PARTNERS
J.P. MORGAN SECURITIES LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JAMES LAWRENCE TODD
CHARLES EDWARD FORREST
BRIAN EDWARD STREEM
Jeffrey Steven Thomas
WALTER FRANKLIN GREENWALD
STEVEN RAY STUDEBAKER
ALEXANDER WILLIAMSON
John V O'Connor
Michael Gerard Schmidt
RICHARD LEWIS
RUTHERFORD CALVIN BRYSON
Jacob Downing
William Lawrence Richmond
WILLIAM AQUILLA ALLEN II
LESLIE DINGA MORSE
Lewis Michael Kayes
Lance Matthew Bryan
Sean Kayes
PAUL L GIBERT
Brenton Lohr Smith
DAWN LYNETTE WILSON
STEPHEN EDWARD WILSON
PATRICK SMOTHERS GOLDEN
SUSAN BROWN
Wesley A. Billings
Zachary Michael Bolling
Frances Worthington
JABBAR JAMISON
Stephanie Leventis Diaz
QUTEVIA WILETTE WEAVER
NICHOLAS CHUCK BATTEN
ANTONIUS J HENDRIX
CENTARIO J GRIER
BRIAN M BENATOVICH
Matthew Knight
SINDY MARIE WYLIE
FRANK SUMMERS
MARCUS C RATHER
Cooper Bumgarner
David McDonald
Nathaniel Ray Peoples
Jason Henry VIEIRA
Maria Alejandra Perez Orozco
Taylor Rogers Flanagan
STEPHEN WILLIAM KEREKES
MICHAEL RAY WILLIAMS
TERRY LEE HALVORSON
Matthew Ronald Wogan
ROBERT TODD RICH
CHARLES ALLEN BEATTY
Winnie Hui Knapp
ALEXANDER JACKMAN NOLAN

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