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Best financial advisors in Crabtree Valley, NC

Registered advisers within 25 miles of Crabtree Valley, NC.

Offices
786
Firms
292
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,125 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
QHP CAPITAL, L.P.
SOVEREIGN FINANCIAL GROUP
WAKE WEALTH MANAGEMENT CO.
SIMPLICITY WEALTH
STRATEGIC ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MARINER
STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Investors

Isaac James Rico
Jacob Hollifield
AUSTIN HOUSER
BENJAMIN JOHN KADLEC
STEPHEN SMITH SCOTT
ALFRED HANNA DARAKJIAN
GLENN AUBREY WOODLIEF
BONNIE-CLARE QUINN KUNATH
JONATHAN DANIEL WATERMAN
CHARLES KEITH STEWART
Becca Henry Stockdale
ROBERT CROSBY ALGER
ERIC PHILLIPE BELANGER
Lawrence Yates Rockwell
ANDREW SCOTT LIPSON
VINCENT CONLEY PERRY
BRADLEY AARON WILLIAMS
MURAT KAPTANOGLU
Boone Merrill Williams
Suzanne G Barham
Donna Maria Alston
RICHARD KERBER EISENREICH
JONATHAN M. DEWAR
Jeremy Nathan Potts
Connor Garcia
ANDREW GRAY JOHNSON
JANET FOX
JOHN ELDRIDGE PARHAM
HARRY EDWARD O'CONNER
WILLIAM STEPHEN MILLER
Shannon Michelle Jenke
JAMES CHRISTOPHER SPIRKO
Troy McKay Smith
Philip Mario Giordano
ELIZABETH COBLE DONNER
BRADLEY EISENBERG
ALICIA FITZSIMMONS
JANET RUSSELL
DOMINIQUE ANISKA MCQUEEN
ARYA GOR
WILLIAM CUNNINGHAM
CHARLES BENJAMIN WHITE
MARQUITA HYLTON
CHRISTINA ASTI
AUSTIN SMITH
CONNOR MCELHANNON
MIA HOUSTON
JOEL REYNOLDS
COLLEEN E WILLIAMS
MICHAEL VAN DE VENTER
GHOLI OMID BONAKDAR
SCOTTY CROUTHAMEL
ANDREW MILLS
ALEXANDER S GREEN
TONY NICHOLAS HARRISON
OBYDA ABUSHAIB
ANDREW DAVID GOSSELIN
ADAM BLAIN
DIXI JIN
ALEXANDER W KHAN
ELIZABETH ERIN BIZZY CRAFT
CELESTE LITTLE
NICHOLAS A. TRENT
KOLIN MCKELVEY
EVAN PETER DUNIGAN
TUCKER DANAHY VALAS
DANIEL STUART MASON
JAMES HAROLD LEONARD
BRYAN EDWARD SMITH
CHAD LEWIS WEATHERMAN
Dylan Wendell Lustig
Blake Cason
ALAN BARRY SEGAL

Within 25 miles of Crabtree Valley, NC, Best Investors lists 292 registered investment advisory firms with 786 offices nearby, managing about $19.5T in combined regulatory AUM across 3,144,125 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 Crabtree Valley

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM