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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

CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
LEVEL FOUR ADVISORY SERVICES
EDWARD JONES
CURI CAPITAL, LLC
TLG ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
GUARDIAN WEALTH ADVISORS, LLC
CAPITAL ADVISERS, INC.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
PHYSICIANS FINANCIAL SERVICES, INC.
THE WEALTH GROUP, LTD

Investors

LORINDA BOLZ SPIVEY
LESLIE WADDELL MERRITT
Renee Danielle Cooley
CHARLES RICHARD LEAPLEY
ADAM TIMOTHY KEISLER
LESLIE WADDELL MERRITT
ASHTYN CHASE WRIGHT
BENJAMIN CRAWFORD GLOVER
MICHAEL JOSEPH STERLING
S PAUL LORUSSO
JOSEPH MICHAEL ROBBINS
BRUCE MELVIN HONEYCUTT
ROBERT MURRAY WORONOFF
Allison Plute Wasle
Sara Hanna Fortier
Mark James Fortier
Mary Inez Woodard
Brian Timothy White
Angela Richards Goins
Amanda Dworznicki
Paige Inger Ruland
William Caleb Sanderson
JESSICA PIERCE PASQUALE
JOSEPH BARRETT KNOWLES
Duncan McLaurin Gibson
Seth J Wernick
FRANCES OPFER CRONLUND
DAVID MICHAEL ARTHUR
KATIE LAMM STROTHER
Francis Thomas Johnson
Noah Robert Fitzgerald
KENYON LEE ALLMAN
Willis Smith
Sarah McClain
JESSICA C LAMB
Tyler Oliver Lindsey
Erin Flegal Horne
Sandra Stephens Russ
Leslie Kirsten Gaddis
Kevin Michael McKinney
GUY SELDON SWAIN
MATTHEW DAVID GLOVA
Alan Richard King
Matthew Kelleher
LORRAINE JOHNSON
WILLIAM CONYERS MARTIN
WILLIAM DEREK CARAWAN
ROBERT MICHAEL WILLAUER
RACHEL LOUISE BETZWIESER
RICHARD ALLAN HILL
CHRISTIAN ALLAN HILL
JEFFREY DAVID LINK
JOSEPH MICHAEL LUSHENE
MARK ALAN WILKINSON
Brandon Michael Lushene
JONATHAN NEIL PERRY
ELIZABETH ADAMS WATKINS
Andrew Cobb Murphy
DANIEL PAUL RANDALL
RUSSELL NEILL HADLEY
DAVID SLOAN WHITE
JAMES WILBOURNE MCKAY
STEVEN BLAIR WILSON
Matthew Bockhorst
DANIEL MARK GAUGERT
JAMES RUSSELL BEAM
CAMERON MERRILL EVANS
CARLTON WILLIAM BLANTON
RICHARD PHILIP TAYLOR
JUSTIN MARC CHADWICK
RICHARD JORDAN FIELDS
MATTHEW CRAIG WEST
RICHARD HUNTER HALVERSON
JOSHUA DANIEL HUGGINS
JOHN MCCRARY PARROTT
ROY TERRY BASS
GEORGE GREGORY HICKS
WELTON CORTEZ SMITH
DEVRIN KEITH AVANT
WAYNE SPENCER HILL
SCOTT ANTHONY BASS
SAMUEL MITCHELL KNIGHT
EUGENE CEBRON THOMPSON
DANTE PERRON MCDOWELL
RICHARD WAYNE GARDNER
MARK WALTER MAURER
ERIK EDWARD BABOCSI
WILLIAM ANTHONY MOORE
PAUL EDGERTON CRANFILL
SUSAN SMITH WHITFIELD
KIMBERLEE DAWN SIPE
JOHN THERON THORNE
MATTHEW THOMAS KEEN
AARON BRANDON SMITH
JOSEPH BURKE FREEDLAND
Robert Evan Fears
MARTHA BROOKS THORNE
CHRISTOPHER DAVID LANGLOIS
MARVIN DUNCAN MUSSELWHITE
DANNY LYNN BICKERSTAFF
CHOTSIE SKINNER BICKERSTAFF
HALLIE JO BURRIS
RICHARD LEE FIELDS
CHARLES WILLIAM PENDERGRAFT
ROBERT CLINE WILLIAMS
RICHARD ELWOOD ROSE
BENJAMIN TIMOTHY BROOKS
WANDA NEWTON COOPER
DONALD BENTON PARROTT
TAMMIE LYN FARRELL
LAWRENCE ZAVADOFF
TALBERT LAMAR EDENFIELD
MICHAEL GERARD BRENNAN
DANIEL RIDDLE SHIVE
KEMP BATTLE MEBANE
JEFFERY ALAN BRYSON
ANDREW ALEXANDER PANNELL
ABIGAIL RUTH TILLEY
JOHN THERON THORNE
CHARLES BELL UPSHAW
WILLIAM HOYT ROGERS
RANDOLPH MCCRAVEN NASH
ARCH RONALD DECASTRIQUE
TIMOTHY CRAIG HUCKS
FRANK HODGIN SHIELDS
DELORES LOMAX THOMSEN
CRAIG MURCHISON MCDANIEL
CHARLES EDWARD FORGASON
MICHAEL FRANCIS PEARL
TROY DALE HILL
S Diane Davis
JOSEPH DEWEY JACKSON
FREDERICK PERRY TURNER
MATTHEW DUNLAP VAUGHAN
CORT FREDERICK MEINELSCHMIDT
Elizabeth Davis Hughes
CECIL ARTHUR CREASY
WILLIAM JOSHUA PARSONS
WILLIAM HILL SIGMON
CORNELIUS TRAWICK MCDONALD

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