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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

COMMONWEALTH FINANCIAL NETWORK
RALEIGH CAPITAL MANAGEMENT INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
PFS INVESTMENTS INC.
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
FULBRIGHT FINANCIAL CONSULTING, PA
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.

Investors

CHRISTOPHER JAMES WALSH
JAMES EDWARD TRULL
KAREN HARRIS BROCK
ALEXANDER GREER
Tyler Zieker
Brent James Godwin
JAMES LEWIS GROVES
BRIAN RICHARD RALEIGH
GEORGE DYLAN PHIPPS
NICHOLAS J BEGLANE
Jeremy Michael Baltz
Jack William Henry Raleigh
Mikayla Elizabeth Raleigh
Shaelyn Rose Raleigh
JOSEPH READING MCLEOD
Nicholas Christian DeBerardino
Jack Edward Erickson
Josiah James Frost
Randy Perry
Devin James Cornelius
CHADWICK MICHAEL CAPPS
Rudy J Stulc
Danny Bostic
Darryl Banks
Lucas C Gooding
Caroline Marie Gooding
Kristina Maria Paget
DANIEL CRESWELL
Derek Jay Parrish
Dennis C Roman
ALICIA TEGAN LOVE
Michael Vuke
Michael Anders Esser
Jay Ritz
EDWARD DANA FULBRIGHT
Amanda Rose Sakmar
LANDON CLAY BAUCOM
Tyler D Parker
DAMON GREGORY LICHTENBERGER
Sydney Nicole Miller
Ryan Paul Rosenberger
Joshua Darren Whaley
Zachary Daniel Bittenbender
Raphael McGee
Noah Pettee
MICHAEL ANTHONY SHOVLAIN
ANDREW RORY PREDDY
GREGORY DANA WEISS
FREDENA JAMES
Jazmine Stewart
Samuel Bogaczyk
STEVEN VIET DINH
Mark Joseph Obrien
Lyben Hizkias

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