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Best financial advisors in Crouse, NC

Registered advisers within 25 miles of Crouse, NC.

Offices
198
Firms
58
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.53M
1,534,621 clients when Item 5C has a number
Avg / client
$6.72M
Combined AUM ÷ clients

Nearby offices

Firms

CATAWBA RIVER CAPITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
ABS LEGACY PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
MML INVESTORS SERVICES, LLC
CORNERSTONE WEALTH
ASPIRE PRIVATE CAPITAL
WELLS FARGO CLEARING SERVICES, LLC
PASSPORT WEALTH MANAGEMENT

Investors

ROBERT PAUL BOGGS
DAVE ALLISON EDWARDS
Thomas William Cooley
DAVID LAWRENCE SCHIFF
DAVID PAUL COSS
EDWIN BENNETT GRESHAM
Kimberly Belk Kaylor
Jarred Allen West
LARKIN WOBBE
ROBERT DAVID KOPPENHOFER
Jason Ma
Tiffany Welshans Guarino
DEAN BENNETT WILLIAMSON
Michael Wayne Durham
DARHYL RUSSELL PULLEY
THOMAS MILTON NORTH
KYLE J THOMAS
ANGELA B. SIMMONS
Noah K Hannon
KIRK ANTHONY MESSICK
Zoran Milan Smiljanic
Jennifer Joyner
Magali Hoffiz Colombo
Warren H Chapman
Charles P Utz
JAMES PATRICK LOWRY
CHADWICK DELMONT CARLSON
THOMAS EDWARD DRUCKENBROD
CHRISTOPHER SEAN GEORGE
PATRICIA ANN MOORE
KAREN CORNELL ANDERSON
MANDY SUZANNE BARTON
SCOTT R STIMSON
RYAN WEILER CANADA
ROBERT S KELLER
James Frank Fill
Olivia Stiff Kennedy
HUNTER CONLEY
Thomas Jospeh Francomano
KAREN ZELTNER
Richard Moll
Bryce Moritz
austin christopher george
Jonathon Blake Wagoner
Amy Glace Murray
DANA LANDRETH HORTON
LAURA CHRISTINE HEALEY
CHRIS ANGELINO
DANIEL P SEXTON
Toni Clarke
DYRON TROTMAN
Caleb Cheyney
Adam B Davey
Stephen Paavola
THOMAS ANTHONY FRANCOMANO
Henry Clay Alston
Misan Varsey Wiles
Amber Lynne Wright
Rebecca Ann Foret
MICHAEL FAGAN
ROBERT PERRY CLARK
LINDA ANNE O LOUGHLIN
Brian Scott Felton
ALEXANDER HARRY BISHOP
SCOTT DANIEL ROBINSON
Jolie A Bishop
AMBER LEE ROBINSON
Donald Lee Wolf
Jason Andrew Webster
LYNN MARIE BOWSER
Max Kunisch
ANDREW KELSEY SMITH
BRENDA HANCE PRESSLEY
RACHEL LEE POSNER
WHITNEY ANNE PAPPAS
Rodney Thomas Wendt
RICHARD GORDON FALLON
Robert William Benton
KARA Buteau KUNZ
CRAIG ALAN RUBRECHT
EDWARD MASSENBURG WOOD
JEREMY WARMAN GRANT
MATTHEW ALAN MOYZIS
ANDREA LYNN PINE
JARED R MCDANIEL
CLIFFORD PADGETT HODGE
MATTHEW JAMES SANDBERG
Cameron Franklin Meares
JEFFREY ALAN CARBONE
Sean Michael Bandazian
JERETT ROSS DIMARZIO
GABRIELLE ELIZABETH CAFALONE
WALLACE EDWARD SUTTON
Patrick Hawkins
NICOLE EUNICE MCCOY
DAVID ANTHONY HENKEL
BRYAN WESLEY SHERRILL
CYNTHIA LYNNE CROSS
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
Christopher Thomas Lee
DANIEL JOSHUA TOBIAS

Within 25 miles of Crouse, NC, Best Investors lists 58 registered investment advisory firms with 198 offices nearby, managing about $10.3T in combined regulatory AUM across 1,534,621 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 Crouse

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM