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Best financial advisors in Davidson, NC

Registered advisers within 25 miles of Davidson, NC.

Offices
794
Firms
308
Combined AUM
$22.0T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,488,091 clients when Item 5C has a number
Avg / client
$6.30M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
CROWN PRIVATE WEALTH, LLC
SIMPLICITY WEALTH
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALIGHT FINANCIAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MWA FINANCIAL SERVICES INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Angelique R Harris
Roy Enoch Boone
Monika MacManus Moore
Jamie Ellen Dugo
ANNETTE TURNER BURKHARD
DARHYL RUSSELL PULLEY
THOMAS MILTON NORTH
KYLE J THOMAS
JOHN HANBY FOARD
WILLIAM NEAL KEARNEY
JENNIFER LEE JOST
AARON ANTHONY ANDERSON
JAMES CALVIN DENTON
MAXWELL FONTAINE
MICHAEL DAVID SMITH
ROBERT DAVID CHURCH
RICKY LEE MEEKS
MONICA L LUKE
DEBORAH BOYD EBERHART-WILKINSON
ROBERT MICHAEL NORRIS
JEREMY JASON FRITZ
Anthony Joseph Cafaro
TRISEL Y. Blau
Alisha Waters
Matthew Wade Deemer
Mary Kathleen Sterle
Rebekah Ann Campbell
FRANCIS JOHN BRADLEY SAMS
SALLY JO OSBORNE
MICHAEL E KEADY
ROBERT Michael BRUZIK
PAUL JOSEPH FAULKNER
JEFFREY JOEL BARLING
RONALD L PAULDING
JONATHAN MICHAEL WALLS
MICHAEL James PHYILLAIER
BENJAMIN M DELP
Sara Elizabeth Lyday
Holly Laraine Gennings
Andre Dillon LeBoeuf
Ethan Lee Sartain
DANIELLE Marie BRINKLEY
EVAN EUGENE VON WALDNER
Jason Andrew Akers
Vinny Vinaayak Sanhai
Ridgely Hunt
ALLISON CATHERINE HALL
Sisi Ding Loudon
Jarret T Roberts
AMGAD MAGDY YASSA
AMANDA JOAN CHENG
ANDREW EDWARDS NELSON
MARK ROBERT VOSSLER
Faith Goldman Rash
James Russell
Jeffrey A Swarr
Ibrahim Nicolas Mitias
Joseph Nielsen
Timothy Jason Sanford
STEPHEN JOHN GEREK
Benjamin Robb Bellury
Daniel Joseph Haller
THOMAS NORMAN PETERSEN
William Alexander Burgess
STEPHEN ANSELL SWEET
MARY ELIZABETH BURGESS
Stephen Buckley
DAVID BRADLEY NIFONG
JEFFREY JOHN MCCUE

Within 25 miles of Davidson, NC, Best Investors lists 308 registered investment advisory firms with 794 offices nearby, managing about $22.0T in combined regulatory AUM across 3,488,091 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 Davidson

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