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Best financial advisors in Dosier, NC

Registered advisers within 25 miles of Dosier, NC.

Offices
221
Firms
91
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,608,883 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CURATED CAPITAL & PLANNING LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
DIXON AND COMPANY WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TIMONIER
CREDIT UNION INVESTMENT SERVICES
APOLLON WEALTH MANAGEMENT, LLC
COMPASS FINANCIAL SERVICES, INC.
MML INVESTORS SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
J.P. MORGAN SECURITIES LLC

Investors

Calvin Bruce Hodgin
Kenneth Judson Bell
Wesley Calvin Hodgin
Jason Gary Pardue
Neil Andrew Allerton
Anne Marie Webster
Douglas G Esleeck
BRANDON CHASE
Odysseus James Chamis
CARLA WICKLINE THRASHER
Christie B Severino
TRACY CLINTON DUNCAN
Anthony Guy Diffenbaugh
Jodie Nicole Baker
LAURA ELAINE BANASIEWICZ
JASON PAUL STERN
RYAN EDWARD BEAUDRY
Alexis Simpson Reeves
Benjamin David SHAMBERGER
TYLER JORDAN SCHWEIGERT
Zachariah B Baker
William Scott Nason
BRIAN SCOTT NASON
Kenneth Hedgecock Brown
JON CARL FOX
Robert Lynn Hargrove
Fitzhugh Lee McMurry
JANICE JACOBY FRENCH
NICHOLAS SCOTT YEAKLE
SAMUEL BRADFORD SOOTS
NICHOLAS C BAKER
ALEXANDER JORDAN CARTRETTE
Dax Carlyle Allred
KEVIN JOHN EBBINK
TODD WAYNE LOCKHART
GRANT RYAN BRIDGES
JACOB LEE HEDRICK
Salvador Valencia

Within 25 miles of Dosier, NC, Best Investors lists 91 registered investment advisory firms with 221 offices nearby, managing about $12.9T in combined regulatory AUM across 2,608,883 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 Dosier

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM