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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

GRAND STREET CAPITAL MANAGEMENT, L.L.C.
VERGER CAPITAL MANAGEMENT
ROBERT W. BAIRD & CO. INCORPORATED
FIVE POINTS CAPITAL LLC
TEALL CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
MODERA WEALTH MANAGEMENT, LLC
PRIVATE ADVISOR GROUP, LLC
TWIN CITY PRIVATE WEALTH, LLC
LPL ENTERPRISE, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.

Investors

WILLIAM HOWARD MORRIS
PERRY THEAFUS CABEAN
JOHN GILLETTE BURNS
Stephen J Edwards
Jacob R Hoheisel
Jane Virginia Dunlap
JEFFREY KENT TROLLINGER
CHRISTOPHER SCOTT WRAY
JENNIFER M POWELL
Richard Edmund Shore
KARVER S BOLTON
DUSTIN ANDREW KOUFMAN
ANDREW SPENCE HOLMES
Mary Kathryn Farris
CHRISTINE NARO BLAND
John Christian Scala
Avery Bowles
CHRISTOPHER W GARNER
Forrest E Hall
ROBERT HAIRSTON KLUTTZ
ROBERT JENNINGS MORPHIS
RICHARD SEYMOUR WAGNER
DAVID FIELDING HAVENS
KEVIN BRIAN LYALL
PATRICK EMMET CROWLEY
SCOTT ANDREW SOUTHERLAND
HUNTER HARRISON COORDS
Amanda J Hornsby
RUSTY RUSSELL
DAVID LAWRENCE HOLDEN
BRIAN JOSEPH HOLDEN
STEVEN DAVIS
LAWRENCE NORBERT HOLDEN
JOHN EDWARD MICKEY
WILLIAM EDWARD STADLER
JEREMY LANDON STANLEY
Marion Marre
JUDSON STEWARD MEINHART
ERIC DAVID MATTINSON
TRAVIS VERNON LETHCO
Jason Brent Lincoln
JOSEPH KING BERRY
Michael Wayne Randleman
JEFFREY DAVID LUKAWSKI
Leatrice Ann Potter Daigle
ROBERT GRAY REAVIS

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