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Best financial advisors in Duncan, NC

Registered advisers within 25 miles of Duncan, NC.

Offices
500
Firms
195
Combined AUM
$18.5T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,125,287 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GOOD LIFE ADVISORS, LLC
RED OAK CAPITAL ADVISORS
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CAPITAL FINANCIAL MANAGEMENT NC, INC
GRADIENT INVESTMENTS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
QUEST 10 WEALTH BUILDERS, INC.
SABER CAPITAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SPC
AMERIPRISE FINANCIAL SERVICES, LLC
LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC

Investors

Ryan Patrick Williams
Mary Elizabeth Poag Twiddy
Tammy Matthews
Dylan Santeramo
JAMES ROBINSON MINOR
Amber W Honeycutt
Robin Lynn Wellings Loftus
Heather Mercer Oakley
WILLIAM ROBERT MCGOLDRICK
CHRISTOPHER PAUL VASQUES
MICHAEL ROBERTO NUNEZ
DONALD RAYMOND DELARIA, JR.
WESLEY CLAYTON HAMILTON
Jeroen Wesley Stone
David A Hernandez
GREGORY THOMAS KLEIN
BRIAN RUIZ
KENNETH DARRELL STEPHENSON
ANDREW DIXON DAVENPORT
VALERIE MARIE SEYMOUR
JOHN HAMLIN HUBER
Kevin Perrault
Thomas G. Gervase
Michael Jefferson Stone
RAMEET SINGH
JON M NARDUCCI
Christopher Lloyd Flowers
STEVEN KENT LEWIS

Within 25 miles of Duncan, NC, Best Investors lists 195 registered investment advisory firms with 500 offices nearby, managing about $18.5T in combined regulatory AUM across 3,125,287 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 Duncan

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