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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

GOOD LIFE ADVISORS, LLC
EDWARD JONES
BFWM LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CREDIT UNION INVESTMENT SERVICES
ALLSTATE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OTHER SIDE ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC WEALTH MANAGEMENT LLC
BLUE WATER CAPITAL MANAGEMENT, LLC

Investors

JOHN PHILLIP PASSEY
Ryan Gregory Monteleone
MICHAEL Donald MCCALL
Jacquelyn Chau Tran
BRENDAN THOMAS BURNS
Conall Callen
NATHAN JAMES PORZIO
DANIEL ARNEY
Charles David Houston
Robert Harry Brennan
Todd Christopher Mendler
ROBERT WILLIAM VOLPE
MITCHEL CONRAD KRAUSE
Angela Johnson Brown
BRIAN ALAN HICKS
Ahmed Iri Monley
James Scott Wyland
Jarrett T Corder
Jonathan Reed Bandy
AMY GORE WILLIAMS
TERRANCE ANTHONY GREEN
Deborah Lynn Hobart

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