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Best financial advisors in Durham, NC

Registered advisers within 25 miles of Durham, NC.

Offices
824
Firms
322
Combined AUM
$20.0T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,182,621 clients when Item 5C has a number
Avg / client
$6.29M
Combined AUM ÷ clients

Nearby offices

Firms

FORTRESS PRIVATE LEDGER, LLC
SJF MANAGEMENT LLC
CONDUCTOR CAPITAL MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
HATTERAS VENTURE PARTNERS
HATTERAS VENTURE PARTNERS
HATTERAS VENTURE PARTNERS
HATTERAS VENTURE PARTNERS
VERITY ASSET MANAGEMENT
VICTORY CAPITAL MANAGEMENT INC.
EDWARD JONES
CAPITAL SOLUTIONS ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
SILVERBACK ASSET MANAGEMENT, LLC
SLP WEALTH
VESTED FINANCE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Investors

MICHAEL RICHARD HEMMERICH
TODD EDWARD ZEMPEL
JOSEPH GLENN MOORE
Joseph Michael Gordon
PETER GERARD KLAS
William Russell Hopwood
MICHAEL RAYMOND HAZEN
Brian Richard Kurtzer
NICKOLAS LE MOES
Erik James NeVille
LOGAN RICHARD HARRIS
WESLEY BYRON RATELLE
Christopher Charles Bolles
Raymond Adam Menna
Kurt Douglas Preble
BRAD NOLAN CORBETT
ELLEN BEAMAN BAILEY
GREGORY KOMSKY
TODD JASON STECK
CHRISTOPHER MICHAEL HARRISON
Eric Lowell Anderson
JOHN GLENN DAVIS
JAMES BARRY MALLINSON
DOMINIK LUIZ MACHADO
SEAN JENNINGS MCGILL
AMY LOUISE SIMONSON
Michael Lee DeCamillis
Ronald Wiatt Gibbs
JOHN LEE MARTIN
CLAYTON ANDREW FILLIAN
MALCOLM MCEACHERN TREVILLIAN
WILLIAM MELVIN DURHAM
Gordon Thomas Wegwart
ALBERT JOHN OTTO
Kurt Charles Hollar
KC Jack Trace
GARY LOUIS D'ALESSIO
Rachel Alexandra Gentz
VICTOR MICHAEL SANCHEZ
JASON PAUL GOLLHOFER
IRA WILLIAM COX
Anna Elizabeth Lewis
Douglas Scott Dickerson
Nahnsan Guseh
IANTHA R WORTMAN
Angela Marie Pack
Scott Thomas McDonald
TRAVIS LEE HORNSBY
Jacob Michael Courtney
Bryan Lee Snapp
Sariah Alexis Tolsma
MEAGAN RAE MCGUIRE
Benjamin Joseph Lacomis
Samantha Lynn Heflin
Michael Ryan Jett
Christopher Cason Carbaugh
brock A adams
Brett Walters
Tamra Kaye Ellis
ONOUFRIOS GEORGE MEGALOUDIS
ROBERT ADAM WILLIAMS
James Craige Summers
Morgan C Thrasher

Within 25 miles of Durham, NC, Best Investors lists 322 registered investment advisory firms with 824 offices nearby, managing about $20.0T in combined regulatory AUM across 3,182,621 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 Durham

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