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Best financial advisors in Efland, NC

Registered advisers within 25 miles of Efland, NC.

Offices
259
Firms
116
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,723,396 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ATLANTIC UNION MUNICIPAL ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
TODD WASHBURN SOLUTIONS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INTERSOUTH ADVISORS, INC.

Investors

LAURA LOUISE HORVATH
AMY LEE JOHNSTON
JASON SHEPERD PARKER
JESSICA L HACKER
Kevin Scharnhorst
MONICA SHISLER TEW
CHARLES HENRY MOEHRKE
PATRICK GARRETT HARTLEY
James B Sessoms
VERNON GARRETT JARMAN
Nga N Pho
JESSICA LEIGH STANDIFER
MARIA HORTA
PATRICK QUENTIN FLORES
AUTUMN BURACKER YAMAMURA
GEOFFREY TODD HUDSON
JENNIFER ELISE KAHOUL
SEAN PATRICK FENTON
MICHAEL VICTOR CORRIGAN
Blake Andrew Seibert
CHRISTINA RENEE TAYLOR
Trevor Oneil Yates
GARETH R LIVESAY
LORI R STARK
Stacy E Bledsoe
CYNTHIA LYNN CORBETT
R WARD FLINTOM
ANITA OAKLEY REAVES
HOLLEY MARIE FULLER
BENJAMIN SAMUEL BAUMBERGER
ANNE-MARIE CATHERINE CUMMINGS
BRET G BLEDSOE
ELIZABETH B BASS
DAVID H. POTTENGER
MARK RAYMOND BRACKETT
MICHAEL JOHN LINGNER
LEAH STEWART OGDEN
GABRIEL C BRITO
LeeAnne R Maultsby
Nicholas Michael Bodnar
BRIAN CHRISTOPHER FUTCH
THOMAS ADRIAN TAYLOR
Brian William Spangler
JILL PARRISH MIDDLETON
AUSTIN MICHAEL DAUGHERTY
Cole James Sanders
Jeffrey Scott Blaser
brock A adams
Brett Walters
Tamra Kaye Ellis
GREGORY YOWELL ELLINGTON
ANDREW DOUGLAS DAVIS
STOWE NIXON PARKER
Matthew Chase Johnson
James Henry Johnson
GARY J ELEFANTE
BRIAN CHARLES ELEFANTE
ELIZABETH ANNE NICHOLSON
PAUL JASON TERREY
Brooke Thornton Carpenter
James Hayden Fleming
Matthew Wyant Garcia
BETTY PARRISH ANDREWS
WILLIAM CAMPBELL FISHER
RICHARD NORTHRUP FISHER
TIMOTHY REID BOLINGER
LOGAN GREY SHARPE
RACHEL ELIZABETH WALSTON
Walter Steven Yates
Alec Lloyd
Ronald Craig Smith
Shane Hillenga
Khalif A Dean

Within 25 miles of Efland, NC, Best Investors lists 116 registered investment advisory firms with 259 offices nearby, managing about $13.3T in combined regulatory AUM across 2,723,396 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 Efland

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