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Best financial advisors in Ellisboro, NC

Registered advisers within 25 miles of Ellisboro, NC.

Offices
292
Firms
110
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,759,047 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST CITIZENS INVESTOR SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
HYPERION MANAGEMENT HOLDINGS, LLC
ASCENDOR WEALTH, LLC
PARABLA, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

THAD EUGENE TUCKER
Justin William Smith
Catherine Barker Smith
Cody Charles McCollem
Benjamin Hawkins
Bryan Andrew Everly
ERIC BRYANT EVERLY
ROBERT EDWARD GALLERT
Johnny Brandon Berry
Laura E Clay
Sandra Fay Scott
James David Garrison
Kevin A Pattman
Christopher Lamont Brown
Anna K Lancaster
Colon Ray Knight
Dyanna Hope Gilley Bogaert
WELSFORD SCOTT BISHOPRIC
BRANDON THOMAS DEMBOWIAK
PHILLIP D HANKS
James David Bowman
Emily Jo Farrell
Andrew Jay Mayon
Michael S Warner
Samuel Lee Phillips
Kathy Walker Hale
Lauren Fields
Mark Edward Brisson
GERALD TERRY SUMMERLIN

Within 25 miles of Ellisboro, NC, Best Investors lists 110 registered investment advisory firms with 292 offices nearby, managing about $14.8T in combined regulatory AUM across 2,759,047 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 Ellisboro

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM