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Best financial advisors in Elon, NC

Registered advisers within 25 miles of Elon, NC.

Offices
253
Firms
95
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.17M
2,167,332 clients when Item 5C has a number
Avg / client
$5.79M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MWA FINANCIAL SERVICES INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
INTEGRITY ADVISORY SOLUTIONS
ATLANTIC UNION MUNICIPAL ADVISORS, INC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

KRISTIN Vincent MOORE
Michael E Vatter
Andrew Bryce Reynolds
BRIAN SHAWN CLAYTON
Johnny Butler Campbell
John Henly Chaulklin
Rodney Eric Pack
Jonathan David Foster
ANDREA NICOLE COCKERHAM
Graham Harding Moore
ERIN LYNCH COCKMAN
Robert Grandison Cockman
DOUGLAS RUSSELL EVERETT
Brian William Spangler
JILL PARRISH MIDDLETON
AUSTIN MICHAEL DAUGHERTY
Cole James Sanders
Jeffrey Scott Blaser
GREGORY YOWELL ELLINGTON
ANDREW DOUGLAS DAVIS
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
STOWE NIXON PARKER
STANLEY WILLIAM SMITH
Joshua Martin
William Thomas Austin
Kacie N Loye
Alexander Craig Durham
Sharlene Stanley-Martin
SCOTT ALAN GARERA

Within 25 miles of Elon, NC, Best Investors lists 95 registered investment advisory firms with 253 offices nearby, managing about $12.5T in combined regulatory AUM across 2,167,332 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 Elon

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T 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