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Best financial advisors in Fairview, NC

Registered advisers within 25 miles of Fairview, NC.

Offices
173
Firms
70
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.13M
2,128,094 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
COLLIE FINANCIAL PLANNING, INC.
IFC
GRAHAM PARTNERS
AE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SIGNAL ADVISORS WEALTH, LLC
PROSPERITY CAPITAL ADVISORS
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

BRIAN THOMAS FORTUNE
Kyle Michael Jambon
JEFFREY MICHAEL WHITE
Brandon Jaimes
Sara Kaldahl
James Kenneth Guffey
Averyl Harrison Basolo
NICHOLAS SIMON ALDRIDGE
CARLI NOLTE PETIT
Scott D. Roy
MICHAEL REID COLLIE
Logan Michael Collie
IRA JOSEPH STARR
AMELIA GRACE SHECHET
RENEE GEORGETTE LAGUE
Kelcey Marie Geisendorfer
Robert A Roth
Paul August Buckle
Dustyn Taylor Livesay
ADAM SPENCER CAREY
Jake R Giles
GLEN RICHARDS PIER
Catherine Basnight Reid
STEPHEN ROBERT JUDGE
MATTHEW MARK OCONNOR
GARY NEAL PARRIS
ANDREW THOMAS BECK
CHARLES BERRYHILL

Within 25 miles of Fairview, NC, Best Investors lists 70 registered investment advisory firms with 173 offices nearby, managing about $10.7T in combined regulatory AUM across 2,128,094 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 Fairview

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM