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Best financial advisors in Falcon, NC

Registered advisers within 25 miles of Falcon, NC.

Offices
72
Firms
30
Combined AUM
$7.67T
Firm-wide filings, not assets booked only here
Clients
876K
875,517 clients when Item 5C has a number
Avg / client
$8.76M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
PRINCIPAL SECURITIES, INC.
UNITED BROKERAGE SERVICES, INC
LPL FINANCIAL LLC
AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Charles Ray Bradshaw
Russell Antonio Galvan
DAVID LANCE OWEN
EDGAR ANTHONY BARBOUR
Cody James Nussbaum
Bryson Trace Lee
WILLIAM JORDAN BAREFOOT
Robbie Wayne Misplay
JAMES DUSTIN HINSON
Danielle Marie Osborne
Phillip Harris
Jonathan L Proffitt
John Michael Ausley
JAMES PATRICK HOKE
Mark Harrell
RYAN TIMOTHY POPE
David Anthony Dutton
CARL BRENT ANTHONY
Austin Fitzpatrick
Wilton Bernard Cross
Tricia Klock Moreno
Debbie Best
William Vickers
Raul Palacios
GLEN DOUGLAS BARNES
Karen Brown Tisdale
Bruce Thomas Brown
MAX JOSEPH WEINSTEIN
Mary Lauren Williams

Within 25 miles of Falcon, NC, Best Investors lists 30 registered investment advisory firms with 72 offices nearby, managing about $7.67T in combined regulatory AUM across 875,517 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 Falcon

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM