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Best financial advisors in Five Points, NC

Registered advisers within 25 miles of Five Points, NC.

Offices
778
Firms
292
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,125 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
STONE LEGACY CAPITAL LLC
CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
FOUNDERS FINANCIAL ALLIANCE, LLC
LPL FINANCIAL LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
EUSTACE ADVISORS
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC

Investors

BRANDAN MATTHEW KOT
Benjamin Tanner Scarbrough
BRYANT E STONE
Christina Leigh Bormann Scagnelli
Mark Phillip Despagni
Joshua Paul Slezak
Taylor David Rayburn
Brian Timothy White
Angela Richards Goins
William C Gass
ETHAN JAMES PORTER
JEFFREY MICHAEL TALLEY
JAMES ALLEN SLOOP
TRINA LOVE COLTRAIN
DUSTIN JOSEPH DEFRANCO
JOHN P. BILLITER
ERNEST CECCATO
SUSAN C POKWATKA
TOMMY WAYNE PORTER
BRAD KEVIN PINTER
Marissa Elizabeth Giamportone
Jack Gerard Giamportone
PHILIP DAVID NATION
Frederick David Gunther
NICHOLAS E LIVECCHI
JOSEPH WALTER FROEMMING
Raymond Anthony Eustace
JAMES DELACY SANDLIN
STEVEN VIET DINH
JAMES Earl MISHOE
SAPNA MAHALINGHAM
Hannon Edward Herring
William Edward Moyer
Benjamin Keith Guyton
KARA Michelle BULLOCK
DARLENE HOLT SCOGGINS
LAUREN LENGEFELD MEDLIN

Within 25 miles of Five Points, NC, Best Investors lists 292 registered investment advisory firms with 778 offices nearby, managing about $19.5T in combined regulatory AUM across 3,144,125 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 Five Points

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM