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Best financial advisors in Flat Rock, NC

Registered advisers within 25 miles of Flat Rock, NC.

Offices
176
Firms
73
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.12M
2,120,098 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ENVISION PLANNING, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
MUTUAL ADVISORS, LLC
ROBERT W. BAIRD & CO. INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
OSAIC INSTITUTIONS, INC.

Investors

MICHAEL JASON TIMMONS
Bernard Francis Leonard
Jared Michael Fackrell
ANDREW GARRETT MORRIS
Michael Austin
Marie Sessa Dotson
JAMES ALLEN MORRISON
ROBERT JERALD DOTSON
BRAD DAVID SCHWARTZ
Keith William Johnson
Lenward Wesley Jones
Timothy Lynn Askew
Ryan Scott Harman
Michelle Lewis Huntley
JULIANNA HENDERSON
JOSHUA JAMES MILLER
JAMES DEWEY WILEY
PATRICK STEVEN SALLEE
SCOTT EDWARD PRICE
MATTHEW JAMES DICKELMAN
JAMES TOWNSEND TANNER
JOHN CLARON MCCORMICK
ROGER HAROLD AIKEN
DEANE CHRISTOPHER GAUTHIER
THOMAS BLAIR CRAVEN
KELLY DISSETTE MAUMENEE
DWAYNE WESLEY POWELL
JOHN NEWMAN GLOVER
STEFANIE LINN ROBINSON
Christopher A West
Eric C Perless
Mark Alan Isabelli
Bradley Steven Groth
Michael Angel Cano
EDMUND MICHAEL HUGHES
JUAN ALVARADO
CALEB Matthew RAPER
HEATHER ANN BANKS
JOSHUA DOUGLAS TALLENT

Within 25 miles of Flat Rock, NC, Best Investors lists 73 registered investment advisory firms with 176 offices nearby, managing about $10.8T in combined regulatory AUM across 2,120,098 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 Flat Rock

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