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Best financial advisors in Forest City, NC

Registered advisers within 25 miles of Forest City, NC.

Offices
82
Firms
35
Combined AUM
$9.39T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,138,070 clients when Item 5C has a number
Avg / client
$8.25M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
PFS INVESTMENTS INC.
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INTELLIVEST WEALTH MANAGEMENT
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
OSAIC WEALTH, INC.

Investors

Tracy Armstrong Faucette
Bradford Thorne
Elijah Benfield Poe
Gregory Scott Poe
Joshua David Poe
JAMES RICKY SHERRILL
NICHOLAS HAYES ELLIOTT
Ivey Deecon Bright
MATTHEW PATRICK BRIGHT
JONERIK HUBBARD
Joshua Paul Justice
Daniel Reed Hudson
Grant Dana Threlfall
Martin Kevin Larsen
Michael Anthony Loiacono
Andrew Thomas Tisdale
Logan Martin Dickey
MICHAEL JAMES DICKEY
Tara Wilkerson Buckley
Adam Kevin Larsen
PHILLIP WALLACE POSTON
Philip Emory Moore
RICHARD JASON WINN
RICHARD DALE WINN
Wade Phillip Hartman
THOMAS ALLAN MCNICHOL
Jackson Reid Wilson
PATRICK LAWRENCE MAUNEY
ROBERT GRAHAM PITT
MARY B STEELE
JOHN NEVILLE BOYLE
CYNTHIA MARESCA BOYLE
Jason Seay

Within 25 miles of Forest City, NC, Best Investors lists 35 registered investment advisory firms with 82 offices nearby, managing about $9.39T in combined regulatory AUM across 1,138,070 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 Forest City

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM