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Best financial advisors in Franklin, NC

Registered advisers within 25 miles of Franklin, NC.

Offices
27
Firms
16
Combined AUM
$4.96T
Firm-wide filings, not assets booked only here
Clients
504K
503,864 clients when Item 5C has a number
Avg / client
$9.84M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAPTRUST
COVENANT INVESTMENT SOLUTIONS L.L.C.
CREDIT UNION INVESTMENT SERVICES
CETERA INVESTMENT ADVISERS LLC

Investors

GARY VON HOBBS
Russell Wayne Hawkins
William Lee DeWandeler
AMY MARIE WOLFE MANSHACK
William Paul Barr
TIFFANY LEANN GILL
TODD MATTHEW KURSTIN
Olivia G Swift
Benjamin Joseph Rodriguez
MICHAEL FRANCIS WIERCINSKI
JUSTIN ANDREW SOUMA
Mary Beth Brody
Todd Donald Holder
ROBIN LYNN COOK
DONALD BRIAN MCCLELLAN
Theodore A Goshorn
Robert Webster Loafman
Joyce Marie Wilkie
KELLY MIELOCH SPARKS
Steven Nathaniel Long
THOMAS KYLE CLAYTON
Justin Adam Castle
Julie Kristine Lucas
Ara Elizabeth Joyce
JERRY ALLEN WRIGHT
Joshua Andrew Parker

Within 25 miles of Franklin, NC, Best Investors lists 16 registered investment advisory firms with 27 offices nearby, managing about $4.96T in combined regulatory AUM across 503,864 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 Franklin

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPTRUST 963 advisers $1.24T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM