Best financial advisors in Frog Pond, NC

Registered advisers within 25 miles of Frog Pond, NC.

Offices

157

Firms

64

Combined AUM

$7.69T

Firm-wide filings, not assets booked only here

Clients

1.07M

1,069,606 clients when Item 5C has a number

Avg / client

$7.19M

Combined AUM ÷ clients

Nearby offices

INTERCAROLINA FINANCIAL SERVICES, INC.

210 NORTH MAIN STREET
OAKBORO, NC 28129

EDWARD JONES

111 RAY KENNEDY DR
LOCUST, NC 28097

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

602 Main St W
Locust, NC 28097

CREDIT UNION INVESTMENT SERVICES

1600 NC 24-27 HWY W
ALBEMARLE, NC 28001

FIFTH THIRD SECURITIES, INC.

4411 NC HWY 24/27 EAST
MIDLAND, NC 28107

UWHARRIE INVESTMENT ADVISORS, INC.

132 NORTH FIRST STREET
ALBEMARLE, NC 28001

10.9 miles away

LINCOLN INVESTMENT

232 N SECOND STREET
ALBEMARLE, NC 28001

11.1 miles away

LPL FINANCIAL LLC

234 E. NORTH ST.
ALBEMARLE, NC 28001

11.1 miles away

CETERA INVESTMENT ADVISERS LLC

339 NORTH FIRST ST.
ALBEMARLE, NC 28002

11.2 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

352 NORTH FIRST STREET
ALBEMARLE, NC 28001

11.2 miles away

EDWARD JONES

731 NORTH SECOND STREET SUITE B
Albemarle, NC 28001

11.5 miles away

CREDIT UNION INVESTMENT SERVICES

301 NC 740 Bypass
Albemarle, NC 28001

12.5 miles away

EDWARD JONES

112 CHARTER ST SUITE B
ALBEMARLE, NC 28001

12.5 miles away

EDWARD JONES

8366 W FRANKLIN ST
MT PLEASANT, NC 28124

13.1 miles away

EDWARD JONES

37938 US 52 HWY N
NEW LONDON, NC 28127-9733

14.5 miles away

LPL FINANCIAL LLC

1036 BRANCHVIEW DR STE 206
CONCORD, NC 28025-0113

J.P. MORGAN SECURITIES LLC

12911 Albermarle Rd
Mint Hill, NC 28227

17.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

7850 Stevens Mill Rd Ste. C
Matthews, NC 28104

INDEPENDENT ADVISOR ALLIANCE, LLC

3916 BALMORAL AVE.
HARRISBURG, NC 28075

18.4 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

8008 BLAIR RD
CHARLOTTE, NC 28227

18.4 miles away

Firms

INTERCAROLINA FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CREDIT UNION INVESTMENT SERVICES

FIFTH THIRD SECURITIES, INC.

UWHARRIE INVESTMENT ADVISORS, INC.

LINCOLN INVESTMENT

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

INDEPENDENT ADVISOR ALLIANCE, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ANTHONY BLAKE HINSON

Ronald Wolfarth

MARK GREGORY METZGER

JASON ANDREW HANN

BRADLEY T HAUSER

CHRISTIAN DELANE POTTS

CHRISTY DAVIS STONER

MISTY WHITLEY THORNBURG

DAVID C. GASKIN

KELLY BROOKS SMITH

BROOKE LATON SENTER

MICHAEL GLENN HARWOOD

Thomas Eugene Wall

Carl Webster Grubb

Bryson Young Childress

VELINDA FINK BOST

JOANNE B BURLESON

JENNIFER BROYHILL MOREHEAD

Hayden Reece Hicks

WILLIAM CLIFTON ROBINSON

DOUGLAS B NIXON

CHARLES DAVID ROBERTS

SHANE MICHAEL ROBINSON

ANDREW MALCOLM ROSE

JERRY LYNN BARRIER

KIMBERLY BASSETT CARPENTER

Patrick Joseph Hynes

STEPHEN MICHAEL EUDY

Tracey Lynn Hayes

Bruce Jeffrey Lau

Andrew Carson Ricciarelli

Patrick M. Foley

Patrick Neal Dunston

DAVID ALAN BAUCOM

Tyler David Ervin

Christopher Mattina

JOSEPH CRAIG POMYKACZ

ANTONIO VINCE PORRETTA

Within 25 miles of Frog Pond, NC, Best Investors lists 64 registered investment advisory firms with 157 offices nearby, managing about $7.69T in combined regulatory AUM across 1,069,606 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 Frog Pond

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 PRINCIPAL ASSET MANAGEMENT 137 clients · 129 advisers $428B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM