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Best financial advisors in Gastonia, NC

Registered advisers within 25 miles of Gastonia, NC.

Offices
735
Firms
304
Combined AUM
$20.4T
Firm-wide filings, not assets booked only here
Clients
3.75M
3,747,923 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
EDWARD JONES
OSAIC WEALTH, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PACKERLAND BROKERAGE SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
WMS ADVISORS, LLC

Investors

HOLLY CHAPMAN CAMP
SHEILA CRAFT DALTON
Eric Matthew Kotecki
KENNETH MARTIN WINCE
Joshua Peters
Sandi McCarter
Katie Ellis
Jonathan Carl Camp
JOHNATHAN STEWART LOWERY
Julie Michele Hahn
Nathan Theodore Bragg
Connor Mark Pridnia
CHRISTOPHER MICHAEL PRIDNIA
ANDREW TED OSBORNE
JOSHUA MCDAID WHITE
ANGELA CHRYSTINA THOMAS
Aaron Moore
HUGH FULMER RENWICK
Michael Roman
MARSHALL L FLETCHER
Nathaniel Humes
Michael Joseph Abbott
David McDonald
Nathaniel Ray Peoples
Jeffrey Steven Thomas
CALVIN JAUN LOUGASSY
Ryan Welsh
AARON THOMAS LEWIS
AMELIA JUSTICE HARMON
HAROLD ASHLEY LAWSON
Jay Bennett Smith
Timothy Taylor Paschall

Within 25 miles of Gastonia, NC, Best Investors lists 304 registered investment advisory firms with 735 offices nearby, managing about $20.4T in combined regulatory AUM across 3,747,923 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 Gastonia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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