Best Financial Advisors in Gates, NC

Within 25 miles of Gates, NC, Best Investors lists 12 registered investment advisory firms with 17 offices nearby, managing about $3.17T in combined regulatory AUM across 354,910 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 Gates

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM

Best financial advisors in Gates, NC

Nearby offices

EDWARD JONES

WELLS FARGO CLEARING SERVICES, LLC

DAVENPORT & COMPANY LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

EDWARD JONES

OSAIC INSTITUTIONS, INC.

EDWARD JONES

CREDIT UNION INVESTMENT SERVICES

EDWARD JONES

DAVENPORT & COMPANY LLC

WELLS FARGO CLEARING SERVICES, LLC

RIVER CRESCENT ADVISORS, LLC

TRUIST ADVISORY SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

PFS INVESTMENTS INC.

Firms

Investors

Largest firms in Gates