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Best financial advisors in Germanton, NC

Registered advisers within 25 miles of Germanton, NC.

Offices
288
Firms
110
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,936,646 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
FIVE POINTS CAPITAL LLC
TEALL CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TWIN CITY PRIVATE WEALTH, LLC
LPL ENTERPRISE, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
VERGER CAPITAL MANAGEMENT
ROBERT W. BAIRD & CO. INCORPORATED
GRAND STREET CAPITAL MANAGEMENT, L.L.C.
RAYMOND JAMES & ASSOCIATES, INC.
MORGAN STANLEY
CANNON WEALTH MANAGEMENT SERVICES
WESTHAMPTON CAPITAL
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Benjamin J Abitz
DUSTIN ANDREW KOUFMAN
ANDREW SPENCE HOLMES
Mary Kathryn Farris
CHRISTINE NARO BLAND
John Christian Scala
Avery Bowles
CHRISTOPHER W GARNER
Forrest E Hall
ROBERT HAIRSTON KLUTTZ
ROBERT JENNINGS MORPHIS
RICHARD SEYMOUR WAGNER
DAVID FIELDING HAVENS
KEVIN BRIAN LYALL
PATRICK EMMET CROWLEY
ERIC DAVID MATTINSON
TRAVIS VERNON LETHCO
Jason Brent Lincoln
JOSEPH KING BERRY
Michael Wayne Randleman
JEFFREY DAVID LUKAWSKI
Leatrice Ann Potter Daigle
JOHN GILLETTE BURNS
Stephen J Edwards
Jacob R Hoheisel
Jane Virginia Dunlap
JEFFREY KENT TROLLINGER
CHRISTOPHER SCOTT WRAY
JENNIFER M POWELL
Richard Edmund Shore
KARVER S BOLTON
WILLIAM HOWARD MORRIS
PERRY THEAFUS CABEAN
THOMAS RAY ATKINSON
LISA C CRANFORD
Richard Conrad Spangler
Brett Hickman
CHESTER JACKSON SHEFFIELD
SARAH HEIDT BAGNONI
JASON DAVID ZAKS
CHRISTINA WRIGHT-CAMPBELL
ROBBIE O'NEIL CHANDLER
JAMES GRAY GALLOWAY
DEBORA RYDER
ROBERT QUICK
PARKER A SHEFFIELD
Reid White Palmer
Elizabeth Keaton Cunningham Riddle
LOUISE PROCTOR RIDER
PHILIP LUCIAN THOMAS
MARY WRAY HENSHAW
BARBARA CORN WOODCOCK
CHARLES ALBERT CORPENING
WILLIAM DENNIE SPRY
Michele Wray Webb
JILL MCALLISTER GORDON
James H Kelly III
FRANCIS LEE BRYAN
James Gray Galloway
FRANCIS LEE BRYAN
KELIA DAWN COFFEY
RICHARD CONRAD SPANGLER
VICKIE JEANNE LAWSON
Lauren E Robinson
JAN ELIZABETH ALLEN
CHRISTOPHER BLAKE STANLEY
SHANNON C GUELBERT
Ronald Edward Jackson
SHYANNA Marie PHILLIPS
CRAIG CURRY MILLER
JERRY ALLAN EADES
LAUREN TESCHEMACHER CASEY
BRETT LEWIS BERRIER
TODD C WELCH
Carma Wentzlaff
Andre Marcel Conway
CRYSTAL LYNN KIDD
CHRISTOPHER BERNARD LEAK
Shana Leigh Eagle
Rebecca Sue Gentry
CHRISTOPHER MICHAEL WAGNER
KEITH MARLOW SEIVERS
MELVIN MAURICE MCCORD
KEARY JAMES DIDIER
ROBERT DANDRIDGE SAUNDERS
WILLIAM SCOTT LOVELESS
Alexandra Joy Turpin
Kristopher W McCord
Stephen Lemonte Johnson
THOMAS JACKSON EMERSON
ERNEST ALFRED OSBORN
PATRICIA KENNEDY SLONE
KIMBERLY MARRIOTT
JAMES DANIEL FLEMING
SUTTON C MILLER
Tiffany N Walker
Sarah E Casey
Megan Amanda Miller
ROBERT DANDRIDGE SAUNDERS
James M Zich
RAYMOND HUGH WILCOX
MATTHEW DAVID HEARN
JOSEPH Charles PERKINS
Adam Russell Mcmillian
PAUL (NMN) FULTON
BRANT RITTENHOUSE SNAVELY
HARRY REYNOLDS SHERTZER
JOEL D AYERS
JEFFREY S SHEALY
BRETT DAVID MOYER
MARTY WADE MITCHELL
RANDY KEITH WALKER
FREDA LYNN EVANS
Samuel McDuffie Etheredge
DANNY LEE PIGGE
MAX LLOYD BARNHARDT
Roma R. Hall
CAMERON BRUCE WEST
BRAD LEE CLASBY
DAVID ARTHUR LELAND

Within 25 miles of Germanton, NC, Best Investors lists 110 registered investment advisory firms with 288 offices nearby, managing about $13.5T in combined regulatory AUM across 2,936,646 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 Germanton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM