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Best financial advisors in Glendon, NC

Registered advisers within 25 miles of Glendon, NC.

Offices
80
Firms
46
Combined AUM
$8.19T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,684,796 clients when Item 5C has a number
Avg / client
$4.86M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
ANCHOR POINT FINANCIAL PLANNING LLC
MARK R. LEMMOND CPA, PLLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RELIANT INVESTMENT PARTNERS, LLC
GOLDEN PINE ADVISORY, LLC
EDWARD JONES
LEVEL FOUR ADVISORY SERVICES
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
MWA FINANCIAL SERVICES INC.
OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
KESTRA ADVISORY SERVICES, LLC

Investors

TREVOR MICHAEL PATTERSON
Edward Terral Hill
JODY LYNN BEENE SMITH
MICHAEL A LEACH
Lorin Noelle Wagler
JOHN PATRICK HUTCHINSON
ROBERT JAY WAGLER
MARK ALAN BARE
Gregory Robert Grimshaw
Troy Puchalski
Kevin M Ley
THOMAS PATRICK WALTERS
THOMAS PATRICK WALTERS
TODD ANDREW WALTON
Erica Hayes Miller
Michael Wayne Hayes
Laura Marsh Clapp
Jonathon Reinhard Marsh
JAMES EDWARD FITCH
WILLIAM ANDREW HANLON
ILIR BERBERI
JAMES MICHAEL BAKER
Daryn Ray Trogdon
John Matthew Dye
Jeffery Scott Hayes
JEFFERY BLAIR ROBINSON
KEITH ARNOLD BELL
Caroline Stover Lupo
ROGER LEE MABE

Within 25 miles of Glendon, NC, Best Investors lists 46 registered investment advisory firms with 80 offices nearby, managing about $8.19T in combined regulatory AUM across 1,684,796 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 Glendon

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 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM