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Best financial advisors in Glenville, NC

Registered advisers within 25 miles of Glenville, NC.

Offices
36
Firms
17
Combined AUM
$5.93T
Firm-wide filings, not assets booked only here
Clients
542K
542,421 clients when Item 5C has a number
Avg / client
$10.9M
Combined AUM ÷ clients

Nearby offices

Firms

CAPTRUST
EDWARD JONES
COVENANT INVESTMENT SOLUTIONS L.L.C.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CREDIT UNION INVESTMENT SERVICES
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ENCOMPASS ADVISORS, LTD.

Investors

ROBIN LYNN COOK
Todd Donald Holder
DONALD BRIAN MCCLELLAN
Mary Beth Brody
JUSTIN ANDREW SOUMA
KELLY MIELOCH SPARKS
Steven Nathaniel Long
THOMAS KYLE CLAYTON
Justin Adam Castle
Julie Kristine Lucas
MICHAEL FRANCIS WIERCINSKI
TIFFANY LEANN GILL
TODD MATTHEW KURSTIN
William Lee DeWandeler
Russell Wayne Hawkins
GARY VON HOBBS
Olivia G Swift
Benjamin Joseph Rodriguez
AMY MARIE WOLFE MANSHACK
William Paul Barr
Theodore Whitlock
JONATHAN MICHAEL LAROCCA
Kyle Jacob McDonald
GERALD TYRE HENDRIX
Carson Gray Waddell
William Tyre Hendrix
JON RANDOLPH GREEN

Within 25 miles of Glenville, NC, Best Investors lists 17 registered investment advisory firms with 36 offices nearby, managing about $5.93T in combined regulatory AUM across 542,421 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 Glenville

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

1 CAPTRUST 963 advisers $1.24T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM