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Best financial advisors in Graham, NC

Registered advisers within 25 miles of Graham, NC.

Offices
226
Firms
99
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,745,614 clients when Item 5C has a number
Avg / client
$4.78M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
VALIC FINANCIAL ADVISORS, INC.
PROVIDENT WEALTH MANAGEMENT
INTEGRITY ADVISORY SOLUTIONS
ATLANTIC UNION MUNICIPAL ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CREDIT UNION INVESTMENT SERVICES

Investors

Matthew Chase Johnson
James Henry Johnson
ANDREA NICOLE COCKERHAM
Graham Harding Moore
Joshua Martin
SHANNON MIGUEL HARRIS
JOHN ROSS BELLINGHAM
Charles Edward Morgan
CYNTHIA DENISE REAVIS
LAURA C COLLINS
KATRINA MICHELLE STALLS
ERIN LYNCH COCKMAN
Robert Grandison Cockman
DOUGLAS RUSSELL EVERETT
Brian William Spangler
JILL PARRISH MIDDLETON
AUSTIN MICHAEL DAUGHERTY
Cole James Sanders
Jeffrey Scott Blaser
GREGORY YOWELL ELLINGTON
ANDREW DOUGLAS DAVIS
STOWE NIXON PARKER
Brooke Thornton Carpenter
James Hayden Fleming
Matthew Wyant Garcia
BETTY PARRISH ANDREWS
WILLIAM CAMPBELL FISHER
RICHARD NORTHRUP FISHER
TIMOTHY REID BOLINGER
LOGAN GREY SHARPE
RACHEL ELIZABETH WALSTON
Walter Steven Yates
Alec Lloyd
Ronald Craig Smith
James H Capps
Eric J Crowl
William Thomas Austin
Kacie N Loye
Joseph Davis Pipkin

Within 25 miles of Graham, NC, Best Investors lists 99 registered investment advisory firms with 226 offices nearby, managing about $13.1T in combined regulatory AUM across 2,745,614 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 Graham

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