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Best financial advisors in Grandview Heights, NC

Registered advisers within 25 miles of Grandview Heights, NC.

Offices
34
Firms
16
Combined AUM
$6.06T
Firm-wide filings, not assets booked only here
Clients
553K
552,605 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
RCX CAPITAL GROUP ADVISORS, LLC
ALLEN WEALTH MANAGEMENT, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

Bradley Steven Dillard
ROBERT ALEXANDER MCCUISTON
James Claywell Hogan
WILLIAM MARSHALL HELMS JR
John Michael Sanders
ALFRED JOSEPH GONZALEZ
Jason A Sirmon
Tyler David Moore
JAMES LUKE COPLEY
Pamela Palka Watson
Matthew William Bagley
Jonathan Adam Jackson
JEAN-LOUIS GUINCHARD
PAUL ANGELO MANESE
GARY THOMAS MOSS
MARK WALKER
Jennifer Lehwald Parker
David Matthew Mosher
William Franklin Williams
Javan Braswell
Bradley McDonald Greer
ERIC SCOTT FRANKLIN
JONATHAN CHESLEY ALLEN
Rylee Greer Critcher
Michael Alfred Mcglinsky
JOSEPH PARKIN TURECKY
Billy C Chick
JOHN STEVEN BARRIER
Cody Adam Hoilman

Within 25 miles of Grandview Heights, NC, Best Investors lists 16 registered investment advisory firms with 34 offices nearby, managing about $6.06T in combined regulatory AUM across 552,605 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 Grandview Heights

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 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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM