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Best financial advisors in Greensboro-High Point-Winsto, NC

Registered advisers within 25 miles of Greensboro-High Point-Winsto, NC.

Offices
463
Firms
151
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,950,139 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WHICHARD ROACH FINANCIAL
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
SPARTAN PLANNING GROUP
WELLS FARGO CLEARING SERVICES, LLC
THE RETIREMENT PLANNING GROUP, LLC
BUTTON & BUTTON WEALTH MANAGEMENT LLC
TCS FINANCIAL SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PRINCIPAL SECURITIES, INC.
STRATEGIC BLUEPRINT, LLC

Investors

RICHARD JACOB BETTINGER
Joshua Allen Auger
Ryan Elias Dillon
William E Davis
Jonathan Szarke
TYLER OAKLEY
ALEXANDER Abraham WEINER-GOLDSMITH
HENRY JOSEPH PERSIA
BRANDON WILLIAM PERSIA
David Rhys Morgan
Bernard Vincent Franko
James Dupont Kirven
Kevin Benton Parrish
Kent Durand Simmons
Kermit J Coble
Jana Mason Nethery
DAVID CHILDS
Richard Dexter
IRA N ROSS
COLBY REBECCA EDMONDS
BENJAMIN KYLE MILLIGAN
NYASHA MANYARA RAY
JASON SCOTT CLUKEY
William Casen Guge
TRACE AARON WEATHERFORD
ANGUS GIBBONS MCEACHRAN
DAVID WILLIAM NYMAN
JOHN WARREN HARDY
DONALD NICHOLAS BUTTON
LAWRENCE WOOD WISWALL
TIMOTHY IRVING BULLARD
CHARLES EDWARD THOMPSON
CYNTHIA BEHELER REAMES
Brian Scott Reese
JERI KAY DLUGIN
TODD RANDALL WALKER
Ashley Madden
Cole Edward Hickman

Within 25 miles of Greensboro-High Point-Winsto, NC, Best Investors lists 151 registered investment advisory firms with 463 offices nearby, managing about $15.3T in combined regulatory AUM across 2,950,139 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 Greensboro-High Point-Winsto

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM