Best Investors Account Sign in

Best financial advisors in Greensboro, NC

Registered advisers within 25 miles of Greensboro, NC.

Offices
402
Firms
137
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,929,755 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
KESTRA ADVISORY SERVICES, LLC
PENSION PLANNING SOLUTIONS, INC.
AMERITAS ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
SMITH PARTNERS WEALTH MANAGEMENT, LLC
GRANVILLE CAPITAL, INC.
BELL PARTNERS
MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BY DESIGN FINANCIAL PLANNING
BANKERS LIFE ADVISORY SERVICES, INC.
LPL ENTERPRISE, LLC
PARK WEALTH MANAGEMENT, LLC
EDWARD JONES

Investors

MYLES WILLIAM MCGEE
JOSEPH ROBERT VARTANIAN
Joanna Bryant Smith
ROY SHERWOOD GREER
MICHAEL QUINLIVAN
DANIEL THEODORE BILLINGS
JOHN CHARLES KENAN
ANGELA CARTY KENAN
ROSE MARIE-DELLA PRICE
LAUREN ERICKSON BENNETT
BRITTANY NICOLE ROBERTSON
BENJAMIN JOSEPH CARR
LINDA POPIK ERICKSON
JUSTIN WINSHIP SMITH
JONATHAN WILDS SMITH
RYAN ADDISON NEWKIRK
EUGENE GEORGE PURCELL
MICHAEL WALKER DINKINS
Parrish Lentz Peddrick
Jack Ham
James Quincy Dean
LARRY G FOSTER
Rob Nicholas Stone
MICHAEL SCOTT HENEGAR
James Bradford Wheeler
ROBERT D HUDSON
Travis Ray
Caelan Scott Canady
JEFFERY LYNN KEE
Hailey Elizabeth Williams
DENNIS ROSS BISSELL
Max Huebner
LUKE JOSEPH BOUDREAULT
STEVEN DOUGLAS MAKINSON
EVAN STEVEN HUNTER
WILLIAM PARK DAVIDSON
Arthur John Chenail

Within 25 miles of Greensboro, NC, Best Investors lists 137 registered investment advisory firms with 402 offices nearby, managing about $15.1T in combined regulatory AUM across 2,929,755 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

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