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Best financial advisors in Groomtown, NC

Registered advisers within 25 miles of Groomtown, NC.

Offices
460
Firms
151
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,950,988 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VIRTUE CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ADAPTFIRST INVESTMENTS LLC
CREDIT UNION INVESTMENT SERVICES
PARK AVENUE SECURITIES LLC
CLEF FINANCIAL, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Joel Williamson
Dakota Andrews
Scott Clayton Mendenhall
JEFFREY CHAMPIGNY
Dawn Morton Allison
Maria Aileen J Rio
Caleb Nathanael Barker
Joel H Payne
Rodney Alexander
ERIC DEAN BRUMAGIN
Dajuan Stephen Taylor
Ursula McAllister Strong
Jacqueline D King
Connel Dale Ware
Robert Garland
MARTIN DWAYNE MC FARLING
KIMBERLY BELL
ALBERT YEBOAH
CRYSTAL KIMBERLY ANTWANETTE PINNIX
Amber Macklin Smith
TIYONNA SHATISE BULLOCK
GREGORY WILLIAM SCHLAUDECKER
Michael Christopher Rawls
GREGORY J CURRENT
ADAM DEAN LEMMERT
Christopher Joseph Arena
JAMES AUSTIN KING
JOSHUA NEAL MYERS
STEVEN ANTHONY PATTON
Joseph Clark Hampton
Alexa Paige Ritz
Patrick Steven O'Clair

Within 25 miles of Groomtown, NC, Best Investors lists 151 registered investment advisory firms with 460 offices nearby, managing about $15.5T in combined regulatory AUM across 2,950,988 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 Groomtown

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