Best Investors Account Sign in

Best financial advisors in Harmony, NC

Registered advisers within 25 miles of Harmony, NC.

Offices
75
Firms
33
Combined AUM
$6.20T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,172,859 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
SPARK ASSET MANAGEMENT GROUP
STONEX ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
MASTERS TAX AND FINANCIAL PLANNING LLC
WELLS FARGO CLEARING SERVICES, LLC
OPUS FINANCIAL ADVISORS, INC.

Investors

Laurie Laucks
RALPH CURTIS MILLER
Eric Haughwout
Kenneth Edward Wiles
Kenneth Sheldon Jones
Christopher Lee Funk
Casey Lin Best
ZACHARY DAVID PAYNE
BRENT CURTIS BOWMAN
DAVID LEGRAND PAYNE
NICOLAS LEE GILLIAM
James William Shoobridge
Joel Torres
Dorthy Nichole Hilt
Russell D Ahlers
Kayla Reed Smith
Noah Hollowell
James Lawrence Magee
JENNIFER Dayle Walker
TIMOTHY JOHN BAIN
ERIC CHRISTOPHER SIDES
BARBARA DELLINGER WITTEBORN
MARY TURNER MASTERS
Donald Melvin Masters
ELI ABRAM FLORES
ASHLEY KELLY PHARR
TOU YANG
NINA STAPLES LLOYD
Nilsa Michelle Daniel
JANNA MICHELLE DEEGAN
LISA HALL FOX
JAMES TERRY STAPLES
William J Dixon
Brian Jarrett Sohovich
Elizabeth Steele Rankin Dailey
Kelsey Oliver Sowers

Within 25 miles of Harmony, NC, Best Investors lists 33 registered investment advisory firms with 75 offices nearby, managing about $6.20T in combined regulatory AUM across 1,172,859 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 Harmony

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM