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Best financial advisors in Harrisburg, NC

Registered advisers within 25 miles of Harrisburg, NC.

Offices
962
Firms
357
Combined AUM
$23.0T
Firm-wide filings, not assets booked only here
Clients
3.76M
3,757,691 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
ON INVESTMENT MANAGEMENT CO
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
NUVEEN ASSET MANAGEMENT, LLC
TIAA WEALTH INVESTMENT MANAGEMENT LLC

Investors

ANTONIO VINCE PORRETTA
William Petty
Carolina Bentancort Moreira
BRADLEY T HAUSER
AMANDA JOY Coffey
ANDREW BRYAN BASCOM
GRANVILLE CALVIN WASHINGTON
Shelden Flowers
Christopher Seth Horton
Hannah Davis Butler
Charles E Kincaid
Brian Kincaid
Adam Wardwell Mark
MARK WADE MARTIN
Kassidy Taylor Greer
Edwin Craig Porter
LOPEZ DUANE DAVIS
Christopher Mattina
Andrew Patrick Currin
Erin Lee Searcy
KEVIN PATRICK O'HARE
Andrew Calvin Sumallo
Steven Lee Ouellette
Richard Eastwood Page
ROBERT MICHAEL TREFF
Prabhvinder Kaur
Reginald Malik Arris
Joseph Michael Tieber
ADAM MICAH SEIDMAN
MATTHEW THOMAS ORF
DANIEL ROY VINTON
CASEY ALLEN GRAY
Timmothy Erwin Nootz
SCOTT MICHAEL WILLIAMS
RICHARD MORGAN FIEST
Troy Marshall Rozich
ROBERT DAVID CHURCH
KEVIN MARCEL BATTLE
VERONICA C ALDRED
Andrew Thomas Boone
BEVERLY LYNN BRIGGS CALDWELL
PATRICK MICHAEL KILCOYNE
Christopher James Connor
Ryan Alfred McCartney
Turner Joseph Schroll
Leke Vala
Rori Denene Godsey
COTY MICHAEL CONSIC
Matthew Spencer Long
Morgan Taylor Callahan
Jacob Conner Whitaker
Jacob Daniel Simon
Jaylon Tyrae Payne McClinton
Aidan Jesse Mabunga
BRANDON PAUL REEVES
BRANDON MICHAEL JAMES
ANDERSEN Taylor CROWDER
Elyse Marie Long
Paige Merideth Assa
Ian Flores
Jillian Kimberly Lucas
HARRY CLINTON THOMPSON
Kelly Barnes Sewell
STACEY ANN GLAUB
RASHUND ABELLA GREEN
GEOFFREY MICHAEL ROWLAND
THOMAS TOWNSEND WOLF
Tahuna Bea Kidd
GREGORY GORDON MARKS
SHAWN MARIE FORD
LAURA ELIZABETH KENDALL-ZACHARCZYP
MICHAEL ANDREW KUTZLEB
JOHN ALEXANDER CLEMENT
JEFFREY DALE CHANNELL
KHADIJAH DAMBREVILLE RANDALL
Nicholas Levon Orange
JONQUIL MONIQUE-RENEE FUNDERBURK
MICHAEL RAY SMITH
BRANDON FREDRICK WRIGHT
Zaviera Wilson Miller
ANDREA MARIE WARD
Ryan R Prokay
BRYAN SCOTT STEVENSON
NIALL ROBERT LEPPER
JAMES CHRISTOPHER DASHNER
CHRISTOPHER JAMES HOLDEN
GREGORY AUSTIN MORRIS
JEREMY DANIEL ROBINSON
NICHOLAS CHRISTOPHER CAPPADORA
Deanna Ilena Moss
JONATHAN EDWARD LUTIN
Daniel Scott Worley
Kimberly Ann Weber
DEDRICK ELLIOTT HARRIS
CHRISJON Michelle SMITH
BRANDON WESLEY WALKER
JESSE FRITCHE STRAWN
LUIZA ALEKSANDRA SHEPHERD
Ruth Ann Dimmett
EVAN RICHARD JONAS
Matthew Alan Motelson
GREGORY PETER GIANNIBAS
JORON LEBAN HOWEY
MELISSA ANN VIAN
Lance Ingram Dunlap
Jennifer M Kotzian
SUSAN BARSNICA
Nicole Aisha Jackson
Jordan Kyle McElmurry
Aaron Joseph Kucmerowski
Alfredo Negrete-Abreu
Brice Thomas Talley
Sarina Dominique Campbell
IAN MERSHON ELLIS
Steven Albert Leon
Justin Thomas Conkling
Bradley David Stojetz
Justin Robert Stojetz
Bryce Grafton Blanton
Ronald Mark Flagg
Levi Joshua David Perry
Alex Dupree Davidson
Donald Ray Stouffer
Kevin William Iobbi
Johnny Mojica
KAITLYN Charnese POWELL
Rahul Kashyap
HALEY MARIE CLANTON
Kyle Joseph Durkin
KHALIL DOMONIQUE MORGAN
William Holland Sadler
Mallory Shepard Burgess
Salvatore Thomas Buffa
Dominic Joseph Gullo
Arden Lynn Pegelow
Robin Denise Davis
PETER EVAN KOHN
ALLEN RICHARD SCHIFF
WILLIAM LEONARD LONDON
JOHN LANCE BOGERT
BRIAN RICHARD SENATORE
DIANA ENID URICHICH
Michael Charles Pisani
AMY JULIA WONG-PAWA
ADAM KEITH DAWSON
LINDSEY ANNE PROKAY
MICHAEL JOHN GEORGE
ROBIN FREDERICK OLES
CLACY T HYSONG
STEPHEN MICHAEL HONEA
NICHOLAS MICHAEL LEVY
DAVID ALAN RICHARD TOMS
Erica Victoria Damato
Eleanor Dellinger Sloop
KENNETH HOLT
Casey Newsom Brighton
ROBERT A KEITH
Robert Charles Bacon
Kevin Michael Doyle
EE YANG
TYLER GREGORY JOHNSON
Trudy Mae Blanton
Wilson Gregory McKinney
Carolyn Janeth Menjivar
John Luke Longtine
ZACHARY Robert GORECZNY
Garen Kalender
Micah Robert Anthony Parks
Camille Rhiann Lubic
Joel Christopher Vincent
Marcus Antawn Royal
Sage Austin Murphy
Matthew John Lavin
Brasco Van Niekerk
Jaylen Andrew Gentry
DHARMIK NIRUPAM VASAVADA
SCOTT MICHAEL PAUL
Afi Ashley Douhadji
Marc John Coppotelli
Elizabeth Ann McGeachy
Katherine Grace Mazzucco
Zahria Nicole Brown
KATHRYN Lynn DELK
Daniel Allen Ford
Alhamisi Juni Simms
Lura Kelsey Walton
Niki April Kae Mumpower
Justin Edward Balmer
Sachika Motamarri
Jessica Akemi Flynn
Colin Andrew Perrin
John Lydon Kuhn
Sumakar Medikayala
Liam Michael Timoney
Sean Miguel Able
Alec H Strause
Brian Rodriguez Arredondo
David Peter Vogt
Bryson Leah Hawks Balentine
Mark Elliott Hargrove
GRANT Thomas BOOTERBAUGH
Pamela Denise Montgomery
THOMAS WILLIAM HAZELHOFF
RAPHAEL TSHIKALA
Nicholas Richard Wernli
Dean M Cushing
Rahul Niranjan Tumkur
JOHN ERIC POE
ROBERT BRICE MEEK
PETER MATTHEW IMHOF
JERRY ROGER PETTUS
ERIC BRANDON STEPHEN
CHARLES GIDEON ANTHONY
REGINALD JAMES
STUART SCOTT HANSEN
JAMES E SCHATZ
Elizabeth Anderson Munday
CASEY JAMES FLEISCH
WILLIAM KENNETH LEAK
JAMIE BRIAN LAPISH
JENS CARSTEN MUELLER
Madhuri Vasant Bendale
ANGELA N BELLAMY
ELISABETH OLSON MOORE
RYAN JOHN MILLER
AMBER WATKINS NELSON
Cory L Meckler
Joshua Paul Helms
ERIK BENDIX IBSEN
CHAD MICHAEL BEAVER
Jaime Lynn Myers
Kayla Chambers Stern
Kellen Rashad Lipscomb
Priya Darshanie Davie Jagdeo
Amos Randall
John Calvin Shaw
Tiffany Amber Gomez
JOSE ANTONIO MARTINEZ-RINCON
Tucker Lee Parrish
Hanna Foster Rockwell
Jacob Edward Daubenmire
PAUL EDMOND SHORT
PAUL THOMAS FLORIANI
CHRISTOPHER KELSEY MCCLURE
NATASHA JAMILA CROWELL
BRETT A SEXTON
SUSAN RENEE JENKINS
SEAN G. COGGIN
MICHELLE BIANCA HUGGINS
TODD RANDALL SMITH
JOSEPH C SIARZYNSKI
STEPHEN PAUL HOGAN
CHRISTOPHER MICHAEL REHBERG
Kent Bevan Shuford
APRIL LA'SHAWN FOULKS
EDMUND O'BRIEN GREENIDGE
William Kyle Hunicke
EDWARD ALAN HURLEY
ALON ALBERT ARGOV
LUCIE HOAI-DUNG MCGOWAN
JANET BARRIOS MARCHAND
ANDREW CARLYSLE BAIN
SAMARIA ELAINE FRAZIER
SIMON DALE STOKES
ROBERT CHADWICK STEVENS
COLMAN THOMAS PIERZCHALA
Kim Yvette Richards
Joseph Lynch
WILLIE TYRONE FERGUSON
Terrence Anthony Teele
ROBERT GORDON MURDOCK
JOHN HILLMON HINDS
John Robert Dorothy
TAMMIE YVETTE MCEACHIN
MAKEDA ELIZABETH SMITH
CHRISTINE A DIXON
TYRELL JASON SILER
Ronald Fitzgerald Myers
KYLE POPE
Pamela Alexandria Nicole Barnett
GAETANO M DEFAZIO
FRANK HERMAN BRASWELL
MOSES FRANCIS MAINE
WILLIAM BRELSFORD KILLHOUR
Mark Alan Schrader
SYAMPHONE JANE GRAHAM
JARED MICHAEL WALL
ROBERT LEE COUSAR
Elliot Elan Martin Otelsberg
TAYLOR AUBREY BROWN
Brittney Sade Ruth-Johnson
TRAVIS DALE TAYLOR
KRISTEN RENEE HORVATH
CATHERINE STALLINGS NEVELS
MICHAEL KLOSS
JOSHUA CARL KENYON
KEVAL AMIN
RONNIE REED
NEAL ACHARYA
KRISTEN ALICIA WRIGHT
Rodney Martin Hager
Christopher Matthew Wittekind
Jonathan Robert Strong
Townsend Jeremiah-Gray Williams
TINA SHANIECE JACKSON
Travis John Steinacher
Christopher Lawrence Horne
Craig Tramaiel Miller
Sydney Grace Hansen
Patrick Ryan Fleming
Joseph Anson Nichols
Axelle Anya Rivot
Joshua David Selvey
RICHARD FRANCIS JONES
EDWARD MARIO KISS
BENJAMIN JOHN SIERSMA
WENDY MARIE ANDERSON
CHRISTOPHER WAYNE ELLER
DWIGHT ANTHONY CLARK
DANIEL SEAN FLORY
SAMUEL JERVIS HYATT
ROBERT JOHN CURTH
Kristopher Michael Hyland
KANDI BREZETTE RUDOLPH
BRIDGETTE ELISE SWEENEY
STEPHEN JOSEPH BONJOUR
MICHAEL STEPHEN DOODY
Anna Elizabeth Carson
TRAVIS PHILIP LECTURE
CHUN YIN LAU
Brandon Alessondro Younger
Nora Lynn Knox
LUCAS Matthew HARTMAN
Mitchell Gerald Tanis
Ashley Nicole Montesdeoca
THOMAS JACOB MATTAPALLIL
Kevin Spence
Scott William Lautz
DAVID BRIAN VIDERS
NANCY J ZUILKOWSKI
JOHN MICHAEL JAEGER
Steven Jarrett Rogers
ALAN MERRITT ROSS
KIMBERLY ANNE WILLIAMS
Jordan Ash Jones
Grant Sevier Conway
Connor John Bain
Nancy Yimeng Zhai
Christine Rhea William
Gavin Charles Masa
Brooklyn Grace De Shazo-Griffin
Amy Lue Henthorn Powell
MARIA ALICIA LUONI
Adhithya Rajagopalan
Ethan Joel Cummings
Jennifer Rolfson
MAIRAJ ELAHI
Ryan A Miller
CHARLES EDWARD JEANNE

Within 25 miles of Harrisburg, NC, Best Investors lists 357 registered investment advisory firms with 962 offices nearby, managing about $23.0T in combined regulatory AUM across 3,757,691 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 Harrisburg

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM