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Best financial advisors in Henderson, NC

Registered advisers within 25 miles of Henderson, NC.

Offices
31
Firms
17
Combined AUM
$2.98T
Firm-wide filings, not assets booked only here
Clients
664K
664,084 clients when Item 5C has a number
Avg / client
$4.48M
Combined AUM ÷ clients

Nearby offices

Firms

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
THE WEALTH GROUP, LTD
TAR RIVER WEALTH PLANNING, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

RICHARD ALTLAND SPEERS
TONEY OTIS FALKNER
MATTHEW BRIEN WOODLIEF
WAYNE JACK COTTRELL
MARGIER LUE-DIETHA WHITE
Jonathan D White
Charles Jeffery Perry
Christopher Ryan Manning
Alexandra Kate Adams
Ava Adams
Anthony Wayne Adams
HOWELL ALEXANDER OGEARY
CLAUDE WILLIAM ALLEN
LEONARD RALPH CREECH
William Scott Jakes
Ezekial Cody Blake
Edgar Leonard Blackley
Reed Alfred Wheless
LOUIS ALFRED WHELESS
JAMES "TRIPP" PARKER LUMPKIN
Arturo Ynocencio Casanova Lumpkin
JAMES PARKER LUMPKIN
Scott Wesley Allen
ADRIAN BRAME WOODY
KIM WEBER
MATTHEW RONALD CRACCHIOLO
CHRISTOPHER RONALD CRACCHIOLO
Gabriel Warren Bowman
KIMBERLY STROUSE COZART
CARLTON WAYNE EDWARDS II
Lauren Wimple Murphy
James Anthony Staples
Caroline Staples
Christopher David Ellis

Within 25 miles of Henderson, NC, Best Investors lists 17 registered investment advisory firms with 31 offices nearby, managing about $2.98T in combined regulatory AUM across 664,084 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 Henderson

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM