Best financial advisors in Henrietta, NC

Registered advisers within 25 miles of Henrietta, NC.

Offices

89

Firms

35

Combined AUM

$9.36T

Firm-wide filings, not assets booked only here

Clients

1.14M

1,136,403 clients when Item 5C has a number

Avg / client

$8.23M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

189 HYATT STREET
GAFFNEY, SC 29341

15.1 miles away

EDWARD JONES

209 SOUTH LIMESTONE STREET
GAFFNEY, SC 29340

15.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

941 E Marion Suite 1
Shelby, NC 28150

15.3 miles away

EDWARD JONES

1235-1 FALLSTON RD
SHELBY, NC 28150

15.7 miles away

INTELLIVEST WEALTH MANAGEMENT

3082 OLD FURNACE ROAD
BOILING SPRINGS, SC 29316

16.3 miles away

EDWARD JONES

651 SOUTH POST ROAD
SHELBY, NC 28152

16.4 miles away

CREDIT UNION INVESTMENT SERVICES

1729 E Dixon Blvd
Shelby, NC 28150

16.4 miles away

EDWARD JONES

1427 E MARION STREET SUITE F
SHELBY, NC 28150

16.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

1610 E MARION ST STE 150 LAKESIDE COMMONS COMPLEX
SHELBY, NC 28150

16.7 miles away

EDWARD JONES

2306 CHESNEE HWY SUITE 1
SPARTANBURG, SC 29303

17.2 miles away

EDWARD JONES

301 W CHEROKEE ST STE D
BLACKSBURG, SC 29702-1557

EDWARD JONES

4035 Highway 9
BOILING SPRINGS, SC 29316

18.3 miles away

EDWARD JONES

320 VILLAGE CREEK DR
BOILING SPRINGS, SC 29316

19.2 miles away

ALPHASTAR CAPITAL MANAGEMENT

1523 Boiling Springs Road
Boiling Springs, SC 29316

19.7 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

1894 E. Main Street
Spartanburg, SC 29307

20.9 miles away

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1802 DRAYTON RD SUITE 120A
SPARTANBURG, SC 29333

21.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

9308 Asheville Hwy
Inman, SC 29349

21.2 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1604 E MAIN ST
SPARTANBURG, SC 29307

21.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1445 EAST MAIN STREET
SPARTANBURG, SC 29307

21.4 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1787 ASHEVILLE HWY
SPARTANBURG, SC 29303

21.7 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

INTELLIVEST WEALTH MANAGEMENT

CREDIT UNION INVESTMENT SERVICES

WELLS FARGO CLEARING SERVICES, LLC

ALPHASTAR CAPITAL MANAGEMENT

FIRST CITIZENS INVESTOR SERVICES, INC.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Felixicity Figueroa Standridge

Charles Conner Chitty

Mason Bradley Bell

Janet Coyle Shuford

DEBRA SCRUGGS MILLER

KATHLEEN ELIZABETH BRIDGES

Garrett Scott Sharp

Logan Martin Dickey

MICHAEL JAMES DICKEY

Jonathan Merrill Rhodes

NICHOLAS MCNEILL CATO

Jamie Burgin Richard

Sara Anne Richard

SHEILA D DOBBINS

LACEY FORE BEAM

JAMES MONROE TAPP

Mason Layne Standridge

Philip Emory Moore

Melanie Reid Burgess

ERIC ROGERS GADDY

DEBRA JEANNE CARMODY

Donna Michelle Morris

Dylan Alexander Brooks

THOMAS ALEXANDER ROYLSTON

glenn stephen griffin

Stetson Saunders

Thomas Aloysius Clark

Angela H Mauney

DAVID Adam JERANIAN

Kerri Pickelsimer Brandon

Pedro Sanchez-Beltran

VICTOR CHARLES MCLEOD

DEBORAH BARKER HAMILTON

MARIELENA A SLONEY

DUANE BRUCE HAIMBACH

JAMES JASON STOKES

MICHAEL D TRONOLONE

Phillip TODD Harrington

ANGELA MARIE CONNER

Mario Stojkoski

Charles ALEXANDER Nop

LaToya LaVone Martin

THOMAS WRAY DIXON

HARRY DANIEL FOSTER

Within 25 miles of Henrietta, NC, Best Investors lists 35 registered investment advisory firms with 89 offices nearby, managing about $9.36T in combined regulatory AUM across 1,136,403 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 Henrietta

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM