Best Investors Account Sign in

Best financial advisors in High Point, NC

Registered advisers within 25 miles of High Point, NC.

Offices
486
Firms
156
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,952,890 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TERRA WEALTH
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
CONCURRENT INVESTMENT ADVISORS, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
SLEDGE AND COMPANY WEALTH ADVISORS
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
&PARTNERS
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VIRTUE CAPITAL MANAGEMENT, LLC

Investors

Tracy Lance Collins
STEVEN DOUGLAS BRACKMAN
DONNETTE SUE DRAPER
CYNTHIA A KELLEY
TIMOTHY J GIBSON
Eric J Crowl
VICKY T TSITSERAS LEONARD
Deborah Sedberry Morand
Adolfo John Montesa
MATTHEW PETER THIEL
Ryan Matthew Nance
Jeffery Cole
Patrick D Adams
VICKI UNDERWOOD BERTHOLOMEY
LUKAS METZ HEAVNER
SCOTT ALLEN TILLEY
Richard Anderson
Thomas S Lembeck
Christopher Whitley Holbrook
James T Gooding
CHRISTINA MARIE VAN VOORHIS
James R Squires
WILLIAM WARREN ARMFIELD
Bradley Tomlin
BRADFORD CECIL CLINARD
Warren Richard Lackey
Warren Richard Lackey
JAMIE DAVID SLEDGE
Kurt Williams Shuler
WARREN CHAD CARRICK
JUSTIN DAVID SLEDGE
EMILY CASE PROMISE
Alexander Colin Lohrman
STEPHEN MICHAEL LAFRANCE
ROBERT CARLTON BLAKELY
DUANE KEITH EDWARDS
DON MATTHEW WEBB
KIA NOBLE STREATER
JILL ANNE PAINTER
STEPHANIE FISCHER JOHNSON
CHARLES LESLIE WILFONG
DAVID SANFORD THOMPSON
REEVES JOSHUA THOMPSON
DEANNA CHERYL POST
TIMOTHY BRYAN REID
JON DODSON HARRIS
JEFFREY ADAM FULLER
Raymond Charles Kuethe
JEFFREY ALAN HEYBROCK

Within 25 miles of High Point, NC, Best Investors lists 156 registered investment advisory firms with 486 offices nearby, managing about $15.8T in combined regulatory AUM across 2,952,890 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 High Point

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