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Best financial advisors in High Shoals, NC

Registered advisers within 25 miles of High Shoals, NC.

Offices
548
Firms
208
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,324,870 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED BROKERAGE SERVICES, INC
LEONARD WEALTH MANAGEMENT, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
GREAT VALLEY ADVISOR GROUP, LLC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.

Investors

CHRISTOPHER ALLEN RHYNE
John Varney Gregory
PAUL E PARKER
Samuel Dyk Hershberger
ROBIN BIDDY RADOVICH
JOSEPH CAIN LEONARD
Amy B Matthews
Michael Wayne Bowen
MELISSA ANN SPIVEY
JACLYN MCGREW
AUSTIN HOUSER
FRANCES KAY PUMPHREY
CARMEN MARIA BOLIUS ANDREWS
Jessica Beard
Brent Reynolds
Candance Bryan Heavner
Matthew Foster
Michael Talbott Macomson
JOSEPH MUNDY RHYNE
Cooper Bumgarner
James Nelson Sherrill
James Nelson Sherrill
Ashlie Kelley Link
DEANA MARIE SPAINHOUR
Norman Stephen Perkins
Michael Roman
MARSHALL L FLETCHER
ANGELA CHRYSTINA THOMAS
Aaron Moore
HUGH FULMER RENWICK

Within 25 miles of High Shoals, NC, Best Investors lists 208 registered investment advisory firms with 548 offices nearby, managing about $17.6T in combined regulatory AUM across 3,324,870 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 Shoals

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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