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Best financial advisors in Highlands, NC

Registered advisers within 25 miles of Highlands, NC.

Offices
26
Firms
17
Combined AUM
$6.06T
Firm-wide filings, not assets booked only here
Clients
531K
531,499 clients when Item 5C has a number
Avg / client
$11.4M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CAPTRUST
COVENANT INVESTMENT SOLUTIONS L.L.C.
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
CREDIT UNION INVESTMENT SERVICES

Investors

JUSTIN ANDREW SOUMA
Mary Beth Brody
Todd Donald Holder
ROBIN LYNN COOK
DONALD BRIAN MCCLELLAN
Olivia G Swift
Benjamin Joseph Rodriguez
William Paul Barr
AMY MARIE WOLFE MANSHACK
MICHAEL FRANCIS WIERCINSKI
TIFFANY LEANN GILL
TODD MATTHEW KURSTIN
William Lee DeWandeler
GARY VON HOBBS
Russell Wayne Hawkins
JERRY ALLEN WRIGHT
Ara Elizabeth Joyce
Joshua Andrew Parker
KELLY MIELOCH SPARKS
Steven Nathaniel Long
THOMAS KYLE CLAYTON
Justin Adam Castle
Julie Kristine Lucas
Adam Joel Wright

Within 25 miles of Highlands, NC, Best Investors lists 17 registered investment advisory firms with 26 offices nearby, managing about $6.06T in combined regulatory AUM across 531,499 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 Highlands

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

1 CAPTRUST 963 advisers $1.24T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM