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Best financial advisors in Holly Springs, NC

Registered advisers within 25 miles of Holly Springs, NC.

Offices
724
Firms
278
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,132,284 clients when Item 5C has a number
Avg / client
$6.26M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BRIGHTPATH WEALTH ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ONEDIGITAL
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
ARMOR INVESTMENT ADVISORS, LLC
PEACE OF MIND WEALTH MANAGEMENT
CERITY PARTNERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
CREDIT UNION INVESTMENT SERVICES
FIRST CITIZENS INVESTOR SERVICES, INC.
LPL FINANCIAL LLC

Investors

Nicholas J Cirillo
Brian L Johnson
BRIAN WAYNE DEBRUIN
Fred Wilson Lowry
JEFFREY BROOKS MC CLAUGHERTY
JASON SCOTT CURFMAN
SUSAN Rebello BROWN
ERIC LEWIS SCHRUM
MATTHEW CLARK MILLER
Allison Rose Miller
JOHN VIETOR PURRINGTON
GRAHAM FRANCIS SHEPHERD
RADON NEWTON STANCIL
NICHOLAS Charles HYMANSON
Lauren Marie Stancil
Aralys Mari Castillo
MURSALEEN MOHAMMAD TARIQ
Taylor Kay Wolverton
JOSHUA BENNETT BURGESS
MICHAEL THOMAS HOLLOWAY
Elliot Lee Williams
JACOB COOPER RUDY
BRIAN J. COOK
SETH MITCHELL LARGE
JASON MILES DESHAYES
ZACHARY Q. CARVER
HUNTER B HOUSER
GIDEON LUKE SIMS
Victoria Alexa Cornett
STUART SWANSON
JARROD KEEN
LAURENCE HAROLD MASS
LOUIS CRAFA
Christopher Ralph Baker
MICHAEL A HARRIS
Grady Beuford Sykes
HARRISON George BROOKS
RYAN ADAM KUHN
JOHN BRANDON
DINO HENRY
Kenya Davis
Calvin James Perry
Austin Sinclair Grier
BRANNON THOMAS LAMBERT
Parker Joseph Szarek
STEPHANIE DEVAN ABEE
Justin Jones
Nathan Huntley
JOSHUA ERIC HART
TENESHA THOMPSON CARTER
Jeremy Allen Smith
Michael Alan Boedeker
AIRIS ALEXANDER ABOLINS
MATTHEW ALLEN HAMILTON
Andrew M Johnson
JONATHAN DURWARD JONES
STACEY JUNE WADDELL
KIMBERLY HEISER MACINNES
MARTHA KATE SMITH
STEPHEN SANFORD PIERCE
DOUGLAS ANDREW PAYNE
Paula Ali
Ryan Allen Walton
Shamyra Shanori Newton
Miranda Rose McNeil
Megan Elena Daniel
KRISTA BRACKIN LOEW
LAURA JONES TOVAR
JOSHUA STEPHEN SHELLMAN
SEAN PATRICK BRENNAN
Joseph Earl Barnes
Jonathan Ashton Miller
Martin Caswell Hefner
Connor Harris Newsome
James Erwin Johnson
Antonio Navarro
Candace Rose Lindeberg
Steven Daniel Gray
SIARHEI HORBACH
Joshua Ambrose Barker
AMANDA MORGAN ENGLISH
JOHN BRANDON WHALEY
LAURA ASHLEY NORTHCUTT
KIMBERLY DAWN PITTMAN
LOGAN SCOTT PRICE
PETER BOYETTE SIMMS
KEENAN RONALD HALL
KEVIN MICHAEL FURR
Johnna Rene Kendrick
MARY PATRICIA RESTREPO
LAURA CROTTS FRUSHONE
KHRISTOPHER JOHN BROOKS ANDREWS

Within 25 miles of Holly Springs, NC, Best Investors lists 278 registered investment advisory firms with 724 offices nearby, managing about $19.6T in combined regulatory AUM across 3,132,284 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 Holly Springs

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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM