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Best financial advisors in Huntersville, NC

Registered advisers within 25 miles of Huntersville, NC.

Offices
1,007
Firms
381
Combined AUM
$23.8T
Firm-wide filings, not assets booked only here
Clients
3.76M
3,761,097 clients when Item 5C has a number
Avg / client
$6.32M
Combined AUM ÷ clients

Nearby offices

Firms

LEGEND PRIVATE WEALTH, LLC
FREITAG FINANCIAL GROUP, LLC
PB WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
INTELLECTUS PARTNERS, LLC
INTEGRITY ADVISORY SOLUTIONS
NORTHCOAST ASSET MANAGEMENT LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC
TRUIST ADVISORY SERVICES, INC.
BLUEPRINT FINANCIAL ADVISORS
EDWARD JONES

Investors

Sarah Riley Headrick
RICHARD EMIL FREITAG
Matthew John Filepp
JEAN R METAYER
DAVID KENT PREWETTE
BRANT EARL SPESSHARDT
GRAHAM Daniel BURKE
DENNIS BOHM
THOMAS EDGAR CASEY
John Randall Potter
Christopher Kenneth Zambrotta
ROGER WILLIAM JUDY
RUPAL BHUPAT DOSHI
MATT DOMASZEWICZ
ROBERT JOSEPH DULSKIS
HEATHER MICHELLE LEE
KAREN TUTTLE MCCANLESS
DANIEL LLOYD HANVEY
MEREDITH MCCANLESS TEDEN
Thomas C Moss
JOHN L JACOB
JEROD OMAR HUBBARD
KRISTIN M ARENA
KATHRYN INGERSOLL MCLAUGHLIN
SATISH CHAND MARKANDA
MITCHELL JAMES GRAVELLE
HEIDI WENZEL JOHNSON
RYAN Michael FISCHER
MARILYN MAE HOYLE
SCOTT MICHAEL BOWMAN
MARY HEATHER GRAVELLE
MARK ALEXANDER THOMPSON
LANEY MARGARET SAVOIE
RONALD EDWARD SCHROETER
JAMES DYLAN PARADISE
JOHN CHRISTIAN FOERY
LAWRENCE EDWARD MARIN
NICHOLAS FREDERICK CICCI
DIEGO HERNAN MORALES
SCOTT M LAURITZEN
SAMUEL LYNN PRATT
FRANK JOSEPH CLEMENTE
NICHOLAS JOHN MATHIASON
WILLIAM NEAL PICKETT
THOMAS NORMAN PETERSEN
Ashley Dambreville
LOUIS JOHN LAROSA
KYLE Christopher BRYANT
WEN SHAO
SHAMECIA CARTER
SHALENEE YALLA
Leah Grace Williams
Bruce Jeffrey Lau
Andrew Carson Ricciarelli

Within 25 miles of Huntersville, NC, Best Investors lists 381 registered investment advisory firms with 1,007 offices nearby, managing about $23.8T in combined regulatory AUM across 3,761,097 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 Huntersville

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM