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Best financial advisors in Indian Trail, NC

Registered advisers within 25 miles of Indian Trail, NC.

Offices
835
Firms
339
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.75M
3,752,629 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
AUSDAL FINANCIAL PARTNERS, INC.
EAGLE STRATEGIES LLC
BLUEPRINT FINANCIAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC
CREDIT UNION INVESTMENT SERVICES

Investors

JOSEPH CRAIG POMYKACZ
Keyton Presley Elmore
Allen K Maupin
Christopher Zino
JOSEPH PATRICK VARAMO
William Allen Lawson
SEAN BRUCE
STEPHEN EDWARD REPAK
TIMOTHY SCOTT BELDNER
JACOB DANIEL STEVENSON
CHRISTIAN LITTLE
Gary Chmielewski
Brandon Michael Monette
SCOTT WAYNE SALISBURY
ANDREW JACKSON WOOD
CYNTHIA LAINE RENINGER
MITCHELL COMPORT
STEPHANIE K. BAILEY
HARVEY STEPHEN BAILEY
CHRISTOPHER B. KEMPER
Adam Kanter
John Stewart Honeycutt
PIERRE FLORES VARGAS
KIRK MARTIN SIEBENALER
SINAE KIM
ROBERT EDWARD GILMAN
WEN SHAO
THOMAS GARRISON BAYSINGER

Within 25 miles of Indian Trail, NC, Best Investors lists 339 registered investment advisory firms with 835 offices nearby, managing about $21.3T in combined regulatory AUM across 3,752,629 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 Indian Trail

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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