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Best financial advisors in Kannapolis, NC

Registered advisers within 25 miles of Kannapolis, NC.

Offices
582
Firms
219
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,287,658 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SYNERGY INVESTMENT GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRATED FINANCIAL STRATEGIES, LLC
FAMILY WEALTH PARTNERS CONCORD, INC
OPTIMAL PLANNING LLC
WMC CAPITAL MANAGEMENT, LLC
MATSON MONEY, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Investors

RICKY LEE MEEKS
MICHAEL DAVID SMITH
ROBERT DAVID CHURCH
MARY ELIZABETH BURGESS
KENNETH ALLEN EIRKSON
JEFFREY BRETT VAUGHN
GAGE ALEXANDER JACKSON
LUIS ALBERTO TEJEDA
Benjamin Kristoff
Corie Basham
JOSHUA ROSCOE SOUTH
IRENE STORY CHANDLER
JASON CHAD HOLT
Natasha Rufino Da Silva
JOSEPH MATTHEW MICHALSKI
JESSE WAYNE RILEY
DJIBRIL DIALLO
KENNETH Wayne MILLER
PHILIP CHARLES MILLER
LEO EDWARD THERIAULT
PATRICK KEITH RILEY
LUANN SIMS BARNES
JOHN WALTER RODNEY HARRIS
KEITH ERIC LAIBSON
Loretta LeRay Gifford
Joel D Matthews
Jeffrey D Hartsock
Michael Robert Marasco
Cameron Hunt
Chad Michael Epting
Christopher William Borras

Within 25 miles of Kannapolis, NC, Best Investors lists 219 registered investment advisory firms with 582 offices nearby, managing about $17.5T in combined regulatory AUM across 3,287,658 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 Kannapolis

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