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Best financial advisors in Kernersville, NC

Registered advisers within 25 miles of Kernersville, NC.

Offices
483
Firms
152
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,950,129 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
AE WEALTH MANAGEMENT, LLC
ASCENDOR WEALTH, LLC
PARABLA, LLC
PFS INVESTMENTS INC.

Investors

Bill Wysor
Daniel Alan Branon
Jordan Christopher Davis
Larry Robert Redfearn
ELISABETH GRACE SANDERS
Brittany Kinneer
Matthew Ray Riggs
Darren L Scales
TAYLOR MCCRACKEN GWYNN
JASON RANDALL OVERBY
MICHAEL JOSEPH FISCHER
Ashton A Brown
Douglas Andrew Duvall
Tonya Duvall
Nora Rubenstein Kowalcheck
Hannah Elizabeth Duvall
Christine Hernandez Harrell
Monica F Richey
JONATHAN PAUL BOULWARE
Jacob Rice
Austin Bailey
Alexander Paul Kendall
ROBERT DEAN SCHUTZ
Saba Ijaz Khan
Catherine Johnson Whicker
Kevin Lee Hoppens
BRANDON THOMAS DEMBOWIAK
PHILLIP D HANKS
James David Bowman
Emily Jo Farrell
RODNEY M MILLER

Within 25 miles of Kernersville, NC, Best Investors lists 152 registered investment advisory firms with 483 offices nearby, managing about $15.5T in combined regulatory AUM across 2,950,129 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 Kernersville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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