Best Investors Account Sign in

Best financial advisors in Kings Mountain, NC

Registered advisers within 25 miles of Kings Mountain, NC.

Offices
115
Firms
43
Combined AUM
$7.51T
Firm-wide filings, not assets booked only here
Clients
1.31M
1,311,972 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
LPL FINANCIAL LLC

Investors

Tony Randall Walker
Joshua R Shelton
Jack Wayman Buchanan
Brooke D Duncan
Samuel Walker Gault
Jonathan Merrill Rhodes
NICHOLAS MCNEILL CATO
SHEILA D DOBBINS
DAVID LEN BEST
LACEY FORE BEAM
O PHIL HAYDON
CORY J TAYLOR
JAMES MONROE TAPP
Jamie Burgin Richard
Sara Anne Richard
Stephen Lee Price
HOLLY CHAPMAN CAMP
KATHLEEN ELIZABETH BRIDGES
Brentley William Jenkins
Wade Phillip Hartman
THOMAS ALLAN MCNICHOL
Jackson Reid Wilson
PATRICK LAWRENCE MAUNEY
ROBERT GRAHAM PITT
Garrett Scott Sharp
RICHARD JASON WINN
RICHARD DALE WINN
Adam Kevin Larsen
PHILLIP WALLACE POSTON
Michael Roman
ANGELA CHRYSTINA THOMAS
Aaron Moore

Within 25 miles of Kings Mountain, NC, Best Investors lists 43 registered investment advisory firms with 115 offices nearby, managing about $7.51T in combined regulatory AUM across 1,311,972 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 Kings Mountain

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM