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Best financial advisors in Knightdale, NC

Registered advisers within 25 miles of Knightdale, NC.

Offices
637
Firms
233
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,129,110 clients when Item 5C has a number
Avg / client
$5.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
LINCOLN INVESTMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MWA FINANCIAL SERVICES INC.
EQUITABLE ADVISORS, LLC
MERIT FINANCIAL ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.

Investors

Katie Lee Johnson Smith
JALYN MALIK THORPE
DONALD WITT HADLEY
DONALD FORD HADLEY
Chadwick Graham Wester
Aaron Siegel
Paul Jeffrey Tucker
Ithianell Goire Delbrey
Jovana Romero Hernandez
LUKE HOPKINS
CHRISTOPHER RAYNIEL DIAZ
MERRI LYNNE MORGAN
MATTHEW WYATT MCNEILL
Lesia Straughn McKenzie
Benjamin Stuart Pierce
Ally Kaye Goss
Wallace Gray Suggs
ANGELA Coffman MACKINNON
Ryder Gregory Seiz
Nidhi Rachael Alberti
MICHAEL DAVID WILSON
BRYAN MICHAEL CROLLA
AUSTIN Louis POYTHRESS
Zachary Lee Merritt
Parker Blair Tanner
Elijah De La Tour Dupavillon
Michael Langley
Alyssa Jade Fields
Wednesday Lee Cox
Jack William Garrison
Justin Alexander Leaston
Alyssa Marie Potts
Christopher Orlando Ucles
Jack Christian Sandahl
DANIEL R PARADISE
JUAN RAMON TRUJILLO
DILLON MARK BURDETTE
Amanda Michele Penrose
Stephen Wayne Murray
WILLIAM D. HERRING
Michael Liby
Shania Mason
James Cranwell
Michael Irvin
Stephen Mann
Logan Palmer
Nathan Alexander Podbielski
Charles Doherty
Taylor McCormick Gresham
David Michael Wahlen
BILLY MACON GRISSOM
THOMAS KERN CAMPBELL
ZACHARY CUYLER GREEN
Andrew Stephen Dobson Blanchard
Jennifer Riley
James Matthew Rowe
Brent Little
Melinda Poulton
Michael Paul Hock
Kimberly Hinton Loftin
Christopher Michael Brooks
Naji Michel Naji Jawabreh
Nathaniel Snow Forkey
RAYMOND KEVIN PETERSON
ANDREW WILLIAM BASS

Within 25 miles of Knightdale, NC, Best Investors lists 233 registered investment advisory firms with 637 offices nearby, managing about $18.7T in combined regulatory AUM across 3,129,110 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 Knightdale

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 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