Best Investors Account Sign in

Best financial advisors in La Grange, NC

Registered advisers within 25 miles of La Grange, NC.

Offices
39
Firms
24
Combined AUM
$3.76T
Firm-wide filings, not assets booked only here
Clients
555K
555,466 clients when Item 5C has a number
Avg / client
$6.77M
Combined AUM ÷ clients

Nearby offices

Firms

FOSS WEALTH MANAGEMENT, INC.
GRADIENT INVESTMENTS, LLC
LEVEL FOUR ADVISORY SERVICES
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PHYSICIANS FINANCIAL SERVICES, INC.
JANNEY MONTGOMERY SCOTT LLC
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
RBC CAPITAL MARKETS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

CHARLES CREIG FOSS
MATTHEW RAY ROGERS
WILBUR SPEAR HEMBY
MICHAEL ERNEST SPEARS
JUSTIN EDWIN TART
JAMES CANADY PARKER
KENNETH HARLON NEAL
ATHENA KATSIS DOTY
JIMMY RAY HARE
JOHN GARDNER BEST
JULIE UZZELL DANIELS
MEAGAN JACKSON BOURGEOIS
BARBARA MATTHEWS
EMILY GAIL PITTMAN
Jesse Gordon Parks
JEFFREY BRIAN JACKSON
Mackenzie Davis DeVane
ANNA OGLESBY SMITH
Jeffrey Clifford Davis
Andrew Thomas McKnight
Aaron Zachary Futral
BOMAN WAYNE RICHARDSON
RONALD JEFFERY TYNDALL
Matthew Nile Collier
JODI SCOTT
FRANK WILLIS FISHER
Grayson B Hussey
Roland Brent Andrews
TROY TIMOTHY SHARPE
DAVID LEE DAVIS
Destaney Deana Jones
William Grant Webber
BRENT FRANKLIN HAYES
Matthew Hall Worthington
MARK RODNEY CONWAY
MARK ISHMAEL CONWAY
Tammy Sutton Malone

Within 25 miles of La Grange, NC, Best Investors lists 24 registered investment advisory firms with 39 offices nearby, managing about $3.76T in combined regulatory AUM across 555,466 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 La Grange

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM