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Best financial advisors in Lake James, NC

Registered advisers within 25 miles of Lake James, NC.

Offices
1
Firms
1
Combined AUM
$39.1B
Firm-wide filings, not assets booked only here
Clients
1,816
1,816 clients when Item 5C has a number
Avg / client
$21.6M
Combined AUM ÷ clients

Nearby offices

Firms

PRIME CAPITAL FINANCIAL

Investors

KIMBERLY CHMIELEWSKI

Within 25 miles of Lake James, NC, Best Investors lists 1 registered investment advisory firm with 1 office nearby, managing about $39.1B in combined regulatory AUM across 1,816 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 Lake James

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

1 PRIME CAPITAL FINANCIAL 1,816 clients · 267 advisers $39.1B AUM