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Best financial advisors in Lake Toxaway, NC

Registered advisers within 25 miles of Lake Toxaway, NC.

Offices
27
Firms
13
Combined AUM
$5.10T
Firm-wide filings, not assets booked only here
Clients
464K
463,952 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Ashley Jennifer Cedrone
Jeremy Lloyd Phillips
JEFFREY CHAD MURI
Jenny Marie Martin
SHANNON E CARLOCK
LARRY EUGENE EAST
MATHEW UNDERWOOD
JENNY STILES HOLLAND
GRANVILLE JOSEPH YOUNCE
JACKEY JOSEPH WEBB
KEVIN WILLIAM DONOCHOD
SETH ABRAHAM SHIMANSKY
CHAD LANDON MCMAHON

Within 25 miles of Lake Toxaway, NC, Best Investors lists 13 registered investment advisory firms with 27 offices nearby, managing about $5.10T in combined regulatory AUM across 463,952 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 Toxaway

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

1 CAPTRUST 963 advisers $1.24T 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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM