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Best financial advisors in Lakeview, NC

Registered advisers within 25 miles of Lakeview, NC.

Offices
75
Firms
46
Combined AUM
$7.29T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,465,667 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FIRST COMMAND ADVISORY SERVICES
BROOKSTONE CAPITAL MANAGEMENT LLC
HICKS FINANCIAL PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
KIAROS ADVISORS, LLC
ALIGN FINANCIAL PLANNING
WE EDUCATION INVESTMENT MANAGER LLC
RBC CAPITAL MARKETS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MODERA WEALTH MANAGEMENT, LLC
OSAIC INSTITUTIONS, INC.
DREHER FINANCIAL PARTNERS
EDWARD JONES
THE PINES WEALTH MANAGEMENT, LLC
NEWEDGE ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.

Investors

TRACEY LEE MCINNIS
David Alan Hammond
Mitchell Keiser
Timothy Wayne Hicks
Jordan Robert Hicks
COLLEEN K O'DONNELL
Taylor Gillis Clement
Christopher Chance Bleeker
PETER THOMAS KISVER
Katherine Taylor Stevick
MICHAEL EUGENE CHAPMAN
KATHERINE ANN IVES
Nathan Aaron Cherry
TODD CHARLES STOUT
RALPH TRENT WILLIAMSON
Bryan Paul Griffin
JEFFREY SCOTT KITTRELL
AUDRA WEBB LUBAWSKI
MICHAEL STEPHEN WHITE
THOMAS EDWARD VELEVIS
Mary Spooner Rocca
Merralee Ann Perkins Thorpe
MICHELLE CRANDALL ROBINSON
HOWELL EVANS NEVILLE
WINFRED NORMAN HASTY
MARY KAY ZASTROW
Aaron Michael Breasseale
TERESA ZAHRAN WHITE
Timothy J Gendron
MATTHEW SCOTT GREGORY
JUSTIN DAVID BRADFORD

Within 25 miles of Lakeview, NC, Best Investors lists 46 registered investment advisory firms with 75 offices nearby, managing about $7.29T in combined regulatory AUM across 1,465,667 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 Lakeview

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 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM