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Best financial advisors in Landis, NC

Registered advisers within 25 miles of Landis, NC.

Offices
332
Firms
105
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,798,054 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
SYNERGY INVESTMENT GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRATED FINANCIAL STRATEGIES, LLC
FAMILY WEALTH PARTNERS CONCORD, INC
OPTIMAL PLANNING LLC
WMC CAPITAL MANAGEMENT, LLC
MATSON MONEY, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Investors

Benjamin Kristoff
Corie Basham
CATHY S FOSTER
MARGARET ELLEN SUITE-ARNOLD
RICKY LEE MEEKS
MICHAEL DAVID SMITH
ROBERT DAVID CHURCH
MARY ELIZABETH BURGESS
KENNETH ALLEN EIRKSON
JEFFREY BRETT VAUGHN
GAGE ALEXANDER JACKSON
LUIS ALBERTO TEJEDA
JOSHUA ROSCOE SOUTH
IRENE STORY CHANDLER
JASON CHAD HOLT
Natasha Rufino Da Silva
KENNETH Wayne MILLER
PHILIP CHARLES MILLER
LEO EDWARD THERIAULT
PATRICK KEITH RILEY
LUANN SIMS BARNES
JOHN WALTER RODNEY HARRIS
KEITH ERIC LAIBSON
Loretta LeRay Gifford
Joel D Matthews
Jeffrey D Hartsock
Michael Robert Marasco
Cameron Hunt
STEPHEN RALPH SMITH
CHERYL GARCIA SALERNO
Jennifer Gunther Astles
PRZEMYSLAW WASZCZENIUK
Mark Edward Whitley

Within 25 miles of Landis, NC, Best Investors lists 105 registered investment advisory firms with 332 offices nearby, managing about $14.5T in combined regulatory AUM across 2,798,054 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 Landis

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM