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Best financial advisors in Leland, NC

Registered advisers within 25 miles of Leland, NC.

Offices
189
Firms
76
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,674,024 clients when Item 5C has a number
Avg / client
$4.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
D.A. DAVIDSON & CO.
EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL ENTERPRISE, LLC
SHAMROCK FINANCIAL SERVICES
TILIA FIDUCIARY PARTNERS, INC.
MML INVESTORS SERVICES, LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Tracy Dean
JOSHUA MICHAEL LONDON
JONATHAN MURRAY TAIT
Debra Lee Pickett
FRANKLIN ARTHUR ROUSE
Angela L Bodinus
Sierra C Brown
AARON CARROLL TALLEY
JORDAN WALL SWANN
CHRISTIE BEAULIEU RUNSKI
ROSWELL JONATHAN TYLER STEADMAN
BRITTANY ANNE WHITE
Joseph Lecter Sizemore
MATTHEW STEPHENSON BRYANT
STEPHEN ALAN CHAPPELL
ROSS MARTIN MOORE
BRIAN S JOHNSON
ANGELA Coffman MACKINNON
EDWARD GERARD GROGAN
RICHARD JUSTIN SCHRUM
Kelly Luckhaus
MICHAEL E FOGARTY
JAMES THOMAS CAULFIELD
Ryan Edward Casey
Shawn Dustin Hudspeth
Alexis Lynn Delia
WALKER LEE ABNEY
Thomas Paul Favor
ERIC ALLAN BRANDT
MICHAEL C TUNNEY
AMY LOUISE KEPLER
Eric S Starkey
KATHERINE E MEDINA
THOMAS JAMES GREEN
MATTHEW JOHN GRASSO
JENNA DORI YINGLING
CONNER WILLIAM CARVELL

Within 25 miles of Leland, NC, Best Investors lists 76 registered investment advisory firms with 189 offices nearby, managing about $11.6T in combined regulatory AUM across 2,674,024 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 Leland

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM